Calls
3
Antoine Flamarion
Co-founder, Tikehau Capital
Win Rate
-
return
-
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 09
$13.14
-
Higher interest rates are compressing private equity valuations from about 20x to 14x and creating discounts in private credit around 15; fewer transactions and forced sellers at fund end make liquidity provision and patient capital attractive.
Thematic ETFs
Long
Sep 09
$61.95
-
Higher interest rates are compressing private equity valuations from about 20x to 14x and creating discounts in private credit around 15; fewer transactions and forced sellers at fund end make liquidity provision and patient capital attractive.
Thematic ETFs
Long
Sep 09
$91.19
-
Europe is becoming more appealing as investors seek diversification away from U.S. liquidity concentration and AI-heavy positioning; Europe has sector champions in areas like space and offers geographic and currency diversification.
Equity Indexes
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Antoine Flamarion has 3 trade ideas tracked on Buzzberg across 3 tickers since September 2026.
