At the 2025 Sohn New York Conference, Mohammed Anjarwala of Advent Global Opportunities, Dan Dreyfus of Bornite Capital, and Ryan Packard of Hiddenite Capital Partners discussed stock ideas centered on durable growth, high cash flow visibility, and structural shifts in industry.
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Mohammed Anjarwala
- Blue Owl
- Leader in private credit
- Annuity like business model
- The company manages several private credit funds, and the management just takes fees with no balance sheet risk
- High recurring revenues with long...
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