Researcher

Latin America as the Last Asymmetric Bet: Stacking (Tactical) Edges and Brazilian Government Bonds as a Tactical Bet

Apr 15

Ghana’s Last Independent: Buying Tullow’s Bonds and Capturing IRR >15.0% on Senior Secured Debt

Senior Secured Notes; $1.21B post-refinancing; 10.25% cash + 3% PIK; maturity extended to Nov 2028; high-yield with capital gains optionality

Apr 9 • Mihail Stoyanov

KNOT Offshore Partners LP: Shuttle Tankers (again), Potent Catalysts, and >50% Upside Potential

Security-first Assets to Address Energy Security Gap

Mar 26 • Mihail Stoyanov

The Farmer’s Debt: Distressed Opportunity in Crop Protection Industry

Buying FMC’s Subordinated Bonds at Cents on the Dollar

Mar 23 • Mihail Stoyanov

How to Build a HY LNG Exposure; Four HY Ideas for Energy and Shipping Investors

Preferred Stocks are the Hidden HY Champions

Feb 25 • Mihail Stoyanov

Norwegian Investment Vehicle as a Bet on the Shuttle Tanker Market

Nano-Cap Play for Adventurous Shipping Investors

Feb 18 • Mihail Stoyanov

Latin America as the Last Asymmetric Bet: How to Buy Bonds with Option-Like Characteristics? Two Distressed Debt Ideas for LatAm-Inspired…

Feb 13

Stock Pick for OFS Connoisseurs: When Italy, Energy and 44% IRR Get Along

Not all attractive energy opportunities are in the US and LatAm

Jan 27 • Mihail Stoyanov

Tactical Bet for Bond Traders with 86.5% IRR and 1:3 Risk Reward

Lebanon's Debt as the Ultimate Event-Driven Macro Play

Jan 15 • Mihail Stoyanov

Latin America as the Last Asymmetric Bet: Equity and Option Ideas or How to Buy Cheap Probability

Jan 8 • Mihail Stoyanov

How Get >100% Upside and Double Digit Yield Betting on Strong Oil Market?

A Boring Way to Get Long Energy

Dec 17, 2025 • Mihail Stoyanov

Xerox's Distressed Debt: Excess Upside and Favorable Probabilities

Peak TheOldEconomy Investing

Dec 10, 2025 • Mihail Stoyanov

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