2 BDCs To Buy When SaaS Craters
Concerns about the SaaS sector are negatively impacting business development companies (BDCs) with significant exposure to software-as-a-service firms, creating potential buying opportunities. The article highlights risks such as AI disruption and loan defaults in the SaaS space that may be overdiscounting certain BDCs. Two BDCs are identified as potentially attractive investments due to their strong positioning despite sector headwinds.
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