John Lewinson

‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin

Scott Goodwin, Michael Brandmeier, John Lewinson

Diameter Capital leverages proprietary data analysis to navigate credit market stress, identifying distress in private credit and SaaS while capitalizing on undervalued opportunities in AI infrastructure and the X (Twitter) debt restructuring. Founded by Scott Goodwin and Jonathan Lewinson, the firm differentiates its strategy by bypassing traditional ratings to target unrated securities, a disciplined approach that generated significant returns on fiber and spectrum bets through active syndicate management with partners like Goldman Sachs. Looking ahead, the firm anticipates a prolonged AI microcycle and a gradual software sector correction, positioning its portfolio to acquire distressed assets as the market shifts from capital expenditure to actual adoption phases.