May. 12 at 5:40 PM
$OWL this is my damn baby. I have calls all over the place all the way to 01/21/2028 leaps.
Been trying to break the bull case. It can not be.
The only way is if the US economy tanks as a whole. In that case, then everything is fucked.
Magical Recession Monster™ isn't just going to target private credit.
This is undervalued. 15/ps priced to peers, but this management is going to kick some ass. My PT is 20/ps.
SI of 20% doesn't make sense at all. I think this is trapped bears or a bear raid. Both very bullish imo.
Fk Jeff Gundlach, I hope private credit steals the rest of his dinosaur business.
Fk Michael Burry, may he have to cover his AI shorts at a massive loss.
Good Bless Kevin Warsh to bring in a new age of innovation by releasing free flowing money to hard working small companies.