Jim Cramer on Blue Owl Capital: "Discipline is Coming"

Blue Owl Capital Inc. (NYSE:OWL) is one of the stocks Jim Cramer shed light on. Cramer highlighted the company’s “discipline” during the episode, as he remarked:

“This morning, the Financial Times broke this terrific story that said Blue Owl Capital is refusing to back a $10 billion deal for a planned Oracle data center in Michigan. Not that long ago, I interviewed a Blue Owl executive who talked about the disciplined way it approaches investments. I believe the discipline is why Blue Owl refused to do the deal. I salute them… We want companies doing rational things, not delusional things. We want discipline. With Blue Owl pulling out from an Oracle data center after Blue Owl’s stock was clocked over balance sheet concerns, discipline is coming. We aren’t there yet. Press reports indicate that there are other sources of financing, and Blue Owl’s not needed.”

Blue Owl Capital Inc. (NYSE:OWL) provides alternative asset management and private financing solutions, including direct lending, credit products, and real estate investments.

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Disclosure: None. This article is originally published at Insider Monkey.