In early 2015, AMD was trading around $2.50. A Barron’s article suggested the stock could double, in large part due to an improving credit profile and research showing superior credit analysis.
Today, the stock is close to $5 per share – as AMD’s Intrinsic credit default risk has fallen. (Meanwhile, Moody’s still rates AMD as a very deep junk CCC rating which seems to have been ignored by the equity markets, and rightly so.)
To this day, equity and credit research is conducted by different teams, different divisions or totally different companies. Seldom do analysts across the cap structure read each other’s research, let alone meet to even compare notes.
By combining equity and credit analysis, investors and business leaders can see early signals of breakdowns and opportunities across capital markets.
To be a great equity investor, one needs to be a solid credit analyst. This program covers steps toward that opportunity.
Registration is required, seating is very limited.
Register for this Program