Commentary Archive

  • Stock market analysis

    Fifth Street Finance Raises New Equity

    January 24, 2012:  Here’s the window of opportunity that Business Development Companies (“BDCs”) dream of.  After six months of turmoil for BDC stocks, we’ve been in rally mode for the past month.  Prices are up and are now, just 10% down from June 2011 levels....

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    Venture Capital Investing Up In IIIQ. Impact On BDC Players.

    October 26, 2011: In the quiet before the storm of IIIQ 2011 earnings reports, there’s not much BDC specific company news. So we poked around for some more big picture trends. Today there was data from AltAssets about the relatively heady pace of American venture...

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    Private Equity Valuations Only Marginally Lower

    October 25, 2011: We’re going to briefly cover what’s been happening to the third quarter 2011 net asset value valuations of Private Equity owned portfolio companies, and then make a big jump and suggest what this mean for our bread and butter subject: the Business...

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