We came across a bullish thesis on Ares Capital Corporation on R. Dennis’s Substack by OppCost. In this article, we will ...
The economic outlook is uncertain, with risks from tariffs and potential stagflation impacting high-risk, high-return assets like Ares Capital. ARCC offers a 9% yield but faces limited growth ...
Declining interest rates are throttling Ares’ near-term growth. Its earnings can still cover its high dividends. Its high yield and low valuation should limit its downside potential, but its upside ...
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