@energycredit1 · Long CRWV

Jeff Davies, the Energy OG@EnergyCredit1

Did cap structure arb 2007 to 2016. Converts …. On and off delta based on views L/s credit within same cap structure Distressed Long bonds vs short puts Short bonds vs long calls Done it all Crwv probably one of greatest cap structure arb trade setups ever. Do

Read asLong CRWV

Since the call—

unrankedThe analyst's rank today

Medium · 0.83Confidence

Fri, Oct 16Tweeted

Mon, Oct 19 closeCounted from

46% of the basket · day 3fades out by Nov 27

Rank per close

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Oct 19