Calls
1
Craig Siegenthaler
Analyst, Bank of America
Win Rate
0.0%
return
-12.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 24
$10.73
-12.8%
"There is a significant level of misinformation weighing on the private credit industry which has led to a particularly attractive buying opportunity... When I hear people say that private credit is not transparent, it is really not true." The market sold off Blue Owl (OWL) based on fears of retail redemptions and "self-dealing" (selling assets to their own insurance arm). Siegenthaler argues these fears are factually incorrect (assets sold at par to third parties), creating a dislocation between price and fundamental value. LONG A true recession causing a spike in defaults which would validate the "canary in the coal mine" thesis.
"There is a significant level of misinformation weighing on the private credit industry which has led to a particularly attractive buying opportunity... When I hear people say that private credit is not transparent, it is really not true." The market sold off Blue Owl (OWL) based on fears of retail redemptions and "self-dealing" (selling assets to their own insurance arm). Siegenthaler argues these fears are factually incorrect (assets sold at par to third parties), creating a dislocation between price and fundamental value. LONG A true recession causing a spike in defaults which would validate the "canary in the coal mine" thesis.
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Craig Siegenthaler has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: OWL.
