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Bottom Picking BDCs: Golub Capital BDC (NASDAQ:GBDC)
Seeking Alpha· 2025-11-18 22:53
Core Insights - The article focuses on Golub Capital BDC (GBDC), a business development company that has been underperforming in the market [1]. Group 1: Company Overview - Golub Capital BDC is highlighted as a "beaten-down" business development company, indicating potential investment opportunities due to its current valuation [1]. Group 2: Investment Strategy - The article mentions the investment approach of Denislav Iliev, who leads a team of analysts identifying mispriced investments in fixed-income and closed-end funds [1]. - The service provided by Denislav's group includes frequent picks for mispriced preferred stocks and baby bonds, along with weekly reviews of over 1200 equities [1].
Bottom Picking In The BDC Sector: Blue Owl Capital
Seeking Alpha· 2025-11-16 09:29
Group 1 - BDC bonds have been identified as one of the most attractive investment opportunities, outperforming their common stocks [1] - The trend of BDC bonds outperforming is expected to change depending on market sentiment [1] - Denislav Iliev, an experienced day trader, leads a team of analysts that focus on identifying mispriced investments in fixed-income and closed-end funds [1] Group 2 - The investing group Trade With Beta offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1] - The service includes an actively managed portfolio and a chat room for discussions among sophisticated traders and investors [1]
Bottom Picking In The BDC Sector: Blue Owl Capital Corporation (NYSE:OBDC)
Seeking Alpha· 2025-11-16 09:29
Group 1 - BDC bonds have been identified as one of the most attractive investment opportunities, outperforming their common stocks [1] - The trend of BDC bonds outperforming is expected to be influenced by market sentiment, indicating that it may not continue indefinitely [1] - Denislav Iliev, an experienced day trader with over 15 years in the field, leads a team of 40 analysts focused on identifying mispriced investments in fixed-income and closed-end funds [1] Group 2 - The investing group Trade With Beta offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1] - The service includes an actively managed portfolio and a chat room for discussions among sophisticated traders and investors [1]