APO — every tracked call

APO

6 tracked calls · 3 long · 3 short · last 90d: 0L/3S

first called by Invest Like the Best 1y ago

APOAPOSHORT1w ago

“the balance sheets are so massive. This is where I've spent a lot of my recent time on it because I think that there's an amazing trading opportunity shorting these balance sheets honestly.”

Monetary Matters · The Monetary Matters Network

Apollo masks massive debt inside its insurance arm Athene, and a panic will trigger a bank run because one third of policies carry zero withdrawal penalty.

APOAPOSHORT@ $116.77

$128.24-9.82%

since call Jul 20

peak +1.0%

Trade on Robinhood →

APOAPOSHORT4w ago

“Apollo, KKR, Blackrock, Blue Owl. The biggest names in the industry have all done versions of this... insiders are actually pawning their own paychecks.”

Ben Liquornik

Private equity funds are locking the exit doors on investors amid a 34% plunge in deal volume, so bet against giants like Apollo before the debt implodes.

APOAPOSHORT@ $120.22

$128.24-6.67%

since call Jun 29

peak +0.9%

Trade on Robinhood →

APOAPOSHORT2mo ago

“Apollo's $38 billion debt raise for Google's TPUs (not NVIDIA's GPUs) for Anthropic”

Cassandra Unchained

Burry's chart exposes how Apollo routes retiree annuity capital through a Bermuda captive (Athene Annuity Re) into AMAPS SPVs that fund GPU clusters. The systemic edge: 34.7% of Athene's portfolio has no observable market price at 16.6x leverage — a structure designed to move credit risk off balance sheets and away from regulatory scrutiny.

APOAPOSHORT@ $127.10

$128.24-0.90%

since call May 29

peak +8.9%

Trade on Robinhood →

APOAPOLONG5mo ago

“A big, huge wave among venture capitalists is private equity AI roll-ups. It's a good business idea, like a really good business idea, which is, okay, just…”

Invest Like the Best

AI roll-ups of existing companies are a genuinely good new private equity business

APOAPOLONG@ $134.96

$128.24-4.99%

since call Feb 3