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

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

Mentioned

Bullish

OWL— Blue Owl Capital (asset manager) is growing rapidly with 20%+ revenue growth, trading at only 10x distributable earnings with a 10% dividend yield despite temporary redemption concerns.
OBDC— Blue Owl's publicly traded BDC is trading at a 25% discount to net asset value with a 13% dividend yield, offering significant margin of safety.
AGO— Assured Guaranty is trading at 45% of adjusted book value and 66% of book value, with management buying back 12-13% of shares annually at these discounts.
DVN— Devon Energy has strong management focused on intrinsic value per share with smart capital allocation and acquisition strategy.
EPD— Enterprise Products Partners offers utility-like returns with 6-8% dividend yield plus growth potential for low double-digit returns with less market risk.
ALLY— Ally Financial around $35 is attractive despite concerns about auto loans and higher oil prices impacting consumers.

Not investment advice.