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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris

To: Graham Osborn who wrote (57324)	5/29/2016 4:02:54 PM
From: Spekulatius	1 Recommendation Read Replies (1) of 78742

What have LC and ONDK problems have to do with anything? They are marginal players. I feel like LC lost it when hey went for a facilitator to a guarantor and became a trash credit finance company. I don't even know ONDK and I Think they are totally irrelevant. I know you have a view of a credit contraction.We did have a mini freeze in the credit market to anything energy related a few month ago (I was a heavy buyer of junk credits and assorted MLP's back then ) , but the has eased significantly since then. I always cringe when I hear "secular" trends of anything,. I think it is a stupid way to forgo profits. Even we lose a lot of money.

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