Blue Owl Capital: High Dividend Growth And AI Infrastructure But Wait For A Better Entry

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  Posted by Two Blokes Jul 11 - Filed in Stock - 9 views
  
  Blue Owl Capital is a fast-growing alternative asset manager with a strong fee model and major moves into digital infrastructure and AI themes. Despite impressive dividend growth and AUM expansion, the stock price already reflects much of the optimism, leaving little margin for error. Valuation is not cheap; execution risks, a high payout ratio, and integration challenges warrant caution, making the stock a hold for now.