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Organon ($OGN): Dividend Axed. Narrative Dead. Credit Holds the Bag.
The dividend’s gone, VTAMA’s unproven, and Nexplanon is racing the patent clock. That’s the whole story.
Whirlpool Corp ($WHR): What the Bond Market Is Saying Now
How America's Last Appliance Giant Lost Investment Grade Status
Core Scientific ($CORZ): This Isn’t a Bitcoin Miner Anymore
Re-levered post-bankruptcy, signed a $10bn contract, and stopped talking about Bitcoin. If that’s not a pivot, what is?
Dave & Buster’s ($PLAY): Eat. Play. Decline.
Eight straight quarters of comp declines, a revolving CEO door, and a “back to basics” plan with no margin for error.
Bloomin' Brands Inc. ($BLMN): Left for Dead, Stubbornly Alive
A look at the operational reality, balance sheet burden, and reset now underway.
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The Hertz ($HTZ) Capital Stack: Ackman’s Next Great Trade or Next Great Workout?
2026 maturities, covenant cliffs, and distressed unsecureds—credit investors are watching closely.
2
Olaplex ($OLPX): The Haircare Unicorn That Blew Up
Nine straight quarters of declining revenue, influencer fatigue, and a 1L TL stuck in the 80s.
The Chlorine Chronicles: Leslie’s ($LESL) Sinking Ship
Price hikes killed loyalty, e-comm stole the wallet, and now creditors are asking questions nobody wants answered.
Pulp Fiction: The Mercer International ($MERC) Credit Story
They make pulp. They burn cash. They say it's getting better.
2
Modivcare Inc. ($MODV): Too Much Debt, Not Enough Care
A pandemic-fueled shopping spree turned ModivCare into a distressed mess with no margin for error
Wolfspeed, Inc. ($WOLF): Silicon Dreams and Cash Flow Nightmares
Reviewing Wolfspeed's Bet on America's Silicon Carbide Future
Sabre Corporation ($SABR): Left for Dead, Stubbornly Alive
Why Corporate Travel Needs GDS and What It Means for Creditors
1
Fluence Energy ($FLNC): A Clean Energy Play With Converts Yielding 10%
Is this just a growth hiccup or a deeper structural problem? A closer look at Fluence’s business and credit profile
The House Always Wins…Unless You’re Penn Entertainment ($PENN)
A digital business misfire, activist pressure, and Boyd circling—what it means for shareholders and bondholders
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Fundamental research analysis on levered credit opportunities (high yield/distressed/special situations/levered equities)
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The Credit Strategist
The Credit Strategist
The Credit Strategist
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Credit from Macro to Micro
Credit From Macro to Micro
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5 Points
Sam Haskell
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