Entry112.18→Now111.22
Short private equity; KKR, Apollo vulnerable Open original source
APO Apollo Global Management, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
21:12
Oct 15
Oct 15
The David Lin Report
Short private equity; KKR, Apollo vulnerable
Howe says private equity is one of the most vulnerable areas and the fund is short it. The host identifies KKR and Apollo as short individual stock positions in the fund.
APO
Apollo Global Management, Inc.
Short
1ST
Position: Holding
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10:00
Sep 30
Sep 30
The Compound News
Private credit manager equities look terrible.
He is bearish on private market/private credit manager equities. Redemptions continue, with Apollo and Morgan Stanley private credit funds seeing exit requests, and the equities of Carlyle, Blackstone, Blue Owl, and Apollo have been destroyed and look terrible; he cites the GPZ basket.
APO
Apollo Global Management, Inc.
Avoid
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14:42
Sep 27
Sep 27
Monetary Matters
Avoid private-credit-heavy alt managers
The market is penalizing alternative asset managers that went heavily into private credit and built large wealth-channel salesforces. Those cost structures are difficult to cut, so APO, BX, ARES, KKR, and OWL face growth headwinds and multiple compression.
APO
Apollo Global Management, Inc.
Avoid
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About APO Investor Commentary
Across the available history and selected sources, Buzzberg tracks APO (Apollo Global Management, Inc.) across 46 sources: 44 bullish vs 8 bearish calls from 117 authors. Historical directional balance: 17% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 216 total trade ideas tracked. Past 7 days, before deduplication: 1 bearish, 4 other directions. Latest voices: Neil Howe, Ben Carlson, James Elbaor.