Shawn O’Malley reviews Blue Owl Capital (OWL), a fast-growing private credit asset manager, and evaluates its investment potential. Learn how Blue Owl was formed, Doug Ostrover's asset-management success, and the sustainability of private asset class growth in this episode! IN THIS EPISODE, YOU’LL LEARN: 0:00:00 - Intro 0:01:05 - How Blue Owl was born out of a merger with Dyal Capital and a SPAC 0:02:24 - What the business model for an alternative asset manager looks like 0:08:57 - Why financial services businesses are especially opaque and hard-to-value 0:25:05 - Why Blue Owl’s permanent capital base is so attractive 0:34:52 - How Blue Owl has continued to grow its assets under management through acquisitions 0:45:41 - Why alternative investing has ballooned in recent years and whether that growth is sustainable 0:57:11 - How to untangle Blue Owl’s convoluted corporate structure 1:01:46 - Whether Shawn adds Blue Owl to The Intrinsic Value Portfolio 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getst.... Use the discount code “STOCKS15” at checkout. 📊 Add the Fundrise Flagship Fund to your portfolio in just minutes and with as little as $10. http://fundrise.com/wsb 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/s... ▶️ RELATED EPISODES: - Unpacking Alphabet: How Google & AI Shape the Future: https://youtu.be/5WYxGi_7rMk - Ulta Beauty: Loyalty, Innovation, and Valuation Insights w/ Shawn O’Malley: https://youtu.be/6Sz9-PvQY8Q - Buying the Knicks & Rangers: $1 Dollar of Intrinsic Value for ¢50 w/ Shawn O’malley: https://youtu.be/C7StKB8053I - Valuing Coupang: The Leading E-commerce Platform of South Korea w/ Shawn O’malley: https://youtu.be/tjpWqVuNKBc 🎧 Listen to our episodes here: https://open.spotify.com/show/7dnn22E... 🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/i... 💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/s... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙 On The Intrinsic Value Podcast, every week, we break down a fascinating business model, from Google to John Deere, teach you about the company’s competitive advantages and challenges, and then go through different valuation approaches to estimate its intrinsic value per share. We condense dozens of hours of investment research into a single episode, helping you get a little smarter about business and investing. 🌍 Website: https://www.theinvestorspodcast.com/m... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📚OUR FREE INVESTING COURSES/RESOURCES https://www.theinvestorspodcast.com/t... 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/t... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
Since 2014, we have been guiding investors and business people of all levels on how to grow financially and personally. Our flagship show, We Study Billionaires, is the largest stock investing podcast in the world, with more than 180 Million downloads. Our newest show, The Intrinsic Value Podcast, takes things one step further. Every week, we break down a fascinating business model, from Google to John Deere, teach you about the company’s competitive advantages and challenges, and then go through different valuation approaches to estimate its intrinsic value per share. We condense dozens of hours of investment research into a single episode, helping you get a little smarter about business and investing. And if we think the stock is attractively priced after having broken it down, we add it to our Intrinsic Value Portfolio of long-term stock holdings that we build out on the show over time. Embark on this journey into intrinsic-value investing with us!
The flagship podcast of The Investor’s Podcast Network, with more than 100,000,000+ Million downloads. They interview and study famous financial billionaires including Warren Buffett and Howard Marks, and they teach you what they learn and how you can apply their investment strategies in the stock market.
Tune in to hear William interviewing high-profile guests such as Howard Marks, Joel Greenblatt, Ray Dalio, and Bill Miller, exploring what they can teach us about how to succeed in markets and life. Over the last 25 years, William has interviewed many legendary investors—everyone from Sir John Templeton to Charlie Munger, Jack Bogle to Bill Miller.

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