@jackfarley96 · Long PSBD

I was dooming on private credit before it was cool (I have receipts!) but I think there is value in a few public private credit BDCs right here right now. For example $PSBD $OBDC $OTF AI killing software is a risk here but one that can be easily hedged by being giga long

Hedgie@HedgieMarkets

🦔Lawsuits accuse private credit funds run by KKR, Ares and Blue Owl of keeping their loan values high to collect bigger fees, Semafor reports. Last week the SEC warned accountants to bring more rigor to how these funds value their loans. My Take Private credit means investment

Read asLong PSBD+3 more

Since the call+48#92 → #44

#44 of 214 rankedThe analyst's rank today

High · 0.94Confidence

Fri, Oct 9Tweeted

Mon, Oct 12 closeCounted from

46% of the basket · day 6fades out by Nov 20

Rank per close

#92

Oct 12

#110

Oct 13

#66

Oct 14

#44

Oct 15