Morgan Stanley Direct Len... (MSDL)

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We take a look at the Q2 results of BDC MSDL, which trades at an 11.3% dividend yield and a 14% discount. MSDL allocates primarily to less-cyclical sectors such as Software, Insurance and Commercial S...

MSDL faces mounting headwinds, with recent earnings showing declining net investment income and increased non-accruals, raising concerns about credit quality and dividend safety. Despite an attractive...

We are in a 'hated bull market' with record highs despite weak economic fundamentals and tight fixed income spreads. High-risk assets like BDCs are especially vulnerable in this environment, making th...

The BDC sector faces mounting risks from a weakening economy, high consumer debt, and the potential for further dividend cuts as interest rates decline. Recent dividend cuts by several BDCs highlight ...

Q2 earnings confirmed my call for a market rotation in BDCs; quality bias and selectivity remain critical for outperformance. Structural headwinds—spread compression, falling base rates, and thin divi...

MSDL's Q2 earnings disappointed, with declining NAV, weak dividend coverage, and rising non-accruals signaling fundamental portfolio issues. Despite a tempting 11% yield and deep discount to NAV, I se...

MSDL remains a high-quality BDC with stable portfolio values and low non-accruals, but recent earnings highlight growing risks. Dividend coverage is now razor-thin, with NII per share barely matching ...

MSDL offers a compelling 11%+ dividend yield and trades at a significant discount to NAV, despite strong underwriting and portfolio quality. However, dividend coverage is tight at 1.0x, and the compan...

Morgan Stanley Direct Lending Fund (NYSE:MSDL ) Q2 2025 Earnings Conference Call August 8, 2025 10:00 AM ET Company Participants Ashwin Krishnan - Corporate Participant David Pessah - Chief Financial ...