Mickey Schleen
Equity research analyst · Clear Street
Earnings calls
1
Nov 5, 2026 – Nov 5, 2026
Stocks asked about
1
Questions
5
Firm rating actions
0
on these stocks, from news
Coverage
Companies whose earnings calls Mickey Schleen asked questions on (from Lician's transcripts).
Questions on earnings calls
- OBDC earnings call · Blue Owl Capital CorpNov 5, 2026 · 5 questions
- 54:19
“A lot of good questions this morning, but I wanted to just quickly ask you about credit quality. Your your category. Three investments increased a bit from 7.2 to 8.5. Curious what's driving that increase. And are you seeing any broader credit deterioration among your otherwise…”
- 59:30
“Question is coming from John Heck from Jeffries. Your line is now live.”
- 59:34
“I'm sorry for the meat problem before. Most of my questions have also been asked and answered. I'm wondering, at this part of a rate cycle, I'm thinking about the forward curve. Maybe do you guys have a sense for the trajectory of repainting? Are there prepayment rates, how…”
- 1:03:09
“Next question. Today is coming from Christopher Nolan from Latinberg Thalman. Your line is now live. Craig, in your comments, you mentioned deal flows below historic levels. Can you give us an update in terms of why you think that might be the case right now? I think it's pretty…”
- 1:05:56
“We're coming up on time. We really felt great about the quarter, and I think we delivered on all fronts, and hopefully the comments today gave you a sense of our confidence and enthusiasm for the future. Always reachable. For follow-up questions from anyone, just reach out. We'd…”
- 54:19
Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.
Clear Street rating actions on these stocks
From news headlines Lician stores, each linked to its source. A headline names the firm; it may not name Mickey Schleen. We do not use licensed rating databases.
No rating action by Clear Street on these stocks in the headlines we store yet.