Todd Westhus's WDC Trade: Long Bank Debt/Short Bonds (Sohn New York Conference Presentation) | Value Investing News

Todd Westhus's WDC Trade: Long Bank Debt/Short Bonds (Sohn New York Conference Presentation)

  • Next up is Todd Westhus of Olympus Peak Asset Management who presented a Western Digital (WDC) trade: long bank debt / short bonds.
  • Todd Westhus's Sohn New York Presentation
  • • Western Digital (WDC) - negative cyclical and secular headwinds.
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