BX Blackstone Inc. 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
14:44
Oct 06
Oct 06
Bloomberg Markets
Blackstone attractive at 15x forward
Blackstone offers value at about 15 times forward earnings, a specific valuation anchor within his constructive view on capital-market-sensitive financials.
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.
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.
About BX Investor Commentary
Across the available history and selected sources, Buzzberg tracks BX (Blackstone Inc.) across 68 sources: 68 bullish vs 9 bearish calls from 171 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. 340 total trade ideas tracked. Past 7 days, before deduplication: 8 other directions. Latest voices: Devin Ryan, Ben Carlson, James Elbaor.