KKR

FRNAP13

Top wealth management firm can’t run with your money. It’s under your name. Anything needs your approval. If something ever happened, the parent company would owe you a lot of money as it’s against the law. For the investments, I could choose to “VOO and Chill” like most are doing, which means, invest in the S&P500 and forget it. I choose a wealth management to achieve different goals (and I might be wrong, so do not take it as an advice but more as sharing my experience). The portfolio direct indexing S&P500, is like VOO and chill, so following the market performance and delivering tax loss harvesting. It’s my main portfolio. The portfolio direct indexing Russell 1000, is a growth portfolio, delivering better performance than S&P500, and tax loss harvesting. Growth being more volatile, I get more tax losses. Russell is up 4% more than S&P500 this year. Private Equities is providing good returns, and provides stability in case of crash as disconnected from the market. I use KKR, Stepstone, Blackstone… My other growth portfolio is having a bit of bitcoin, SPMO, QQQ, VOO and a large portion of international. The last portfolio is more a balanced one with 25 different value stocks.

SlfImpr

Bruh... Wall Street will do what it always does to squezee them profits RIP jobs in the US >[https://www.bloomberg.com/news/features/2025-11-11/trump-s-h-1b-visa-curbs-banks-to-add-more-finance-specialist-jobs-in-india](https://www.bloomberg.com/news/features/2025-11-11/trump-s-h-1b-visa-curbs-banks-to-add-more-finance-specialist-jobs-in-india) >**Wall Street to Speed Up India Hiring on Trump’s H-1B Visa Curbs** >Investment banks are hiring finance specialists in hubs like Bengaluru and Hyderabad. >Updated on November 12, 2025 at 1:12 AM EST >JPMorgan Chase & Co. is hiring credit support specialists in Bengaluru to check for covenant breaches. Across town, Goldman Sachs Group Inc. is seeking associates to review loans tied to everything from commercial property to yachts. In Mumbai, buyout giant KKR & Co. is adding staff to monitor its portfolio companies, while hedge fund Millennium Management LLC is seeking risk analysts for its derivatives trading team. >The flurry of job postings underscores Wall Street’s growing reliance on Indian hubs, where JPMorgan employs nearly a fifth of its global workforce. This long-running recruitment push is now poised to accelerate as US President Donald Trump moves to tighten immigration by driving up visa costs, adding even more of these sophisticated finance roles in India. >Senior executives from at least two US banks in India are in talks with their head offices to consider ways to ramp up their so-called global capability centers in response to the H-1B visa crackdown, according to people familiar with the matter. Some lenders that had extended offer letters for positions in the US are looking to either revoke them or create alternative roles at their GCCs, the people said.

WickedSensitiveCrew

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.

kalterik

\- No, high dividend yield could mean a lot of things. In this case because payout ratio isn't concerning or outside of industry standard it just means share price is down. \- Neither, KKR & PIMCO bought almost all of their accounts receivable because they're desperately looking for new sources of private credit deals. Fantastic deal for HD unless motorcycle sales never recover, in that case they just sold off a \~10% equity stake in their highest margin business unit. \- Hog customers are a wide mix, recently because of past CEO's focus on high margin touring bikes this has been a larger chunk recently than historically. These customers tend to be high middle/upper (think small business owners not Jeff Bezos) class. Other bikes with lower prices tend to pander more toward lower/middle classes. My general thesis revolves around the fat OBBA tax refunds the former group will be getting come Q1/Q2 of 26. I'm happy being early here because of high total yield \~8% for remainder of year (\~7% w/ accelerated buyback + \~1% dividend Yield for Q4).

_hiddenscout

$KKR KKR reports Q3 adjusted EPS $1.41, consensus $1.30   -- Q3 revenue $5.25B, consensus $2.26B. Reports Q3 AUM $723B, up 16% year-over-year.

_hiddenscout

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%.

Puzzleheaded-One-607

Great numbers. No clue why it trades at such a discount to KKR and BX

bellahamface

Intel CEO Lip-Bu Tan is in Riyadh, Saudi Arabia for the Future Investment Initiative. On the opening panel 10/28 (just before pre-market 10/28). There’s way too many bullish things for Intel to list. https://fii-institute.org/wp-content/uploads/2025/10/FII9-Program_26-September-2025_Updated-2.pdf BOARD OF IS THE WORLD HEADING CHANGEMAKERS: GEOECONOMICS FROM FREE TO STRATEGIC TRADE? Nations are now wielding trade routes, supply chains, and financial flows as the primary instruments of geopolitical influence, reshaping the global order more profoundly than traditional diplomacy. While global GDP growth is forecasted at 2.8% for 2025, this masks a deep fragmentation as commerce between rival blocs shrinks and internal regional trade intensifies. As capital, technology, and critical minerals become the new front lines of competition, will shared economic interest become a bridge for collaboration, or simply draw the lines for a permanently fractured world? Speakers: • Bill Ackman, Founder & CEO, Pershing Square Capital Management • Cristiano R. Amon, President & CEO, Qualcomm Incorporated • Jamie Dimon, Chairman & CEO, JPMorgan Chase • Georges Elhedery, CEO, HSBC • Laurence Fink, Chairman & CEO, BlackRock • Bruce Flatt, CEO, Brookfield Asset Management • Adena Friedman, Chair & CEO, Nasdaq, Inc. • Scott Nuttall, Co-CEO, KKR • Stephen A. Schwarzman, Co-Founder, Chairman & CEO, The Blackstone Group • David Solomon, Chairman & CEO, Goldman Sachs • *Lip-Bu Tan, CEO, Intel*

ANGELeffEr

Sorry for this long tirade guys, but all these BYND “squeeze”play guy bragging bout stupidity has struck a nerve. What’s really interesting is why so many of these Bynd regards are so intent on shining a light on their own stupidity, I’m not saying hide it but I’ve never seen so many people all posting the same level of commitment to show Off their ignorance of the market…one dude Literally posted his entry at $7.69. I bought plenty of shares and contracts of that shit ass company over the past two weeks, and no I didn’t play it perfect, but I’m not a bagger worried bout where my wife is rt now either. I just don’t see the point in advertising my mistakes unless they are due to some completely unusual circumstance and I’m seeking insight, especially when every other regard is doin the same. Mistakes are natures teaching guides, most learn from and are better for it, I know I am. Do some DD, learn the market allows you to make money no matter which direction it’s going, stop thinking you are banding together with your brother Bulls to save America from the shorts and Wall St., especially when those brother Bulls are just using you to help drive price and always bail out as soon as it gets just high enough for their minimal profits needed, learn that every transaction has two parties on opposite sides and both are trying to achieve the same goal, and for Christs Sake go read the article/study from September( last Month!) by Chase (I think) about how MMs and Funds are quietly buying up millions of Meme Stock shares months before the dreaded Gamma Squeeze, in preparation for said Gamma Squeeze. Just wake up and realize they are the insiders, the ones in the know, and they do everything in their power to rig the system in their favor…why you ask…cause it’s their fucking job and they get paid a ton of money to do it, and they know if they don’t/ can’t keep it rigged in their favor their is a long line of equally smart and capable people dying for a chance to show they got what it takes to win. Tell your wife to find a real man who isn’t only Partially committed to doing something, she’ll find a man of commitment to his work/livelyhood does every aspect of life a little better. And no you’ll never be Roaring Kitty, dude actually understood market sentiment, to some degree at least. And I’ll leave with this, way way back in the mid 90s when I interned at Credit Suisse First Boston, one of the first things I learned, and definitely the one that stuck with me was that those insiders…they don’t give a fuck bout you, your wife , mortgage, or whether you can’t take losses like this anymore and thoughts of hurting yourself are creeping into Your Mind. My Mentor asked me the first, last & only time he took me to lunch what the jobs of guys in the investment banking, arbitrage, or trade desk were. I sat there for nearly ten minutes trying to explain the duties of each department, he sat there quietly and let me ramble on and on until I finally needed a sip of water for my dry mouth. He said “you done or got another ten minutes left in you. I said I’m done, he said good…we all have only one job at CSFB, the same job that everyone has at Merrill, Goldman or KKR…”GREENMAIL” we get paid an obscene amount of money to make sure that we(the CEO, the Bank, Wall St, him & now me also) have more money in our pockets when we go home at the end of the day than when we arrived in the morning. That’s it, plain and simple…one task, one purpose THRU ANY MEANS NECESSARY. So quit bragging bout bag holding, or getting stopped out, calling yourself a bull, hating the shorts, and just fully embrace this profession 100% same as if you were working some dangerous job offshore or something and not committing would Likely get you hurt or killed. And I say this cause I personally know what kind of people you say you’re fighting/going up against, and I promise you they take their job as serious as anyone I’ve ever been around in my entire career.

GoldenPresidio

there are private equity stocks that trade on the public market such as KKR Idk who the guy is referring to in terms of who will face a margin call because that makes no sense unless you're levered through a broker, which these guys are not

thethirstypretzel

KKR and Blackstone are the big names. I’ve been looking at Ares who are especially heavy in private credit, the (more) evil twin of PE. Very tough to time it well though

exvertus

Demand. SOFR is still a market-set rate. It is generally not supposed to go above IORB for long, because when it does banks can arbitrage them back to parity, so IORB is considered a ceiling. SOFR spikes above IORB when there is high demand for cash or collateral. SOFR has been going above IORB at quarter ends for "window-dressing"---essentially everyone trying to get a good balance sheet snapshot for their 10-Qs. The spike in mid-Sept was to pay corporate taxes. But now? There is no obvious innocuous explanation, so it's probably related to regional banks and private credit: JEF, FITB, ZION, WAL, OWL, KKR, BX, etc.

walrusparadise

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

thalassamikra

You know what else is dumping - private credit and regional banks KKR, OWL down, WAL down big

WickedSensitiveCrew

PE firms like BX, APO, KKR, and ARE ripping today all of them still well off their 52 week highs.

ThinkingOfTheOldDays

kind of a mish mash of market leaders on the S&P 500. KKR, Caterpillar, ABNB, southwest...no real link other than GDP prints

WickedSensitiveCrew

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.

dvdmovie1

I would not be trying to research every company something like KKR owns. It really becomes having the confidence in management over the or not and knowing that if things start to turn, these stocks do not act well - you can see how they cratered earlier this year before rebounding and now they're down on concerns over private credit.

biggigia

In there private credit funds the KKR/Apollo partnership have had less than 1% defaults since 2000. They’re so all good.

dvdmovie1

BDCs have been getting heavily sold off after the First Brands bankruptcy and worries there will be more to come with private credit. BX/KKR/APO also not having a good month either.

pointofyou

KP, KKR and the other usual suspects I supose

beehive3108

Short KKR and Apollo or most likely will be bailed out?

WickedSensitiveCrew

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.

WickedSensitiveCrew

Just been quietly buying stocks that had pullbacks like FICO, APO, KKR, RDDT, ARE, and DKNG.

WickedSensitiveCrew

Added to KKR and APO. So many great companies are well off 52 week high in this market.

rick_moronis

Agree entirely. I think the Wolfspeed bankruptcy shined a light on what everyone in the industry already knew - all the private credit deals are almost absent of any protective covenants for lenders. The banks used to do a lot of the financing for business development. When interest rates shot up 5% it blew a hole in the capital of every bank (larger than almost everyone knows because securities write downs were in the news, but the mortgage portfolios take even bigger duration related losses. The capital and subsequently the lending all got chased out to private credit markets. There, you have the same problem as you had in mortgages in 2007 - the classic principle/agent problem. A loan from a bank is on their balance sheet and they want protections to safeguard their investment. Private credit as a conduit (agent) for investors doesn't due diligence the deals as closely, nor care as much that a loan doesn't work out. On the day of the Wolfspeed LME all of the private credit companies (KKR, Blue Owl, Blackstone, etc) all dropped 5%+ and their stock prices have all looked sort of bad since mid-year anyway.

WickedSensitiveCrew

Added to KNSL, APO, KKR, BLDR, and AXON. All five are in midst of a pullback or off thier own 52 week highs.

Humble-Letter-6424

If this gets low enough, someone like AMZN, Thoma Bravo, KKR, Vista could try and buy it…

WickedSensitiveCrew

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.

Worried-Aioli8417

I’m similar. UNH, KKR, UPS

Venice_LA

KKR

StockBrokenUSA

Doesn’t matter the method of acquisition. The leverage doesn’t speak for the IRR of the total firm. In many instances, the IRR of private equity beats that of market portfolio. Additionally, PE investing doesn’t require millions. You can do it with thousands or less. KKR stock gives you exposure to the underlying performance of their private equity holdings and done so for common shareholders. They have outperformed sp500 over the last 10 years by 3-fold.

Boston-Bets

Started buying small batches of WAMPQ, during the WAMU bankruptcy. They emerged with $6B worth of NOLs. But it wasn't clear how they could use them. Then when I saw this: [https://www.seattletimes.com/business/washington-mutual-shell-raises-598m-to-hunt-for-acquisitions/](https://www.seattletimes.com/business/washington-mutual-shell-raises-598m-to-hunt-for-acquisitions/) 10yrs ago, with KKR involved, I knew KKR would find a way to use $6B in NOLs, and they did, with WMIH buying NSM (Nationstar Mortgage), rebranding to COOP, and becoming the nation's largest mortgage servicer.

Worried_Quarter469

Maybe?? Exclusive: KKR Taps Former AWS CEO Selipsky to Advise on Data Centers

unemployed-mooch

Ford -F I inherited 550 shares of Ford from my dad in 2018. I would not call it a good value pick. I have seen it hit $20 in 2021 and drop below $9 a couple of times during the last 7 years. It is on drip and has only gained 87 shares in that time period for a 1.37% capital gain. Sell your shares the next time they are green. Don’t stick with Ford at age 13. I have been waiting for it to break $12.42 again to unload mine. That way only one drip lot is a loser. Ford will not give you the increase in funds that you are looking for on your timeline. I have never owned GM or Under Armour so I do not have an opinion. My dad also had C, MO, KKR, CAT, ITW, and a few others in the accounts he passed to me when he died in 2018. I sold all of those, but C and Ford. Ford always seems to be in the red when I am selling. C is up 97% from when I inherited, but I am only up 26 drip shares in that 7 years so it is a winner. I wish I had kept dad’s purchases since they have only gone up, but I sold them. Hindsight is 20/20. I wish I had bought SCHG on 6/1/2023 when I added it to my watch list. It is up 595% since that date. Again Hindsight is 20/20. Dad always said buy what you know. I bought NVDA and APPL because of what he said after they had split. Luckily I held those. I am more familiar with tech than Dad was. I sold my PEP, COST, SBUX because I did not see them growing in 2020/2021 when I was playing daytrader. All 3 would have given me a nice profit if I had held onto them. So if you are not watching, buy index for 80% of your account. If you are watching buy what you know especially if you see people buying their products left and right in the other 20%. I bought Apple because of the lines everytime a new phone came out. I keep wondering if their time is done. I bought Nvida because of the chip shortage in 2020/2021. A few weeks ago after 3 red days, I bought some Amazon and some VOO. You do you.

No_Zookeepergame_27

Why is APO lagging behind BX and KKR?

_hiddenscout

Happens. My main account is 3.43% with CLMB, ISSC, IESC, OPXS, OSIS, KKR, AMTM, IBEX, PRIM, MOG.A, STRL all up over 3%.

cryptohorn

Puts on KKR

Dumb_Nuts

It provides yield like a similar to a dividend stock, but the value itself can decrease. You’re buying shares at an assumed value, this value includes estimates of forward returns. If anything happens to reduce the outlook for forward earnings the value of the shares in the management company lose value. This isn’t any different than buying the public stock of KKR, BlueOwl, or the other public asset managers. They’ve done well the past few years (likely why insiders want to sell). Imagine a scenario that causes the fund to underperform and AUM to decrease. The value of your take in the partnership is now lower.

LordFaquaad

It'll probably be some reinsurer or Bermuda based insurer. I also doubt he can replicate buffets strategy. Insurance doesnt operate like other industries. Its long term and is heavily regulated by states. Buffet is okay with that because it works with his long term strategy. This dude operates closer to short/ medium term. Theres also something to say about timing. Buffet came in a time when there wasn't as much regulation, not as much competition and he says the industry grow to what it is today in real time. All in all, if he's actually looking with a PE lens, he should go into annuities. Its why insurers like Blackstone, KKR etc. Are sitting in annuities. The strategies align pretty closely

TonePone

[This one is a classic ](https://youtu.be/oWE2koXZiSc?si=PO54gmZMp3gmy_Gz) Startup.com is a 2001 American documentary film directed by Jehane Noujaim and Chris Hegedus. D.A. Pennebaker served as a producer on the film. It follows the dot-com start-up govWorks.com, which raised $60 million in funding from Hearst Interactive Media, KKR, the New York Investment Fund, and Sapient. The startup did not survive, but it became a reference for lessons learned, as it was the subject of a 2001 documentary that follows govWorks founders Kaleil Isaza Tuzman and Tom Herman from 1999 to 2000, as the Internet bubble was bursting.

Venice_LA

woahhh what just happened to PE/IB stocks? just shot up 3-4 percent KKR APO GS

straddle-all-time

Private equity gonna suffer in this market. My PE portion was down 50% in April alone just by holding shares (KKR is part of that), and ranges bound between minus 10-20% at the moment while everything rockets. Anyway, still part of my portfolio, who else can compare to greediness of these PE.

SuffiecientSapian

The chances of breaking even on Amazon are extremely high. Not even joking. It’s already rebounding and these will be back in the money. KKR big maybe but Amazon yes and then sell

raannathr333

Their CFO came out of PWC financial audit group. I believe Deloitte is their auditor, and KKR capital markets was their joint book runner & provided a credit facility. Who knows… doesn’t seem to be a scam.

MaybeMalaka

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.

FlyLikeDove

KKR - Was in at between $44-55 on three of my lil portfolios, needed some cash and got out before it hit 100, a couple months later it spiked. I still made a profit and was happy, but damn I wish I would’ve held it. On the crypto side, definitely Solana. I was holding a bunch at an average cost of $18 and decided to sell at $65 thinking I did good, and within two months after that, it spiked up over 100 and kept going. Also wish I would’ve kept my money in bitcoin when I had bought in around 15k. But I try not to think about that too much.

_elijahwright

Figma isn't on the Fidelity calendar so you can't submit an IOI. but yea it's $500k unless the IPO is sponsored by KKR. doesn't matter because you need $500k to even get into Fidelity Wealth Management

wtf_is_up

>$KKR: a cut above the rest w management fee growth at 9% Q/Q - strength across all segments, Fee related earnings up 22% Y/Y, solid net realizations and fundraising momentum. @stephanie_link

stillyourking

Had to use Perplexity because Google is shit. [HOG stock buybacks almost 33% of market cap](https://investor.harley-davidson.com/news/news-details/2025/Harley-Davidson-Delivers-Second-Quarter-Financial-Results-and-Announces-HDFS-Transaction-with-KKR-and-PIMCO/default.aspxHarley-Davidson-Harley-DavidsonDeliversSecondQuarterFinancialResultsandAnnouncesHDFSTransactionwithKKRandPIMCO)

No_Zookeepergame_27

Why is APO lagging KKR & BX too much?

BullyMog

I’m also long KKR

WickedSensitiveCrew

APO,KKR, BX, and other PE firms looks like they bottomed in April 2025. Glad I bought in that panic.

Venice_LA

if I spam KKR enough, will you guys pump my stock or does that not work for real companies that print cash money

East-Resolution4446

A long time ago I was looking for Krispy Kreme stock and found KKR instead. Then bought some KKR shares for $15 instead for the hell of it.

dvdmovie1

https://www.investopedia.com/terms/s/schedule-k-1.asp A lot of pipeline cos are still partnerships, as are a lot of the commodity futures/vix etfs. The private equity cos (BX,KKR, etc) used to be structured as partnerships. Owning these things - even if for a day - will result in a k-1.

greytoc

I have never said that I agreed with allowing 401k plans to have access to private markets. I'm just stating the facts until there are actually funds and plans that offer such assets - at the moment - it's all just speculative and somewhat meaningless. And I entirely understand why firms like KKR and Apollo are lobbying for this. I don't necessarily disagree that there are a lot of unsophisticated investors that simply do not understand the investing risks. Your comment about being lured into higher returns is exactly what most investors in this subreddit preach today. The concept of "VOO and chill" is no different. Interestingly - I saw only one comment about risk premium in this post. That's really all it is about. If people really think that 401k should be "low risk" assets only - they should lobby for only allowing fixed income assets in 401k plans. Frankly, I don't ever see a lot of people arguing about why stable funds should not be offered in a 401k - because it's not as divisive and most retail investors don't understand how they work. But the insurance industry lobbied quite heavily for the use of GICs in defined contribution plans. And yet - whenever someone complaints that their employer doesn't offer brokerage link services in their 401k - everyone in this subreddit jumps up and down about how the government has too much regulation in their 401k plans and employer 401k plans suck.

_hiddenscout

So many things are up major since that time period. Agreed. Glad I bought more KKR

wtf_is_up

Those KKR/APO buys earlier in the year turned out to be a good move

greytoc

Just a reminder that this is an investing subreddit and unrelated political comments will be removed. Also - until the EO is published - the articles cited by OP are speculative. Most people are likely unaware that currently IRA's structured in the form of a SDIRA can hold PE assets. And PE firms like KKR, Apollo, etc. have been attempting for many years to gain access to funds which are offered in 401k plans because of the amount of capital which can be accessed. One idea which have been floated in the past is to allow a TDF (target dated fund) to hold private equity feeder funds. Note - that other types of retirement plans such as pensions and SDIRA's already can access private equity and private debt assets. Today - for a 401k plan to gain access to the private markets - the investor must use a linked brokerage account and invest in publicly accessible private equity funds and companies (ie. BCD's, companies like KKR, etc.).

Venice_LA

KKR an absolute animal

AlfrescoDog

🖊️ 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.

HugelyIndecisive

Depends on the PE firm in question. There are a few that are publicly traded. Carlyle Group (CG), KKR, Blackstone Inc (BX) to name a few that are publicly traded. Most of them you have to file an additional Schedule K-1 with your taxes as they are a Limited Partnership. KKR does not have the Schedule K-1 requirement. I remember when this was approved and announced. It was a huge deal that they were the first and perhaps the only still that doesn’t have you have to file that Schedule K with your taxes. You can even correlate that event on their stock chart and see how the price went higher.

HugelyIndecisive

OP, don’t listen to these fools. 💯 Not true, Carlyle Group (CG), KKR, Blackstone Inc (BX) to name a few that are publicly traded. Most of them you have to file an additional Schedule K-1 with your taxes as they are a Limited Partnership. KKR does not have the Schedule K-1 requirement. I remember when this was approved and announced. It was a huge deal that they were the first and perhaps the only still that doesn’t have you have to file that Schedule K with your taxes. You can even correlate that event on their stock chart and see how the price went higher.

LabyrinthLayers

Hammering $KKR 140c tom

Venice_LA

TRUMP SET TO SIGN ORDER OPENING UP 401(K)S TO PRIVATE MARKETS: WSJ wowwww. The holy grail for PE firms. KKR APO BX

BusinessCoat

It’s speculative - you’re conflating that term with Ponzi scheme. It is being used as a store of value but not really in much transactions - are you paying your electric bill or buying groceries with it? It doesn’t have critical mass (yet) and many FI backbones can’t get away from their antiquated mess of some still even on COBOL. You can easily see failed 9- and 10-figure bets from anything from Morgan Stanley, Goldman, KKR, Kleiner, Sequoia, SoftBank, etc.

Last-Cat-7894

Shopify/MercadoLibre could feasibly get there from how big their respective TAM's are. Wouldn't be shocked if one of the big asset managers eventually got there, like Brookfield, KKR, etc. It's hard to say how big the market can get in the future, but Palo Alto is the best generalist in cyber security at the moment. Uber is a little big to fit your criteria, but if a laundry list of manufacturers figure out how to make a reliable self driving car, I don't see a world where they can create a walled garden that legitimately threatens Uber. One of the Chinese companies near that range like BYD or Xiaomi could also happen in a world where China gets a higher valuation premium

Venice_LA

KKR and Apollo are about to take off with deregulation and rate cuts.

27spacecow

1. KKR, bought some jan 2024, bought more april 2025 2. SOFI, accumulated a lot last year at an avg of $7 3. RYCEY, bought april 2024 4. TSSI, bought in march 2025 was watching it since august should’ve bought back then haha 5. GOOG, everyone says this one is a no brainer but it hasn’t done anything.

Present_Winter_5583

Hi! Do you still thinking KKR is good for long term ? I read that can make +400% in 4 years -YouTube video with CEO - (they performed really last years). But i saw that recently some insiders sold their shares... so don't know if it's Time to buy $KKR

Previous_Golf_5959

KKR. Steady growth.

Venice_LA

Private Equity and VC funds in PE. YES PLS APO KKR

Venice_LA

KKR 160 end of month

wtf_is_up

I opened positions in both KKR and APO this year just to have some PE exposure for stuff like this.

_hiddenscout

>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.

Venice_LA

KKR is a screaming buy with 401k inclusion and China deal in same week

Practical-Dress8321

Consulting exists because we have limited time. Every person is a consultant. We all do it because we "know things' others don't. So they ask us how to change a flat tire. We tell them how. That is a consultant. Upgrade it significantly and you get firms like Kohlberg Kravis Roberts and the Kraft deal. I think they tied up the entire money supply of the US for that one for a short period of time. KKR knew how to make that deal happen. Others didn't. So they got paid a ton of cash to do it and they pulled it off. That's why we have consultants. toodles.

FreeEnergy001

Best was KKR. Heard about it in an investment thread. Bought some and was about sell it since it was a partnership and it made taxes a pain. But at that point they turned it into a common stock and it's been doing well the past few years. Worst was RIG. Was told they were solid for dividends and I expected them to be a stable company just paying out dividends. Shale killed the offshore market.

idkyou1

500k minimum required. $100k is only for those sponsored by Kohlberg Kravis Roberts & Co. (KKR), as well as follow-on and secondary offerings.

WickedSensitiveCrew

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.

WickedSensitiveCrew

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.

ruthwik081

The announcement for the June 2025 S&P 500 rebalance was made after the close of trading on Friday, June 6, 2025. Here are the changes: Additions to the S&P 500: * CrowdStrike Holdings Inc. (CRWD) * KKR & Co. Inc. (KKR) * GoDaddy Inc. (GDDY) Deletions from the S&P 500: * Robert Half Inc. (RHI) * Comerica Inc. (CMA) * Illumina Inc. (ILMN) These changes will be effective prior to the open of trading on Monday, June 24, 2025. This rebalancing is part of the regular quarterly review of the index to ensure it accurately reflects the large-cap segment of the U.S. equity market. The addition of technology-focused companies like CrowdStrike and GoDaddy, and a major private equity firm like KKR, reflects the evolving landscape of the American economy.

wtf_is_up

I bought about $450k of VTI/QQQ/SMH between 04 Apr and 09 Apr. Had it sitting in SGOV. Then bought some KKR/APO/AMD/GLD here and there. And just now some IWM and MU leaps.

EventHorizonbyGA

In order to understand this, you need to understand why PE is used and that is explained here. [https://www.reddit.com/r/ValueInvesting/comments/1izdwe4/comment/mf5wus1/](https://www.reddit.com/r/ValueInvesting/comments/1izdwe4/comment/mf5wus1/) Going back in time a PE above 20 has always been seen as too high. "Too high" meaning the company is priced for speculation or leading into the territory of gambling. Here is a quote from 1929, "Even those more liberally inclined, however, cannot conceal their apprehensions when comparing these conventional yardsticks with some individual ratios ranging nominally as high as thirty, forty or fifty. With these individual cases conspicuously before the eyes of the investing public, a feeling of general uneasiness is naturally created and it becomes increasingly difficult for the investor to discern... the real demarcation between speculation and investment. That belief that a high PE is tantamount to rampant speculation still persists and Schiller has really hit that home since the 1980s but is there any reason why 10 or 15 or 30 should make anyone nervous today? As I wrote in the other comment, in today's market (modern here is post 1970 - post Gordon Gecko, Wall Street Raiders, post KKR, post conglomerations) when a PE is too low it is likely to be acquired so there really is a balancing act at play. A PE of 5 in the 1920s was fair, but a PE of 5 today is ripe for a leveraged buyout. So should the "normal" PE value be adjusted for this? If a normal PE of 15 (anecdotal or historically determined value) be adjusted up to 22 to account for the nature of today's market? Probably.

tablecloth14

KKR

Beautiful_Scar_6608

Totally feel you — finding strong growth outside of tech is tough, especially when stuff like energy and utilities are swinging all over the place. A few sectors I’ve been looking at for growth *without* leaning on tech: * **Industrial automation** – Companies like Eaton or Rockwell Automation are riding the reshoring and AI-driven manufacturing trend. Not flashy, but solid long-term potential. * **Healthcare** – Not super exciting day-to-day, but some names in biotech or medical devices (like Dexcom or Intuitive Surgical) have serious growth upside and aren’t directly tied to tech hype. * **Defense/Aerospace** – Lockheed, Northrop, or even something like L3Harris. Not always "growth" in the traditional sense, but global instability = steady contracts. * **Renewables** – You’ve been burned by gas, but maybe check out something like Enphase or Brookfield Renewables instead of traditional energy. Blackstone and KKR could be smart adds if you want financial exposure with more upside potential than banks. Just keep an eye on interest rate sensitivity. Curious what your time horizon is — that can shift what’s worth holding through the volatility.

buttwars

Cry some more. Bought KKR at 128

DrBiotechs

I sold a lot of my riskier names after riding them up 30-90%. Completely sold out of NBIS STRL KKR. Also sold out of my APLD calls which yielded me several hundreds of percent. I never dreamed these calls would go up so much. It was supposed to hedge my short but the calls went up so much it made me more money than my whole short position would have even if the stock went to 0. I also shorted a fuck ton more QBTS APLD and a few other names. I have a huge cash pile now. This market has been incredible. The injection of all this capital keeps pushing my portfolios to new all time highs. I’m up about 20-80% depending on my portfolio. I’m not counting my portfolio which is 100% UNH puts because that portfolio is up over 2000%. I liquidated all the puts and already went all in UNH in that port. What’s next? I can’t tell, but the market is too frothy and excited. I expect shit companies to die, hence me shorting more and more, and I expect good companies to keep going up, fueled by corporate buybacks and hedge fund money. I am still buying UNH. I am holding cash and buying low beta stocks now, keeping in mind the vast majority of my stocks are high beta.

Venice_LA

KKR the sorority > the PE firm

WickedSensitiveCrew

Great day for the alternative investment asset management companies. KKR, APO, BX, etc all up a bit.

WickedSensitiveCrew

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.

burmese_python2

Look up KKR Japan.

acrossthepondfriend

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

WickedSensitiveCrew

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.

Hot-You-7366

is KKR selling its retail credit unit bullish? seems like dumping a segment before it goes in flames to me...

Hot-You-7366

is KKR selling its retail credit segment bullish? trying to get out before the crash?

WickedSensitiveCrew

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.

_hiddenscout

APO and KKR have been on a solid run. 

Swimming-Kitchen-594

Buying puts right now is something that’s way too premature. It’s funny how the subprime lendees have such a low delinquency rate. My theory is that most of them set up the automatic payments through credit cards, allowing them to rotate credit kinda like you were able to do back in the day with multiple credite cards (before that got regulated) Credit card and auto loan delinquencies have sneakily but steadily been going up. I dont think the system goes tits up till a bit in the future, we’re at the very least a year or 2 before cracks show. I go out and see parking lots full in strip malls with retail shops, chain restaurants with full lots etc. Consumers are still spending, but its only a matter of time. Anecdotally, I’m already seeing local businesses being bankrupted and foreclosed on. I believe this is a crack, but the markets not hip yet. It would be worth checking out funds that include large portions of BNPL company’s offloaded debt. For example companies like KKR buying PayPal’s debt and Elliot making SPVs for Klarna’s debt. They’ll package the debt and securitize it. I did some research into it, and a lot of these securities are actually pretty good on the risk side of things with credit enhancements and over-collaterization, meaning it would require insane amount of defaults for these to lose significant value. Overall, I think the domino order is credit-card and auto loan defaults, BNPL defaults, then CLO defaults. Debts a pretty big bubble, and even within the context of the post-2008 protections there is still significant risk. It’s worth looking into further, but definitely research before staking any real capital on a play. Remember, being right is half the battle, you have to be right at the right time to profit.