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Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10

The Acquirers Podcast

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Why Blue Owl (OWL) Looks Attractive

Tim argues Blue Owl's permanent capital, fee durability and cheap valuation make it a compelling long‑term asset manager buy.

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