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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley
Description: In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue Owl has quickly grown its assets under management to over $230 billion and is one of the few SPACs from 2020 to work out, yet Shawn explores whether the company is a good investment at current prices.In today’s episode, you’ll learn how Blue Owl was born out of several mergers, how the private credit legend Doug Ostrover has built an extremely high-qua...