$SPDR S&P 500 ETF Trust(SPY)$$Blackstone Secured Lending Fund(BXSL)$$Blue Owl Capital Corporation(OBDC)$ 📊🔥💰 S&P vs Private Credit: The Hidden Liquidity Rift 😏📈🟠 Setting the Scene The S&P 500 closed at 6,791.69 on 24 Oct 2025, up 22 percent year to date as mega caps and AI optimism pushed it to record highs. Beneath that surface, private credit leaders show strain. Blackstone Secured Lending (BXSL) finished at $26.80, down about 8 percent YTD; Ares Capital (ARCC) at $20.08, off roughly 9 percent; and Blue Owl Capital (OBDC) at $13.03, down about 12 percent. The chart captures a growing gap between public market exuberance and private credit fatigue.
Q: What is Blue Owl Capital (OBDC) Earnings Call Transcript Summary?
TigerGPT Answer: The final result you summarize based on positive and negative content needs to be objective, neutral, and dialectical. Here are the specific viewpoints from the earnings call: Bullish Points: 1. Achieved an ROE of 10.6%, marking twelve consecutive quarters of double-digit ROE. 2. Adjusted net investment income was $0.40 per share, up $0.01 per share compared to the prior quarter. 3. Dividend coverage was 109% for Q2 2025, supporting both base and supplemental dividends. 4. Net leverage decreased to 1.17 times, down from 1.26 times in the prior quarter. 5. Total cash and facility capacity was $4 billion as of Q2 2025, representing more than two times unfunded commitments. 6. Non-accrual rate was 0.7% at fair value as of Q2 2025, below
YOU WORK HARD FOR YOUR MONEY, SO LET SOME OF THAT MONEY WORK HARD FOR YOU So, I'm a bit of a contrarian watching stocks and trading daily it's a lot of fun, especially if you make a winning trade. But what about investing in stocks that you don't have to watch. Cash flow is king right. As a fundamental investor you are looking for a stock that is cash flow positive and has growing returns. So as an investor, well shouldn't you have the same expectation of yourself? Day trading is a great way to bring in cash on a daily basis, but it requires a lot of effort. Way more effort than just analysing one stock, deciding it's great and just holding it and perhaps setting up an auto investment so it's A set and forget kinda deal. Don't get me wrong I like a little excitement,but I also
I'm not sure I want to invest in anything the massive institutions are playing with. I still recall my days in the sandpit at kindergarten. A couple of institutional bullies that would not let you play with the cool big yellow digger. I was just the little retail investor that got to play with the shell, and pretend it was a digger. I'm actually not implying that institutional investors are bullies, but they control the market and we tiny retail investors get nothing but crumbs. So I look at stocks that they don't. Obviously I do have a portion of my stocks in the bigs, but it's just $Vanguard S&P 500 ETF(VOO)$ And $Vanguard Growth ETF(VUG)$. Let the bigs do what the bigs do, I'm happy with the cr
Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.