tag:blogger.com,1999:blog-1527840491496268397.post1586049076127686184..comments2024-03-08T11:20:30.095-07:00Comments on Credit Bubble Stocks: Capital Structure Arbitrage Note: KV PharmaceuticalUnknownnoreply@blogger.comBlogger3125tag:blogger.com,1999:blog-1527840491496268397.post-34526687018886833182018-05-21T02:43:58.124-07:002018-05-21T02:43:58.124-07:00Wow, great post.Wow, great post.David Millerhttps://www.blogger.com/profile/10713668230449949178noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-6056458695561459392012-05-24T09:51:54.417-07:002012-05-24T09:51:54.417-07:00Depends on how bearish you are on the Makena valua...Depends on how bearish you are on the Makena valuation.<br /><br />But the nice thing about bonds trading at 17 is it gives you some leeway to short more.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-29306425718494202532012-05-24T06:38:23.041-07:002012-05-24T06:38:23.041-07:00thanks for the write up - wanted to ask what ratio...thanks for the write up - wanted to ask what ratio you would put this trade on? long how much of the convert vs short how much of the common?<br /><br />thanks againRobinhttps://www.blogger.com/profile/15018160524409990719noreply@blogger.com