Subscriber Update: As predicted, plenty of market volatility last week driving excellent buying opportunities for almost every BDC, especially HTGC as…
I am currently adding to my smaller 'Category A' positions, which include FDUS, GLAD, CGBD, TPVG, BXSL, and OCSL, as I am trying to increase them to…
Subscriber Update: Plenty discussed in this update. Please read. Pre-markets are currently higher, but that has been the case many times this week. BDCs…
BXSL Quick Update: BXSL reported slightly above its base case with very little portfolio activity (as expected for Q1) including very low…
GAIN Quick Update: GAIN beat its best-case projections due to the collection of $3.2 million of past due interest from a portfolio company previously on…
GBDC Quick Update: Standard quarter for GBDC but reported just below base case due to lower-than-expected fee and dividend income as well as lower…
NMFC Quick Update: NMFC hit its base case projections with higher-than-expected portfolio growth, dividend, and other income offset by lower fee waivers…
Subscriber Update For subscribers that did not make purchases at the lows last week, it looks like we will get another round of volatility this week…
GSBD Summary Wow! Management extended the fee waivers through December 2022, which is good news for now, but dividend coverage is still in question…
MAIN Summary MAIN reported between base and best case projections with higher-than-expected portfolio growth, but mostly due to lower-than-expected…
FDUS Update: As usual, FDUS beat my best case projections, covering 121% of its previously increased quarterly regular dividend mostly due to…
OCSL reported results earlier today just below best-case projections with higher-than-expected fee income. Leverage remains closer to the upper targeted…