Mar
12, 2025
Mar
10, 2025
Scott Kennedy’s BDC Series: Golub Capital BDC’s NAV, Valuation, and Dividend Versus 11 BDC Peers – Part 1 (Post Q4 2024 Earnings)
22 min read
Mar
09, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/09/2025
14 min read
Mar
07, 2025
Guide: How To Do Better Buybacks Using Ready Capital
10 min read
Mar
07, 2025
Trade Alert by Scott Kennedy 03/07/2025
Mar
06, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Cherry Hill Mortgage’s Performance For Q4 2024
9 min read
Mar
05, 2025
Scott Kennedy’s BDC Earnings Series: Assessing TriplePoint Venture Growth’s Performance For Q4 2024
10 min read
Mar
05, 2025
Preferred Share and Baby Bond Target Updates 03/05/2025
4 min read
Mar
04, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing AG Mortgage Investment’s Performance For Q4 2024
9 min read
Mar
03, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing Ready Capital’s Performance For Q4 2024
14 min read
Mar
03, 2025
Trade Alert by Scott Kennedy 03/03/2025
1 min read
Mar
02, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/02/2025
17 min read
Feb
28, 2025
PennyMac and the SmackDown
7 min read
Feb
27, 2025
Scott Kennedy’s mREIT Series: Assessing Ellington Financial’s Performance For Q4 2024 (Upgrade)
8 min read
Feb
26, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Blackstone Secured Lending’s and FS KKR Capital’s Performance For Q4 2024
16 min read
Feb
26, 2025
11 Dividend Yields Over 8%
13 min read
Feb
25, 2025
Scott Kennedy’s BDC Earnings Series: Assessing SLR Investment’s Performance For Q4 2024
8 min read
Feb
25, 2025
Realty Income Q4 2024 Earnings Update: Headwinds Were Already Priced In
3 min read
Feb
25, 2025
SBA Communications Q4 2024 Update: The Curious Case of Interest Expense
3 min read
Feb
24, 2025
Shorts Get Burned: SUI’s $5.65B Deal Proves the Bears Wrong
5 min read
Feb
24, 2025
Trade Alert by Scott Kennedy 02/24/2025
Feb
23, 2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/23/2025, PMTV added to coverage, RC rebuttal
20 min read
Feb
21, 2025
Digital Realty Income Prints Shares to Buy Treasuries
8 min read
Feb
20, 2025
Scott Kennedy’s BDC Earnings Series: Assessing Blue Owl Capital’s Performance For Q4 2024
9 min read
Feb
19, 2025
Scott Kennedy’s mREIT Earnings Series: Assessing MFA Financial’s and New York Mortgage’s Performance For Q4 2024
14 min read
