OWL
6 tracked calls · 3 long · 3 short · last 90d: 3L/0S
first called by Forward Guidance 4mo ago
LONG1w ago
“Blue is the one that I would bump up the most. They're underwriting... overwhelmingly analyzing their portfolios you know they will do the related party to Gavvare they are not what the market thinks ”Monetary Matters · The Monetary Matters Network
Blue Owl hides a pristine loan book with just 1.0% non-accruals behind terrible public relations, making it the most undervalued alternative asset manager.
OWLLONG@ $9.60
$10.32+7.50%
since call Jul 20
peak +10.4%
LONG4w ago
“I like to track Blue Owl, right? The private credit firm and they had record... institutional inflows into private credit. And I I imagine that to an instit I mean if you're saying you're going to bui”Monetary Matters · The Monetary Matters Network
Blue Owl is capturing record institutional inflows into private credit to finance the massive AI data center buildout.
OWLLONG@ $9.21
$10.32+12.08%
since call Jul 2
peak +14.4%
LONG1mo ago
“every time you see some discussions about buying a sports league, it's always the finance guys.”ThreadGuy
Sports franchises and leagues are up-only as finance firms keep buying them
OWLLONG@ $8.59
$10.32+20.11%
since call Jun 25
peak +21.0%
SHORT3mo ago
“This is a run that's happening. These numbers are staggering. It will lead to them now needing to sell bonds … you start to get something that reminds me a…”Jordi Visser
Credit cycle unwinding for first time since 2007, Blue Owl facing 22-40% redemptions
OWLSHORT@ $8.63
$10.32-19.56%
since call Apr 5
SHORT4mo ago
“Blue Owl capped private credit fund redemptions at 5% after steep request levels … they got something like, uh, 21, uh, redemption requests outstanding during…”TBPN
Gating its own private-credit funds after a redemption flood reprices Blue Owl's fee base and equity lower.
OWLSHORT@ $8.54
$10.32-20.80%
since call Apr 2
SHORT4mo ago
“Every private credit fund gated. … It's all gated. No one can get their money back.”Forward Guidance · Quinn Thompson
Private credit gating breaks the retail wrapper; the manager's fee-AUM machine and premium multiple deflate.
OWLSHORT@ $8.52
$10.32-21.10%
since call Mar 13