BDCs and the Golden Opportunity: Why the Panic Is Overblown Fixed IncomePerspectivesTim Travis' Commentary 2026-04-14 BDCs and the Golden Opportunity: Why the Panic Is Overblown Why the current BDC selloff is far milder than 2008, why first-lien loan portfolios with… Tim Travis Love0
Markets Enter Correction Territory — Why We’re Accumulating, Not Selling PerspectivesTim Travis' Commentary 2026-03-27 Markets Enter Correction Territory — Why We’re Accumulating, Not Selling Equity markets have entered correction territory on Middle East conflict, a ~50% oil spike, and… Tim Travis Love0
Digging Into Fundamentals on Blue Owl (OWL) and Commentary From Blackstone Fixed IncomePerspectivesTim Travis' Commentary 2026-03-11 Digging Into Fundamentals on Blue Owl (OWL) and Commentary From Blackstone Headlines on private credit sound like another 2023-style banking panic, but the numbers at Blue… Tim Travis Love0
Blue Owl Technology (OTF): A 67% Discount to NAV and a 12%+ Dividend Fixed IncomePerspectivesTim Travis' Commentary 2026-02-22 Blue Owl Technology (OTF): A 67% Discount to NAV and a 12%+ Dividend Equity markets are pricing extreme fear into software-adjacent BDCs. Our new research report on Blue… Tim Travis Love0
Why the Market’s Panic About AI Destroying Software Looks Overblown Fixed IncomePerspectivesTim Travis' Commentary 2026-02-05 Why the Market’s Panic About AI Destroying Software Looks Overblown The market is discounting many software leaders 30–50% on fears of AI disruption. Nvidia's Jensen… Tim Travis Love0
First Radio Show and Research Report MediaTim Travis' Commentary 2023-10-16 First Radio Show and Research Report Earnings season has begun with very positive results shown thus far from the big banks,… Tim Travis Love0
The Opportunity in Value Stocks MediaTim Travis' Commentary 2023-09-01 The Opportunity in Value Stocks I'd like to direct your attention to the two images at the top, which were… Tim Travis Love0
Real Estate and High Dividends are on Sale MediaTim Travis' Commentary 2023-08-24 Real Estate and High Dividends are on Sale 2023 has been a really strange year. AI euphoria has captured the attention of Wall… Tim Travis Love0
High Income Opportunities in a Pricey Market Fixed IncomePerspectivesTim Travis' Commentary 2023-08-11 High Income Opportunities in a Pricey Market The top 10 stocks in the S&P 500 now account for more than 1/3rd of… Tim Travis Love0
July 25th Value After Hours Podcast MediaTim Travis' Commentary 2023-07-25 July 25th Value After Hours Podcast Today I had the opportunity to do the podcast Value After Hours with Tobias Carlisle… Tim Travis Love0