8Mês·

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

Comprado x280 em US$ 12,53

US$ 3.508,40

8 Comentários

Bierchen C.@GuenDolf

8Mês

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

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Alter F.@AlterFalter24

8Mês

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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