Guide: How To Do Better Buybacks Using Ready Capital
Trade Alert by Scott Kennedy 03/07/2025
Scott Kennedy’s mREIT Earnings Series: Assessing Cherry Hill Mortgage’s Performance For Q4 2024
Scott Kennedy’s BDC Earnings Series: Assessing TriplePoint Venture Growth’s Performance For Q4 2024
Preferred Share and Baby Bond Target Updates 03/05/2025
Scott Kennedy’s mREIT Earnings Series: Assessing AG Mortgage Investment’s Performance For Q4 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Ready Capital’s Performance For Q4 2024
Trade Alert by Scott Kennedy 03/03/2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 03/02/2025
PennyMac and the SmackDown
Scott Kennedy’s mREIT Series: Assessing Ellington Financial’s Performance For Q4 2024 (Upgrade)
Scott Kennedy’s BDC Earnings Series: Assessing Blackstone Secured Lending’s and FS KKR Capital’s Performance For Q4 2024
11 Dividend Yields Over 8%
Scott Kennedy’s BDC Earnings Series: Assessing SLR Investment’s Performance For Q4 2024
Realty Income Q4 2024 Earnings Update: Headwinds Were Already Priced In
SBA Communications Q4 2024 Update: The Curious Case of Interest Expense
Shorts Get Burned: SUI’s $5.65B Deal Proves the Bears Wrong
Trade Alert by Scott Kennedy 02/24/2025
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/23/2025, PMTV added to coverage, RC rebuttal
Digital Realty Income Prints Shares to Buy Treasuries
Scott Kennedy’s BDC Earnings Series: Assessing Blue Owl Capital’s Performance For Q4 2024
Scott Kennedy’s mREIT Earnings Series: Assessing MFA Financial’s and New York Mortgage’s Performance For Q4 2024
12% Dividend Yields Are Not Enough
Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential’s Performance For Q4 2024
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Franklin BSP Realty’s and Sixth Street Specialty Lending’s Performance For Q4 2024