Blue Bird: Pricing Actions And Backlog Strength Provide Visibility For A Strong Second Half
Corroborated by 3 sources from 3 publishers
TL;DR
Apollo, Blue Owl Lament Private Credit’s Liquidity Confusion High yield opportunities can be difficult to resist. Even though I myself don't care much about payouts to investors, even I acknowledge that if the yield is high enough, it can be difficult to say no to. Unfortunately, there Blue Owl Capital Corporation Isn't Worth A Hoot Summary - Blue Owl Capital Corporation remains a 'sell' despite its 13.6% yield, given persistent underperformance versus the S&P 500.
Sources
1
Bloomberg Industries
https://www.bloomberg.com/news/articles/2026-03-26/blue-owl-s-ostrover-says-no-increase-in-defaults-despite-unease
2
Seeking Alpha Market News
https://seekingalpha.com/article/4886051-blue-owl-capital-corporation-isnt-worth-a-hoot?source=feed_all_articles
3
Forbes Business
https://www.forbes.com/sites/peterchawaga/2026/03/26/blue-jays-manager-touts-elite-defense-upgrade-with-bo-bichette-gone
4
Seeking Alpha Market News
https://seekingalpha.com/article/4886032-blue-bird-stock-pricing-actions-backlog-strength-visibility-strong-second-half?source=feed_all_articles