ARES Ares Management Corporation Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
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.
ARES
Ares Management Corporation
Avoid
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15:42
Jul 31
Jul 31
Bloomberg Markets
Private credit demand boosts Ares.
Ares Management is experiencing accelerating institutional demand for private credit, record fundraising, strong portfolio performance, and margin improvement from AI deployment, making the business broadly strong and diversified.
ARES
Ares Management Corporation
Long
2ND
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15:16
Jul 20
Jul 20
Monetary Matters
Short Ares, Blackstone; long Blue Owl
Among publicly traded alternative asset managers, Ares Management has the biggest gap between its premium brand and reality. Blackstone is overrated because its entire business revolves around marketing rather than investment skill. Blue Owl Capital is the most underrated; despite bad public relations, its underwriting quality is stronger than the market believes.
ARES
Ares Management Corporation
Avoid
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About ARES Investor Commentary
Across the available history and selected sources, Buzzberg tracks ARES (Ares Management Corporation) across 24 sources: 14 bullish vs 3 bearish calls from 50 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. 66 total trade ideas tracked. Latest voices: James Elbaor, Michael Arougheti, Nick Nemeth.