Creator Profile
YouTube | Stock
15,100 followers
Visit creator profileReturn Since March 15, 2026
Recent Posts
May 28, 2026
Samuel Smith discusses Goldman Sachs Business Development Company (GSBD), highlighting its significant sell-off and current attractive valuation. He notes recent insider buying as a positive sign and analyzes the stock's technical and fundamental indicators, including a decent ROE and a high dividend yield, while acknowledging past balance sheet issues.
May 26, 2026
Samuel Smith discusses Blue L Capital Corporation (OBDC), a BDC trading at a significant discount to its book value with a high dividend yield. Despite a recent decline in Net Asset Value (NAV) per share due to widening spreads in the private credit market, Smith argues this is not a sign of fundamental distress but rather a market sentiment issue. The company has also deleveraged and repurchased shares, which was accretive to NAV.
April 24, 2026
The creator expresses a bullish stance on Blue Owl Capital (OWL), despite its recent 40% decline. They argue that the market has overreacted to concerns about private credit, highlighting OWL's stable permanent capital base, strong regulatory oversight, low loss rates, resilient credit metrics, and conservative loan-to-value ratios. The creator believes OWL is undervalued and has been buying more shares, expecting a short squeeze and continued growth.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 5/26/2026
Samuel Smith views Blue L Capital Corporation (OBDC) as a potential buy due to its significant discount to NAV, attractive dividend yield, and positive share repurchase activity, despite recent NAV declines attributed to market conditions.
Analysis from 5/27/2026
Mentioned 4/24/2026
Mentioned 4/15/2026
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