Sitemap - 2024 - BDC Buzz

BDC Weekly Update: Heading Toward LT Targets?

OBDC Deep Dive: Currently Best-Priced Higher Quality BDC

Investment Grade BDC Bonds: April 2024

HTGC Updated Projections, Pricing, & Watch List

GBDC Projections & Pricing Update

GBDC Q1 2024 Update: NAV Increase, Strong Earnings, & Lower Non-Accruals

BDC Weekly Update: April 22, 2024

BXSL Deep Dive: Recent Share Issuances (Through ATM)

PFLT Q1 2024 Update: NAV Increased With One New Non-Accrual

ARCC Deep Dive Projections: Upcoming Realized Gains

MAIN Update: As Expected, Higher NAV & Supplemental Dividend Coming

BDC Weekly Update: April 15, 2024

Investment-Grade BDC Bonds: Quick Update

TSLX Deep Dive: My Largest Position

BDC Weekly Update: April 8, 2024

Upcoming BDC Buzz Purchases: Waiting For Market Volatility

TRIN Deep Dive: Includes New Baby Bond

GLAD & Quick Market Update

BDC Weekly Update: April 1, 2024

Portfolio Allocations/Yields & Best-Priced Bonds

FDUS Deep Dive: Among Best-Priced, Updated Watch List

Where Are BDC Prices Headed?

BDC Weekly Update: Waiting For Better Entry Points

Assessing & Comparing BDC Risk

Subscriber Survey Results: Part 1

BDC Sector Weekly Update: Starting To See Better Entry Points

New BDCs & Subscriber Survey: Help Prioritize & Streamline Content

Comparing Expense Ratios & Access To Capital

MRCC Update: Tier 4 For A Reason & Comparing Expense Ratios

BDC Sector Weekly Update: Many Ex-Div Dates & PPI/CPI This Week

Assessing BDC Risk

TPVG Results: NAV Decline, As Expected, Be Careful

TRIN Update: Solid Quarter But Additional Non-Accrual

Google Sheets

BDC Sector Weekly Update: Almost Through Q4 Results

TSLX Equity Offering: Expected In The Previous Projections

FDUS & MFIC Quick Updates

TCPC Quick Update: NAV Decline, As Expected

GSBD Quick Update: Mostly As Expected

BXSL Quick Update: Maintains Higher Portfolio Credit Quality

FSK Update: Many Watch List Investments Moved To Non-Accrual

CGBD & NMFC Q4 2023 Updates

BDC Sector Weekly Update: Expecting Volatility This Week

MAIN Update: As Expected, Strong Quarter But Overpriced

OBDC Update: Dividend Increase Above Best-Case

MAIN Update: As Expected, Another Large Supplemental Dividend

OCSL Deep Dive & Updated Projections

BDC Sector Weekly Update: February 19, 2024

HTGC Update: Another Rock Star Quarter (All Accounts)

TSLX Update: Solid Quarter, Supplemental Above Best-Case

Weekly Updates

Dividend Coverage Levels

FDUS Update: Announced $0.22 Supplemental, Currently Best-Priced BDC

OBDC Deep Dive: Remains Tier 2 For Now

HTGC Dividend Update: As Expected, New Supplemental Cash Distributions

BDC Sector Weekly Update: Waiting For CPI Data

PSEC Update: Case Study For A Poorly Managed BDC

HTGC Deep Dive: Earnings Beat Coming?

PNNT & PFLT Quick Update

ARCC Quick Update: Another Solid Quarter!

GAIN Quick Update: Mostly As Expected

GBDC & GLAD Quick Updates

BDC Sector Weekly Update: Finally Getting Some Volatility

Updated BDC Dividend Coverage Levels: February 2024

Quick Credit Update (Includes ARCC, BKCC, GSBD, MRCC, OCSL, TCPC, TSLX)

OCSL Quick Update: Please Read!

GAIN Deep Dive: January 2024

Q4 2023 BDC Earnings Report Card

CSWC Update: Mostly Positive But Need The Updated 10-Q

BDC Sector Weekly Update: Starting To Report Q4 Results

Recent BDC IPOs: Morgan Stanley, Blue Owl, Churchill/Nuveen

TRIN Deep Dive: Watch List Remains A Concern

BDC Buzz Positions Update: January 24, 2024

CSWC Deep Dive: Continued Higher ROE

BDC Sector Weekly Update: January 22, 2024

NMFC Preliminary Results: NAV Decline, Could Be Credit-Related

GBDC Projections: Includes Merger, Strong Buy ~13% Yield

BDC Buzz Positions Update: January 17, 2023

GBDC Is A Strong Buy: Likely Purchasing Shares, Please Skim

MAIN Update: 3% NAV Growth, Solid Earnings Beat Coming

CGBD Deep Dive: Includes Baby Bond Yielding 8%

FSK Projections & Coverage Ratios (For Fixed Income Investors)

BDC Weekly Update: January 15, 2024

TSLX Deep Dive: Includes New Investment-Grade Bond

GSBD Deep Dive: 12% Yield & 2 Investment-Grade Bonds

BDC Weekly Update: Heading Toward LT Targets?

Expected BDC Returns For 2024: Please Read

ARCC Deep Dive: 9 Investment-Grade Bonds

BDC Weekly Update: January 2, 2024