Apollo Global Management, Inc. (APO)
Apollo's Private Credit Infrastructure Is Heavily Discounted
Apollo Global Management is rated a 'buy' due to high-conviction upside and defensive positioning in private credit. APO trades at a 32.1% discount to fair value, with a base case target of $162.96 per share, driven by conservative growth assumptions. The market's fear-driven discount overlooks APO's best-in-class private credit infrastructure and resilient institutional asset base.
2 BDCs To Buy When SaaS Craters
SaaS-related fears have driven significant discounts in BDCs, especially those with higher SaaS exposure. Market concerns center on AI disruption, weak SaaS recovery rates, and skepticism around leveraged SaaS LBOs. I believe SaaS default fears are overblown; established SaaS firms with strong moats and cash flow are more resilient.
Apollo Global Management Inc. (APO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Apollo Global Management (APO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Apollo Global Management, Inc. (APO) M&A Call Transcript
Apollo Global Management, Inc. (APO) M&A Call Transcript
Forvia Sells Auto Interiors Business to Apollo Funds in $2.1 Billion Deal
The French auto parts supplier said the deal allows it to sharpen focus on high value-added, technology-driven activities, while shoring up its balance sheet.
7 High-Yield Fixed Income CEFs Trading At Wide Discounts
Seven high-yield fixed income CEFs—ARDC, BGH, BIT, GHY, KIO, OPP, WDI—currently trade at wider-than-average discounts, offering yields from 10% to 14%. Market fears over private credit and macroeconomic uncertainty have pressured prices, creating potential buying opportunities for long-term income investors. These funds diversify across senior loans, high-yield bonds, CLOs, and MBS, balancing floating and fixed-rate exposure to manage interest rate risk.
A Rare Buying Window Is Opening In Asset Managers
Asset managers sold off with SaaS, despite limited real exposure. AI fears are likely overstated as core earnings remain strong. Historical discounts; insiders are buying aggressively.
Apollo to Expand U.S. Footprint With Second Headquarters Plan
APO explores a second U.S. HQ in South Florida or Texas to tap high-growth markets, expand client reach, boost efficiency and support long-term AUM growth.
Apollo Stock Is Down 22% This Year as Private Credit Cracks Show
Apollo Global Management (NYSE:APO) is sitting on $938 billion in assets under management after a record year, yet shares have fallen 22.06% year to date, and Reddit's r/investing community has turned decisively negative.
Private credit's ‘zero-loss fantasy' is coming to an end as defaults and fund exits rise
A wave of investor withdrawals and concerns over deteriorating loan quality are forcing asset managers to cap redemptions in their private credit funds. But strategists say a rise in defaults could help flush out bad loans, bringing a painful but ultimately healthy reset for the sector.
It's the ‘Silence of the Lambs': Expert SOUNDS ALARM on private credit
Whalen Global Advisors chairman Christopher Whalen warns of hidden risks and illiquidity in private equity and credit markets on ‘Making Money.'
This is the start of a big crisis for private credit, says Verdad's Rasmussen
Dan Rasmussen, Verdad Advisors, joins 'Closing Bell Overtime' with reaction to the private credit downturn.
