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Patient Investor @patientinvestor · Apr 24

RT Patient Investor
Stocks Trading Below 15x Earnings:

Fiserv $FISV 7x
Kaspi $KSPI 7x
Adobe $ADBE 9x
PayPal $PYPL 9x
Lululemon $LULU 11x
Salesforce $CRM 13x
Apollo Global $APO 13x
Kroger $KR 13x
JPMorgan $JPM 14x
Disney $DIS 14x
Coca-Cola FEMSA $KOF 14x
Intuit $INTU 15x

$ADBE $APO $CRM $DIS $FISV $INTU $JPM $KOF $KR $KSPI $LULU $PYPL

Patient Investor @patientinvestor · Apr 24

Stocks Trading Below 15x Earnings:

Fiserv $FISV 7x
Kaspi $KSPI 7x
Adobe $ADBE 9x
PayPal $PYPL 9x
Lululemon $LULU 11x
Salesforce $CRM 13x
Apollo Global $APO 13x
Kroger $KR 13x
JPMorgan $JPM 14x
Disney $DIS 14x
Coca-Cola FEMSA $KOF 14x
Intuit $INTU 15x

$ADBE $APO $CRM $DIS $FISV $INTU $JPM $KOF $KR $KSPI $LULU $PYPL

Patient Investor @patientinvestor · Apr 11

RT Patient Investor
Stocks Trading Below 15x Earnings:

Fiserv $FISV 6x
Crocs $CROX 7x
LYFT $LYFT 8x
Paypal $PYPL 8x
Adobe $ADBE 9x
Apollo Global $APO 11x
Kroger $KR 12x
Salesforce $CRM 12x
Carnival Cruise $CCL 12x
Altria Group $MO 12x
Lululemon $LULU 13x
Coca-Cola FEMSA $KOF 13x

$ADBE $APO $CCL $CRM $CROX $FISV $KOF $KR $LULU $LYFT $MO $PYPL

kayliat 凯利亚特 @kayliatyyy · Mar 24

RT Negligible Capital
*ARES LIMITS WITHDRAWALS FROM $10.7B PRIVATE CREDIT FUND: FT
*ARES CAPS REDEMPTIONS FROM ARES STRATEGIC INCOME FUND AT 5%: FT

$ARES turn to lock the exit door. Third bad PC headline in the last 24 hours. $APO, $KKR, now $ARES.

“Ares characterized the redemptions as being driven by a “limited number” of family offices and smaller institutions, which it said represented less than 1% of the fund’s 20,000-plus investors” – Looks like the smart money is running for the exits and the retail RIAs still probably don’t know what’s going on

$APO $ARES $KKR

kayliat 凯利亚特 @kayliatyyy · Mar 23

RT Negligible Capital
*APOLLO CAPS PRIVATE CREDIT FUND WITHDRAWALS AS REQUESTS HIT 11%
*APOLLO DEBT SOLUTIONS WITHDRAWALS CAPPED AT 5% NEXT QUARTER TOO

Apollo Debt Solutions is a $25B private $APO BDC that saw over 11% redemption requests.

$APO