business development companies
September 2026Live view →
Where the voices land
All voices 1 voice1 cheap
Strongly bullish
- SBSteven BavariaStrongly bullish Bavaria says BDCs and closed-end credit funds trade at discounts implying default rates far above anything seen historically, making them good buys. “that discount is presuming you'll have default rates of 20%, 30%, 40%, which is unheard of in history” ▶ 54:45 Is It Becoming A Great Time For Income Investors… · 27 Sept
1 cheap
Mentions
3 in September 2026Mon 31Sat 26 · 1Thu 1
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- David Busch 1 mention
- Jack Farley 1 mention
- Dan Nathan 1 mention
- Steven Bavaria 1 mention
- Phill Rosen 1 mention
- Adam Taggart 1 mention
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