The CEO Wrote 42 Checks This Year. Here's the Latest.

ISB Research · Interesting · sent to Ultimate members September 22, 2026

James Labe keeps buying his own BDC, and this time it's $1.48 million at $4.71. TriplePoint lends to venture-backed growth companies, the kind of debt book that gets punished when rates stay uncertain, which is exactly the near-term pressure hitting financials right now. The 30-day track record on this name has been solid, right about two-thirds of the time, but stretch it out to 90 days and the returns turn negative, so this is a shorter-leash trade. Money flow sits washed out down near 31 while price hovers just under the $5.21 ceiling, so a trader who agrees with Labe could look at selling a put spread beneath his $4.71 to get paid waiting for a cheaper entry than the CEO's.

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