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Latest Reports for Members
Apollo Global – plus 50% by mid-2022?
21 April 2021
Buying stock in Apollo Global Management is like getting 500 of the world's best investment professionals to work for you.
The US-based alternative asset manager has one of the best track records in the investment industry. 39% p.a. gross IRR since 1990, anyone?
Because its staff are so successful in managing other peoples' money, Apollo Global was able to grow its client assets from USD 0.8bn to USD 455bn since it was founded in 1990.
The company has much of its client base "locked in". An astonishing 60% of its client assets are permanent capital, which gives Apollo Global a solid foundation to stand on. In comparison, the industry leader, Blackstone, only has 22% permanent capital.
However, the shine recently wore off. During the past 6 and 24 months, the stock has massively lagged behind its peers. The share prices of Blackstone, KKR and Carlyle Group outperformed that of Apollo Global by a mile.
Will "APO" soon stage a catch-up rally?
I have investigated this possibility in detail - with some surprising findings!
A crisis investing opportunity par excellence
A compounder gem for the "Experience Economy"
THE electronic payment company from Israel
Strong junior mining candidate for a lucrative bid
Free weekly dispatches
“The International Stock Exchange” is about to take off – catch it while you can
A year ago, I reported about the stock exchange of the Channel Islands. The current valuation of the cash-rich and highly-profitable company is almost too good to be true.
Using my global network as your eyes and ears on the ground
If there is a chance to invest alongside clever people who have made billions by spotting investment trends earlier than others, why not latch onto them?
Blogs to watch (part 18): Mostly Borrowed Ideas
Mostly Borrowed Ideas is such a good blog that it might render me unemployed. Quite a few of my readers may subscribe there instead.
Bougainville Copper – new game, new luck?
Every other year, the controversial shell of a company attracts another major round of speculation. Is it about to happen yet again?
Will exploding food prices help Argentina to a 180-degree turn?
Argentina has a long history of rewarding those who place anti-cyclical bets on its ability to recover from deep crises. The country may soon get lucky again.
Industry roll-ups or The SPAC-based IPO of Vintage Wine Estates
Consolidating a fragmented industry is a highly lucrative investment strategy. This American wine company provides a real-life case study.
Discover my investment ideas
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