We came across a bullish thesis on Ares Capital Corporation on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on ARCC. Ares Capital Corporation’s share was ...
ARCC is the largest BDC by net assets and NII, making it a gold standard for income investors, especially as rate cuts approach. Despite not having the highest yield or lowest valuation, ARCC's robust ...
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