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Posted by
Two Blokes Jul 22 -
Filed in
Stock
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10 views
I'm overweighting Gladstone Investment for its equity-driven returns, benefiting from a strong stock market and potential $1B+ investment portfolio milestone. GAIN's unique equity orientation and first lien focus position it for outperformance versus peers, especially as market conditions remain favorable. High non-accrual ratio is a risk, but resolving these could boost net investment income, improve dividend coverage, and enhance margin of safety.
