Record #7319
Publicly traded private-equity/private-credit firms (Apollo, TPG, Blue Owl) are undervalued and will outperform the broader market over the medium term
PendingRecorded occurrence
Each quote retains its own speaker, episode, publication date, timestamp when available, and full-source link.
Occurrence 1 of 1 · source record #7319 Pivot · Paramount Wins Warner Bros. Bid, Anthropic vs. Pentagon, and AI Doomsday Memo
Original quoteMy one line thesis is the following. Compressed multiples and durable fee growth plus strong fundraising. And I know these companies, they're really well run. In my view, all adds up to potential relative undervaluation versus the broader market.
Quote begins at 1:06:03
Prediction time2026-02-27
Exact speaking time unavailable; using the official episode publication date.
Episode published2026-02-27
FirmnessLoose
TopicElections
Resolve by2027-02-28
Boldness55 · Notable
How the call settles
Shares of Apollo, TPG and Blue Owl collectively outperform the S&P 500 over the following ~12 months
Our reasoning
Pending. It will be judged only by this stored rule: Shares of Apollo, TPG and Blue Owl collectively outperform the S&P 500 over the following ~12 months Deadline or event: 2027-02-28.