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Goldman Sachs BDC: Huge Discount To NAV, But I'm Not Buying The Fat 14% Yield
Seeking Alpha· 2025-12-13 03:00
While Goldman Sachs BDC ( GSBD ) has not participated in the recovery seen across the BDC space since the First Brands Group and Tricolor collapses dented private credit sentiment, the BDC is paying out aThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend tickers, REITs, and green ener ...
Playboy: The Asset-Light Transformation, Margins, And Dilution (NASDAQ:PLBY)
Seeking Alpha· 2025-12-12 19:55
公司股价表现与市场机制 - Playboy公司股价年初至今已大幅上涨51% [1] - 尽管股价飙升 但公司的流动性状况仅通过大幅稀释股东权益才得到支撑 [1] - 股票市场是一个强大的机制 长期来看每日价格波动会累积成巨大的财富创造或毁灭 [1] 投资策略关注点 - Pacifica Yield旨在追求长期财富创造 [1] - 其投资重点包括被低估的高增长公司、高股息股票、房地产投资信托基金以及绿色能源公司 [1]
Telephone and Data Systems: Pending Spectrum Sales Set To Drive Further Deleveraging
Seeking Alpha· 2025-12-10 08:08
While Telephone and Data Systems' ( TDS ) preferreds are trading at a double-digit discount to their liquidation value per share and are paying a nearly 8% current yield, they face near-term headwinds from long-term TreasuryThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend tickers, R ...
Granite Point Mortgage Trust: Book Value Continues To Dip With Discount At 65% (NYSE:GPMT)
Seeking Alpha· 2025-12-10 08:06
公司投资策略 - Pacifica Yield 公司的核心目标是追求长期财富创造 [1] - 公司的投资重点集中于被低估的高增长公司、高股息股票、房地产投资信托基金以及绿色能源公司 [1] 市场观点 - 股票市场是一个强大的机制,长期来看,每日的价格波动会累积成巨大的财富创造或毁灭 [1]
Granite Point Mortgage Trust: Book Value Continues To Dip With Discount At 65%
Seeking Alpha· 2025-12-10 08:06
The equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend tickers, REITs, and green energy firms.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote thi ...
Capital Southwest: A Safe 11.7% Dividend Yield For 2026 Paid Monthly (NASDAQ:CSWC)
Seeking Alpha· 2025-12-09 21:51
公司概况与投资亮点 - Capital Southwest (CSWC) 提供完全覆盖的基准股息分配以及有吸引力的月度派息计划 该证券符合以收入为重点的投资者在美联储降息时期的需求 [1] - 该公司是一家商业发展公司 [1] 市场观点与投资策略 - 股票市场是一个强大的机制 长期来看每日价格波动的累积会导致惊人的财富创造或毁灭 [1] - Pacifica Yield 旨在追求长期财富创造 其重点投资于被低估但高增长的公司、高股息股票、房地产投资信托基金以及绿色能源公司 [1]
Enovix: Are The Commons A Buy After The Dip? (NASDAQ:ENVX)
Seeking Alpha· 2025-12-07 17:02
公司股价与估值 - Enovix公司股价自9月以来下跌 使其估值接近多年来的最低水平[1] - 股价的下跌为看好该公司的投资者提供了建立或扩大头寸的可能机会[1] 投资机构策略 - Pacifica Yield投资机构旨在追求长期财富创造 其投资重点包括被低估的高增长公司、高股息股票、房地产投资信托基金和绿色能源公司[1]
Grab: Cash Flow Positive, Expanding Cash Moat, Strong Growth Make It A Buy
Seeking Alpha· 2025-11-28 11:33
公司投资策略 - 股票市场是强大的机制 长期的价格波动会累积成巨大的财富创造或毁灭 [1] - Pacifica Yield 公司的目标是追求长期财富创造 [1] - 其投资重点集中于被低估的高增长公司 高股息股票 房地产投资信托基金以及绿色能源公司 [1] 分析师持仓披露 - 分析师通过股票所有权 期权或其他衍生品对 GRAB 股票持有有益的多头头寸 [2]
Blackstone Secured Lending: Coverage Of Fat 11.3% Dividend Yield Expands
Seeking Alpha· 2025-11-27 19:46
文章核心观点 - Blackstone Secured Lending Fund(BXSL)正在支付一项覆盖良好、接近纪录水平的股息,同时其交易价格相对于资产净值(NAV)出现罕见折价,如果美联储在12月进行最后一次加息,这种折价状况将是短暂的 [1] - 股票市场是一个强大的机制,长期来看,每日的价格波动会累积成巨大的财富创造或毁灭 [1] Pacifica Yield投资策略 - 投资策略旨在追求长期财富创造,重点投资于被低估但高增长的公司、高股息股票、房地产投资信托基金(REITs)以及绿色能源公司 [1]
Brookfield Infrastructure: Double-Digit Discount And Attractive Spreads With The Preferreds
Seeking Alpha· 2025-11-25 22:38
布鲁克菲尔德基础设施公司固定收益证券表现 - 自9月中旬以来,布鲁克菲尔德基础设施公司的固定收益证券出现抛售,使其清算价值的现有折价进一步扩大,并且与长期美国国债利率的利差也已升高 [1] Pacifica Yield投资策略 - 股市是一个强大的机制,长期来看,每日价格波动会累积成巨大的财富创造或毁灭 [1] - Pacifica Yield旨在通过关注被低估但高增长的公司、高股息股票、房地产投资信托基金和绿色能源公司来实现长期财富创造 [1]