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Source document· March 13, 2026

These BDCs Yield Up to 15.6%. But Can We Trust Them?

View original at nasdaq.com
These BDCs Yield Up to 15.6%. But Can We Trust Them? This high-yield sector is being taken to the woodshed by the Wall Street spreadsheet jockeys this year…
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  • Because of the asset-light nature of software businesses, lenders risk getting very little of value in future bankruptcies

    60% confidence

  • Goldman Sachs BDC exited a software loan with no signs of deterioration for $0.99 on the dollar to get ahead of future AI disruption

    60% confidence

  • The average BDC's software exposure is about 20%

    60% confidence

  • SLRC's assets can be viewed as a more attractive alternative relative to increasing investor concerns about private market industry exposure to software companies

    60% confidence

  • Goldman Sachs BDC exited an eight-year software loan with no signs of deterioration at $0.99 on the dollar to get ahead of future AI disruption

    60% confidence

  • Our run rate NII is projected to cover our current dividend as we ramp the PSSL II portfolio

    60% confidence

  • PennantPark's run rate NII is projected to cover current dividend as they ramp the PSSL II portfolio

    60% confidence

  • The average BDC has roughly 5%-10% equity exposure

    60% confidence

  • The average BDC has roughly 5%-10% equity exposure, but Gladstone Investment's target mix is 75% debt/25% equity

    60% confidence

  • Because of the asset-light nature of software businesses, lenders risk getting very little of value in future bankruptcies

    60% confidence

  • The average BDC's software exposure is about 20%

    60% confidence

  • SLRC's assets can be viewed as a more attractive alternative relative to increasing investor concerns about private market industry exposure to software companies

    60% confidence
Ce que nous savons · l'intelligence derrière cette page
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Ce que nous observons
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Signaux que nous suivons
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Tendances que nous surveillons ›
Là où les sources divergent
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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