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"$BCSF $XXXXX Bain Capital Specialty Finance energy loans caution advised. 🎊 🌺 💼 🌺"
X Link @6RGTHEQizJmzfwp 2025-10-15T00:18Z X followers, X engagements
"Discussing BDC/CLO exposure to the First Brands Bankruptcy along with a very interesting new X% REIT preferred on our call this evening. (First Brands fraud/BK had more exposure than you would think across BDCs and CLOs) $ARCC $BBDC $BCSF $BXSL $CCAP $CGBD $CION $CSWC $FDUS $FSK $GAIN $GBDC $GECC $GLAD $GSBD $HRZN $HTGC $ICMB $LIEN $LRFC $MAIN $MFIC $MRCC $MSDL $MSIF $NCDL $NMFC $OBDC $OCSL $OFS $OXSQ $PFLT $PFX $PNNT $PSBD $PSEC $RAND $RWAY $SAR $SCM $SLRC $SSSS $TCPC $TPVG $TRIN $TSLX $WHF $KBDC $BCIC"
X Link @SpecialSitsNews 2025-10-05T21:38Z 133.2K followers, 5569 engagements
"109.07% as of 10/1/2025 All interest for October has been updated. Reinvested XX% of $BCSF and $AIG dividends into $MAIN $WMT $EPD. Next dividends from $CNQ $CRWS will be put to work on Monday 10/6. $DOLE 10/7 $MRK 10/8 $VICI 10/10 $O $MAIN $EPR 10/16 Dividends YoY +24.10%"
X Link @JRIGWM 2025-10-01T15:25Z XXX followers, XX engagements
"$BCSF From Bloomberg: "Bain Is Said to Draw Chinese Bidders for $X Billion Data Centers" Takeaways: -- The China data center business owned by Bain Capitals Chindata Group Holdings Ltd. has drawn interest from local bidders seeking to expand in the sector to tap a boom in artificial intelligence. -- Range Intelligent Computing Technology Group Co. is among firms that have recently submitted binding bids for the assets which could value Chindatas China business at about XX billion yuan. -- Other contenders vying for the assets include Guangdong HEC Technology Holding Co. Youzu Interactive Co."
X Link @CorleoneDon77 2025-08-29T10:36Z 6427 followers, XXX engagements