🔥No Medals for Johnny (Links #11)🔥
Medallia, AI, BDCs, Cannabis, Sam Bankman-Fried + More
Have you ever heard of a company called Medallia? We sure as sh*t hadn’t.
Note the past tense.
A few months ago this turd started popping up on our radar, just like it had for many others. Indeed, it seemed like the poster child of mismatched marks across the private credit universe. Note the dates on these 👇:


