Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
This week, Barron’s reported on the opportunity created by the panic-selling of business development companies (“BDC”) by investors. The threat that AI agents may replace software fueled a fire sale in software stocks and BDCs. While private credit funds have made loans to firms in this industry, the BDCs covered by the Rabid Capitalist will continue to generate unusually attractive risk-adjusted returns.
Complete content is available for a $15 monthly subscription. Click here to subscribe:
The Rabid Capitalist 
Leave a comment