BullishBXBlackstone Inc.Blackstone Inc.AMTAmerican TowerAmerican TowerDLRDigital Realty TrustDigital Realty TrustEQIXEquinixEquinix

6d ago on

🌊 The Blue Wave Could Create a New MOAT for Data Center REITs. As Democrats push for tighter AI regulations and potential data center construction moratoriums, existing mission-critical infrastructure could become even more valuable. Less new supply + surging AI demand = pricing power. Potential beneficiaries: $DLR +1.3% $EQIX +1.4% $BX +1.0% $AMT +3.3% Don't just buy the AI hype. Own the irreplaceable infrastructure.

BXBlackstone Inc.BullishBlackstone Inc.OWLBlue Owl CapitalBullishBlue Owl CapitalAPOApollo Global ManagementNeutralApollo Global ManagementARESAres ManagementNeutralAres Management

2w ago on

After nearly 16 years of writing on @SeekingAlpha, comments like these still mean the world to me. My latest deep dive on $OWL generated some incredible reader feedback: 💬 “I'd put this article high on the list of your best ever.” 💬 “One of the cleanest and most objective executive-memo style articles regarding OWL I've read.” 💬 “A very balanced and objective note.” 💬 “WOW! What an informative article.” I spent considerable time examining $OWL's history, earnings, dividend safety, valuation, and private credit risks. My conclusion: Speculative Strong Buy. Not a SWAN, but potentially a compelling risk/reward opportunity. Thank you to everyone who reads, challenges, and supports my research. That's what makes this work so rewarding. $OWL $ARES $BX $APO Long : $HHH $OWL $BX

NeutralBXBlackstone Inc.Blackstone Inc.APOApollo Global ManagementApollo Global ManagementARESAres ManagementAres ManagementKKROWLBlue Owl CapitalBlue Owl Capital

2w ago on

$OWL: Margin of Safety or Value Trap? Shares now yield a whopping 9.5%, trading at just 11.1x earnings. Compare that with peers: $ARES: 22.2x $APO: 13.4x $BX: 20.3x $KKR: 12.2x $BAM: 26.6x Is the market pricing in excessive fear or signaling deeper problems with private credit? I'll be digging into the balance sheet, dividend safety, and valuation in a @SeekingAlpha deep dive this weekend. Stay tuned. 🦉