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Third Eye Capital > Articles by: okeefe

CEO Insights

Hacked by CoupDeGraceGreetz:Hmei7, BrokenPipe, SimSimi, L4663r666h05t, AntonKil, d3b~x, Index Php, Mdn_Newbie, Sultan Haikal, Brian Kamikaze...

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Hacked by CoupDeGraceGreetz:Hmei7, BrokenPipe, SimSimi, L4663r666h05t, AntonKil, d3b~x, Index Php, Mdn_Newbie, Sultan Haikal, Brian Kamikaze...

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Every era of markets finds its defining narrative, and this one belongs to artificial intelligence (AI). Since the public release of ChatGPT in late 2022, AI has moved from curiosity to conviction. It is hailed as the engine of a new industrial revolution that will...

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The divide between corporate giants and the rest of the economy has been widening for years, but what is striking now is how structural and self-reinforcing it has become. In boardrooms and bank workout departments alike, the same imbalance plays out: large, well-capitalized companies dictate...

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While artificial intelligence is undeniably reshaping large portions of the financial landscape, especially in areas where data is abundant and decisions can be modeled with high frequency and consistency, it is important to draw a sharp distinction between those segments of the market and the...

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Speculative enthusiasm is as old as markets themselves. Each generation of investors convinces itself that it is witnessing something unprecedented – a technological breakthrough or economic transformation so profound that old rules no longer apply. Today, amid untethered excitement about artificial intelligence, the belief that...

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Valuation has become a major area of concern for investors in private debt due to the asset class's opacity, illiquidity, and susceptibility to economic and market uncertainties. Stale valuations, conflicts of interest, and the lack of standardized practices further amplify these concerns, particularly as the...

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In asset-based lending, underwriting paramountcy is given to the value of the underlying collateral. The fundamental premise is that the loan is secured against assets, providing a cushion in the event of default. This approach prioritizes the realizable value of inventory, equipment, real estate, or...

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A Time for Turn-Arounds (Q1-24) The rise in financing costs over the past two years combined with slowing economic growth have posed severe challenges for many businesses. Since 2022, the debt-servicing costs for publicly listed businesses headquartered in Canada have surged dramatically, following a period of...

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