APO
Apollo Global Management LLC Class A
Mentions (24Hr)
0.00% Today
Reddit Posts
Why Do PE asset management companies constantly dilute shareholders despite buybacks?
2023-04-17 Wrinkle Brain Plays - In the style of Barney Stinson
Crude Oil Crosses $80, AMC Descends To Its Death, And Much More... Stock Market News Today (04/04/23)
Crude Oil Crosses $80, AMC Descends To Its Death, And Much More | Stock Market News Today (04/04/23)
Crude Oil Crosses $80, AMC Descends To Its Death, And Much More | Stock Market News Today (04/04/23)
2022-11-17 Wrinkle-brain Plays (Mathematically derived options plays)
Apollo Global Management Backing Out of Twitter Financing for Musk
Apollo Global Management Backing Out of Twitter Financing for Musk
Apollo Global Management Backing Out of Twitter Financing for Musk
CleanGo Innovations Inc (CSE:CGII) An Innovative Small-Cap To Take Notice Of
CleanGo Innovations Inc (CSE:CGII) An Innovative Small-Cap To Take Notice Of $CGII
My regarded picks for 2022-08-26
These 10 companies face huge tax bills with the Democrats new 15% minimum corporate tax
Information About Sales of Big Blocks of Stock Routinely Leaks to Select Investors Ahead of Time, per WSJ
Fasten your seatbelts -- $APO is launching to the moon soon
Fasten your seatbelts -- $APO is launching to the moon soon
Fasten your seatbelts -- $APO is launching to the moon soon
Fasten your seatbelts -- $APO is launching to the moon soon
Buckle your seatbelts -- $APO to the moon
This is a YOLO which I know will hurt but you only live once anyways. $APO
New You, Inc. Subsidiary ST Brands Enters LOI to Acquire Leading UK CBD Cosmetics and Edibles Wholesaler, Always Pure Organics
Compelling coincidences on why I think Amazon (AMZ), Apollo Global Management (APO) and Albertson’s (ACO) will bring Rite Aid (RAD) into their Fold.
Mentions
Anyone buying into APO? Real question
I am tired of this trading man. I am gonna create a pedo ETF and chill. DJT, CRWV, APO, VSCO, JPM, BCS, MSFT, TSLA, GOOG, H, PLTR, META
Went to buy calls on APO and damn they are expensive, anyone else have a position here?
Old APO leadership is the files
APO was [shorting software companies](https://www.ft.com/content/137bfe82-3e52-418b-9d4f-930978b2532e) back in Dec 2025. Funny that they got punished by the PE firms holding these software companies, even though this news has been public for a couple months lol. Literally the bear case everyone’s talking about APO called it back in Dec 2025. I guess we will get more info from KKR on their earnings.
I think the exposure by KKR is overblown. APO was [shorting software companies](https://www.ft.com/content/137bfe82-3e52-418b-9d4f-930978b2532e) back in Dec 2025. Interesting they got punished by the PE firms hold software stocks when that public news been out for a couple months now lol.
Or a lot of private equity stocks like APO, KKR, etc. Or Investment banking stocks like GS, MS, etc. Or just boring bank stocks like JPM,, WFC. While Mag 7 and tech has been hyped up, a lot of financial stocks have done really well since Covid and outperformed most tech names except NVDA.
If I owned any APO i would fuckin sell it now, these are clearly morons.
$APO momentum heating up and it’s got a ways to go before getting back to ATH
I dont really post in this thread everyday. I pop in once every couple weeks. I dont care about bulls/bears here to make money and noticed a few PE firms APO/KKR up a bit wondered what happened.
What is going on with PE firms like APO, KKR, OWL, and BX?
Not familiar with APO, but I'll look into them! Interesting take, thanks!
Certain healthcare stocks and REITs have crashed and not fully recovered. Im adding to PE firms like APO and KKR. APO sports arm just became the major shareholder in a La Liga team. Will be interesting if they expand and buy a NBA, MLB, or NFL team in the future.
That sucks. I'm red overall, but at least have a few winners, but all earnings report related: $LDOS is doing well from their report this morning. $KKR is probably up because of $APO report. $STRL is up from their report yesterday. $SMID is probably up from $GLDD's report. $SHGC is up from their report. Also have some big losers too: $UBER, $RKLB, $SHLS, $PRIM are all down over 5%.
$APO Apollo Global Management Q3 2025 Earnings - Adjusted EPS: $2.17 (Est. $1.90) - Revenue: $9.82B (+26% YoY) - AUM: $908B (Est. $889.3B) There was fears over private credit fears a couple weeks ago due to a bank that collapsed APO themselves shorted.
Thanks. A private Equity firm Apollo/APO[shorted them](https://news.bloomberglaw.com/bankruptcy-law/americas-distress-daily-apollo-closed-shorts-on-first-brands).
How would you feel if someone responded to what you said with "You are right there is no near term catalyst. It up to the earnings reports coming up to alter opinions on the sector. My view is I am picking of these stocks after they have corrected 20-30%. If interest rates get cut that will make it easier for them to do more buyouts along with their own holdings valuations can rise. For example recently Paramount trying to buy WBD and there are rumors they want APO to help them with funding. I imagine stuff like that may pick up if interest rates get cut.
Anything to share about your PE hypothesis? CG, APO, and KKR are down 13-20% on the month and I'd be interested in getting in but don't see signs of it turning around soon
PE firms like BX, APO, KKR, and ARE ripping today all of them still well off their 52 week highs.
You won’t get $APO for cheaper than this 💰 $APO
APO, KKR, and a couple REITs have been what I bought over last couple of days. PE firms and REITs had already had corrections and dipped even further over last couple days.
Eh, nothing right now. I like the mix of individual stocks I have in my brokerage/roth (ASTS, RDDT, HOOD, NBIS, GEV, BULL, COST, APO, CAVA, VST, RCAT.) CAVA is the only one I regret as I bought without really considering the PE for what they do, but I think I’ll break even on it eventually.
and today, it's worth $6.90 bid. I'm not here to give advice on what your sell signal is - I firmly believe it's up to you as a trader. If you don't have a sell signal, get your shit together and make one. Then back test it. If it sucks, try something else. Keep trying until you come up with something that back tests favorably. Then stick with it. What you'll find is that if you apply it consistently, it will give you a consistent sense of control (again - if it doesn't work consistently, then modify it). Measure all the trades against that sell signal. A sell signal is never going to be perfect, but mine got me out of APO at $141 (now at $118), got me out of JEF at $68.50 (and 100% profit), it's now at $50,89. Out of PLTR at $176, and it's back down to that now. I got faked out of ABNB (puts), but still measly profitable, but when I look at the signal's overall effectiveness, I'm happy with it.
Im not sure why my comment got downvoted into oblivion. Prediction markets threat isn’t as big as I initially thought once I learned more about it. I’ll keep this brief. Sports betting is you against the house (like DraftKings, FanDuel, etc.), while prediction markets are you against other people. The main issue with prediction markets right now is liquidity of the less popular events humans dont want to lose money. Sports books are ok losing money since they feel with enough volume it favors the house. I also bought FICO, APO, KKR, RDDT, and ARE five other stocks I’ve been following. FICO has its own battle it them vs the Credit Bureaus and Equifax.
Just been quietly buying stocks that had pullbacks like FICO, APO, KKR, RDDT, ARE, and DKNG.
Added to KKR and APO. So many great companies are well off 52 week high in this market.
Added to KNSL, APO, KKR, BLDR, and AXON. All five are in midst of a pullback or off thier own 52 week highs.
Been building a position in $APO. It’s been beat up and trades at a discount to its peers
It’s funny but the reason I didn’t buy PLTR back in the early days is that I already had a position in my token morally-questionable stock, APO. However, I sold all my APO when the Epstein connections (via Leon Black) emerged. Of course it had minimal impact, since Apollo’s purpose is just to make money, so I would’ve done better to hold. But it set the standard that if a stock didn’t meet my personal ESG criteria I’d just pass. And PLTR is so far off the deep end that this news just seems like a feature rather than a bug.
Great choices. I went with PE firms such as KKR/APO and REITs. I felt they were interest rate sensitive but have less discussion around them since they not as exciting as tech stocks.
APO I think they are primed to grow because they have several elements to their business. VC but also acquisition and as the small caps do better companies like APO are in good position to acquire them. I could see them being the next BRK. Before you blast me, less than 5% of my portfolio is here, I am very heavy in index investing this is just a segment that I think could do well, but won't derail me if I'm wrong.
$APO is cheap and will move substantially higher
When the IPO market is hot, the consistent way to play it is through the investment banks and underwriters – Goldman Sachs (GS), Morgan Stanley (MS), JPMorgan (JPM), etc. They earn fees every time they bring a company public, so they’re the real picks-and-shovels of IPO activity. You could also include the exchanges (Nasdaq: NDAQ, NYSE/ICE) since they benefit from listings and higher trading volumes. BX and APO are in a different lane. They can benefit indirectly if their portfolio companies IPO successfully, but that’s lumpy and depends on timing. Their earnings are driven more by fundraising cycles, deal activity, and asset valuations than by whether the IPO calendar is hot in general.
Why is APO lagging behind BX and KKR?
What’s going on with APO?
woahhh what just happened to PE/IB stocks? just shot up 3-4 percent KKR APO GS
APO has been a horse.. good pick. i was looking for an entry.. i sold off kkr, blk, bx, etc..
Biggest hurdle I hear is fear of getting sued. What’s wrong with this story. That said I own BX and APO
APO is valued at at 20ish PE well it's competitors BX and KKR are at a 50+ PE all three are in private equity. Mainly due to a valuation based on Athena being an insurance provider but they just agreed to take majority control of Stream Data Centers and if they start getting a tech multiple you could see some jaw dropping growth from a mid cap, mix in the rate cuts that are coming and just generally being a profitable powerhouse could see a very strong quarter playing catch up to the general market.
APO Ready to soar or plunge!! Watch it
Why is APO lagging KKR & BX too much?
APO,KKR, BX, and other PE firms looks like they bottomed in April 2025. Glad I bought in that panic.
APO still holds a stake after the sale to the private equity firm?
Maybe. But I’d have exposure to it via APO
Those KKR/APO buys earlier in the year turned out to be a good move
I got myself APO instead of Berkshire. It has some similarities - use insurance business as a base to facilitate their investment business (in their case private credit and private equity). Being one of the most cut-throat alternatives asset manager It's kind of a "darker" version of Berkshire but they have been so far world class when it comes to execution. Considering their market cap, I think they have lots of potential to grow further and obviously there is a very strong chance they'll profit massively under the current administration.
🖊️ There's an executive order to make private investments available in 401K plans. If you're looking for a long-term position trade, I would review BX, APO, KKR, and ARES to benefit. However, I suggest waiting until after August 1 to get a better sense.
TRUMP SET TO SIGN ORDER OPENING UP 401(K)S TO PRIVATE MARKETS: WSJ wowwww. The holy grail for PE firms. KKR APO BX
Private Equity and VC funds in PE. YES PLS APO KKR
Why is all the advice here from Bogleheads? They have their own sub why post that here? qqq is fine but you should instead consider qqqm. same asset mix, but lower expense ratio. You might also consider splitting it into that and maybe something else. Currently I like SPMO and also APO which is not an index fund but kind of like a modern Berkshire, they buy and run companies. Their stock has been all over the place this year but I like their potential long term.
I opened positions in both KKR and APO this year just to have some PE exposure for stuff like this.
>Meta eyes raising $29B to fund AI data center push, FT reports Meta (META) is eyeing raising $29B to fund its major push into AI, turning to private capital firms to finance its data center expansion in the U.S., the Financial Times' Eric Platt, Oliver Barnes, and Hannah Murphy report. Discussions between the social media giant and private credit investors have advanced, with major players including Apollo (APO), KKR (KKR), Brookfield (BAM), Carlyle (CG), and Pimco involved in the talks, the authors say, citing people familiar with the matter. Meta is seeking to raise $3B of equity from these firms and then an additional $26B of debt, the authors note.
Yeah I sell calls on my APO depending on the volatility, but I'm also 100% fine with those shares getting called away at the strike and I wouldn't chase it up. Selling calls on stocks you're waiting on to moon is just impressively regarded especially being full on loud about it. People just don't understand that selling options has its own downsides and it isn't as good as that YouTube made it sound.
I think even warren buffet has said with ai and quantum computing, no one will be able to do what he and munger did by reading the quarterly reports and finding diamonds in the rough. Technology can do that almost instantly. They have been sitting on a pile of cash for year waiting for something to buy, and have only gone the opposite way by selling investments to build more cash. My 2 cents I think Apollo APO is the future BRK, and APO is well off their highs so potentially a better opportunity.
APO if you're okay with a decent timeframe, super low profile but a powerhouse.
It kinda late now. It was just that it seemed undervalued or at least they would be worth more in 1-2 years when I was buying KKR at 95 and APO at 110. It just in time periods of fear the consensus tends to be dont buy whatever you buy will keep going down and never recover. Unless it Mag 7 or index funds then there isnt backlash for buying in those time periods.
Discussion takes two people. Another person may be more than willing to discuss PLTR, HIMS, CRWV, mag 7 than other stocks. I been buying PE firms APO and KKR during this year but they arent as popular as Mag 7 on this sub. Even SE barely gets brought up on here these days.
I'm betting the private credit market will crash by September. Puts on APO, ARES and OWL
Why do you think the 10y is pushing \~5%? Too many companies are trying to issue bonds/notes simultaneously, with no credit risk takers on the other end... so yields must go up to compensate. unlike equities, debt trades based on fundamentals. my (real) money is on a combination of forced sales due to solvency (early 401k withdrawals skyrocketing already) and corp. bankruptcies (unh looking like the first unless a bank beats them to it). I'm also betting these "take privates" are gonna go tits up; banks can't fund them anymore (at least until they wipe out the '08 regulations for collateral reqs, lol), so other, bigger PE firms (APO/BX) are having to back them. What could possibly go wrong with an overvalued, insanely leveraged, and completely unregulated market like PE/PC/PRE setting their own marks and buying/selling deals from one another back and forth in perpetuity? I mean, just add more leverage with each transaction; boom, infinite money glitch, bitches. literally cannot go tits up
XLRE / VNQ underperforming vs the market recovery, housing market showing cracks XLF is a different story. not as confident about this anymore as I'm afraid whatever exposure could be covered by the meme-market pumps. IMO if history remains true in the future SOMEBODY has to default and that's why I'm going short on the basket itself, not just individual banks, but I have them too (OWL, ZION, APO, ARES, JPM, BAC, WFC) just in smaller portions and again deep OTM far expiry All in I will lose about $6,000 by 2027 if we don't see some sort of recession by then, but I think the majority of WSB/ Americans are ignoring the warning signs for a **global** recession and are short sighted by the value of american tech / drunk off the bull party
Great day for the alternative investment asset management companies. KKR, APO, BX, etc all up a bit.
It is, but you gotta look at how big this bubble really is, and how few people there are left to baghold it. A few other interesting anecdotes for OP's thesis: 1.) [Buybacks ](https://www.bloomberg.com/news/articles/2025-05-06/corporate-america-plans-record-stock-buybacks-as-turmoil-mounts)are at an ATH. Why? Juice prices before insiders dump. 2.) There is a $17T crisis in private markets (equity, credit, real estate) where assets are already getting marked down 70 cents, and appear headed below 50... now, ***all of this is leveraged***, so all these "PE" deals you see coming across? yeah, banks can't fund them... so APO/BX yolo'ing out of inspiration. They're also restructuring existing deals at a record pace... [into tiers 90/70/30 ](https://www.bloomberg.com/news/newsletters/2025-05-08/private-equity-firms-send-some-lenders-to-the-back-of-the-queue)recovery.... guess which ones they're trying to shovel in your [401k](https://awealthofcommonsense.com/2025/05/private-equity-is-coming-to-a-401k-plan-near-you/)? See [this](https://www.bloomberg.com/news/articles/2024-12-19/private-credit-looks-to-consumers-infrastructure-for-next-stage) and [this ](https://www.bloomberg.com/news/articles/2025-05-08/private-credit-eyes-22-trillion-total-credit-pie-barclays-says)for a look at the bigger PC picture. 3.) The liquidity bomb. If you listen to Bessent, he's constantly telling on himself. He literally cannot stop. After that secret meeting with the big banks in the IMF interview dude mentioned private credit 5 times... and no one even fucking asked. Now he's reportedly talking about replacing foreign held t-bills with some 100y note shit to firms/inside the admi, and publicly (to the media) talking about "systemic credit risk" in the USDt.... like, WHAT. THE. FUCK? You're saying risk-free assets have systemic risk.... because if Japan / EU / China starts unloading usdt that the Fed can't absorb... I don't know that "fucked" does us justice in this situation. So, to recap: the majority (owners) equity owners want to shift as much of that shit off as possible to minory (retail), that latest rip was MM's rotating exposure w/ retail buying in out of FOMO, and you have "managed" advisors (this includes: mutual funds/target dates) buying up the shit assets as fast as the banks can package them.... and they are running out of time, because there's, at least, three systematic risks at play that could bring it all down, any time: corp real estate refis/banks capatulating starting at regional level w/ business defaults (9 so far this month, 7 in april), PC defaults (btw, fitch casually updated the projected syndicated loan default rate for 2025 to.... 8-10% this week.. 4.4-5% was covid high), and the apparent "credit risk" in our tressuries.... everything feels fucked, because it is. we're built to run on debt from the top down, and mba q/q leadership leaves absolutely zero padding for a rainy day, let alone a fucking flood. if you're still long in this market (if not net short, at least fucking cash), you need your head examined.
PE firms like APO, KKR, and BX still well off their ATHs been adding to those. Homebuilding segment and healthcare two other sectors that still havent fully recovered in the midst of the tech rally.
That’s not how this works, buying shares from a company that’s not currently on IPO or APO is just passing around something that’s already been paid for. By investing in these shares, you’re not paying the company (unless it’s an IPO or APO) you’re paying the person who currently holds the share. The company already got paid, buying the share just secures the dividends and/or voting rights
GOOG 20% BRK.B 10% KKR 10% BX 10% APO 10% BAM 10% WM 10% META 10% MSFT 10% thoughts? I cannot buy an ETF unfortunately due to EU regulations
Ok, but here is the thing.... all the private risk is held AT THE TOP: billionaires and the most prominent institutions. Look at endowments.... they sold all their liquid holdings to go all in on privates. Most wealthy people are in the same asset allocation strategy in private markets. The risk to their net worth is in the devaluation of these privates, not their public equity holdings. This would also trigger a crisis that would put the GFC to shame in terms of structural risk. This is trillions of dollars that are overvalued, illiquid, and unregulated. Clearly, there is distress, as shown by APO/BX/Shaw stepping in to help, as wiping out all the banks is not in anyone's best interest. It still doesn't change the fact that SOMEONE will hold these losses... and it will not be the 0.1%.
I'm of the growing opinion that MMs are manipulating it so there isn't a considerable drawdown, which would spook "normal" investors into cash. They can't allow this for a few reasons: 1. Panic selling triggers a crash. No institution was positioned for the 10% drop from initial tariffs—Jane St. had to take out a term loan last week. Now, bid/ask spreads on everything are insane—thousands on each side at every single price point. Every intraday "dip" over 40bps is immediately bought into a reversal. 1. On this point, realized vol > implied vol.... Does a negative GDP print, empty ports, mass layoffs, rising withdrawals from 401ks (all documented, Google), and absolute chaos about anything, even near or mid-term.... Does VIX @ 25 seem optimistic here? Those dip buyers look more concerned about keeping VIX low than their DCA, lmao. 1. There is a massive disconnect from basic data points, such as foreign capital having fled US markets by 15%+ over the past few weeks (Google, a lot of coverage). So, where is that capital outflow being reflected in prices? It isn't. The outflows are documented, but where is their market reflection? 1. Privates (equity, credit, real estate) are distressed due to rising default rates and forced liquidations by endowments. It's so bad that [APO/BX/CG/ARCC](https://www.bloomberg.com/news/articles/2025-04-30/apollo-carlyle-buy-first-srt-tied-to-loans-to-private-debt-bdcs) and [D.E. Shaw](https://www.bloomberg.com/news/articles/2025-05-01/d-e-shaw-raises-1-3-billion-for-fund-targeting-risk-transfers) are raising capital for SRTs. This can't possibly be interpreted as anything other than banks being in serious trouble. Are those car loans and credit card balances with record missed payments [starting to catch up](https://www.bloomberg.com/news/articles/2024-05-01/rent-the-balance-sheet-banks-seek-ways-to-skirt-capital-rules)? Meanwhile, DFS/COF at ATHs....k. 1. You have a syndicated leveraged loan market - private loans held @ 50:1 [leveraged CLOs](https://www.bloomberg.com/news/articles/2025-04-14/clo-market-poised-to-freeze-raising-risk-to-us-leveraged-loans), with a default rate of \~5.6% in Dec'24 (COVID low was \~4.4% for reference), showing further [record distress](https://www.bloomberg.com/news/articles/2025-04-14/clo-market-poised-to-freeze-raising-risk-to-us-leveraged-loans) in April. Managers of these assets “print and sprint” the non-securitized/warehouse secondaries they hold because AAA traded below 1:1. Totes normal. 1. It is not getting enough coverage, but [Endowments ](https://www.reuters.com/world/us/harvard-university-exploring-1-billion-private-equity-stakes-sale-bloomberg-news-2025-04-24/)are forced to sell PE holdings due to Trump's tax threats. This is not getting the coverage it deserves because it will force liquidity and price discovery events to cascade across the private markets. So the.... you'd think, bad news listed above.... not priced in? Absolutely none of it? OK... let me continue.
Tin foil hat, I know... but here me out: I'm of the growing opinion that MMs are manipulating it so there isn't a considerable drawdown, which would spook "normal" investors into cash. They can't allow this for a few reasons: 1. Panic selling triggers a crash. No institution was positioned for the 10% drop from initial tariffs—Jane St. had to take out a term loan last week. Now, bid/ask spreads on everything are insane—thousands on each side at every single price point. Every intraday "dip" over 40bps is immediately bought into a reversal. 1. On this point, realized vol > implied vol.... Does a negative GDP print, empty ports, mass layoffs, rising withdrawals from 401ks (all documented, Google), and absolute chaos about anything, even near or mid-term.... Does VIX @ 25 seem optimistic here? Those dip buyers look more concerned about keeping VIX low than their DCA, lmao. 2. There is a huge disconnect from basic data points, such as foreign capital having fled US markets by 15%+ over the past few weeks (Google, a lot of coverage). So, where is that capital outflow being reflected in prices? It isn't. The outflows are documented, but the market reflection of them... where? 3. Privates (equity, credit, real estate) are distressed due to rising default rates and forced liquidations by endowments. It's so bad that [APO/BX/CG/ARCC](https://www.bloomberg.com/news/articles/2025-04-30/apollo-carlyle-buy-first-srt-tied-to-loans-to-private-debt-bdcs) and [D.E. Shaw](https://www.bloomberg.com/news/articles/2025-05-01/d-e-shaw-raises-1-3-billion-for-fund-targeting-risk-transfers) are raising capital for SRTs. This can't possibly be interpreted as anything other than banks being in serious trouble. Are those car loans and credit card balances with record missed payments [starting to catch up](https://www.bloomberg.com/news/articles/2024-05-01/rent-the-balance-sheet-banks-seek-ways-to-skirt-capital-rules)? Meanwhile, DFS/COF at ATHs....k. 4. You have a syndicated leveraged loan market - private loans held @ 50:1 [leveraged CLOs](https://www.bloomberg.com/news/articles/2025-04-14/clo-market-poised-to-freeze-raising-risk-to-us-leveraged-loans), with a default rate of \~5.6% in Dec'24 (COVID low was \~4.4% for reference), showing further [record distress](https://www.bloomberg.com/news/articles/2025-04-14/clo-market-poised-to-freeze-raising-risk-to-us-leveraged-loans) in April. Managers of these assets “print and sprint” the non-securitized/warehouse secondaries they hold because AAA traded below 1:1. Totes normal. 5. It is not getting enough coverage, but [Endowments ](https://www.reuters.com/world/us/harvard-university-exploring-1-billion-private-equity-stakes-sale-bloomberg-news-2025-04-24/)are forced to sell PE holdings due to Trump's tax threats. This is not getting the coverage it deserves because it will force liquidity and price discovery events to cascade across the private markets.
What will beat earnings more on Friday: Fubo or APO
Apollo (APO) would prob be a good one. They own and manage private military contractors like Blackwater (bad shit like [https://www.brookings.edu/articles/the-dark-truth-about-blackwater/](https://www.brookings.edu/articles/the-dark-truth-about-blackwater/) ) (rebranded to Constellis because public image of Blackwater prob got too recognized and bad like Comcast associated with bad customer service) and merged into Triple Canopy, which Apollo later absorbed them like most private equity firms these days. Can go for Nestle (NSRGY) too with their natural resource abuse and other controversies [https://en.wikipedia.org/wiki/Controversies\_of\_Nestl%C3%A9](https://en.wikipedia.org/wiki/Controversies_of_Nestl%C3%A9)
!banbet APO $136 call expire 5/2 in the moneyyyy
I barely follow Google to be honest. I been buying small/mid caps and stuff under 100B market cap. I feel like my returns would be better with those over Trillion market cap companies. Like one sector I been buying is PE firms KKR and APO.
I know just about everything is up today. But really happy with the PE firm sector APO, KKR, OWL, BX, CG etc. Really glad I bought a couple names when the tarrif stuff brought back the FUD of them going bankrupt from either people pulling out money from them or their private credit blowing up on them.
APO and KKR have been on a solid run.
Guys talking about market manipulation have to grow up. While this rally may not last maybe admit the fire hose of bad news had you on the wrong side. Look at stock performance of 2 mega Trump backers..BX and APO. If you missed the short term pop I can’t blame you but it’s your own fault..talking about a rigged market is weak
APO 
Sold KKR for a loss 2 weeks ago and immediately reinvested equally in APO and OWL for same reasons
Well I started a position in APO today which has gotten slammed..also holding BX . Same story. When these Stump deregulations start they will benefit
I would do the same thing tomorrow that I would have done in January, or November, or August. \- Put $200k into HYSA \- Put $10,000 per month into the market spread across 2-3 funds (SPMO, APO and VUG are my current preferences) However there is one caution I would give you: I would ONLY invest on days that end with the letter y.
should always do your own DD, tickers don't usually go to literal $0.00, the trading volume dries up before then, then traders are left holding the bags no one else wants. SHORT APO by going LONG PUTS, SHORT CALLS, or some multi-leg SPREAD [https://www.optionseducation.org/strategies/all-strategies-en](https://www.optionseducation.org/strategies/all-strategies-en) is a great site for understanding all sorts of option strategies, then you can use [optionstrat.com](http://optionstrat.com) to build one and simulate it's performance investopedia is your friend for learning the technical know-how
I think some companies are getting to oversold levels - clearly the tariff impacts won’t be known but I’ve added to positions in RPM, IEX, STZ, MRK, HUBB, APO, CHDN, HCA, EOG and BLK. That’s only 10k of my portfolio though. The rest is in bonds/short term treasuries. My thesis on anything above is that either A. It’s trading at a discount to the market or its competition; B. It has reached a 5 year low and is back to COVID level; C. Has a strong competitive advantage, will benefit from reshoring or has a buttload of cash.
If you want to do this and harvest losses - you can sell the security and buy something similar. I would not sell to hold cash and try to time the market because you risk losing out if things flip back upward. But for example - I sold my KKR at a loss and reinvested it in APO and OWL which trade in pretty close. Tandem w/ KKR. Locked in a loss to offset some capital gains but don’t lose exposure so I don’t miss out on potential upside. Don’t try to time the market - that’s is why retail investors underperform.
Service members have APO/FPO addresses which are considered domestic by the USPS, so AFAIK there are no tariffs levied.
I know literally everything is down so there’s no point in trying to rationalize but does anyone know why PE stocks in particular are getting hammered? APO/KKR down like 13% today. Side note, CCI is pretty much my only green name today and it’s been a beast this year.
If you want exposure to private equity you can get it via public markets by investing in the firms. You can buy BX, APO, BN, Ares, CG, OWL, or KKR. If private equity does well - so will those securities. You also get the benefit of liquidity.
I did a similar screen and found several of the asset management firms might be decent buys now - KKR, APO, BX. Also, in the tech sector, VRT, COHR, ONTO and DELL. My screen was: 5yr CAGR > 10%, PEG < 1.0, 3 month price drop > 20%, FCF > 100M, gross margin > 20%.