PERSON DIRECTORY
Victor Bonilla
Victor Bonilla appears in 1 indexed conversation across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
1 EPISODE1 SHOW
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Victor Bonilla pitches Main Street Capital at Sohn 2025
Victor Bonilla’s short on Main Street Capital flags a possible dividend cut and “maybe around 60%” downside as PIK interest rises without a broader credit crisis.His evidence is unusually high control-book marks despite cumulative realized losses, with portfolio cash-flow coverage at 0.8x.Insider selling, record price-to-NAV, and a concerning audit relationship frame unresolved valuation and governance risks.