Zeev you are indeed a superstar - a real "Mensch" - thanks for sharing your insights and conclusions with us all. I am glad to have the chance to speak with you now here at IHub - I was just about ready to pay for SI this spring but didn't want to throw my money away there. Anyway, if the thread stays here I will just register here.
Can I ask you your opinion of Allied Capital (ALD) - it has been a very good BDC for a long time with very good trustworthy management paying out between 7 and 11 % yield. It has been the victim of late of a short attack, as well as a disturbing pump and dump in John Maldin's weekly letter. Anyway I'm interested in your opinion of this one.