Blue Owl Technology Finance's Discount To NAV Is Way Too Large Relative To The Risk
2026-02-24 13:06:06 ET
Equity markets tend to be hyperreactive when it comes to fears of credit risk. Hyperbolic statements get spread through news publications, and pundits that have predicted thirty of the last three recessions chime in with doom and gloom prognostications. Blue Owl Technology Finance Corp. ( OTF ) is a business development company focused on the technology sector. The stock, among many others, has been hit hard through pervasive fears that AI is going to destroy many players in the software industry. While I certainly agree that AI will have a transformative impact on the world, I believe the fears of debt not being repaid are drastically overstated, providing a fantastic long-term buying opportunity for long-term investors....
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Blue Owl Technology Finance's Discount To NAV Is Way Too Large Relative To The Risk
NASDAQ: OTF
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