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Posted by
Two Blokes May 13 -
Filed in
Stock
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Blue Owl Capital showed resilience in a volatile market, growing its portfolio value by 34% QoQ due to a merger, and maintaining strong net investment income. OBDC covered its dividend with a 90% pay-out ratio, offering stability to passive income investors, and remains a 'Strong Buy' post-merger. Selling at an 8% discount to NAV, Blue Owl Capital has a high margin of safety and potential for re-rating if it continues to grow originations.
