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An Alternative to Convertible Debt in Emerging Markets

11 点作者 egusa大约 10 年前

1 comment

URSpider94大约 10 年前
I think there&#x27;s a lot of wishful thinking here. Pretty much nobody would recommend putting a sizeable share of your personal wealth into a single investment of any kind, whether that&#x27;s a single S&amp;P 500 stock or a loan to a small business collateralized by an ownership stake in that business.<p>Also, the default case sounds like a real loser for the investor, the chef in the story. If the owner defaults, there&#x27;s a good chance that the business is not performing to plan, so the chef gets a share in something that&#x27;s not worth as much. Also, the chef now owns part of a company with an owner who is not planning to sell the business, and who has complete control over how it&#x27;s operated -- he&#x27;s now got to try to sell that 15% on the secondary market, where it will probably go for pennies on the dollar. If he holds onto it, the founder has no obligation to share profits with him, so there&#x27;s no ongoing revenue, and he has no long-term assurance of it ever becoming liquid.<p>What a mess!
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