Buy Blue Owl Capital Like It’s 2020: Lock In This 13% Yield at a Deep Discount Now

Analyst Rida Morwa argues that Blue Owl Capital Inc. (ticker: OWL/OBDC) presents a compelling value opportunity reminiscent of its 2020 setup. Trading at a steep discount to its book value and currently offering a yield around 12–13 %, the firm stands out amid investor worry. The thesis rests on three pillars: strong credit quality, growth in assets under management, and very low levels of non‑accrual loans. With downside protected and yield high, Morwa frames the stock as a chance to “lock in” a double‑digit return, essentially betting on a normalization of valuation. He further notes that much of the current discount stems from broad sector fears rather than a company‑specific deterioration. In that sense, Blue Owl’s business—private credit, alternative asset management—may be mispriced by the market. With free‑cash‑flow generation favorable and distribution coverage sustainable, the setup invites what the author calls a “buy‑now” posture. #BlueOwlCapital #HighYieldStocks #AlternativeAssets #DeepDiscountInvestment #SlimScan #GrowthStocks #CANSLIM