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Investment Strategies / Falling Knives
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Author: Tweakmeister   😊 😞
Number: of 1023 
Subject: Blueowl - OWL
Date: 03/03/26 3:27 PM
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No. of Recommendations: 4
Currently a Falling Knife, monitoring Blue Owl for a potential bottom and reversal as an entry point in the coming year. >$300bil AUM and large book of business, there is value in the platform if they can turn shake the negative perception and keep growing. In the interim I have to think they consider cutting the dividend which would likely result in further decline in price.

https://www.wsj.com/finance/investing/blue-owl-pri...
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Author: PhoolishPhilip   😊 😞
Number: of 1023 
Subject: Re: Blueowl - OWL
Date: 03/04/26 12:24 PM
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No. of Recommendations: 4
https://www.nytimes.com/2026/03/03/business/privat...
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Author: mungofitch 🐝🐝 SILVER
SHREWD
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Number: of 1023 
Subject: Re: Blueowl - OWL
Date: 03/06/26 8:59 AM
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No. of Recommendations: 14
I don't think there is a price above zero that I would pay.

If nobody trusts the business model (as they certainly shouldn't, as the liquidity mismatch is a structural and fatal flaw), where to the future AUM and fees come from?

Just my two cents.

Jim
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Author: Tweakmeister   😊 😞
Number: of 1023 
Subject: Re: Blueowl - OWL
Date: 03/09/26 9:27 AM
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No. of Recommendations: 1
Thanks, rule #1 remains "don't lose money." Seems like too many "ifs" in this one to have it make sense.
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