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@boazweinstein
"Wise to follow @kieranwgoodwin - he has and will have a lot to say on BDCs and Private Credit as things unfold"
X Link @boazweinstein 2025-10-09T22:33Z 50K followers, 37.2K engagements
"Interesting reading"
X Link @boazweinstein 2025-10-13T01:34Z 50K followers, 11.6K engagements
"Dan Ivascyn CIO of @PIMCO is brilliant I got to meet the man this summer and thanked him for restructuring a CEF into what is now $PDX. The mandate switched from energy equities to fixed income very similar to the holdings of $PDI one of the largest CEFs in the world. Through Dans stewardship its 5yr average premium to NAV is +10%. Yes I wrote premium The odd duck in the portfolio is a singe PE investment in Venture Global which has been an incredible home run for PIMCO and today announced it will IPO with an expected mkt cap of $90-110bn Clever shareholders are snapping up PDX today because"
X Link @boazweinstein 2025-01-13T15:48Z 50K followers, 56.9K engagements
"This is on point"
X Link @boazweinstein 2025-10-10T12:36Z 50K followers, 117.5K engagements