Steven Fraley
1.7K posts

Steven Fraley
@thinkindecades
Investor/Allocator, stressing the importance of thinking long term. Director of Capital Markets at Innovest Portfolio Solutions.
Denver, CO 가입일 Ocak 2021
376 팔로잉157 팔로워

Is it JJ Wetherholt,
Or is it JJ WetherGOAT?
Mountaineer pride #WVU #Wetherholt #baseballcards
@CardPurchaser




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pulled this weeks ago from series 1. what do you estimate it’s worth? /99 on the back @CardPurchaser

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@AndersPicks Wasn’t that late. Clock doesn’t start until ball is touched…
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@BradenParr @barstoolsports Doesn’t start until player touches ball…
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We hit 2.7k, thanks everyone! As promised, we’re giving away this rare Titanium Metal Ken Griffey Jr. on 3/23 (pop 27 PSA 9, pop 3 10). To be eligible:
-Follow @packaddictsnw
-Comment on this post
-No need to comment again if you commented on the first post

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Could go down as one of the BEST breaks in the history here at YahMon Breaks!!!! What do y’all think? Let’s go!!!!!! #thehobby @HobbyUnlimited




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@Bonhoeffer_KDS @kieranwgoodwin Sixth Street probably the best lender of the BDC group. Echo these comments - narrative vs data….
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@kieranwgoodwin The $TSLX team has 25 years of software lending experience and came from a commercial bank (Wells Fargo Foothill). A different animal from most BDCs whose teams come from high yield, PE or investment banks.
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BDC Software Exposure
A HF friend of mine had his analyst go through the 10-K's of the top 22 public BDCs. The analyst used Pitchbook and Claude to categorize every loan by industry.
According to their findings, $OTF had highest software exposure 55% by Pitchbook and 65% by Claude .. not surprising at all.
But 2nd biggest exposure to software was $TSLX at 46% by Pitchbook and 57% by Claude .. pretty surprising.
Do your own work but transparency is coming to PC one way or another.
I don't have positions in either $OTF or $TSLX.
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Win this Paul Skenes 1st Bowman! All you have to do is retweet and tag someone that you think may enjoy our podcast! Winner be chosen tomorrow night. If you haven’t checked out us yet, go to our website below.
Talkingcardspodcast.com

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