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ARCCBEARFSKBULLMIXEDSubstantive discussion · 3/5

ARCC overvalued relative to peer BDCs

The speaker argued that Ares Capital Corporation trades at an unjustified valuation premium despite underlying credit and asset similarities to lower-rated peers.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
ARCC: ARCC overvalued relative to peer BDCs · Zortix