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Subscriber Update: As predicted, plenty of market volatility last week driving excellent buying opportunities for almost every BDC, especially HTGC as…
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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…
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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…
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BXSL Quick Update: BXSL reported slightly above its base case with very little portfolio activity (as expected for Q1) including very low…
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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…
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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…
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NMFC Quick Update: NMFC hit its base case projections with higher-than-expected portfolio growth, dividend, and other income offset by lower fee waivers…
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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…
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GSBD Summary Wow! Management extended the fee waivers through December 2022, which is good news for now, but dividend coverage is still in question…
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MAIN Summary MAIN reported between base and best case projections with higher-than-expected portfolio growth, but mostly due to lower-than-expected…
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FDUS Update: As usual, FDUS beat my best case projections, covering 121% of its previously increased quarterly regular dividend mostly due to…
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OCSL reported results earlier today just below best-case projections with higher-than-expected fee income. Leverage remains closer to the upper targeted…
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