Goldman's choice of Sixth Street over Pagaya, despite a higher bid, reveals a preference for certain deal execution factors over monetary gain, suggesting worries about Pagaya's deal completion abilities, potentially leading some investors to question Goldman's executive judgment.
1. Share Prices and P/NAV Multiples Have Expanded on Improved Sentiment YTD BDC shares have performed well YTD, both on an absolute and relative basis (vs. the S&P 500 Index) as multiples have expanded on improved investor sentiment. The tailwinds from higher benchmark interest rates have persisted through 1H23 (and our estimates reflect further benefits from rates ex...
Sixth Street专业贷款股票讨论区
BDC shares have performed well YTD, both on an absolute and relative basis (vs. the S&P 500 Index) as multiples have expanded on improved investor sentiment. The tailwinds from higher benchmark interest rates have persisted through 1H23 (and our estimates reflect further benefits from rates ex...
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