Kaoboy Musings

Kaoboy Musings

Re: Investing - MBI: Will Lightning Strike a Third Time?

Lightning struck the same place twice in MBI in 2023/2024 and may yet strike a third time. This is a live case study on Restructurings, Creditor-On-Creditor Violence, and “Event Optionality."

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Michael Kao
Dec 14, 2024
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Lightning struck the same place twice in MBI in 2023/2024 and may yet strike a third time. This is a live case study on Restructurings, Creditor-On-Creditor Violence, and “Event Optionality."

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