Blue Owl Capital: Take A Breath And Let It Fall More
Source: SeekingAlpha
2025-11-18 03:30:07 ET
Back in August this year, after identifying some vulnerabilities in Blue Owl Capital Corporation's ( OBDC ) Q2 2025 earnings report and seeing the direction of travel for base rates as well as spreads, I decided to issue a bearish piece on this BDC. My suggestion was to avoid OBDC due to the mismatch between price and value (including the earnings trajectory). The setup, in my view, was almost perfect for experiencing a decent decline in OBDC's share price that would bring the valuation in balance with the underlying risks/value....
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Blue Owl Capital: Take A Breath And Let It Fall More
Goldman Sachs BDC Inc.
NASDAQ: GSBD
GSBD Trading
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$1,078,905,089
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Asset Management Services
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