Oaktree Specialty Lending: Plenty Of Reasons To Remain Bullish
OCSLOaktree Specialty Lending (OCSL) Seeking Alpha·2024-06-14 05:03

da-kuk In March this year I wrote a follow-up article on my initial thesis on Oaktree Specialty Lending Corporation (NASDAQ:OCSL) arguing that it was the right moment for long-term investors to capitalize on the temporarily depressed share price. After OCSL circulated its fiscal Q2 earnings report, the share price decreased quite significantly due to subpar adjusted NII results that were driven lower by a meaningful uptick in the non-accrual base. My argumentation was that this could be considered a one-off ...