OWL Blue Owl Capital Inc - Ordinary Shares - Class A

$OWL No trade here but there is 33.05M in call flow into this today Never heard of this ticker and its a mid cap at 10 bucks?

$OWL I am not concerned by this dip. Do your research. The bears are grasping at straws. Relax. Oh and enjoy the dividends. They are going to flow richly. And consistently.

$OWL this is insanely bullish. Basically OCIC was the "problem" bdc inside OWL, that the bears used to bring down the price from $30 - $8. The framing was that OCIC will be so distressed they would have to liquidate cause a chain reaction into bankruptcy. But institutions gave them money at tight spreads, meaning they see it as low risk. And guess what, they probably have real life number on redemptions. This means redemptions are trending down. They feel safe giving OWL money. but since this stock is heavily manipulated not sure if it matters short term. They have an army of hacks going around repeating nonsense bearish things. They even tried to blame that weird free gas thing on Blue Owl. It is insane. I am still waiting on 11c 11/20 to come down in price, but they won't the stock went down 50 cents and the options didn't drop at all.

$OWL discounts now and then credibility repairs… OBDC trades ~20% below reported NAV? far wider than Loparex alone justifies. Loparex is under 1% of OBDC’s amortized cost portfolio? Just a few thoughts. Not financial advice.

$OWL When the market decides to become rational again and stop penalizing OWL is unknown to me, but I know it’s coming one day. The paper gains will be nice. Will I sell? Nope. OWL should continue to grow its AUM and increase its management fees. That’s money they turn around and share with us. In the form of dividends. It’s a beautiful model in my book. And my dividend yield on cost will continue to move up over time. Patience for the win.

$OWL I think we've seen the bottom yesterday. Super strong reversal after yesterday's fed dip (strongest in alt manager peer group). Now short term direction to 11, after redemption numbers and Q3 to 13 and end of year to 15.

$OWL IPO price was 10 usd, we are 3% above ipo price. AuM at IPO was 52,5bn USD, now AuM is +508% at 319bn USD.

$OWL Blue Owl Capital became ground zero, a central figure and the poster child in the recent private credit risk storm. Wouldn’t touch this stock with a 10-ft pole.

$OWL sitting on both horizontal and diagonal support right now. Needs to reverse and get back over the 50 DMA 🦉

$OWL thanks for the dip 🌈🐻. I got some, but I want more, so I don't mind if you send this to low 10s before the next ER.

Blue Owl Capital funds have arranged $2.4 billion in debt financing for Iren Ltd., which plans to use the proceeds to purchase Nvidia’s Blackwell Ultra GPUs for its data-center campus in Canada. The package includes a $1.2 billion senior secured term loan and $1.2 billion of senior secured notes, allowing Iren to acquire the equipment in stages. Both components carry interest rates of about 9% and mature 2.5 years after financing, with Pacific Investment Management Co. also backing the deal. The financing will support Iren’s expansion of computing capacity at its Mackenzie data-center campus in British Columbia. Blue Owl described the structure as a unique combination of GPU equipment financing and direct lending, calling it one of the largest transactions of its kind. Blue Owl, which manages about $319 billion in assets, has also financed other AI infrastructure projects, including Meta’s Hyperion facility in Louisiana and a project in Abilene. $OWL $IREN $NVDA

$OWL guess we are headed back to the $8s just cause the T-bill is almost %. Total nonsense. Sheeple are fools. Im holding, this a low risk exposure to AI. Should be $12 -$15 by now.

$OWL crazy, down again - Market is waiting for $ARES redemption numbers which are published on Friday or Monday

$OWL Low volume day, perhaps the sell off trend is coming to a close. The tech sector got obliterated today, so not too bad considering. I'm curious about the rate hike; does it hurt or help?

$OWL Morningstar dropped PT to $10, so all the sheeples decide to take a loss to get it there LOL. Nevermind all the other reputable firms targeting the mid teens. Retail are not the brightest bulbs on the chandelier.

$OWL DRIP Snowball! Double check my math! At a price of 12.10 with a quarterly dividend of 0.23… ➡️ 52.61 shares DRIP purchase 1 new share per quarter. ➡️ 691.82 shares DRIP purchase 13.15 shares per quarter, or 52.61 shares per year, which means +1 share per quarter thereafter ➡️ 2,767.8 shares buys 52.61 shares per quarter, which means another +1 share per quarter thereafter! Of course, we shouldn’t assume the price will stay steady. This is just a ballpark of what snowballing OWL could look like at these levels, but the math will change.

$OWL I took a new tiny position here just to watch and see. They seen to have good fundamentals so i will watch and hold for a few months.

$OWL was easy money from Q1 Q2 lows. was no-brainer BUY as SP appreciation from short covering was a foregone conclusion after basic fundamentals collapsed the private credit "crisis" narrative. short int shrinking but remains elevated meaning much more room to run here. still cheap on p/e basis and not yet oversold on the RSI, solid 7.5% div at current SP and actually raised it last quarter in the face of sour market sentiment anticipating a cut. still a buy/strong buy imo.

$OWL redemption window starts again soon. I guess SABA launched their predatory offer for OCIC and OTIC investors who want out. The market just brushed this news off and actually rallied on it. If these investors bit and sold for 20-30% discounts, our next redemption numbers will drop significantly. Imagine the headline: "Redemptions in Blue Owl non-traded BDCs have dropped significantly this quarter, erasing liquidity concerns."

$OWL still not seeing any specific company data to suggest this is warranted. I think we saw a similar trend leading into last quarters redemption and fundraising numbers. Which I think led the earnings report. Annoying for sure but I have pretty strong conviction here, and not just for the next few months…this could be a genuine compounder in your portfolio