fizkes/iStock via Getty Images Ares Capital Corporation’s (NASDAQ:ARCC) poor performance of late rates, in our view, strongly. We believe it isn’t commensurate with a level of risk primarily due to its 2nd lien exposure. Yet, […]
wwing/E+ via Getty Images Thesis: An Interesting Short-Term Opportunity The Bank of N.T. Butterfield & Son (NYSE:NTB) is a holding company for offshore banks around the world, most notably Butterfield Bank. Headquartered in Hamilton, Bermuda, […]
ErikMandre/iStock via Getty Images Investment thesis You’ve probably heard the idiom “don’t fly too close to the sun”, which comes from the story about Icarus and his father Daedalus in Greek mythology. I’m saying this […]
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