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Investment Strategies / Falling Knives
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Author: mungofitch 🐝🐝 SILVER
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Number: of 1072 
Subject: Re: Blueowl - OWL
Date: 03/06/26 8:59 AM
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No. of Recommendations: 14
I don't think there is a price above zero that I would pay.

If nobody trusts the business model (as they certainly shouldn't, as the liquidity mismatch is a structural and fatal flaw), where to the future AUM and fees come from?

Just my two cents.

Jim
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