Blue Owl Capital Inc. (OWL)

The AI boom is likely going to be the dominant macro theme for the coming decade. However, most of the AI opportunities are already richly valued by Mr. Market. That said, there are a few stocks that ...

The Undercovered Dozen series highlights 12 lesser-covered stocks weekly, providing investment ideas and sparking community discussion on their potential. Featured ideas include Kraken Robotics' explo...

Blue Owl Capital remains a strong dividend play, with solid net investment income and a 1.08x dividend coverage ratio despite a rise in non-accruals. The recent merger boosted the BDC's portfolio valu...

Blue Owl Capital's high permanent capital base, strong fee growth, and expanding real assets should support consistent earnings across market cycles. Recent launches, including the OTF public listing ...

Blue Owl Capital Inc. is a leading alternative asset manager which went public in 2021. Despite a recent earnings miss, OWL revenue and AUM growth remain stellar, and future earnings should rebound, a...

Blue Owl Capital Corporation delivered a solid 2% total NAV return in Q1, outperforming the average in our coverage. Portfolio quality remains strong with low non-accruals, increased first-lien exposu...

I seek high-yield stocks with a true margin of safety, not just eye-catching yields that hide payout risks or value traps. Arbor Realty Trust offers a 12.5% yield and turnaround potential, with improv...

Investors typically have to choose between high-yield or high-growth when picking stocks. However, there are a few opportunities that combine high growth with attractive current yields. I share my hig...

Your fortress of solitude can be insulated by countless cash dollars. Money doesn't solve problems, but it can make solutions easier. Your portfolio can be your safe space from the storms of life.