Dec 14, 2023 3 min read Newsletter AAIC Baby Bond Delisting, Dividend Cuts, Scott's Latest Trade, & Foreshadowing a Potential Trade It's pretty unusual to see this many trades, but this market has been unusual. This post is for paying subscribers only Subscribe now Already have an account? Sign in
Sep 05 Scott Kennedy’s mREIT Sector Comparison Article: Rithm Capital’s BV, Sector Valuation, And Dividend Versus 19 mREIT Peers – Part 1 (Post Q2 2024 Earnings) 29 min read
Aug 26 Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, And Dividend Versus 14 BDC Peers – Part 1 (Post Q2 2024 Earnings) 23 min read