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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 25, 2026 | GMO (Grantham, Mayo, Van Otterloo & Co. LLC) | 0.0% | 0.0% | 2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM | AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation | AI represents the most visibly impressive innovation of the last 100 years, comparable to railways in the 19th century. Current large language models suffer from hallucinations but are likely just an opening phase. If AI advances in biotechnology, materials, and energy, the future could be very interesting. The U.S. stock market has been in bubble territory for a prolonged period, defined as a two-standard deviation divergence above long-term real price trend. Unlike every bubble before it, this one has yet to fully deflate despite classic signs of a historic bubble top. Hyperscalers spent nearly $300 billion on capital expenditures in 2025, with AI investment accounting for 1.3% of U.S. GDP. Cumulative spending on U.S. data centers is estimated to reach $3-5 trillion by 2029-2030, representing massive overcommitment of capital. Nvidia is currently the world's most valuable company, exceeding the entire Japanese stock market. The AI boom has created unprecedented demand for chips, with companies stretching depreciation schedules despite ongoing technological progress that should shorten useful chip lives. There has been a surge in aggressive speculative behavior with commission-free trading, plentiful margin loans, and leveraged ETFs. Zero-day options now make up over 60% of all S&P 500 options, alongside the GameStop meme stock craze and cryptocurrency rise. By every historically effective valuation metric, U.S. equities are extremely overpriced. The CAPE of 40 is above any level seen outside the internet bubble peak, with the market cap to GDP ratio at all-time highs and record proportions trading at over 10 times sales. | HUBS |
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| 2025 Q4 | Jan 28, 2026 | GMO (Grantham, Mayo, Van Otterloo & Co. LLC) | - | - | 2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM | AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation | AI represents the most visibly impressive innovation of the last 100 years, comparable to railways in the 19th century. Current large language models suffer from hallucinations but are likely just an opening phase. If AI advances in biotechnology, materials, and energy, the future could be very interesting. The U.S. stock market has been in bubble territory for a prolonged period, defined as a two-standard deviation divergence above long-term real price trend. Unlike every bubble before it, this one has yet to fully deflate despite classic signs of a historic bubble top. Hyperscalers spent nearly $300 billion on capital expenditures in 2025, with AI investment accounting for 1.3% of U.S. GDP. Cumulative spending on U.S. data centers is estimated to reach $3-5 trillion by 2029-2030, representing massive overcommitment of capital. Nvidia is currently the world's most valuable company, exceeding the entire Japanese stock market. The AI boom has created unprecedented demand for chips, with companies stretching depreciation schedules despite ongoing technological progress that should shorten useful chip lives. There has been a surge in aggressive speculative behavior with commission-free trading, plentiful margin loans, and leveraged ETFs. Zero-day options now make up over 60% of all S&P 500 options, alongside the GameStop meme stock craze and cryptocurrency rise. By every historically effective valuation metric, U.S. equities are extremely overpriced. The CAPE of 40 is above any level seen outside the internet bubble peak, with the market cap to GDP ratio at all-time highs and record proportions trading at over 10 times sales. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 20, 2026 | Seeking Alpha | Seeking Alpha | Blue Owl Capital Inc. | Financial Services | Asset Management | Bear | New York Stock Exchange | asset management, Blue Owl Capital, debt obligations, Dividend risk, economic stress, financial structure, liquidity issues, market reassessment, permanent capital, underwriting risk | View Pitch |
| Mar 17, 2026 | Seeking Alpha | Seeking Alpha | Blue Owl Capital Inc. | Financial Services | Asset Management | Bear | New York Stock Exchange | AI infrastructure, asset sales, Credit cycle, economic downturn, geopolitical tensions, Interest rates, liquidity risk, market euphoria, Private Credit, redemption halt | View Pitch |
| Jan 14, 2026 | Seeking Alpha | Seeking Alpha | Blue Owl Capital Inc. | Financial Services | Alternative Asset Management | Neutral | New York Stock Exchange | alternative asset management, asset-backed financing, data center financing, digital infrastructure, Direct Lending, Fee revenue, fraud risks, Growth Opportunities, private credit market, share dilution | View Pitch |
| Nov 27, 2025 | Value Investors Club | juice835 | Blue Owl Capital | Financials | Asset Management | Bull | NYSE | Private credit, Permanent capital, Alternative asset management, Fee-related earnings, Data centers, GP stakes, Re-rating, Capital-light model | View Pitch |
| Oct 6, 2025 | Seeking Alpha | Seeking Alpha | Blue Owl Capital Inc. | Asset Management | Bull | asset management, Blue Owl Capital, dividend yield, Growth Opportunities, income-oriented investors, P/E ratio, private capital markets, secular tailwinds, Strategic Partnerships, undervalued | View Pitch | ||
| Aug 13, 2025 | Seeking Alpha | High Yield Investor | Blue Owl Capital Inc. | Financials | Asset Management | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Motti Sapir | Blue Owl Capital | Financials | Asset Management | Neutral | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Leo Nelissen | Blue Owl Capital Inc. | Financials | Asset Management | Bull | NYSE | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||