Oaktree Specialty Lending... (OCSL)

Oaktree Specialty Lending (OCSL) faces vulnerabilities including weak dividend coverage, portfolio concentration, and negative impacts from tariffs. OCSL's portfolio is heavily concentrated in Softwar...

Oaktree Specialty Lending Corporation (NASDAQ:OCSL ) Q2 2025 Earnings Conference Call May 1, 2025 11:00 AM ET Company Participants Clark Koury – Head-Investors Matt Pendo – President Armen Panossian –...

Oaktree Specialty Lending (OCSL) came out with quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.56 per share a year ago.

I've been tracking major BDCs for over three years, achieving high total returns and dividends, and outperforming the BDC index. My investments in BDCs are motivated by high yield, diversification fro...

One has grown its dividend for 48 consecutive quarters and just authorized a buyback of 7.5% of its outstanding shares. The other trades at a 17% discount to NAV and is backed by a legendary billionai...

Rising non-accrual base is the BDC Achilles heel. The current economic conditions drive up the probability of that risk. Hence, the BDC income and NAV durability have become extremely important topics...

Market volatility has increased, making it challenging to predict future Treasury rates and impacting the frequency of my article publications. Price-to-book ratios reveal bargains. Preferred shares o...

We take a look at the action in business development companies through the second week of April and highlight some of the key themes we are watching. BDCs experienced a 3% decline this week, with vola...

The low ranking of Oaktree Specialty Lending, as a BDC, results from its weak performance metrics and superior sector alternatives at a 25% discount to P/NAV. The stock price of OCSL has declined by 3...

The current market environment suggests a potential recession, leading investors to favor durable and income-producing assets. BDCs and REITs are likely to be among the key beneficiaries here. However...