BDC Buzz

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@NickNemo17 Excellent research here. Thanks, and we are watching BXSL management closely. Jon Bock is still there, so we're assuming that he will do the right thing.

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$ARCC Update: Lower Earnings, But Credit Quality Remains Strong https://t.co/1tCQfS1dEO

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$TPVG $MSDL Assessing risk is critical when setting the target prices for each BDC focused on capital preservation, including net NAV per share stability and portfolio strength, to sustain dividend coverage. https://t.co/QDGmlyTEdI

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https://t.co/Uf2520kAik

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$ARCC, $GBDC, $GSBD, $OBDC, $OCSL, $TCPC - This update discusses Pluralsight which is already included as a 'watch list' investments. Pluralsight's financials have improved but not enough to service nearly $1.3 billion of debt, and its future may be dimmed by advances in AI.

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$MSDL Morgan Stanley Direct Lending (MSDL) Update https://t.co/GTw9OBnY0T

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$NCDL Nuveen Churchill Direct Lending (NCDL) Update https://t.co/KAVD1uy0z8

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$OBDE Blue Owl Capital Corporation III (OBDE) Update https://t.co/COf91bZ7kB

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$PSBD Palmer Square Capital BDC (PSBD) Update https://t.co/NhdWTBDonc

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$TPVG TPVG Update: Additional Credit Issues, As Expected https://t.co/AXZCt3GLm6

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$TCPC TCPC Update: NAV Decline, As Expected https://t.co/vHUbPkuceV

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$CGBD Carlyle Secured Lending (CGBD): Target Price Increase, Higher Dividends https://t.co/X68u7uoZPX

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$MAIN Main Street Capital (MAIN) Update: As Expected, Strong Quarter But Overpriced https://t.co/M5em2lsnaY

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$OBDC Blue Owl Capital (OBDC): Dividend Increase Above Best-Case https://t.co/nAFdJfnAKH

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$GBDC Golub Capital (GBDC) Update: Lower Fee Structure Delivers https://t.co/AFrHmd6Sy0

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$HTGC We have posted a free update for the recent HTGC results on our Substack platform: https://t.co/NkCkxdCgbz

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$TSLX We have posted a free update for the recent TSLX results on our Substack platform: https://t.co/jqQBbFsQLn

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$FSK $PSEC $MFIC $MAIN - FS KKR: 14% Stock Yield Or 8% Bond Yield? https://t.co/ErD8ISTRbQ

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$BXSL - Building A Balanced Portfolio With Blackstone Secured Lending https://t.co/LA6jKTMYwZ

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$PSEC - Prospect Capital: Still Arranging The Deck Chairs https://t.co/b9hlq0pkEz