Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Ares Capital Corporation (ARCC): A Bull Case Theory 

We came across a bullish thesis on Ares Capital Corporation on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on ARCC. Ares Capital Corporation's share was trading at $20.48 as of January 13th. ARCC’s trailing and forward P/E were 10.31 and 10.73 respectively according to Yahoo Finance.

Ares Capital Corporation (ARCC) stands out as a premier player in private credit, managing a $30+ billion portfolio across 587 companies with backing from 252 private equity sponsors. The company has successfully insulated itself from broader credit cycle...