Blue Owl Capital

OWL

Market cap $7.02B

The business development company, or BDC, sector faces aggressive bearish sentiment, with the market pricing in severe SaaS credit risks. Currently, we are definitely in a cyclical low, which could be the right time to buy for patient and long-term investors. However, many investors (especially conservative ones and retirees) want to remain on the sidelines and jump in back when things become less volatile.

Stocks were caught up Friday in a whirlwind of market-moving headlines, making for a wild final trading day in a rough month for U.S. equities.

BMO Senior Equity Analyst Brennan Hawkin joins 'Closing Bell Overtime' to talk the state of the private credit markets as the sector sees a downturn.

Dan Rasmussen, Verdad Capital founder, joins 'The Exchange' to discuss the state of the private credit market.

The $2 trillion private credit industry, which has expanded over the past decade from financing leveraged buyouts to areas banks dominated, is facing fresh strain from turmoil at Blue Owl Capital, a major private lender.

Blue Owl is a quality company that the market has oversold. Fears over the credit market are exaggerated. The company offers a compelling 8% yield and AI upside.

Market volatility has triggered indiscriminate selling across sectors. Rayonier trades at a deep discount despite strong long-term fundamentals. Blue Owl Capital sold off on credit fears, but results and insider buying tell a different story.

Blue Owl Capital offers a 20%+ discount after a book-value loan sale

Blue Owl Capital has been on the receiving end of the market angst. Valuation looks appealing if this isn't the end of the world. Should you buy, or get to the chopper?

UBS strategists say private credit could see default rates surge as high as 15% if artificial intelligence triggers an “aggressive” disruption among corporate borrowers. Bloomberg's Silas Brown has more from London.