We came across a bullish thesis on Blue Owl Capital Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on OWL. Blue Owl Capital Inc.’s share was trading at $10.73 as of February 24th. OWL’s trailing and forward P/E were 145.91 and 15.43 respectively according to Yahoo Finance.

Blue Owl Capital Inc. operates as an alternative asset manager in the United States. OWL is increasingly being positioned as the “utility” of private...




