Weekly Commentary | November 16, 2025 | FSSL Lists, FTHY Buy, EIC Cuts

Nov 17, 2025

∙ Paid

Summary

FS Specialty Lending Fund (FSSL) offers a compelling opportunity with a 26.9% discount to NAV after its direct listing and portfolio shift to diversified credit.
PDI remains my largest CEF position, offering attractive income despite recent price drops and capital loss, with potential for recovery post-ex-dividend.
FTHY presents a strong buy at a -…