Blue Owl: Historical Growth No Longer Matters; The Value Trap Remains

2026-03-10 13:00:49 ET

Software Selloff Stabilized, What About Private Credit?

Blue Owl Capital's ( OWL ) stock has tumbled by 63% from its 2025 peak. If you pull out a five-year chart, it's hovering near an all-time low. You probably know the story and are wondering if this is a good time to buy. The key issue here is that OWL is trapped in a liquidity crisis. The Blue Owl Corp II (BDOC II) fund has prevented investors from taking money out. Fund managers are rushing to offload private credit products. As Warren Buffett said, "Only when the tide goes out do you discover who's been swimming naked." ...

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