The Wall Street Transcript

Oppenheimer Analyst on BDC Outlook: Why ARCC, GBDC, and OBDC are Pricing in Recession-Level Losses

With the Fed lowering rates by 175 basis points and BDCs currently trading at roughly 78% of book value , Oppenheimer Managing Director Mitchel Penn breaks down why credit losses are being ...
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CSWC CEO: Why Capital Southwest Trades at a 34% Premium While 29 BDC Competitors Cut Dividends

In an exclusive interview, CEO Michael Sarner explains how Capital Southwest (CSWC) achieved 100% dividend coverage and 0.89x leverage while the broader BDC market faced spread compression. Discover ...
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Real Estate and Business Development Companies

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Nintendo (NTDOY) 35% Upside: Why a $15B Cash Balance Protects Margins from Volatile Memory Pricing

Welcome back to The Wall Street Transcript. Remind our readers about your firm, Empiric Institutional. Mr. Menon: Empiric Institutional is an independent, 100% employee-owned investment adviser. We ...
The Wall Street Transcript

Insurance Companies Provide Ballast in Tough Markets

Welcome back to The Wall Street Transcript. Can you remind readers about the overall investment philosophy at your firm? Mr. Auxier: It started back in 1982 when I called Warren Buffett on a Saturday.
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Building an Active Bond ETF Strategy Around Volatility and Risk Control

You launched Sanjac Alpha in 2024, arguing that fixed income was no longer a “set it and forget it” asset class. So first, tell our readers about the two ETFs. Mr. Wells: We launched two ETFs in ...
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$TDW, Tidewater’s Supply Moat Widens as High Construction Costs Make New Vessels Financially Unviable For Competitors

TDW, Tidewater’s Supply Moat Widens as the company leverages a “structural undersupply” of offshore vessels. The thesis that new construction is currently “uneconomic” was validated this month by a ...
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Lightwave Logic (NASDAQ:LWLG) Surges on Tower Semiconductor Partnership to Scale AI-Ready Polymers

Lightwave Logic Inc. (NASDAQ:LWLG) shares reached a new 52-week high today, March 12, 2026, as a decade-long quest for “optical ubiquity” hit a major commercial milestone. The company announced a ...
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Investing Strategies

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Clifford Mpare – Ncm Capital Management Group Inc

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Interview with the President and CEO: Rosetta Stone Inc. (RST)

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Interview with the Chairman, President and CEO: Butterfly Network, Inc. (NYSE:BFLY)

Joseph M. DeVivo is President, Chief Executive Officer, and Chairman of the Board of Butterfly Network, Inc., a digital health company developing portable, semiconductor-based ultrasound devices and ...