Betwixed and between

  • 5 Posts
  • 212 Comments
Joined 3 years ago
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Cake day: March 14th, 2023

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  • this is a little bit hyped though, most investors can take their money out, the funds have just applied the rules. These are unlisted funds, so withdrawals are mostly capped at 5% a month. Retail investors and unlisted funds are a stupid idea though.

    Quite a few are trying to take their money out to arbitrage the listed funds, which are now “undervalued” compared to the unlisted funds

    That said, there’s a lot of opaqueness in BDC’s so eyes wide open. However I recently went long on Ares capital (a small amount), MAIN is the biggest but still overvalued IMO. Id give Blue Owl a miss, at least until the dust stlettles.

    https://stockanalysis.com/stocks/arcc/
















  • Asean

    • Myanmar, a complete shit mess and horror
    • Thialand run by ex military after a coup, and has a fealty to one of the richest assholes in the world as monarch
    • Laos, corrupt as fuck but maybe
    • Cambodia, jailed and imprisoned all the opposition, now run by the Son of and ex KR thug who killed the guy who was supposed to be PM
    • Philippines run by the son of the ex dictaror
    • Malaysia, maybe … but corrupt as fuck

    etc

    Japan does a fair bit of good NGO work there, good stuff like freshwater plants etc

    ༼ つ ◕_◕ ༽つ