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The Drift

Ghost
readthedrift.com· weekly· Published 6 days ago

A weekly research newsletter tracking publicly traded business development companies (BDCs), covering earnings estimates, net asset value, credit quality, financing and share price moves. It explains terms and separates what company disclosures show from what they do not.

bdcmain street capitalhercules capitalnet asset valuenon-accrual loansprivate creditbdc stocksfs kkrdividendsunsecured notes
Platform
Ghost
Frequency
Weekly
Latest issue
Oct 20, 2026
Language
English
Written for
Income investors following BDCs and private credit
Tone
analytical
Tracked since
Oct 22, 2026

Website: https://www.readthedrift.com/