1.09.2025

Uneven distribution

As of December 31, 2024, Main Street Capital Corporation Common Stock (MAIN) is by far our largest single holding. Given that we have no intention of making any further acquisitions of (MAIN), I am confident that (MAIN)'s 13.7% share of the portfolio's total value will have declined by the end of next year.

Click to enlarge

No comments:

Post a Comment

The bookworm vs the troublemaker, who will be the winner in the future?

My prediction below about AI requires a rough generalization of two different personalities, bookworms and troublemakers. One area that all ...