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OWL
USFinancials · Asset Management & Custody Banks
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Structural: permanent-capital alternatives manager; ~$280B AUM with ~93% in locked/perpetual vehicles. Three legs: Credit (direct lending, BDC sponsorship of $OBDC/$OBDE), GP Strategic Capital (Dyal - minority stakes in 75+ alt GPs including some of the largest names in PE), Real Estate (net-lease + IPI Partners digital infra).
Revenue is ~85% management fees on locked capital → FRE compounds with AUM rather than carry realizations.
It reads our $OWL data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.