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“we switched the whole model on its head where we're not only an asset manager as a third-party business, asset light, capital light, But we are also a…”
@Invest Like the Best
Apollo's principal-aligned model and credit origination machine win the structural shift in capital markets.
APOLONG@ $133.53
$127.08-4.83%
since call Jun 3
8:56LONG
“Our growth vector is just higher because we have a lower cost of capital. We get better talent, we get better companies to go public. We have a $50 trillion…”
@Invest Like the Best
US keeps its monopolistic edge in capital markets via rule of law, talent and lower cost of capital, sustaining premium multiples.
SP500LONG@ $5,827.17
$7,361.59+26.33%
since call Jun 3
peak +27.7%
“if some of this foreign direct investment changes, could you see, with Germany really powering the printing press for the first time in a decade, could you…”
@Invest Like the Best
Europe ramps defense and infra spending plus securitization reform, lifting growth and multiples after a lost decade.
EZULONG@ $60.43
$68.86+13.95%
since call Jun 3
peak +16.9%
“we're experimenting with what we listed our first fund on blockchain with 5 different protocols and we're tokenizing the fund. Where I think funds will…”
@Invest Like the Best
Private assets steadily get more liquid via secondaries, exchanges and tokenization, narrowing illiquidity discounts.
COINLONG@ $247.36
$143.33-42.05%
since call Jun 3
“we ended up flying out to Phoenix as a group and we back and forth... We cut a deal, The stock, and we had bought stock at $4. You know, the stock went from…”
@Invest Like the Best
Carvana was a coercive restructuring turned win; bonds exchanged at 90 traded to 120 and equity exploded.
CVNALONG@ $67.66
$62.28-7.95%
since call Jun 3
peak +8.9%
TIMESTAMPS
4:29
8:56
36:20
37:30
62:31