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Blue Owl Capital (OWL) Is Down 40% — Here's Why I'm Buying More

The creator expresses a bullish stance on Blue Owl Capital (OWL), despite its recent 40% decline. They argue that the market has overreacted to concerns about private credit, highlighting OWL's stable permanent capital base, strong regulatory oversight, low loss rates, resilient credit metrics, and conservative loan-to-value ratios. The creator believes OWL is undervalued and has been buying more shares, expecting a short squeeze and continued growth.