-
Posted by
Two Blokes Jun 17 -
Filed in
Stock
-
3 views
BXSL rebounded 10% since my last bullish call, as market panic over tariffs eased and valuations normalized. Q1 2025 results show strong fundamentals: 98% first-lien debt, resilient portfolio, and 0.3% non-accruals—among the best in the sector. Lower interest rates pressured NII, but BXSL still covered its $0.77 dividend with a healthy 108% payout ratio and 11.2% yield.
