Golub Capital: Analyst Raises Rating
Premium Free Activist News Debt Investor Dividend Best IdeasGolub Capital gets a thumbs up.
Read More
Trends: Retail Credit Risk in 2017
Premium Free Activist News Debt Investor Dividend Best IdeasOne more reason why we’re worried about Retail in 2017
BDC Market Recap: Week Ended March 24, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasWeek 12 of 2017’s Market Recap. BDC common stocks fall back slightly, Baby Bonds just keep going and going.
Free Premium Trial
Remember you can sample all BDC Reporter's Premium content with a 7 Day Free Trial.
Golub Capital’s Winning Formula
Premium Free Activist News Debt Investor Dividend Best IdeasIn the first of a two part article, we discuss the secrets of Golub Capital’s success since going public in 2010. There are object lessons there both for investors and for its BDC peers. In Part II, though, we will suggest what might go wrong in the future for this now very expensive BDC which reached its all time high just a few days ago.
BlackRock Capital: Proxy Filed
Premium Free Activist News Debt Investor Dividend Best IdeasWe review BlackRock Capital’s 2017 Proxy and the two issues being put to a shareholder vote.
Medallion Financial: Insider Buys
Premium Free Activist News Debt Investor Dividend Best IdeasMedallion Financial’s stock price is up. We offer a possible reason from the BDC’s filings.
OHA Investment: New Low Price
Premium Free Activist News Debt Investor Dividend Best IdeasTroubled OHA Investment hits new low.
THL Credit: Doubts About Credit Outlook
Premium Free Activist News Debt Investor Dividend Best IdeasWe rejig an earlier post about THL Credit and update what’s happening to its stock price.
Alcentra Capital : Insights From The 10-K
Premium Free Activist News Debt Investor Dividend Best IdeasHighlights and analysis from Alcentra Capital’s latest 10-K.
BDC Market Recap: Week Ended March 17, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasBDC common stocks come roaring back, with Baby Bonds following some way behind in Week 11 of our market recap.
OHA Investment: Possible Outcomes
Premium Free Activist News Debt Investor Dividend Best IdeasThe BDC Reporter delves into the portfolio of OHA Investment.
BDC Market Recap: Week Ended March 10, 2016
Premium Free Activist News Debt Investor Dividend Best IdeasWeek 10 was a roller coaster for BDC common stocks and Baby Bonds. Plus, we ask the loaded question: Is this the end of BDC Baby Bonds ?
BDC Market: A Word From The BDC Reporter
Premium Free Activist News Debt Investor Dividend Best IdeasThe BDC Reporter noted the first chill in the BDC market on March 8, 2017. Prescient or false alarm ?
Medallion Financial: Price Drop
Premium Free Activist News Debt Investor Dividend Best IdeasMedallion Financial was up. Now it’s down. Waiting game ?
Will Monroe Capital Issue More Equity ?
Premium Free Activist News Debt Investor Dividend Best IdeasWe predict that Monroe Capital will be raising new equity capital before lomng.
FS Investment: Price Drop
Premium Free Activist News Debt Investor Dividend Best IdeasThe BDC Reporter digs into FS Investment’s book value and earnings trends.
BDC Market Recap: Week Ended March 3, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasWeek 9 of the BDC Reporter’s look back for BDC common stocks and baby bonds. Stocks take a cigarette break. Baby Bonds surprise.
BDC Trends: The impact of higher LIBOR rates
Premium Free Activist News Debt Investor Dividend Best IdeasLIBOR interest rates are on the move up, and BDC investors are expecting a big pay-off. The BDC Reporter warns that’s unlikely to happen and explains why.
Goldman Sachs BDC: Conflicts Of Interest Analyzed
Premium Free Activist News Debt Investor Dividend Best IdeasThe BDC Reporter reviews the multiple conflicts of interest Goldman Sachs BDC’s Investment Advisor.
Business Development Companies: Opportunities In Machine Learning
Premium Free Activist News Debt Investor Dividend Best IdeasTechnologist Ian Foley describes how Business Development Companies and other lenders can use machine learning.