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BIZD: Buy The Historic BDC Discount, Collect +12% Yield $BIZD #finance# #markets# #economy#
MORGAN STANLEY BDC’S DAY: LOW SINGLE DIGIT PERCENTAGE OF PORTFOLIO AT HIGH AI RISK
Jefferies Credit Partners BDC (~$859M net assets) opened its quarterly redemption window on Oct. 1. The BDC offers to buy back up to 5% of its net assets at the Sept. 30 NAV. Requests are due Oct. 30. If requests exceed that, the fund may buy more or fill them pro rata.
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Apollo Debt Solutions BDC (ADS, $27.9B) capped Q3 redemptions at 5% after holders asked to redeem 14.7% of shares. Only ~34% of that demand gets filled. Most requests are resubmissions. Holders who asked out in 2026 and kept resubmitting will have received ~75% of their request.
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Why I'm Capping My BDC Exposure At 15% $BIZD #markets# #trading# #business#
Can we make a crazy huge Venn of the BDC ecosystem?
Golub Capital Private Credit Fund’s repurchase window closes tonight at 11:59 p.m. ET. The BDC offers to buy back up to 5% of shares at the Sept. 30 NAV, with payment by Nov 4. Requests above that may be prorated. Shares issued after Oct. 1, 2025 carry a 2% deduction.
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NEW: Billionaire Wealth Management in the Mega-Liquidity Era How to financially prepare for SpaceX IPO, Cerebras, Anthropic, OpenAI, & more.. With Marc Andreessen & Ben Horowitz's Multi-Family Office Chief Investment Officer, Michel Del Buono (@MDB_CIO) We cover: - How $50M–$1B+ personal portfolios are actually constructed & managed - Pre-liquidity planning - QSBS stacking strategies - Secondary market SPV risks - Trust & estate structuring - BDC liquidity gates - Tax loss harvesting - Real assets & depreciation Plus.. private jets? 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michel Del Buono, CIO at @a16z Perennial (01:05) The Billionaire office playbook (02:57) The 35% IRS trap (07:55) Multiply your QSBS benefits (11:48) Biggest Pre-liquidity mistakes (12:32) Why is diversifying a trap? (14:28) SPVs and Secondary traps (17:36) The cap table illusion (19:57) How does SPV carry actually work? (22:53) The SPV operator who fled (24:33) The private credit trap (28:38) Why endowments dump VC? (32:19) Public demand for private tech (35:08) Racing for AI equity (36:20) The data center tax loophole (39:36) The golden visa play (40:35) New York’s wealth tax (45:42) Shield your income with real assets (50:25) The Billionaire spending mindset (53:39) Buying vs Chartering jets (55:31) Dodging NGO scams
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Imagine a sales teammate who NEVER tires, NEVER misses calls, & works holidays. 😎 Left dealership: Doors lock → Dead end. 9PM customer? Gone. 😴 Right: DaveAI's Autobot = 24/7 BDC. Handles calls/texts/emails, books test drives & service INSTANTLY. #DaveAI# #Autobot# #Car#
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