Group 1 - Main Street Capital (MAIN) is perceived by some investors as overvalued due to its high price-to-book value, but this perspective may overlook its potential as a Business Development Company (BDC) [1] - The article mentions a portfolio with an aggregate yield of 9.5%, indicating a focus on high-yield investment opportunities [1] - The author has a beneficial long position in MAIN, suggesting confidence in the company's future performance [1]