Ideas.

Finding value, seeking events, and collecting cash without getting your portfolio singed requires a great deal of research, analysis and patience. We find ourselves analyzing many different types of credits in a variety of sectors and geographic regions. We are picky but not selfish. Why waste the ideas we generate during this process...? Instead we share them by regularly posting our independent research on corporate debt, equity, and derivative instruments on line.  After all, distributing our research helps others see how we pick apart credits. You too may find our reports helpful in managing your own  investments - let us be your portfolio whisperer. With that in mind, here's a list of recent research articles with links to access the reports: 


PDVSA Needs a Reog - Goldman Sachs Can Help...and So Could You

June 19, 2017

https://seekingalpha.com/article/4082440-pdvsa-needs-reorg-goldman-sachs-can-help


Insurance is Gambling. Seriously.

June 9, 2017

https://seekingalpha.com/article/4080260-insurance-gambling-seriously


Windstream Pop Quiz: Mergers + Margins = Solvency...? 

June 2, 2017

https://seekingalpha.com/article/4078343-windstream-pop-quiz-mergers-margins-solvency


Genworth: Rcalibrating Ahead of a Potential Close With China Oceanwide

May 16, 2017

https://seekingalpha.com/article/4073779-genworth-recalibrating-ahead-potential-close-china-oceanwide


Rite Aid: But What's the Right Trade...?

May 8, 2017

https://seekingalpha.com/article/4070610-rite-aid-right-trade


Post's Weetabix Deal: Great Grains or Shredded Wheat...?

April 20, 2017

https://seekingalpha.com/article/4063761-posts-weetabix-deal-great-grains-shredded-wheat


Southwestern Energy: Appalachian Risk

April 12, 2017

https://seekingalpha.com/article/4062070-southwestern-energy-appalachian-risk


L Brands Inc.: She's Beautfiful...and Complicated

March 31, 2017

https://seekingalpha.com/article/4059400-l-brands-inc-beautiful-complicated


Intelsat's Deal is a Reorg in Merger Clothing

March 23, 2017

https://seekingalpha.com/article/4057393-intelsats-deal-reorg-merger-clothing


Uniti Group's Debt and Equity are Cheap, Just Not to Each Other

March 13, 2017

https://seekingalpha.com/article/4054667-uniti-groups-debt-equity-cheap-just


Chesapeake Energy: Look Closely and You'll See Better Metrics

March 7, 2017

https://seekingalpha.com/article/4052699-chesapeake-energy-look-closely-see-better-metrics


The Portfolio Whisperer

Bruder Capital

Analytics Applied to a World of Risks