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Matthew Bloomfield 5.0 3 ideas

Editor, The Block
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Theme: Stance:
Ticker Mentions Stance Conv Entry P&L YTD Theme Thesis (click to expand) Mentioned Src
PSBD ×1 LONG HIGH $10.60 Other Palmer Square BDC (PSBD) trades at a deep discount to net asset value despite high transparency from monthly NAV reporting, tradable underlying assets, and strong credit quality in large borrowers. Historically, such discounts have been excellent entry points for public BDCs. The firm is actively buying back shares, which is accretive at current levels, and the discount should converge over time. Apr 26 YOUTUBE
ARCC ×1 LONG LOW $18.67 Fintech Aries Management (ARCC) is a well-run BDC with a long track record and strong management team. It is a respected player in the space and would be a top pick among public BDCs if not for his own firm. Apr 26 YOUTUBE
Best Calls
No winning calls yet
Worst Calls
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OTHER
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FINTECH
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Software loan selloff is overblown opportunity.
The selloff in software loans within the broadly syndicated loan market due to AI disruption fears is overblown. The true risk of disintermediation is considerably lower because software systems are deeply embedded with high switching costs. Large borrowers in this space have better management and capital market access, making the risk-reward attractive at current discounted prices.
Software Loans (Broadly Syndicated) HIGH Monetary Matters Apr 26, 18:05
Editor, The Block
PSBD discount is unwarranted and attractive.
Palmer Square BDC (PSBD) trades at a deep discount to net asset value despite high transparency from monthly NAV reporting, tradable underlying assets, and strong credit quality in large borrowers. Historically, such discounts have been excellent entry points for public BDCs. The firm is actively buying back shares, which is accretive at current levels, and the discount should converge over time.
PSBD HIGH Monetary Matters Apr 26, 18:05
Editor, The Block
Aries is a strong BDC.
Aries Management (ARCC) is a well-run BDC with a long track record and strong management team. It is a respected player in the space and would be a top pick among public BDCs if not for his own firm.
ARCC LOW Monetary Matters Apr 26, 18:05
Editor, The Block
Positions
TickerDirEntryP&LDate
PSBD LONG $10.60 Apr 26
ARCC LONG $18.67 Apr 26
Matthew Bloomfield (Editor, The Block) | 3 trade ideas tracked | ARCC, Software Loans (Broadly Syndicated), PSBD, High Yield Bonds | YouTube | Buzzberg