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January 11, 2019
Three Ideas with Disciplined and Repeatable “Underwriting” Processes
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January 9, 2019
Fundamental Alternative Investments (Bond-like Equity Securities)
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May 13, 2018
Why We Invested in Capitala Finance
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May 6, 2018
Why We Invested in Oxford Square Capital
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March 12, 2018
Update on Medley Capital
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February 15, 2018
Thesis Update on Senior Notes of MVC Capital
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February 13, 2018
Update on Medley Capital
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January 11, 2018
Medley Capital: BDC Trading at Discount and Offering 11% Dividend Yield
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December 31, 2017
Preview of Medley Capital: Middle Market Lender at Discount to NAV
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October 30, 2017
A Bird in Hand is Worth More Than (Forecasted) Eggs in the Future
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October 27, 2017
Why We Invested in Great Elm Capital Notes
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October 26, 2017
Why We Invested in Medley Capital
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October 25, 2017
What We Mean by Opportunistic, Absolute Return Investing
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August 11, 2017
TICC Capital: Income Opportunity in the Notes
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October 7, 2014
Todd Sullivan on Capital Allocation and Buybacks
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August 2, 2011
The People Behind Chanticleer
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