The insider buying numbers are awful right now. Most insiders at U.S. corporations have kept their checkbooks in their pockets and have no interest in increasing their ownership in the companies they run. Sellers, on the other hand, are out…
Learn moreLast week we took a look at some Business Development Companies (BDCs) with close ties to private equity firms. This week, we are narrowing our focus on BDCs that have venture capital type exposure. There’s no debating the fact that…
Learn moreLet’s talk about business development companies today. For the record I love BDC’s. They are banks on steroids with a lot less regulation. A business development company (BDC) is a public company that invests in entities that are too small…
Learn moreAs the SPAC explosion continues around us, I feel like something of a frustrated Prophet.
Learn moreIt’s been one week since we hit the official deadline for 13Fs this month, giving me just enough time to make my rounds, read through each filing, and dive a little deeper into those that piqued my interest. With all…
Learn moreThe level of misinformation and willful idiocy with SPACs borders on criminal.
Learn moreThe idea of stealing ideas from the best money managers is not a new one. I first learned the practice back in the 1980s when I would check dozens of fund filings by hand every quarter. On the face of…
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