My closest followers have most probably noticed that while I am long and bullish on certain BDCs, when it comes to the broader sector perspectives, then my sentiment is quite bearish, to say the least.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Ot ...

My previous piece on the Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA: PFFA ) was issued right after we got hit by the tariff-shock - i.e., the "Liberation Day" tariff announcement that caused significant volatility in the markets.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidi ...

My previous piece on the Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA: PFFA ) was issued right after we got hit by the tariff-shock - i.e., the "Liberation Day" tariff announcement that caused significant volatility in the markets.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidi ...

Gladstone Capital (NASDAQ: GLAD ) has been one of my first BDCs that I have covered here on the platform, assigning a buy rating. My original thesis was issued in December 2023, where I indicated aRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other ...

The BDC ( BIZD ) segment is in a state of flux with many key variables working increasingly against the sector player earnings. It starts from having extremely thin dividend coverage levels in the system despite no meaningful headwinds fromRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liqu ...

产品结构 - Putnam BDC Income ETF是少数专注于商业发展公司投资的交易所交易基金之一 该产品允许投资者获得纯商业发展公司风险敞口而无需承担非相关资产风险 [1] 分析师背景 - 分析师Roberts Berzins拥有超过十年金融管理经验 曾为顶级企业制定财务战略并执行大规模融资项目 [2] - 在拉脱维亚推动房地产投资信托基金框架制度化 以提升泛波罗的海资本市场流动性 [2] - 参与制定国家国有企业融资指南 并建立私人资本投资经济适用房的框架体系 [2] - 持有特许金融分析师资格和ESG投资证书 具备芝加哥期货交易所实习经历 [2]

个人专业背景 - 拥有超过十年金融管理经验 协助顶级企业制定财务战略并执行大规模融资项目 [1] - 在拉脱维亚推动房地产投资信托基金(REIT)框架制度化 以提升泛波罗的海资本市场流动性 [1] - 参与制定国家国有企业融资指南 建立私人资本投资经济适用房的框架体系 [1] - 持有CFA特许资格认证和ESG投资证书 曾在芝加哥期货交易所完成实习 [1] - 持续参与思想领导力活动 支持泛波罗的海资本市场发展 [1] 持仓披露 - 分析师通过股票持有、期权或其他衍生品方式 长期持有O和EPRT公司多头头寸 [2] - 分析内容基于独立研究 未获得除Seeking Alpha外任何形式的报酬 [2] - 与所提及股票公司不存在任何业务关联关系 [2] 平台性质说明 - 过往业绩不构成未来表现保证 不提供具体投资建议 [3] - 发表观点不代表Seeking Alpha整体立场 [3] - 平台非持牌证券交易商、经纪商或美国投资顾问机构 [3] - 分析师团队包含未受监管机构认证的专业投资者与个人投资者 [3]

文章核心观点 - 文章标题暗示市场对收益率超过25%的股票持怀疑态度 但未提供具体公司或行业名称 [1] 作者背景 - 作者拥有超过十年金融管理经验 曾为顶级企业制定财务战略并执行大规模融资项目 [2] - 在拉脱维亚推动REIT框架制度化以提升泛波罗的海资本市场流动性 [2] - 参与制定国家国有企业融资指南及私人资本投资经济适用房的框架 [2] - 持有CFA和ESG投资证书 曾在芝加哥期货交易所实习 积极参与泛波罗的海资本市场发展的思想领导活动 [2] 披露声明 - 作者未持有任何提及公司的股票、期权或衍生品头寸 且未来72小时内无相关计划 [3] - 文章为作者独立创作 未获得除Seeking Alpha外任何形式的报酬 [3] - 作者与提及公司无商业关系 [3] - Seeking Alpha声明其分析师包含未受机构或监管机构认证的专业投资者和个人投资者 [4]

核心人物背景 - 拥有超过十年金融管理经验 曾协助顶级企业制定财务战略并执行大规模融资项目 [1] - 在拉脱维亚推动REIT框架制度化 以提升泛波罗的海资本市场流动性 [1] - 参与制定国家国有企业融资指南 建立私人资本投资保障性住房的框架体系 [1] - 持有CFA特许资格和ESG投资证书 曾在芝加哥期货交易所实习 [1] - 积极参与思想领导力活动 支持泛波罗的海资本市场发展 [1] 持仓披露 - 分析师通过股票所有权、期权或其他衍生品持有FDUS、KBDC、TSLX、CION、ARCC、TRIN的多头头寸 [2] - 分析内容代表个人观点 未获得除Seeking Alpha外任何形式的报酬 [2] - 与提及股票公司不存在业务关系 [2] 平台声明 - 过往业绩不保证未来结果 不提供任何投资 suitability 建议 [3] - 发表观点不一定反映Seeking Alpha整体立场 [3] - 平台非持牌证券交易商、经纪商或美国投资顾问/投行 [3] - 分析师团队包含未受机构或监管机构认证的专业投资者和个人投资者 [3]

市场与实体经济关系 - 市场与实体经济之间出现显著分化 市场呈现两极分化态势 [1] 分析师专业背景 - 分析师拥有超过十年金融管理经验 曾为顶级企业制定财务战略并执行大规模融资项目 [2] - 在拉脱维亚推动REIT框架制度化 提升泛波罗的海资本市场流动性 [2] - 参与制定国家国有企业融资指南 建立私人资本投资经济适用房框架 [2] - 持有CFA特许资格和ESG投资证书 曾在芝加哥期货交易所实习 [2] 分析师持仓披露 - 分析师通过股票所有权、期权或其他衍生品对EPD和O持有长期多头头寸 [3] - 文章内容代表分析师个人观点 未获得除Seeking Alpha外任何补偿 [3] - 分析师与提及股票公司无业务关系 [3] 平台免责声明 - 过往业绩不保证未来结果 不提供任何投资建议 [4] - 表达观点可能不代表Seeking Alpha整体立场 [4] - 平台非持牌证券交易商、经纪商或美国投资顾问/投行 [4] - 分析师团队包含专业投资者和个体投资者 可能无机构认证资质 [4]