Improving as an Investor: Self Reflection I am a pretty good investor. My total returns in 2020 exceeded 60%, with gains primarily driven by select big tech stocks, consumer and China. I missed out on run ups in SaaS, Tesla, Peloton, NIO, Zoom and Bitcoin/Crypto. I also applied a lot of leverage
Investing
Private Debt / Direct Lending Overview
What is Private Debt / Direct Lending? Direct lending, private debt, private credit, private lending, illiquid credit and alternative credit are sometimes used interchangeably for bespoke, structured credit offered by non-bank lenders - going directly to the borrower. As the group of lenders is either a small consortium or just one counterparty,
Are Stocks Cheap After COVID-19 – Part II
ESG Investing: Will Private Equity Firms Refocus on Stakeholder Value?
By Arun Maganti Initially posted on the BSPEC blog ESG (Ethical, Social, and Governance) investing has become much more prevalent as of late. Private equity firms, which have often been portrayed in a negative light due to aggressive leveraged buyouts and “vulture capitalism,” have recently been pushing for ethical investments. But is
Equities, Shares and Stocks | 股本和股票
Greater Good Utilitarian Principles in China and Investing Implications
China Stocks Investing: New Cold War and Bond Defaults
In this post, we continue to discuss themes to understand before investing in Chinese stocks in the 2020s. Investing Amidst the U.S. China Cold War If the current trajectory continues (steady growth at 6% per year) while the Chinese economy continues to decouple from the U.S., there may end up being positive
Distressed Debt Overview
Introduction to Distressed Debt Similar to all other aspects of finance and investing, distressed debt investing means higher risk and higher reward. Distressed debt is in itself a very unique asset class that falls under the jurisdiction of alternative asset managers – primarily hedge funds. Although debt markets are very large
