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Everything said about
OBDC
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2
Ideas · 30d
2
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5.0
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2
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The conversation · most recent first
4 JUL
THOUGHTFUL MONEY · 00:35
Publicly traded BDCs are deeply undervalued
"The guest argued that high-quality publicly traded Business Development Companies (BDCs) represent a compelling opportunity due to unjustified market discounts relative to their Net Asset Value."
Core thesis · 5/5
4 JUL
EURODOLLAR UNIVERSITY · 00:15
Private market liquidity illusion is unraveling
"The private credit downturn is spilling over into private equity as redemption pressures mount, threatening a nonlinear credit crunch and systemic rating downgrades."
Core thesis · 5/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION