8Lun·

This could be an opportunity that you never get again.

Either that or it's a damn value trap. 😅

But the stock fits very well in my portfolio as I have little AI exposure.

And I can play the theme here conservatively with a "margin of safety".

09.02

OWL

Blue Owl Capital

Compró 280 a 12,53 US$

3508,40 US$

8 Comentarios

Bierchen C.@GuenDolf

8Lun

In my opinion, not a bad price at the moment. $OBDC is in my savings plan :)

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Alter F.@AlterFalter24

8Lun

I also bought and think this is a good opportunity. As long as they manage to keep their AUM constant or increase it is a money printing machine. The only question is how badly they will be hit by loan defaults in the software sector and the resulting cash outflows.
I can't imagine that it will be as dramatic as the share price loss in recent months.

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