Up-and-to-the-Right Capital Management, Discover and Read the Best of Twitter Threads by @AdamB1438

Up-and-to-the-Right Capital Management

AdamB1438

Interesting problem to think through:Bankrupt shale companies will emerge from 2020 far less leveraged, butSolvent shale companies will emerge from 2020 MUCH more highly leveraged.Discuss. Thinking through $CLR for example.