Company
Blue Owl
- Episodes
- 7
- Share
- 0.7%
- Shows
- 5
- Net sentiment
- −0.80
Bullish 0Mixed 1Neutral 2Bearish 4
The episodes that named it
Why each one was bullish, bearish or in between on Blue Owl. Longest episodes first.
Bearish 4
- Stock fell about 35% and it wound down OBDC, with founders' billionaire status cited as a boom peak.The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC · Monetary Matters with Jack Farley · Sep 27
- Its unit received the Oracle force majeure notice, dragging shares lower.11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26 · Squawk on the Street · Sep 24
- Equity holder in the delayed Oracle-linked New Mexico data center project.9AM HOUR: Markets and the Trump-Xi Summit, Oracle Slides, Meta's New Products and "Muse-Mania" 9/24/26 · Squawk on the Street · Sep 24
- Private equity name tied to heavy data center debt, near multi-year lows under yield pressure.Geopolitics could continue to dog this market for a long while yet. · Saxo Market Call · Sep 25
Neutral 2
- Private equity and credit partner holding majority equity in Meta's data center SPV.TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Sep 24
- Mentioned as a public private-credit company in the traditional credit world Strategy aims to compete with.Phong Le: Inside Strategy's Bigger Vision for Bitcoin and Wall Street · Coin Stories with Natalie Brunell · Sep 22
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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