Added to YB: 2026-03-17
Pitch date: 2026-03-12
MLCI [neutral]
Mount Logan Capital Inc.
+7.62%
current return
Author Info
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Company Info
Mount Logan Capital Inc., through its subsidiaries, provides insurance solutions in the United States.
Market Cap
$70.4M
Pitch Price
$5.25
Price Target
N/A
Dividend
2.21%
EV/EBITDA
N/A
P/E
-2.88
EV/Sales
N/A
Sector
Financial Services
Category
special_situation
Thoughts on Private Credit (MLCI)
MLCI (overview): Private credit asset manager trading at ~50% of book value post-reverse merger. Manages BDC sub-affiliate BCIC ($520M assets, <60% NAV) which plans to roll up distressed BDCs vs organic growth. Mgmt prioritizes platform expansion; market turmoil = M&A opportunity pipeline expanding. Potential target: GECC/GEG post-First Brands writedown.
Read full article (2 min)