OCSL Update: OCSL is clearly a higher quality BDC built for risk-averse investors concerned about a potential recessionary environment. For even more…
PNNT Update: Plenty covered in this update, so please at least skim. PNNT is definitely a buy at these levels, especially given the many positives…
Each week we provide a balance between easy-to-digest general information to make timely trading decisions supported by the detail in the Deep Dive…
ORCC Update: ORCC is trading at a ridiculous price, 18% below NAV for a higher quality BDC is not normal and will probably rebound (at some point). ORCC…
TPVG Quick Update: Yesterday, I purchased additional shares of TPVG for the reasons discussed in this report. Pre-markets are currently lower with the…
Recent Portfolio Changes.
Subscriber Update: Hopefully, this is excellent timing for a discussion of investment grade (“IG”) BDC notes for lower-risk investors that do not mind…
Subscriber Update: BDCs are headed back to oversold territory but easily outperforming the general markets again last week. Pre-markets are currently…
Subscriber Update: This is an important update for subscribers that might have missed some of the previous reports/updates for each BDC discussing my…
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CSWC Update: As shown last week, CSWC is one of the best positioned BDCs for rising interest rates, mostly driven by its internal cost structure and…
GBDC Update: GBDC typically dips after its ex-dividend date for its regular quarterly dividend, which was last week, driving it well below its ST…
Each week we provide a balance between easy-to-digest general information to make timely trading decisions supported by the detail in the Deep Dive…