In short: Another large BDC contrasted with PFLT — higher default rates than expected (e.g. the Thoma Bravo/Medallia default hitting peers); common avoided on sector headline risk.
Full passage: premium transcript (PDF).
In short: The listed BDC into which BOCCII is being folded — trading at a -20% discount to NAV despite "very similar assets" to the private fund. It is the price discovery: "public is the exit for private." Cited as the mechanism, not a stance on the stock.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.