| # | Ticker | Name | Stance | Conv | Entry | P&L YTD | Theme | Thesis | First Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BIZD | VanEck BDC Income ETF | LONG | HIGH | $13.12 | Fintech | Private credit is an oversold asset class due to misplaced fears such as AI dest… | Apr 22 | YOUTUBE | |
| 2 | PSP | Invesco Global Listed Private Equity ETF | LONG | MED | $62.71 | Fintech | Private equity is not going bust; exits have been slower due to uncertainty but … | Apr 22 | YOUTUBE |