Is the Age of Reckless Lending Coming To An End? | Oaktree’s Raghav Khanna on Private Credit, Software, and How Oaktree Correctly Saw First Brands' Red Flags
Monetary Matters with Jack Farley
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The Pitfalls of Adjusted EBITDA
Khanna warns that aggressive recurring add‑backs inflate adjusted EBITDA and recommends lending on cash EBITDA instead.
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