I am retiring from Berkshire Hathaway I will not be taking questions at this time

I once asked Buffett about his ownership of Apple at a private luncheon. Fantastic story and insights. Someone recorded the conversation & later transcribed it into a PDF and gave me copies. Great PDF, can’t share but maybe someone else who has a copy will.

Restructuring advisors deciding which Clearlake they should reach out to

The Clearlake Capital Credit white paper on LMEs will be a hit for sure

The loan carried a rate of S + 1000 and was marked at 98 at the time of arrest Yet another sign of cracks in the non-bank financial system that is catching the attention of regulators

A picture is worth a thousand words but only a few come to mind: “We’re raising a private credit fund”

Aragorn, son of Arathorn and Legolas Greenleaf are reportedly on the Clearlake DQ list, per sources Additional lenders on the list include Diameter, Apollo and Silver Point

Clearlake after its 100th LME of 2025

Reorg changing its name to Octus

Nobody: Sponsor DQ lists:

Gibson Dunn flanked by three CLO analysts

Gibson Dunn tracking down the last lender for their co-op to go effective

The PE partner when he sees the credit PM in the cafeteria (they are refusing to convert to PIK)

I have received communications related to a deal-away from a firm who calls themself PJT that are highly suspicious.

Nobody: CLO analyst underwriting the LBO:

“Some in our market are pushing aggressively to organize groups very early on (self-interested reasons to secure a mandate)… an unfortunate path, triggering unnecessary noise and activity around names, causing negative impacts for businesses” Who is this referencing?

Sir, the First Brands DIP has broken below par

DIP Lenders right now:

The due diligence Elliott should’ve done before amassing a $1 billion stake in $LULU