Skip to contentHome page Seeking Alpha - Power to InvestorsApr 24, 2026, 9:15 AM ETCSWC, TRIN, FSK, TPVGRoberts Berzins, CFA14.72K FollowersComments(2)Follow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsThe BDC sector presents compelling buying opportunities.Because of aggressive and likely unjustified discounts, it is possible to lock in BDCs with durable income and NAV profiles.However, it is also possible to dip our toes into the deep value zone, where the discounts and yields are even more attractive.But I have to say that the chances of hitting a landmine are exceptionally higher.In the article, I elaborate on 2 BDCs, which, in my view, should not be touched, even at 40%-50% discounts.Stockbyte/Stockbyte via Getty ImagesThe BDC sector has been hammered hard from multiple sides.It is the cockroaches, SaaSpocalopyse, capped private BDC redemptions, and several other themes that have all contributed to heavy discounts across the board.As IThis article was written byRoberts Berzins, CFA14.72K FollowersRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG investing certificate holder, has had an internship in Chicago board of trade (albeit, being resident and living in Latvia), and is actively involved in "thought-leadership" activities to support the development of pan-Baltic capital markets.Analyst’s Disclosure: I/we have a beneficial long position in the shares of KBDC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments(2)To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.