Coverage
Names I follow, with every memo, update, and model attached to each one.
| Ticker | Company | Sector | Ratings | Class | View | Pieces | Updated |
|---|---|---|---|---|---|---|---|
| CC | The Chemours CompanyFluorochemicals duopoly funding a TiO2 trough; the PFAS discount that made the 2028s cheap has largely closed. | Specialty Chemicals | B1 / BB- | HY | MW | 1 | 08-Aug-26 |
| XPO | XPO, Inc.LTL carrier deleveraging on operating self-help rather than a freight recovery, with a clean secured stack where the tranche choice matters more than the credit call. | Freight Transportation | Ba2 / BB | LLHY | – | 1 | 30-Nov-25 |
Monitoring2