OWL Blue Owl Capital Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
17:13
28 авг
28 авг
Blue Owl Capital leads a 2.4 billion dollar debt financing deal to purchase Nvidia chips.
Blue Owl Capital leads a 2.4 billion dollar debt financing deal to purchase Nvidia chips, according to the news report.
13:00
15 авг
15 авг
Avoid insurers controlled by private credit.
Firms like Apollo, Brookfield, and Blue Owl bought insurance companies to use as balance sheets for private credit strategies, with annuities and life insurance on the other side. That structure creates solvency and contagion risk for policyholders if the insurance assets are questioned.
Выс.
13:12
11 авг
11 авг
Author asks for an opinion on OWL without stating any position or directional view.
Author asks for an opinion on OWL without stating any position or directional view, so it is indexed as watch.
Низ.
00:00
06 авг
06 авг
Blue Owl private credit funds repurchased a combined 90 million dollars of shares for a second.
Blue Owl private credit funds repurchased a combined 90 million dollars of shares for a second consecutive quarter to stabilize fund values amid sector turbulence.
03:18
04 авг
04 авг
Private equity benefits from liquidity easing expectations.
Private equity firms surged recently due to expectations of liquidity easing and no rate hikes, benefiting from AI investments.
Сред.
23:14
30 июл
30 июл
The tweet reports Blue Owl's strategic shift into real assets to mitigate private credit.
The tweet reports Blue Owl's strategic shift into real assets to mitigate private credit concerns without expressing a personal position or forward view.
Низ.
15:16
20 июл
20 июл
Short Ares, Blackstone; long Blue Owl
Among publicly traded alternative asset managers, Ares Management has the biggest gap between its premium brand and reality. Blackstone is overrated because its entire business revolves around marketing rather than investment skill. Blue Owl Capital is the most underrated; despite bad public relations, its underwriting quality is stronger than the market believes.
Сред.
10:45
03 июл
03 июл
Retail redemption pain hitting APO, ARES, OWL.
Apollo, Ares and Blue Owl pioneered retail access to private credit, but are now suffering the most from relentless redemption requests, forcing them to gate funds and trap capital, which could pressure their performance and investor confidence.
Сред.
22:28
02 июл
02 июл
Buy OWL as the market correctly discounts redemptions headline risk.
Buy OWL as the market correctly discounts redemptions headline risk; lower redemption requests and lack of defaults/forced sales signal improving fundamentals.
Сред.
22:15
02 июл
02 июл
Avoid Blue Owl on redemption trouble.
Blue Owl Capital has become the poster child for private credit redemption pressures; investors face redemptions they cannot easily exit, leading to reputational damage and likely underperformance in the near term.
Сред.
20:22
02 июл
02 июл
Blue Owl redemption panic is easing.
Redemption requests at Blue Owl's private credit funds are declining, with many repeat requesters; liquidity levels are healthy and no asset sales are needed, suggesting panic is subsiding and the stock is up 4.6%, with reasons for optimism.
Сред.
23:44
01 июл
01 июл
Blue Owl is too risky to own.
Blue Owl is too risky compared to other private equity stocks like Blackstone and should be avoided.
Сред.
17:11
27 июн
27 июн
Reports update on OWL's SEC investigation status – no responsive records found.
Reports update on OWL's SEC investigation status – no responsive records found, no sign of ongoing probe.
Низ.
14:01
26 июн
26 июн
Cramer criticizes Blue Owl management for prioritizing a sports deal (Cavaliers) over balance.
Cramer criticizes Blue Owl management for prioritizing a sports deal (Cavaliers) over balance sheet improvement; no explicit directional position taken.
Низ.
17:03
23 июн
23 июн
Избегайте Apollo, Blackstone, Blue Owl.
Ведущие фирмы частного кредитования, привлекшие больше всего розничных денег — Apollo, Blackstone и Blue Owl, — наиболее уязвимы по мере роста давления со стороны розничных выкупов. Повышенные запросы на выкуп и ограничения сигнализируют о системном риске, что делает эти названия непривлекательными.
Сред.
03:59
17 июн
17 июн
Следите за этими бенефициарами сферы финансовых услуг в рамках развития GAI.
Следите за этими бенефициарами сферы финансовых услуг в рамках развития GAI; позиция автора не раскрыта, рассматривайте как исследовательскую корзину.
Сред.
03:56
17 июн
17 июн
Наблюдайте за бенефициарами финансирования инфраструктуры ИИ.
Наблюдайте за бенефициарами финансирования инфраструктуры ИИ. Автор отображает прямую экспозицию и экспозицию через пулы комиссионных вознаграждений среди альтернативных управляющих, банков, бутиковых фирм и рейтинговых агентств. О владении не заявлено.
Сред.
12:12
03 июн
03 июн
US pre-market movers report shows mixed futures with Palo Alto Networks giving up gains after.
US pre-market movers report shows mixed futures with Palo Alto Networks giving up gains after strong results, GitLab falling on profit view disappointment, and Macy's beating estimates while Intel and Marvell surge on positive commentary.
00:22
20 мая
20 мая
Blue Owl co-founder sells stake in Washington Commanders.
Blue Owl co-founder sells stake in Washington Commanders, but the tweet reports a past transaction without expressing a forward-looking view on the stock.
Выс.
15:17
19 мая
19 мая
Buy OWL: Cramer expects co-CEO Doug Ostrover to use proceeds from selling his Commanders stake.
Buy OWL: Cramer expects co-CEO Doug Ostrover to use proceeds from selling his Commanders stake to purchase OWL shares, a bullish insider signal.
Выс.
07:12
17 мая
17 мая
The tweet questions why Trump disproportionately bought OWL shares but uses sarcastic tone.
The tweet questions why Trump disproportionately bought OWL shares but uses sarcastic tone without a clear forward-looking directional view.
Выс.
18:40
15 мая
15 мая
Bearish view on Blue Owl due to newly surfaced SEC investigation disclosed via FOIA logs.
Bearish view on Blue Owl due to newly surfaced SEC investigation disclosed via FOIA logs, creating regulatory and reputational risk not yet priced.
Выс.
18:40
15 мая
15 мая
Reports first appearance of Blue Owl on SEC investigation list via FOIA.
Reports first appearance of Blue Owl on SEC investigation list via FOIA, adding detail to the regulatory catalyst.
Выс.
23:43
07 мая
07 мая
Long alternative asset managers as AI infrastructure financing emerges as a new institutional.
Long alternative asset managers as AI infrastructure financing emerges as a new institutional credit product, with investment-grade structures and large deployment potential. | Timeframe: long-term
Выс.
06:10
06 мая
06 мая
Speaker cites Guggenheim's private credit fund raise as catalyst for an OWL short squeeze.
Speaker cites Guggenheim's private credit fund raise as catalyst for an OWL short squeeze; speaker is a sarcastic crypto commentator, treat this hot take as a watch.
Выс.
13:44
01 мая
01 мая
Speaker suggests that a rebound in the software sector provides a positive catalyst for OWL.
Speaker suggests that a rebound in the software sector provides a positive catalyst for OWL, but offers no trade commitment or detailed reasoning.
Выс.
22:38
15 апр
15 апр
Go long Blue Owl Capital as a continued counter-trend rally in enterprise software could.
Go long Blue Owl Capital as a continued counter-trend rally in enterprise software could trigger a significant short squeeze.
Сред.
22:20
10 апр
10 апр
Speaker rates Blue Owl as Neutral, noting its organic growth has been cut in half (from ~20% to ~10%) due to heavy reliance on the wealth channel, which is experiencing significant redemption requests in private credit. Private credit outflows from the wealth channel may persist for an extended period, directly impacting Blue Owl's largest growth engine, though underlying credit quality remains solid. Neutral stance reflects a significantly slowed growth trajectory offset by the lack of severe fundamental credit issues. A faster-than-expected recovery in wealth channel flows or a successful pivot to other fundraising verticals.
16:49
10 апр
10 апр
The author is bearish on private credit managers like $OWL.
The author is bearish on private credit managers like $OWL, expecting further downside due to Wall Street banks launching tools that facilitate betting against the sector.
Сред.
10:25
08 апр
08 апр
Short or avoid OWL as Barclays has downgraded its price target.
Short or avoid OWL as Barclays has downgraded its price target, signaling an expectation of underperformance.
Выс.
Об аналитическом покрытии OWL
Buzzberg отслеживает OWL (Blue Owl Capital Inc.) в 35 источниках. Бычьих сигналов: 15, медвежьих: 22, от 81 аналитиков. Сентимент смешанный с уклоном в медвежий. Всего отслеживается 130 торговых идей. За последние 7 дней: наблюдение: 1. Последние спикеры: financialjuice, Chris Whalen, Ozark.