#  @rosyprosperity Rosy Prosperity Research Rosy Prosperity Research posts on X about $ares, $apo, $bn, $bnt the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1727995009528451072/interactions)  - [--] Week [---] -90% - [--] Month [-----] +1,157% - [--] Months [------] +2,443% - [--] Year [------] +1,649% ### Mentions: [--] [#](/creator/twitter::1727995009528451072/posts_active)  - [--] Months [---] +967% - [--] Year [---] +1,000% ### Followers: [-----] [#](/creator/twitter::1727995009528451072/followers)  - [--] Week [---] -0.92% - [--] Month [---] +2.40% - [--] Months [---] +209% - [--] Year [---] +266% ### CreatorRank: undefined [#](/creator/twitter::1727995009528451072/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [financial services](/list/financial-services) [technology brands](/list/technology-brands) [luxury brands](/list/luxury-brands) [fashion brands](/list/fashion-brands) [currencies](/list/currencies) **Social topic influence** [$ares](/topic/$ares), [$apo](/topic/$apo), [$bn](/topic/$bn), [$bnt](/topic/$bnt), [$kkr](/topic/$kkr), [$nvo](/topic/$nvo), [$bam](/topic/$bam), [$bx](/topic/$bx), [insurance](/topic/insurance), [$px](/topic/$px) **Top accounts mentioned or mentioned by** [@sadandlonely69](/creator/undefined) [@contrariancurse](/creator/undefined) [@grok](/creator/undefined) [@capitalmindset](/creator/undefined) [@kndistressed](/creator/undefined) [@vdmandele](/creator/undefined) [@stevewps](/creator/undefined) [@thewiseic](/creator/undefined) [@blondesnmoney](/creator/undefined) [@hippoinsurance](/creator/undefined) [@andrewm61370616](/creator/undefined) [@highyieldharry](/creator/undefined) [@junkbondinvest](/creator/undefined) [@newcomerinvest](/creator/undefined) [@apolloperforms](/creator/undefined) [@cornelialake](/creator/undefined) [@ruthcapital](/creator/undefined) [@fiveguyschase](/creator/undefined) [@thelonginvest](/creator/undefined) [@learntocroon](/creator/undefined) **Top assets mentioned** [Ares Management, Corp. (ARES)](/topic/$ares) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Brookfield Corporation (BN)](/topic/$bn) [Bancor (BNT)](/topic/$bnt) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Novo-Nordisk (NVO)](/topic/$nvo) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Blackstone, Inc. (BX)](/topic/$bx) [Not Pixel (PX)](/topic/$px) [Carlyle Group, Inc. (CG)](/topic/$cg) [TPG Inc. (TPG)](/topic/$tpg) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Oracle Corporation (ORCL)](/topic/$orcl) [PJT Partners Inc. (PJT)](/topic/$pjt) [Lennar Corporation (LEN)](/topic/$len) [Ares Commercial Real Estate Corporation (ACRE)](/topic/ares) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Brookfield Reinsurance Ltd. (BNRE)](/topic/$bnre) [Patria Investments Ltd. (PAX)](/topic/$pax) [PolkaBridge (PBR)](/topic/$pbr) [Alibaba Group (BABA)](/topic/$baba) [VALE S.A. (VALE)](/topic/$vale) [Match Group Inc (MTCH)](/topic/$mtch) [Lemonade, Inc. (LMND)](/topic/$lmnd) [The Baldwin Insurance Group, Inc. Class A Common Stock (BWIN)](/topic/$bwin) [The Root Network (ROOT)](/topic/$root) [Palomar Holdings, Inc. Common stock (PLMR)](/topic/$plmr) [Markel, Corp. (MKL)](/topic/$mkl) [Eli Lilly and Company (LLY)](/topic/$lly) [Canadian National Railway (CNI)](/topic/$cni) ### Top Social Posts Top posts by engagements in the last [--] hours "🌊 Riding the Crest: $ARES and the Surge of Alternative Asset Managers 👑 Ares Management - The Bespoke Leader in Tailored Private Credit Solutions Read the full article on our FREE Substack: cc: $BX. $APO $KKR $CG $BN $BNRE $BAM $OWL $TPG $PAX https://rosyprosperityresearch.substack.com/p/1-riding-the-crest-ares-and-the-surge https://rosyprosperityresearch.substack.com/p/1-riding-the-crest-ares-and-the-surge" [X Link](https://x.com/rosyprosperity/status/1729561029250515154) 2023-11-28T18:00Z [--] followers, [---] engagements "$PJT was created by a merger of the advisory arm of $BX(spin-off) and PJT Capital LP back in October [----]. @CorneliaLake And the $BX spin-off $PJT will be the biggest beneficiary of those transactions. @CorneliaLake And the $BX spin-off $PJT will be the biggest beneficiary of those transactions" [X Link](https://x.com/rosyprosperity/status/1735067826392633567) 2023-12-13T22:43Z [--] followers, [---] engagements "1) Is [----] the perfect time for China to shine once again The Year of the Wood Dragon could bring some positive surprises. The moment of maximum pessimism bring phenomenal opportunities. Recently we went "long" a basket of stocks that have the potential to outperform when/if sentiment changes. $XYF $JFIN $YRD $LX cc: $LU $FINV" [X Link](https://x.com/rosyprosperity/status/1740645602747121864) 2023-12-29T08:07Z [--] followers, [---] engagements "3) The major thing we have been waiting for before we invest is to make sure each one of the [--] companies is going to return capital to shareholders in some way. For all of them it is currently a mix of dividends/buybacks. They have all paid dividend in [----] and are expected to continue so shall the financial performance allow them" [X Link](https://x.com/rosyprosperity/status/1740645606865981450) 2023-12-29T08:07Z [--] followers, [--] engagements "4) There are some difference between them in terms of capital allocation. While a few hoard the accumulated cash on the balance sheet some distribute all of it leading to higher ROE% $JFIN is the company we believe is the most shareholder "friendly". For now at least" [X Link](https://x.com/anyuser/status/1740645608916930967) 2023-12-29T08:07Z [--] followers, [--] engagements "Bought today $XOM $CVE and $CNQ They just look relatively cheap to the broad market even at $70/barrel WTI. All of them are among the lowest cost producers listed on an exchange. Just after $EC and $PBR. Regarding $XOM - Rapidly ramping up offshore production with incredibly low break-evens. Regarding $CNQ - potential upside or hope not downside from the starting of the Trans Mountain pipeline. Second application approval/denial is expected in January Regarding $CVE - same situation with the pipeline and potential upside from the restart of their refineries some of which were shut down during" [X Link](https://x.com/rosyprosperity/status/1740787197349900464) 2023-12-29T17:29Z [--] followers, [---] engagements "@ruth_capital We also think Chinese equity market is just poised to outperform in [----]. There is a moment of maximum pessimism in the air and just a mere sentiment change can lead to share prices marching substantially higher. Long China for [----] Moment of Maximum Pessimism Creates Phenomenal Opportunities https://t.co/Iqtbn5J5pV $BABA $MCHI $KWEB $FXI cc: $SPY $QQQ https://t.co/pzuMEVeuem Long China for [----] Moment of Maximum Pessimism Creates Phenomenal Opportunities https://t.co/Iqtbn5J5pV $BABA $MCHI $KWEB $FXI cc: $SPY $QQQ https://t.co/pzuMEVeuem" [X Link](https://x.com/rosyprosperity/status/1741262236679548977) 2023-12-31T00:57Z [--] followers, [--] engagements "Does anyone have a view of where $PYPL is going in [----] Margin's have dropped from the highs but the revenue is increasing steadily. Currently not at a crazy high valuation that could be a good entry point for [----]. $QQQ" [X Link](https://x.com/rosyprosperity/status/1741902320370102327) 2024-01-01T19:20Z [--] followers, [--] engagements "Without a doubt it would be Chanel. If I could buy shares in only ONE private company. I would buy Cargill. What about you https://t.co/Py2SO1SWbd If I could buy shares in only ONE private company. I would buy Cargill. What about you https://t.co/Py2SO1SWbd" [X Link](https://x.com/anyuser/status/1741933786885980569) 2024-01-01T21:25Z [--] followers, [---] engagements "$PEAN.SW - Peach Property AG - an interesting overlooked gem Small German "REIT" listed on Swiss stock exchange. - 96% Germany/4% Switzerland portfolio exposure. - Currently trading at a Price/Book Value of under [---] even if we account for the most recent convertible bond with a strike price of CHF [--] issued to the current largest shareholder - a subsidiary of $ARES - The most significant part of the CapEx. for the energy efficiency improvements is already behind us. - The German real estate market is still running hot and not expected to change the direction anytime soon. Disclosure: We do" [X Link](https://x.com/anyuser/status/1742272569993027785) 2024-01-02T19:52Z [--] followers, [--] engagements "$PEAN.SW - Peach Property AG - an interesting overlooked gem Small German "REIT" listed on Swiss stock exchange. - 96% Germany/4% Switzerland portfolio exposure. - Currently trading at a Price/Book Value of under [---] even if we account for the most recent convertible bond with a strike price of CHF [--] issued to the current largest shareholder - a subsidiary of $ARES - The most significant part of the CapEx for the energy efficiency improvements is already behind us. - The German real estate market is still running hot and not expected to change the direction anytime soon. Disclosure: We do" [X Link](https://x.com/anyuser/status/1742273104909345200) 2024-01-02T19:54Z [--] followers, [--] engagements "Hi If you have any particular topics you want to discuss we can do it. I own the whole basket because they are all in the same industry - online micro lending and slowly entering the online insurance brokerage business. They all faced the same headwinds due to slow regulation process 2018-2020 but I think that's now all in the past. The harsh lockdowns in 2020-2022 also set them back substantially. They have only been operating in "normal" circumstances since the beginning of [----] and showed incredible performance in revenue/earnings growth and incredibly low loan delinquency rates of under" [X Link](https://x.com/anyuser/status/1746319031534059546) 2024-01-13T23:51Z [--] followers, [--] engagements "@FiveGuysChase The upward squeeze has already started The low float percentage contributes even more to the already incredibly cheap valuation. Have you recently found any other interesting and overlooked opportunities that you are willing to share" [X Link](https://x.com/rosyprosperity/status/1746320223022494071) 2024-01-13T23:56Z [--] followers, [--] engagements "@kndistressed Check $GROY - fairly illiquid volatile but still pretty cheap when compared to peers. Look through the investor presentation and transcripts about their anticipated ramp up in revenues from A rated operators which also happen to be shareholders" [X Link](https://x.com/rosyprosperity/status/1776750633959178303) 2024-04-06T23:15Z [--] followers, [--] engagements "In precious metals no. However just this week I have built a position in $VALE with average around $11.90 I expect Iron Ore prices to recover to at least $115 I dont believe the narrative of China collapse. They have been the major buyer Q4-2023 and Q1-2024 when prices recently hit $140 they were still buying. And also I doubled my $BNTX position. Also bought more $BABA calls. I feel incredibly bullish on that one the buyback is phenomenal. In the interview Tsai said they will be doing at least $12B a year regardless of price. They are targeting 3% share reduction per year while at current" [X Link](https://x.com/rosyprosperity/status/1776754334295900466) 2024-04-06T23:30Z [--] followers, [--] engagements "@kndistressed Exited only $LX holding $JFIN $YRD and the little $XYF I was able to purchase back in December its extremely illiquid" [X Link](https://x.com/rosyprosperity/status/1776900613982294390) 2024-04-07T09:11Z [--] followers, [--] engagements "BioNTech $BNTX - Revolution in Rare Disease Treatments at Spectacular Valuation The Silent AI Champion: Leveraging RAG LLMs via InstaDeep: https://rosyprosperityresearch.substack.com/p/biontech-bntx-revolution-in-rare https://rosyprosperityresearch.substack.com/p/biontech-bntx-revolution-in-rare https://rosyprosperityresearch.substack.com/p/biontech-bntx-revolution-in-rare https://rosyprosperityresearch.substack.com/p/biontech-bntx-revolution-in-rare" [X Link](https://x.com/rosyprosperity/status/1779606028255932739) 2024-04-14T20:21Z [---] followers, [----] engagements "Table Of Contents - $BNTX [--]. History of BioNTech [--]. Current Standing of BioNTech [--]. COVID-19 and Seasonal Flu Vaccines [--]. Anecdotal Observation on Perfect Execution [--]. Current Pipeline as of 14th of April [----] [--]. Gathered Insights from Baillie Gifford - Quarterly & Annual Portfolio Update Letters - Stance on Moderna [--]. Corporate Strategy - Partnerships & Collaborations - Strategic Acquisitions [--]. InstaDeep - The (Hidden) Gem $RXRX $ABCL - Retrieval-Augmented Generation (RAG) [--]. Possible Catalysts and Potential Risks - Emergency Vaccine Develop Immunity from the PREP Act [--]. Valuation" [X Link](https://x.com/rosyprosperity/status/1779607081588326640) 2024-04-14T20:26Z [---] followers, [---] engagements "With the potential of an ECB rate cut increasing by the week $PEAN.SW under CHF [--] seems more and more like a phenomenal deal. Building materials cost inflation is here to stay for the foreseeable future as is the demand for low-cost housing in Western Europe. A price target of over 2x at CHF [--] is totally achievable even on the first rate cut from the ECB which will increase the equity of the company allowing them to refinance at better terms. $PEAN.SW - Peach Property AG - an interesting overlooked gem https://t.co/k2iYlTDncW Small German "REIT" listed on Swiss stock exchange. - 96%" [X Link](https://x.com/rosyprosperity/status/1779654072460628132) 2024-04-14T23:32Z [--] followers, [---] engagements "Next article incoming would be featuring Genpact Ltd. $G - the company which was spun off from $GE $G was central in the expansion of the BPO (Business-Process-Outsourcing) industry during the 2000s and early 2010s. Currently they are again on the crest of the wave riding the AI/ML Integration & Consulting demand which has recently started to surface. https://www.genpact.com/ https://www.genpact.com/" [X Link](https://x.com/rosyprosperity/status/1779656589273641244) 2024-04-14T23:42Z [--] followers, [---] engagements "@kndistressed I also wish Their execution is indeed top of the line bordering that of $RMS.PA" [X Link](https://x.com/rosyprosperity/status/1786189379217559626) 2024-05-03T00:21Z [--] followers, [--] engagements "Substack version of the same $MTCH article: https://rosyprosperityresearch.substack.com/p/mtch-the-critical-insights-97-of How long will it take for the market to uncover the full potential of $MTCH and recognise the gem it represents at current share price levels A quiet revolution is boiling behind closed doors. It's like rediscovering & integrating the Ad Auctions business model by $META https://rosyprosperityresearch.substack.com/p/mtch-the-critical-insights-97-of How long will it take for the market to uncover the full potential of $MTCH and recognise the gem it represents at current" [X Link](https://x.com/rosyprosperity/status/1792346265759502769) 2024-05-20T00:07Z [--] followers, [--] engagements "I am also launching a live portfolio you can follow in real time on Savvy Trader with a mirror on Snowball Analytics for Total Return with dividends included. Savvy Trader: Snowball: https://snowball-analytics.com/public/portfolios/LUqXieZapY https://savvytrader.com/rosyprosperity/prosperity-phenomss=OTk4MjE6OTE4NQ== https://snowball-analytics.com/public/portfolios/LUqXieZapY https://savvytrader.com/rosyprosperity/prosperity-phenomss=OTk4MjE6OTE4NQ==" [X Link](https://x.com/rosyprosperity/status/1950858861708980295) 2025-07-31T09:59Z [--] followers, [--] engagements "Initiated a position in Novo Nordisk $NVO at a confluence of weekly and monthly support. The sharp sell-off on lowered near-term growth guidance looks like a mispricing. At [---] NTM EV/EBITDA with 810% revenue growth and double-digit EPS expansion expected" [X Link](https://x.com/anyuser/status/1952748327008669824) 2025-08-05T15:07Z [---] followers, [----] engagements "@vdmandele Competition is real. Near term the pressure from China (local GLP-1s semaglutide generics by [----] would lead to lowered price and share friction). In the US the bigger near-term drag is compounding. Novo has taken legal action against it that's where the low multiple comes fr" [X Link](https://x.com/rosyprosperity/status/1953193123485491414) 2025-08-06T20:35Z [--] followers, [--] engagements "This is big. I am increasing my exposure. $BN $BNT $BX $KKR $APO $ARES $CG $TPG $BAM $PX $PJT https://www.reuters.com/business/finance/trump-sign-order-opening-way-alternative-assets-401ks-bloomberg-news-reports-2025-08-07/ https://www.reuters.com/business/finance/trump-sign-order-opening-way-alternative-assets-401ks-bloomberg-news-reports-2025-08-07/" [X Link](https://x.com/rosyprosperity/status/1953424009015550253) 2025-08-07T11:52Z [--] followers, [---] engagements "$BN $BN.TO $BNT $BNT.TO You are still early for this under appreciated gem. If I had to choose only one stock to invest in it would be Brookfield Corporation. Keep an eye out about the NAV per share. Yes I am pounding the table on that one" [X Link](https://x.com/rosyprosperity/status/1953451121105658010) 2025-08-07T13:40Z [--] followers, [----] engagements "Brookfield will use the float from the insurance for its operations (investments) instead of: - taking on debt from 3rd parties - raising funds and only earning management fees on them - using own capital from the balance sheet They are predicting that the insurance assets (float) will reach $300B in [--] years. That is a lot especially since they are currently at around $80B. $APO is doing the same with Athene (US) and Athora (EU) $KKR is doing the same with Global Atlantic It is the next logical step forward adding SRE (spread-related earnings) to the current FREs" [X Link](https://x.com/rosyprosperity/status/1953711585601482936) 2025-08-08T06:55Z [--] followers, [---] engagements "1/ Hippo ($HIPO) Q22025: The Thesis Grows Up. On Dec 18th [----] I argued $HIPO could be a [---] from $8. Shares are now up 330% into the mid$30s. Not luck. The model finally fits the insurance cycle we actually have" [X Link](https://x.com/rosyprosperity/status/1966113665884516620) 2025-09-11T12:16Z [--] followers, [--] engagements "3/ Distribution Westwood/Baldwin now reaches [--] of the top [--] builders (35% of U.S. SF starts). Embedded at the closing table bannerad fishing. Scale without owning an army of agents" [X Link](https://x.com/rosyprosperity/status/1966113671450603602) 2025-09-11T12:16Z [--] followers, [--] engagements "4/ Q22025 receipts GWP $299m (+16% YoY) Revenue $117m (+31% YoY) Premium retention 39% (+9 pp YoY)" [X Link](https://x.com/rosyprosperity/status/1966113674684412146) 2025-09-11T12:16Z [--] followers, [--] engagements "11/ Risks Reinsurance credit/collateral CA/FL regulatory pushes channel concentration CAT clustering and reserve releases masking trends. Keeping aggregate and reinstatements funded before peak" [X Link](https://x.com/rosyprosperity/status/1966113699669606603) 2025-09-11T12:16Z [--] followers, [--] engagements "12/ Bottom line Hybrid + embedded + fee ballast is the right design for this tape. [---] remains possible but it must be earned with lossratio discipline Westwood scale and durable fees. 🔗 Full article: I own shares in $HIPO - This is not financial advice. Stay safe and be healthy https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up" [X Link](https://x.com/rosyprosperity/status/1966113701976527064) 2025-09-11T12:16Z [--] followers, [--] engagements "Hippo ($HIPO) Q22025: The Thesis Grows Up [---] is still on the horizon (Q22025 update) Substack Article: On December 18th [----] I wrote that $HIPO could be a [---] from $8. Shares are now up 330% into the mid$30s. Not luck. The business matured distribution leveled up and the model now fits the cycle we actually have. TL;DR Model: Hybrid underwriter + fronting platform with a retention dial targeting 4045% over time fees smooth the cycle. Distribution: Westwood/Baldwin now reaches [--] of the top [--] builders (35% of U.S. SF starts). Embedded at closing bannerad fishing. Execution: ExCAT loss ratios" [X Link](https://x.com/rosyprosperity/status/1966115691834028500) 2025-09-11T12:24Z [---] followers, [---] engagements "On December 18th [----] I argued $HIPO could be a [---] from $8. Shares are now up 330% into the mid$30s. Not luck. The model finally fits the insurance cycle we actually have. Latest article (September 11th 2025): First article (December 18th 2023): https://rosyprosperityresearch.substack.com/p/hippo-holdings-hipo-an-insurtech https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up Hippo ($HIPO) Q22025: The Thesis Grows Up [---] is still on the horizon (Q22025 update) Substack Article:" [X Link](https://x.com/rosyprosperity/status/1966116234581225769) 2025-09-11T12:26Z [---] followers, [---] engagements "Just went long $ADBE with an Open-End Turbo Long Knock-Out Warrant from EUWAX Strike Price: $326.10 (as of September 12th 2025) ISIN: DE000MJ2QVH7 WKN: MJ2QVH Issuer: Morgan Stanley ( $MS ) Let us see what happens next" [X Link](https://x.com/rosyprosperity/status/1966504087714779350) 2025-09-12T14:08Z [--] followers, [---] engagements "🔥 [--] edges in [--] week for $NVO: oral heart benefit + amylin data (fresh weightloss pathway) Thread 👇 $NVO $LLY" [X Link](https://x.com/rosyprosperity/status/1967925988089639274) 2025-09-16T12:18Z [--] followers, [----] engagements "(7/9) Tape check: Premarket indications had $NVO up 3% as investors digested the oral label win and todays amylin signal. (Day session can vary but the setup/sentiment is slowly improving.)" [X Link](https://x.com/rosyprosperity/status/1967926008645857750) 2025-09-16T12:18Z [--] followers, [--] engagements "(8/9) What to watch next: RENEW Phase [--] trial design & start (Q425) for cagrilintide U.S. label on Rybelsus for cardiovascular risk reduction Oral Wegovy filing/decision timing Competitive oral GLP1 timelines (e.g. $LLY s orforglipron submissions) and how payer coverage evolves" [X Link](https://x.com/rosyprosperity/status/1967926011300810943) 2025-09-16T12:18Z [--] followers, [---] engagements "@TheLongInvest You are definitely not alone on $NVO Our tribe is growing by the day" [X Link](https://x.com/rosyprosperity/status/1968044300866031765) 2025-09-16T20:08Z [--] followers, [---] engagements "$ADBE at $1000 before end of [----] Yes No Results Are you delusional Yes No Results Are you delusional" [X Link](https://x.com/rosyprosperity/status/1968061824575902030) 2025-09-16T21:17Z [--] followers, [--] engagements "Good news for $HIPO 🚨 Breaking: @Hippo_Insurance levels up its Board of Directors with two insurance powerhouses Announced September 16th [----]. 🌟 Laura Hay: Ex-Global Head of Insurance at KPMG (built fastest-growing sector led 10K+ pros across [--] countries). Championed diversity via Mind the Gap blog & workshops for 20K+ women/allies. Current boards: MetLife Everest Group ( $EG ) Girl Scouts of Greater NY. Expertise in growth strategy innovation & risk management. 🌟 Susan Holliday: Former Swiss Re ( $SREN.SW )exec (led strategy for $24.5B reinsurance biz advised early insurtech" [X Link](https://x.com/rosyprosperity/status/1968203750209946090) 2025-09-17T06:41Z [---] followers, [---] engagements "First person experience of $ADBE There is no alternative to Adobe Creative Cloud for enterprise clients @Learn_to_Croon @ValueSense_io I own two advertising agencies. There is no alternative to Adobe Creative Cloud. Figma is good for web design but you can't replace everything with Figma. We pay monthly for Adobe Figma Shutterstock ChatGPT and Midjourney. And soon (in two weeks) you can use other models @Learn_to_Croon @ValueSense_io I own two advertising agencies. There is no alternative to Adobe Creative Cloud. Figma is good for web design but you can't replace everything with Figma. We pay" [X Link](https://x.com/rosyprosperity/status/1969716205284925503) 2025-09-21T10:51Z [--] followers, [---] engagements "As a fellow investor have said: Kings dont buy flow $APO $APO at BofA - benefits of being the originator and lead principal investor. Eat your own cooking and run the damn football. https://t.co/z7LHbyea1D $APO at BofA - benefits of being the originator and lead principal investor. Eat your own cooking and run the damn football. https://t.co/z7LHbyea1D" [X Link](https://x.com/rosyprosperity/status/1970137530113671405) 2025-09-22T14:46Z [---] followers, [---] engagements "🌊 ALTS NEXT WAVE IS HERE - fresh from Ares Research Analyst TeachIn (September 25th 2025). $ARES just raised its [----] Wealth targets: AUM $100-$125B mgmt fees $600$800M annual equity raises $12-$17B 1H25 semiliquid fundraising annualizes to $14B. This wealth flywheel is scaling fast across channels and asset classes. Why the runway is HUGE (and not just for $ARES): [--]. Secondaries doublebarrel: Industry volume expected to 2x to $350-$450B by [----] GPled now 45% of activity and still compounding. Liquidity backlogs longer hold periods and exit friction keep fueling this engine. [--]. Digital" [X Link](https://x.com/rosyprosperity/status/1971555668189495569) 2025-09-26T12:41Z [---] followers, [---] engagements "📈 $AMZN vs $GOOG $GOOGL If you had to pick one: Which do you think will outperform the other over the next 6-12 months and why Lets discuss My pick : $GOOGL" [X Link](https://x.com/rosyprosperity/status/1971955686612652066) 2025-09-27T15:10Z [--] followers, [--] engagements "Me with $NVO How it feels when you buy the absolute bottom of a stock and it rallies right after https://t.co/cyMoeVB2k4 How it feels when you buy the absolute bottom of a stock and it rallies right after https://t.co/cyMoeVB2k4" [X Link](https://x.com/rosyprosperity/status/1975166941544235328) 2025-10-06T11:51Z [---] followers, [--] engagements "P&C insurers Free Cash Flow is always lumpy so a trailing P/FCF can indeed be misleading. I look at normalized distributable FCF to common. On my numbers: 2026E $40-60m stepping to $100-120m by [----] if execution stays on track. On those forward figures the multiple is far below 50x Bigger picture as I have stated since my first article when $HIPO was at $8 it is about the future prospects: a disciplined hybrid underwriter + fronting model a builder channel that now reaches much of the market (since the $BWIN acquisition of HIPO's Business and subsequent deal for distribution) and a more" [X Link](https://x.com/rosyprosperity/status/1976372248974922201) 2025-10-09T19:40Z [---] followers, [--] engagements "I think for an objective view of the situation you should look at total returns (with dividends reinvested) rather than clear share price comparison. The dividend yield of all BDCs is almost always a double digit. Their main purpose is generating income not share price appreciation directly" [X Link](https://x.com/rosyprosperity/status/1976745598117097758) 2025-10-10T20:24Z [---] followers, [----] engagements "I think most of the people commenting on the Private Credit and BDCs topic do not know what they are talking about at all. I think for an objective view of the situation you should look at total returns (with dividends reinvested) rather than clear share price comparison. The dividend yield of all BDCs is almost always a double digit. Their main purpose is generating income not share price appreciation directly. However they are all using the share price for the comparison" [X Link](https://x.com/rosyprosperity/status/1977122508836159829) 2025-10-11T21:21Z [---] followers, [--] engagements "@AndrewM61370616 @HighyieldHarry Are you being sarcastic" [X Link](https://x.com/rosyprosperity/status/1977387576735474102) 2025-10-12T14:55Z [---] followers, [--] engagements "@AndrewM61370616 @HighyieldHarry I think absolutely the same and especially regarding blue owl - every time I see the founders/ceos giving an interview I cannot hold my laughter" [X Link](https://x.com/rosyprosperity/status/1977435310943518874) 2025-10-12T18:04Z [---] followers, [--] engagements "New piece up. Short version: policy tilts the table. OBBBA tax shield shows up day one tariffs push sourcing onshore real rates nap (debasement). Result: more financed CapEx and a busier pipeline for private credit. Details tables receipts full article: $ARES $APO $CG $BX $TPG $OWL $BN $BNT $BAM $PX $PJT https://rosyprosperityresearch.substack.com/p/depreciate-fast-borrow-smart-navigating https://rosyprosperityresearch.substack.com/p/depreciate-fast-borrow-smart-navigating" [X Link](https://x.com/rosyprosperity/status/1977460097111433685) 2025-10-12T19:43Z [---] followers, [--] engagements "@buccocapital @grok which companies is he talking about" [X Link](https://x.com/rosyprosperity/status/1977775943260184799) 2025-10-13T16:38Z [---] followers, [---] engagements "Buying $EXO.AS on Monday. Feeling optimistic about its future. I do not know why exactly now just my inner intuition" [X Link](https://x.com/rosyprosperity/status/1984747101494845545) 2025-11-01T22:19Z [---] followers, [---] engagements "Up next: $HIPO - I first wrote on [--] Dec [----] at $8.27. It is now $25.37 (3). I will review what has changed and why I think it is just the beginning" [X Link](https://x.com/rosyprosperity/status/1950858857606947253) 2025-07-31T09:59Z [---] followers, [--] engagements "Then China FinTechs - $YRD $JFIN $XYF $LX. My view: they are effectively payday/subprime lenders with phenomenal ROEs at low valuations. I will share my thesis & the associated risks" [X Link](https://x.com/rosyprosperity/status/1950858859846746226) 2025-07-31T09:59Z [---] followers, [---] engagements "Hippo ($HIPO) Q22025: The Thesis Grows Up [---] is still on the horizon (Q22025 update) Substack Article: $HIPO $LMND $BWIN $LEN $ROOT $HRTG $HCI $PLMR $MKL $UVE https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up" [X Link](https://x.com/rosyprosperity/status/1966113662617182431) 2025-09-11T12:16Z [---] followers, [---] engagements "5/ Loss ratios (net unless noted) Consolidated 47% (55% exPY). HHIP 55% HHIP nonPCS 42% PCS 13%. (HHIP gross nonPCS 34% gross PCS 11%.) Operating leverage: fixed OpEx 46% 30% of revenue" [X Link](https://x.com/rosyprosperity/status/1966113678434120028) 2025-09-11T12:16Z [---] followers, [--] engagements "6/ Profitability & capital GAAP NI $1m Adjusted NI $17m. Cash & investments exrestricted $604m Spinnaker surplus $223m" [X Link](https://x.com/rosyprosperity/status/1966113682267746780) 2025-09-11T12:16Z [---] followers, [--] engagements "7/ Westwood deal mechanics $100m cash announced 6/12/25 closed 7/1/25 ( $75m now $25m in Q126 ). Expected $90m gain in Q3. Hippo repurchased [------] shares from Lennar at $28.17 (Lennar now 10%)" [X Link](https://x.com/rosyprosperity/status/1966113686227124575) 2025-09-11T12:16Z [---] followers, [--] engagements "8/ Guidance & nearterm FY25: GWP $1.071.10B Revenue $460465m. Sale creates mechanical revenue stepdowns ($5.5m Q3 $6.5m Q4) and Adj NI headwinds ($2m $3.5m). Onetime $90m gain lifts Q3 GAAP NI" [X Link](https://x.com/rosyprosperity/status/1966113690287276462) 2025-09-11T12:16Z [---] followers, [--] engagements "9/ What changed [--]. From monoline to platform [--]. Unit economics now align with reality (fees as ballast; falling fixed costs) [--]. Distribution scaled from pilot to industrial via Westwood/MSI" [X Link](https://x.com/rosyprosperity/status/1966113693500125368) 2025-09-11T12:16Z [---] followers, [--] engagements "Chart takeaway 👇 Alternative Asset Managers $APO screens most efficient - lowest drypowder ratio (8.6% of AUM $72B). Athenes permanent capital + steady premiums alwayson origination (ACS/ABF) and fast recycle keep capital deployed. $ARES holds the most (26% of AUM $151B). That is a drag now but also the biggest FRE growth potential if they simply call & deploy. Why $APO is efficient: Athene engine: permanent capital + recurring inflows = continuous deployment. Origination & distribution: Apollo Capital Solutions + ABF platforms warehouse securitize syndicate - so capital turns over quickly." [X Link](https://x.com/rosyprosperity/status/1970828060527300836) 2025-09-24T12:30Z [---] followers, [----] engagements "Bullish $APO Does anyone know how Apollo did this FT mentions a bespoke credit default swap against First Brands debt - but Apollo was on the disqualified lender list @junkbondanalyst @junkbondinvest @pvtcreditguy https://t.co/0JZWEo3wZQ Does anyone know how Apollo did this FT mentions a bespoke credit default swap against First Brands debt - but Apollo was on the disqualified lender list @junkbondanalyst @junkbondinvest @pvtcreditguy https://t.co/0JZWEo3wZQ" [X Link](https://x.com/rosyprosperity/status/1976519182188675187) 2025-10-10T05:24Z [---] followers, [---] engagements "I agree with you on Apollo also Ares has the same level of commitment to excellency. Brookfield (through their partial ownership of Oak Tree Capital) also have phenomenal underwriting standards but their volumes until now have not been anywhere near those of Apollo and Ares as they have only recently (since 2023) have started scaling their insurance/annuities arm. https://twitter.com/i/web/status/1977439807417537004 https://twitter.com/i/web/status/1977439807417537004" [X Link](https://x.com/rosyprosperity/status/1977439807417537004) 2025-10-12T18:22Z [---] followers, [--] engagements "1) How much is Oaktree contributing to feerelated earnings (FRE) Latest explicit disclosure ( $BAM Q2-2024 supplemental): Oaktree contributed $102M of FRE in Q2-2024 and $394M over the LTM ended June 30th [----]. Oaktrees standalone FRE margin was 31%32%. Most recent data point ( $BAM Q2-2025 supplemental implies Oaktrees share via NCI): In Q2-2025 amounts not attributable directly to $BAM (which the footnote specifies are the 2627% of Oaktree $BAM did not own) were $19M for the quarter and $94M for the LTM. That implies Oaktrees 100% FRE of roughly: - Q225 (quarter): $19M / 26% $73M - LTM to" [X Link](https://x.com/rosyprosperity/status/1977722424679346585) 2025-10-13T13:05Z [---] followers, [--] engagements "$BN $BNT $BAM 🔥 Very good news Brookfield will acquire the 26% of Oaktree it does not currently own for $3B moving to 100% ownership. Close targeted for Q1-2026. Why it matters: consolidates a top credit platform. Including 100% of Oaktree $BAM generated $2.8B in LTM feerelated earnings. The deal is expected to be accretive to both $BAM and $BN. Terms & leadership: consideration in cash or $BAM / $BN shares (2yr / 5yr lockups) with planned share repurchases to offset issuance. Howard Marks stays on BNs board; Bruce Karsh to join BAMs board. Robert OLeary & Armen Panossian to colead" [X Link](https://x.com/rosyprosperity/status/1977722739759698351) 2025-10-13T13:07Z [---] followers, [---] engagements ""So you are really telling me you went heavy leveraged long on the privatecreditheavy alt managers $ARES and $APO during a regional banking crisis driven by rising delinquencies and a generous dose of fraud Only for them to hit ATHs just [--] months later"" [X Link](https://x.com/anyuser/status/1979176036370698393) 2025-10-17T13:21Z [---] followers, [----] engagements "@capital_mindset 100%. I am grateful for the chance to buy the alt managers at depressed valuations. Missed the April Liberation Day flush (was off markets & news for personal reasons) so this selloff feels like a pure gift. Adding at those levels for the long run" [X Link](https://x.com/rosyprosperity/status/1979596986258211077) 2025-10-18T17:14Z [---] followers, [--] engagements "🧵 Thread on Alternative Asset Managers Why do $KKR and $BN / $BNT print low modified ROEs and why is $APO only midpack even though all three run powerful platforms The answer is capital intensity and what does or does not flow into DE. Two engines set to fire for the most overlooked alt manager $PX multiple expansion and earnings growth. Tickers: $PX $BX $BAM $BAM.TO $TPG $CG $ARES $OWL $APO $KKR $BN $BNT $BN.TO $BNT.TO" [X Link](https://x.com/rosyprosperity/status/1979966911061672005) 2025-10-19T17:44Z [---] followers, [---] engagements "2/ Method notes: I combine $BN and $BNT the shares are inter-exchangeable and have the same economic interest so a clean view uses the sum of both entities. For $BAM I use FeeBearing Capital only. For $BN / $BNT I use the total AUM" [X Link](https://x.com/rosyprosperity/status/1979966917025673552) 2025-10-19T17:44Z [---] followers, [--] engagements "3/ Modified ROE = DE Equity From my chart: $PX 30.9% $BX 29.3% $BAM 27.6% $TPG 27.0% $CG 24.4% $ARES 20.8% $OWL 18.9% $APO 13.9% $KKR 6.5% $BN / 3.6%. https://twitter.com/i/web/status/1979966919114359116 https://twitter.com/i/web/status/1979966919114359116" [X Link](https://x.com/rosyprosperity/status/1979966919114359116) 2025-10-19T17:44Z [---] followers, [--] engagements "4/ Why I am watching the miniature $PX It screens best on modified ROE and trades around [--] LTM DE by my estimate. The business is also assetlight which helps its ratio. https://twitter.com/i/web/status/1979966921480220833 https://twitter.com/i/web/status/1979966921480220833" [X Link](https://x.com/rosyprosperity/status/1979966921480220833) 2025-10-19T17:44Z [---] followers, [--] engagements "6/ The numbers that set up the debate: Equity/AUM a proxy for capital intensity is 14.4% at $BN / $BNT 10.1% at $KKR and 4.0% at $APO versus 0.9% at $PX and low single digits for most feefirst peers. DE/AUM a yield on AUM is 0.52% for $BN / $BNT 0.65% for $KKR and 0.56% for $APO" [X Link](https://x.com/rosyprosperity/status/1979966926073065643) 2025-10-19T17:44Z [---] followers, [--] engagements "7/ Why $KKR and $BN / $BNT show low modified ROEs They carry large equity bases and hold substantial principal investments including operating businesses. Under U.S. GAAP investmentcompany rules fundheld portfolio companies are not consolidated so their operating profits typically do not flow directly into the managers DE. They surface mainly as fees carry distributions or realized gains. That dynamic leaves DE/Equity looking muted when the denominator is heavy (high equity)" [X Link](https://x.com/rosyprosperity/status/1979966928270610756) 2025-10-19T17:44Z [---] followers, [---] engagements "8/ Insurance is the exception and it helps. Insurance reinsurance and annuity platforms are consolidated or reported segmentally so their earnings do flow through the managers results. At $KKR Global Atlantic contributes materially to adjusted results. At $APO the Retirement Services segment reports SpreadRelated Earnings (SRE) from Athene and partnerships such as Athora support the broader retirement ecosystem. At $BN / $BNT Brookfield Wealth Solutions operates an insurance and reinsurance platform with recent annuity and reinsurance transactions underscoring that flowthrough" [X Link](https://x.com/rosyprosperity/status/1979966930514526539) 2025-10-19T17:44Z [---] followers, [---] engagements "9/ Putting that together. $KKR strong DE/AUM 0.65% thanks in part to insurance earnings but Equity/AUM 10.1% leaves DE/Equity 6.5%. The equityheavy balance sheet is the drag. $BN / $BNT DE/AUM 0.52% and the heaviest Equity/AUM 14.4% produce DE/Equity 3.6%. Significant principal capital and insurance growth sit on a large equity base. $APO DE/AUM 0.56% Equity/AUM 4.0% DE/Equity 13.9%. It is less affected because its equity is used primarily to run Athene/Athora in retirement services rather than to hold as many operating businesses on balance sheet so the denominator is smaller than at $KKR or" [X Link](https://x.com/rosyprosperity/status/1979966932624318644) 2025-10-19T17:44Z [---] followers, [---] engagements "10/ The rest of the set for context. Equity/AUM sits in the low single digits for $BX 2.1% $BAM 1.6% $TPG 1.4% $CG 1.4% $ARES 1.3% $OWL 2.2% that assetlightness helps their modified ROEs with $BX combining good DE/AUM 0.61% with a lean equity base. https://twitter.com/i/web/status/1979966934868484313 https://twitter.com/i/web/status/1979966934868484313" [X Link](https://x.com/rosyprosperity/status/1979966934868484313) 2025-10-19T17:44Z [---] followers, [--] engagements "11/ Takeaway. Lower modified ROE at $KKR and $BN / $BNT is primarily a denominator story substantial equity tied to investments whose operating profits are not fully captured in DE until distributed or realized with insurance earnings the notable exception that does flow through. $APO is less affected because more of its equity supports Athene/Athora i.e. businesses whose earnings are reported at the segment level and less is committed to operating companies" [X Link](https://x.com/rosyprosperity/status/1979966936927666535) 2025-10-19T17:44Z [---] followers, [---] engagements "12/ I am writing about the most unappreciated and unfound gem $PX. Cheap and with a huge runway. With both engines on our side (multiple expansion and earnings growth). I will lay out the thesis catalysts and risks in detail here: Questions and pushback are welcome I will incorporate them into the article. https://rosyprosperityresearch.substack.com/ https://rosyprosperityresearch.substack.com/ https://rosyprosperityresearch.substack.com/ https://rosyprosperityresearch.substack.com/" [X Link](https://x.com/rosyprosperity/status/1979966938987065587) 2025-10-19T17:44Z [---] followers, [---] engagements "@SteveWps Thank you for the appreciation" [X Link](https://x.com/rosyprosperity/status/1980123591938371768) 2025-10-20T04:07Z [---] followers, [--] engagements "Thank you for the pushback The share price has indeed been sideways since the [----] IPO but the business has grown. Revenue has roughly doubled from about $150m in [----] to $300m TTM by Q2-2025. In Q2-2025 alone revenue was $72m and FPAUM reached $29B. They came public at a rich starting multiple. At IPO the stock was priced at $12 and implied a market cap around $1.4B against [----] adjusted net income of $62.8m (my DE proxy) that is more than [--] earnings so some multiple compression was always on the horizon. Today it is a $1.1B smallcap which I view as a feature discovery can drive rerating as" [X Link](https://x.com/rosyprosperity/status/1980133617696133206) 2025-10-20T04:46Z [---] followers, [--] engagements "@BrookfieldBets Also choose $BNT (the inter-exhcangeable share with $BN) as a non-Canadian to circumvent the withholding tax of 25%" [X Link](https://x.com/rosyprosperity/status/1980134833532580018) 2025-10-20T04:51Z [---] followers, [--] engagements "@Wwcap2 Are you with us fella https://x.com/rosyprosperity/status/1979176036370698393 "So you are really telling me you went heavy leveraged long on the privatecreditheavy alt managers $ARES and $APO during a regional banking crisis driven by rising delinquencies and a generous dose of fraud Only for them to hit ATHs just [--] months later" https://t.co/mvzeomecd3 https://x.com/rosyprosperity/status/1979176036370698393 "So you are really telling me you went heavy leveraged long on the privatecreditheavy alt managers $ARES and $APO during a regional banking crisis driven by rising delinquencies" [X Link](https://x.com/rosyprosperity/status/1980379548392001658) 2025-10-20T21:04Z [---] followers, [--] engagements "@LOGOinvestor $ARES too baby" [X Link](https://x.com/rosyprosperity/status/1982132274620449190) 2025-10-25T17:08Z [---] followers, [---] engagements "$ARES through Talebs lens: Fragile Robust or ANTIFRAGILE My take: ANTIFRAGILE - but with a lag. When credit breaks $ARES gets stronger. 1) Fees accelerate in stress not slump. GFC and Covid were supposed to kneecap fee engines. $ARES did the opposite. Management fees grew the fastest right through those dislocations: +25% CAGR in 2008-2010 and +27% CAGR in 2019-2021. That is at least robust practically countercyclical. 2) Locked capital = freedom to attack chaos. 82% of AUM and 91% of management fees come from perpetual or longdated capital. No redemption deathspiral. They can play offense" [X Link](https://x.com/rosyprosperity/status/1984675782732460171) 2025-11-01T17:35Z [---] followers, [---] engagements "🔥 Outstanding $ARES Earnings Release for Q3-2025 Exactly as I have laid it out in my playbook policy tailwinds would pull CapEx forward and drive a newmoney wave in direct lending and thus credit deployment opportunities. The numbers now show it. Profitability scaled FRE $471m (+39% YoY) at a 41.4% margin management fees $971m (+28%). Aftertax RI/share (Distributable earnings/share) landed at $1.19 (+25% YoY). The bigger story is activity. Total gross capital deployment hit $41.7B vs $29.6B last year a sharp stepup. Private credit did the heavy lifting $33.1B of the $41.7B. With $149B of" [X Link](https://x.com/rosyprosperity/status/1985338971346383324) 2025-11-03T13:31Z [---] followers, [---] engagements "@HighbrowHaze That fearmongering gave us yet another opportunity. $ARES keeps printing mid 20s% DE/share growth. https://x.com/rosyprosperity/status/1985338971346383324 🔥 Outstanding $ARES Earnings Release for Q3-2025 Exactly as I have laid it out in my playbook policy tailwinds would pull CapEx forward and drive a newmoney wave in direct lending and thus credit deployment opportunities. The numbers now show it. Profitability scaled FRE https://t.co/Z7iCmqzD3C https://x.com/rosyprosperity/status/1985338971346383324 🔥 Outstanding $ARES Earnings Release for Q3-2025 Exactly as I have laid it" [X Link](https://x.com/rosyprosperity/status/1985425645963276766) 2025-11-03T19:15Z [---] followers, [--] engagements "@capital_mindset Great comparison between the [--] scenarios. Do you happen to have an opinion for $ORCL at current price" [X Link](https://x.com/rosyprosperity/status/1985454567895506961) 2025-11-03T21:10Z [---] followers, [---] engagements "@capital_mindset Listened to the $ARES call. They have laid the thesis that Q4 will be the second highest quarter in terms of deployment. They are also planning a few big flagship funds for early [----] from which they had none in [----] and still managed to fundraise . a lot" [X Link](https://x.com/rosyprosperity/status/1985457525068591231) 2025-11-03T21:22Z [---] followers, [---] engagements "Greetings fellow I have written [--] deep dive articles on $HIPO through the years. Exceptional company but with wrong valuation at IPO. If you are interested you can check them here: [--]. - December 18th [----] [--]. - September 12th [----] https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-holdings-hipo-an-insurtech https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-holdings-hipo-an-insurtech" [X Link](https://x.com/rosyprosperity/status/1985571982981673112) 2025-11-04T04:57Z [---] followers, [---] engagements "$APO baby $APO Exceptional results for Q3-2025 I feel it new ATHs incoming in very short time (6-9 months)" [X Link](https://x.com/rosyprosperity/status/1985700050807230491) 2025-11-04T13:25Z [---] followers, [---] engagements "$HIPO made real changes this quarter not just nicer KPIs. They moved to consolidated lineofbusiness reporting restructured and sold the homebuilder distribution network for a $91m net gain. This is the simpler faster model they promised. NLR 48% and ER 52% CR at 100% vs 128% last year. GWP $311m (+33% YoY) and revenue $121m (+26%). Programs up to [--]. Less concentration too Homeowners down to 32% of GWP as CMP and Casualty take more weight. Quiet CATs helped yes but attritional losses and expenses improved as well. Next step is to hold sub100% CR and keep building the diversified engine. Good" [X Link](https://x.com/rosyprosperity/status/1986166307021304196) 2025-11-05T20:18Z [---] followers, [---] engagements "I got intrigued by $MTCH when Elliott Management got involved last year. Did some research and bought in. In retrospect I was too early and anticipated too much of Elliott. They were really really slow with the changes. My thesis is simple: MTCH should prioritize high-paying customers with Tinder not volumes. If someone is on Tinder he is there for the hookups and will not care if he pays $30-50/month or $150/month. The difference is negligible for the people that have the time and money to spent on dates yet phenomenal for the margins of $MTCH. The other business focused on marriage etc are" [X Link](https://x.com/rosyprosperity/status/1986184083135705369) 2025-11-05T21:29Z [---] followers, [--] engagements "@sadandlonely_69 Some view it as discriminatory other view it as normal free market relation" [X Link](https://x.com/rosyprosperity/status/1986184600855474592) 2025-11-05T21:31Z [---] followers, [--] engagements "@sadandlonely_69 Life insurance is priced differently health insurance is priced differently auto liability insurance is priced differently. A lot of things are priced differently relative to the age of the buyer" [X Link](https://x.com/rosyprosperity/status/1986185728888348761) 2025-11-05T21:35Z [---] followers, [--] engagements "New ATHs in $APO & $ARES by May-2026 Hell Yeah Absolutely not Results Are you delusional Hell Yeah Absolutely not Results Are you delusional" [X Link](https://x.com/rosyprosperity/status/1986187012940952000) 2025-11-05T21:41Z [---] followers, [---] engagements "@sadandlonely_69 Is there a specific reason why you prefer $CNI over $CP for example Looking to get a little exposure in thag direction but I am still pondering exactly which company" [X Link](https://x.com/rosyprosperity/status/1986877132367118578) 2025-11-07T19:23Z [---] followers, [---] engagements "@sadandlonely_69 Fella thank you very much for the clarifications. Appreciate it a lot Also their grain haulage business is also a solid angle - if I am not mistaken the CAD fluctuations could work in $CNI favor" [X Link](https://x.com/rosyprosperity/status/1986916531536621630) 2025-11-07T21:59Z [---] followers, [---] engagements "@InvestInAssets @grok can you list me the companies that belong to that list but also include a ROE hurdle of 20%" [X Link](https://x.com/rosyprosperity/status/1987464260046512455) 2025-11-09T10:16Z [---] followers, [--] engagements "@MrJulius007 $PJT will have a lot of work too. And of course it went down while printing almost +100% growth in EPS YoY Bullish" [X Link](https://x.com/rosyprosperity/status/1987533453529686150) 2025-11-09T14:51Z [---] followers, [---] engagements "$XHB Homebuilders will rip if the 50-year mortgages are introduced for real. My personal picks would be $LEN and $LGIH" [X Link](https://x.com/rosyprosperity/status/1987620442333413809) 2025-11-09T20:36Z [---] followers, [----] engagements "Just buy $APO $BN $KKR $ARES and stand back for the next decade (or two) while reinvesting every dividend. On my numbers this fourpack should compound at [--] the markets CAGR over time if the market does 10% a year I expect 20% annualized from the basket. Enjoy the life itself. Weightings: 2:2:1:1 (33.33% 33.33% 16.66% 16.66%) Why these four and why those weights $APO $KKR and $BN ( $BNT ) own the stack asset management + origination + insurance/annuities and can lead or anchor large complex transactions just like the banks before DoddFrank. They are the new banks. The public market has not" [X Link](https://x.com/rosyprosperity/status/1987624606102917376) 2025-11-09T20:53Z [---] followers, [---] engagements "@3Plantey2 @ContrarianCurse This is the first time I have talked about $CSU.TO I think you are mistaking me with someone else" [X Link](https://x.com/rosyprosperity/status/1987625087051223256) 2025-11-09T20:55Z [---] followers, [---] engagements "@sadandlonely_69 Or alternatively he could get the Supreme Court to rule against them and save face together with running it hot" [X Link](https://x.com/rosyprosperity/status/1988349557458251904) 2025-11-11T20:54Z [---] followers, [--] engagements "@NewcomerInvest Hey fellow I was trying to find a chart depicting NAV per share vs share price in order to visualise the ever standing discount that $BN trades at. Do you happen to have a source for something similar I am also thinking of doing it myself if I cannot find one" [X Link](https://x.com/rosyprosperity/status/1988671182275854585) 2025-11-12T18:12Z [---] followers, [---] engagements "@sadandlonely_69 You are not alone mate. $SQN.SW was/is the best opportunity and I missed it like an idiot - long time user but did not expect that much growth ex Switzerland" [X Link](https://x.com/rosyprosperity/status/1988672038228422931) 2025-11-12T18:15Z [---] followers, [--] engagements "@TheWiseIC How much are you plugging for LTM EBITDA for $BN and how much for $APO Genuinely interested because it is the first time I see someone using that metric as a comparison for the alts" [X Link](https://x.com/rosyprosperity/status/1989004299008155793) 2025-11-13T16:15Z [---] followers, [---] engagements "@TheWiseIC @m37683711 More likely under 1x 0.66x to be exact Corporate debt is $20B while EBITDA for the LTM is $30B" [X Link](https://x.com/rosyprosperity/status/1989022893959754108) 2025-11-13T17:29Z [---] followers, [--] engagements "Basically yes but there are similar irregularities in the other companies too. IFRS accounting cannot capture the modern alternative asset management balnce sheet/earnings properly. That type if measure can only be useful if you adjust it a little bit. Instead of Debt to EBITDA one could use: exclusively Corporate Debt to Distributable Earnings (DE)" [X Link](https://x.com/rosyprosperity/status/1989025556919144924) 2025-11-13T17:40Z [---] followers, [--] engagements "Okay I knew the obvious connections of our beloved Bruce Flatt to Mike Carney and correctly predicted the later's victory in Canada. However I really did not anticipate that Bruce will openly cheer political figures in the letters to shareholders of $BN $BNT $BN.TO $BNT.TO (I am long) I will paraphrase: Crony capitalism is not bad. Crony capitalism is only bad if I am not involved but. if I am part of that crony capitalism - I defend it Source: Full video source: https://www.youtube.com/watchv=pR-XPcaXaEw https://www.youtube.com/watchv=WWCLI7lXEdI All those beautiful & magnificent news and" [X Link](https://x.com/rosyprosperity/status/1989067008655217070) 2025-11-13T20:25Z [---] followers, [---] engagements "@lundeen_ne @blondesnmoney I would have gladly tried with a miniature bet just for the thrill if not anything else. I love shitcos. And surprisingly or not they sometimes do perform exceptionally well: $XYF $JFIN $YRD since later 2023" [X Link](https://x.com/rosyprosperity/status/1989085669361397922) 2025-11-13T21:39Z [---] followers, [---] engagements "The accumulated unrealized carry is huge. $6.4B sitting currently on the balance sheet and $33.6B expected to be generated and realized from already raised 3rd party capital. When that carry starts to get realized at higher proportions. Good things will happen to us shareholders. Cannot wait" [X Link](https://x.com/rosyprosperity/status/1989238111486824790) 2025-11-14T07:44Z [---] followers, [---] engagements "@xiscocanaves That is exactly how I am looking down on the naysayers and constant skeptics every time $BN $BN.TO hits a new ATH - with a cold smile. People will look back a decade from now and will ask how they could have missed the next (even better more optimized) $BRK.B $BRK.A" [X Link](https://x.com/rosyprosperity/status/1989414333085094377) 2025-11-14T19:25Z [---] followers, [---] engagements "@NewcomerInvest @TheWiseIC $APO and $KKR are asset-heavy more like $BN $BNT not $BAM But yes $BX $CG $TPG $ARES are more suitable apples to apples to $BAM" [X Link](https://x.com/rosyprosperity/status/1989676452938227723) 2025-11-15T12:46Z [---] followers, [---] engagements "@ValueFanatic26 Brookfield also represents a large percentage of my portfolio (over 30%). Long time long-term holder. Cannot wait for all that carry to start being realized. https://x.com/rosyprosperity/status/1989238111486824790s=46&t=puKf7bXQ_RnzZG3JbDvibg @SteveWps The accumulated unrealized carry is huge. $6.4B sitting currently on the balance sheet and $33.6B expected to be generated and realized from already raised 3rd party capital. When that carry starts to get realized at higher proportions. Good things will happen to us https://t.co/VcPZD6XvZ7" [X Link](https://x.com/rosyprosperity/status/1990010323315683529) 2025-11-16T10:53Z [---] followers, [--] engagements "@investingbyGenZ @Larryjamieson_ Ditch the constant naysayers homie we rolling with $BN $BNT they do not know what is coming. https://x.com/rosyprosperity/status/1989238111486824790s=46&t=puKf7bXQ_RnzZG3JbDvibg @SteveWps The accumulated unrealized carry is huge. $6.4B sitting currently on the balance sheet and $33.6B expected to be generated and realized from already raised 3rd party capital. When that carry starts to get realized at higher proportions. Good things will happen to us https://t.co/VcPZD6XvZ7 https://x.com/rosyprosperity/status/1989238111486824790s=46&t=puKf7bXQ_RnzZG3JbDvibg" [X Link](https://x.com/rosyprosperity/status/1990010870995263841) 2025-11-16T10:55Z [---] followers, [---] engagements "@ChrisK3861 @LemonPepperYBC @junkbondinvest @grok The merger has been announced since [--] years ago and all holders knew in advance that it will happen. It was not an overnight decision - people who did not like the merger could have withdrawn without a problem" [X Link](https://x.com/rosyprosperity/status/1990186021313732783) 2025-11-16T22:31Z [---] followers, [---] engagements "@ArturoVandelayI Long-time shareholder of $KKR & $BX Following you so that I can time my buys with your sells of the puts. Thank you in advance" [X Link](https://x.com/rosyprosperity/status/1990512833541599335) 2025-11-17T20:10Z [---] followers, [--] engagements "Do you happen to have an opinion also on $APO $ARES and $BNT Genuinely asking because I glanced through your profile and you do seem to nail perfectly the technicals and sentiment which I cannot do due to my biases. I am long the group through perpetual knock-out warrants but of course would like to increase exposure near the bottom as everyone else would like. Would gladly appreciate it if you share your view on the sector as a whole mainly in the short-term/sentiment aspects. https://twitter.com/i/web/status/1990514296720433172 https://twitter.com/i/web/status/1990514296720433172" [X Link](https://x.com/rosyprosperity/status/1990514296720433172) 2025-11-17T20:16Z [---] followers, [---] engagements "That scenario was written on the wall almost [--] years ago. Only if someone had predicted that Unfortunately it was not a real article. Nevertheless it is not far from the truth. Long $BN $BNT $BN.TO $BNT.TO Absolute players. 🚨Brookfield Denies 'Premature Celebration' After Leak Reveals Party Plans Before Carney's Record Deficit Budget Even Passes. Brookfield insists the lavish event reportedly titled Fiscal Responsibility: A Celebration of Unlimited Government Spending is purely https://t.co/DaxaNUfMGh 🚨Brookfield Denies 'Premature Celebration' After Leak Reveals Party Plans Before Carney's" [X Link](https://x.com/anyuser/status/1990747984896856523) 2025-11-18T11:44Z [---] followers, [---] engagements "Absolutely all of them have started to underwrite/syndicate/originated even the investment grade deals themselves. $APO has been the most vocal on that matter through their differentiated Apollo Capital Solutions (ACS) line in the earnings calls. $KKR and $BN are also doing it but in a smaller scale for now at least. https://twitter.com/i/web/status/1990815514801701036 https://twitter.com/i/web/status/1990815514801701036" [X Link](https://x.com/rosyprosperity/status/1990815514801701036) 2025-11-18T16:13Z [---] followers, [---] engagements "@ApolloPerforms Yeah they are always lagging a bit the alternatives group - both upwards and downwards. Do you have an opinion on $APO and $ARES Interested to see your view of it through the same lens" [X Link](https://x.com/rosyprosperity/status/1990848443246358623) 2025-11-18T18:23Z [---] followers, [---] engagements "$NVDA We have successfully survived one more bear market. Congratulations everyone" [X Link](https://x.com/rosyprosperity/status/1991256291403022537) 2025-11-19T21:24Z [---] followers, [---] engagements "@zoomyzoomm I would just go long $APO from here. The dividend of $OWL is too much to cover and their capital is 80% permanent- it almost certainly will not get cut" [X Link](https://x.com/rosyprosperity/status/1992924260697010195) 2025-11-24T11:52Z [---] followers, [---] engagements "@blondesnmoney Tikr" [X Link](https://x.com/rosyprosperity/status/1993062900706201693) 2025-11-24T21:03Z [---] followers, [---] engagements "@ApolloPerforms Would you mind sharing a few of your ideas for the emerging markets and currency debasement Perhaps $PBR and $VALE" [X Link](https://x.com/rosyprosperity/status/1993396416212091089) 2025-11-25T19:08Z [---] followers, [---] engagements "The thesis is consistent as the one from $KKR and $BN regarding digital infrastructure investments. As was the case in late 1990s still playing nowadays - the one who owns the bottlenecks controls the returns. Towers fiber etc laid and paid by the industry in 1990s is still generating profits but for other people who ended up holding them. Bruce Flatt is right that nowadays it is even harder than before and you actually cannot build enough data centers fast. Apporvals electricity regulations they are the bottlenecks that will keep the returns for decades to come" [X Link](https://x.com/rosyprosperity/status/1993429523959103826) 2025-11-25T21:20Z [---] followers, [---] engagements "I expect $APO multiples to start slowly climbing up to those of $KKR which are basically double. I also expect the same thing with $BN which is currently held down but for other reasons - the real estate that is held on the balance sheet and the market is absolutely skeptical about. It is mind blowing that $APO and $BN are trading at the same depressed multiples as $CG - we all know how are the things over there (a lot of their funds are massively underperforming and below [--] MOIC)" [X Link](https://x.com/rosyprosperity/status/1993764687758938381) 2025-11-26T19:31Z [---] followers, [---] engagements "@capital_mindset $AJG is indeed the most interesting one. I suspect that close to 97% of the market does not even know about their endeavours through Artex and even less about Chem-Mod carryforward benefits. I love their management" [X Link](https://x.com/rosyprosperity/status/1994144876343238925) 2025-11-27T20:42Z [---] followers, [--] engagements "@LibertyCappy Trump and Berslusconi would have been great buddies btw https://www.telegraph.co.uk/news/worldnews/europe/italy/7223365/Silvio-Berlusconi-says-immigrants-not-welcome-but-beautiful-girls-can-stay.html https://www.telegraph.co.uk/news/worldnews/europe/italy/7223365/Silvio-Berlusconi-says-immigrants-not-welcome-but-beautiful-girls-can-stay.html" [X Link](https://x.com/rosyprosperity/status/1994910496550768889) 2025-11-29T23:25Z [---] followers, [---] engagements "$ARES joins the $SPX $SPY Congratulations to all my fellow investors" [X Link](https://x.com/anyuser/status/1998159063075770549) 2025-12-08T22:33Z [---] followers, [---] engagements "@INArteCarloDoss Achievement Bulgaria mentioned An incredibly proud one here" [X Link](https://x.com/rosyprosperity/status/1998859783248687304) 2025-12-10T20:58Z [---] followers, [---] engagements "Capitulation at its true form. Hold the line fellow investors. The good times are ahead of us Veteran investor Jens Lgstrup says he has walked away from $NVO after the stocks sharp decline over the past year. He cites uncertainty driven by generic competition lawsuits U.S. political price pressure and a weaker dollar. So concerned about Novos outlook he says he Veteran investor Jens Lgstrup says he has walked away from $NVO after the stocks sharp decline over the past year. He cites uncertainty driven by generic competition lawsuits U.S. political price pressure and a weaker dollar. So" [X Link](https://x.com/anyuser/status/2001359236656246803) 2025-12-17T18:30Z [---] followers, [---] engagements "$NVO - this is just the beginning of a new Era "Wegovy pill approved in the US as first oral GLP-1 for weight management" https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916472 https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916472" [X Link](https://x.com/anyuser/status/2003378450250498386) 2025-12-23T08:13Z [---] followers, [---] engagements "Finally pulled the trigger and went leveraged long $EXO.AS. Now is the perfect time for the discount to NAV to widen from the current 60% to a glorious 90% just to welcome me aboard. Wish me calm seas & tailwinds" [X Link](https://x.com/rosyprosperity/status/1988351434983669819) 2025-11-11T21:01Z [---] followers, [---] engagements "@ContrarianCurse Should have listened even [--] days ago. Left only with indirect semi-exposure through $EXO.AS" [X Link](https://x.com/rosyprosperity/status/2019149304687129080) 2026-02-04T20:41Z [---] followers, [---] engagements "Going long $MRK and $CSL.AX in addition to $BNTX mainly due to the continuous spread of the Highly Pathogenic Avian Influenza (HPAI) A (H5N1) Virus: $MRK - only PUBLIC company with approved vaccine for veterinary use - the Nobilis platform for poultry currently in development for cattle $CSL.AX - ONLY company with approved manufactured and PRE-STOCKED vaccine for human use Will share more details and insights on both companies later. https://www.reuters.com/business/healthcare-pharmaceuticals/vaccine-makers-prep-bird-flu-shot-humans-just-case-rich-nations-lock-supplies-2023-03-20/" [X Link](https://x.com/rosyprosperity/status/1783256778014110190) 2024-04-24T22:08Z [---] followers, [---] engagements "Going long $TKWY.AS - combined improved evolved version of $UBER & $DASH" [X Link](https://x.com/rosyprosperity/status/1789108977256509722) 2024-05-11T01:43Z [---] followers, [---] engagements "@vdmandele I forgot to update my card for X Premium . Additionally regarding the orals - Novo leads on regulatory timing Lilly may win on pill convenience and scalability but "labels" and approval dates will decide the real edge in the end. Novo is expecting it Q4 2025" [X Link](https://x.com/rosyprosperity/status/1953193805429260326) 2025-08-06T20:37Z [---] followers, [--] engagements "@vdmandele While Lilly is expecting it in early [----] so $NVO has the edge here. The real threat in my opinion could come from $ROG.SW - they could really surprise is" [X Link](https://x.com/rosyprosperity/status/1953194020316000625) 2025-08-06T20:38Z [---] followers, [--] engagements "10/ Scorecard: What I am watching for (please hold me to it) [--]. ExCAT LR low50s HHIP exCAT 45%. [--]. Hybrid fronting net LR 40%. [--]. Retention 4045% unless programlevel ROE hurdle +300 bp with aggregate intact. [--]. Fees 2530% of revenue through the soft patch. [--]. Fixed OpEx low30% near term. https://twitter.com/i/web/status/1966113696859529600 https://twitter.com/i/web/status/1966113696859529600" [X Link](https://x.com/rosyprosperity/status/1966113696859529600) 2025-09-11T12:16Z [---] followers, [--] engagements "$PX P10 Inc. Any fellow investors in $PX out there I am long and keen to discuss the company's future outlook with others. Let's exchange thoughts. CC: $BX $APO $ARES $CG $TPG $BN $BAM $BNT $PJT https://p10alts.com/ https://p10alts.com/" [X Link](https://x.com/rosyprosperity/status/1976005234431492172) 2025-10-08T19:22Z [---] followers, [---] engagements "I think for an objective view of the situation you should look at total returns (with dividends reinvested) rather than clear share price comparison. The dividend yield on all BDCs of which $BIZD is comprised of is always a double digit. Their main purpose is generating income not share price appreciation directly" [X Link](https://x.com/rosyprosperity/status/1976719421935624487) 2025-10-10T18:40Z [---] followers, [--] engagements "@TrenchSoup @StealthQE4 US/International: $PX $GCMG LatAm focused: $PAX $VINP" [X Link](https://x.com/rosyprosperity/status/1977055096476516672) 2025-10-11T16:54Z [---] followers, [---] engagements "I just published a deep dive on $PX (P10 Inc.). It is a $1B alt manager trading around 8x LTM DE with $41.9B AUM / $28.9B FPAUM and 50% FRE margins. Hard to find fee engines this cheap. The model is simple and powerful fees over carry. In almost all cases the carried interest stays with the investment professionals not the public parent. That means steadier revenue and higher margins at the holdco due to lower personnel expenses. Think $OWL more than $ARES / $CG. Runway looks real: flagship refresh at RCP Advisors secondaries and NAV finance via Hark Capital venture debt at WTI GPstakes at" [X Link](https://x.com/rosyprosperity/status/1985121851132006450) 2025-11-02T23:08Z [---] followers, [---] engagements "Almost [--] years ago I said the moment of maximum pessimism gives phenomenal opportunities. Today all [--] of my bets have paid off. $XYF being the best performer with over +250% excluding dividends. My $JFIN YOC is north of 40%. Not bad for a shitco. TSR (with dividends reinvested) from December 29th [----] to November 13th 2025: $XYF +320% $JFIN +71% $YRD +68% $LX +125% Keep in mind that they have recently peaked during the summer and some are down 40% from those highs. The regulatory landscape in lending and insurance services is even cleaner now than in [----]. China has even started pushing" [X Link](https://x.com/rosyprosperity/status/1989429706962473052) 2025-11-14T20:26Z [---] followers, [---] engagements "Does anyone think we are done with the multiples compression in $MMC $AJG $BRO $AON" [X Link](https://x.com/rosyprosperity/status/1993401530251460732) 2025-11-25T19:28Z [---] followers, [---] engagements "$CSU.TO - My inner intuition tells me it is finally time to consider touching it. @ContrarianCurse Buy at Covid lows around CAD [----] @ContrarianCurse Buy at Covid lows around CAD 2600" [X Link](https://x.com/anyuser/status/2014785853596352751) 2026-01-23T19:42Z [---] followers, [---] engagements "@UniverseOf_Mind $7B for the whole industry is nothing. It will represent just a quarter of the inflows that $ARES got in Q4-2025 alone" [X Link](https://x.com/rosyprosperity/status/2014836559179112882) 2026-01-23T23:04Z [---] followers, [--] engagements "Have been since May [----] sold on the ATH day. Re-entered on Friday. I have also initiated a started position in $CSU to test the waters - have been eying it for a lot of time. And of course my precious $OWL. Hope the earnings are a blast to the bears. They are doing almost daily announcements of deployments we will see. https://twitter.com/i/web/status/2015526557716979920 https://twitter.com/i/web/status/2015526557716979920" [X Link](https://x.com/rosyprosperity/status/2015526557716979920) 2026-01-25T20:45Z [---] followers, [---] engagements "$IGV Software is back" [X Link](https://x.com/rosyprosperity/status/2016619482827919786) 2026-01-28T21:08Z [---] followers, [--] engagements "@griotalgerien Just did today. Although I. think we are in for at least [--] more months of side action in $CSU $CSU.TO $NVO is another animal been holding since the early August selloff in the low $40s" [X Link](https://x.com/rosyprosperity/status/2016628427311251510) 2026-01-28T21:44Z [---] followers, [---] engagements "@Citrini7 We will revisit this post when $ORCL is at $1000 in under [--] years. Mark my words" [X Link](https://x.com/rosyprosperity/status/2018651978847686677) 2026-02-03T11:45Z [---] followers, [----] engagements "@ContrarianCurse $HUN" [X Link](https://x.com/rosyprosperity/status/2018723852570767734) 2026-02-03T16:30Z [---] followers, [---] engagements "It's been a good journey with $NVO. That said I am not sticking around for the expected LDD revenue decline. Fully exited the position as of today. Terrible situation. On the flip side this could very well be viewed as a capitulation point. Initiated a position in Novo Nordisk $NVO at a confluence of weekly and monthly support. The sharp sell-off on lowered near-term growth guidance looks like a mispricing. At [---] NTM EV/EBITDA with 810% revenue growth and double-digit EPS expansion expected. Initiated a position in Novo Nordisk $NVO at a confluence of weekly and monthly support. The sharp" [X Link](https://x.com/anyuser/status/2018745251175727387) 2026-02-03T17:55Z [---] followers, [---] engagements "@ElDawg360 Did the same together with $ARES However I do think that we can go lower than the Liberation Day selloff" [X Link](https://x.com/rosyprosperity/status/2018807619490845138) 2026-02-03T22:03Z [---] followers, [--] engagements "@sadandlonely_69 I do agree with you. Just sold today together with $NVO Cleansing my portfolio" [X Link](https://x.com/rosyprosperity/status/2018815712077492652) 2026-02-03T22:35Z [---] followers, [---] engagements "@NestBetter @grok how do they calculate organic growth Is there something out of the ordinary" [X Link](https://x.com/rosyprosperity/status/2018969668581466582) 2026-02-04T08:47Z [---] followers, [---] engagements "Please do tell me when you exit the $ARES very very long term shareholder here looking to add to my position at every local bottom so to say. Also what is your thesis behind the $LEN short You do not think that the worst in housing is behind us Personally I think prices will stabilize at current levels while volumes just slightly increase throughout [----] leading to flat margins YoY. https://twitter.com/i/web/status/2019101859533803543 https://twitter.com/i/web/status/2019101859533803543" [X Link](https://x.com/rosyprosperity/status/2019101859533803543) 2026-02-04T17:32Z [---] followers, [--] engagements "Okay. $ARES reaching the lows of Liberation Day was absolutely not on my checklist back then. Nevertheless I am still standing firm. Five more months to go. Either ATHs or summer of [----] lows I do not see anything in between to be honest. Sentiment will either tank and alt managers will trade at 10xDE or recover to over 30xDE. "So you are really telling me you went heavy leveraged long on the privatecreditheavy alt managers $ARES and $APO during a regional banking crisis driven by rising delinquencies and a generous dose of fraud Only for them to hit ATHs just [--] months later"" [X Link](https://x.com/anyuser/status/2019484331484541165) 2026-02-05T18:52Z [---] followers, [---] engagements "Would you mind sharing whether you are buying some of those at current levels Would be more than eager to hear from a more informed person. $KKR one time refund of the performance fees was awful but expected to some extent given that their fund performance was/is reproted on a quarterly basis. Regarding $ARES - I have personally expected the dilution to be on the lower side this year 5-7% https://twitter.com/i/web/status/2019505617279353139 https://twitter.com/i/web/status/2019505617279353139" [X Link](https://x.com/rosyprosperity/status/2019505617279353139) 2026-02-05T20:17Z [---] followers, [---] engagements "@blondesnmoney While you are at it could you also short $ORCL" [X Link](https://x.com/rosyprosperity/status/2019530638588592628) 2026-02-05T21:56Z [---] followers, [---] engagements "@william_R2Rclub @victaurs I think the broader sentiment is more important than the earnings release. We saw that with $ARES - everything was in tact growing AUM by +30% YoY and sold off -12%" [X Link](https://x.com/rosyprosperity/status/2019662796603220308) 2026-02-06T06:41Z [---] followers, [--] engagements "@mattscottcap Feel absolutely the same especially having in mind how disconnected and behind the curve the normies in my country (Bulgaria) are" [X Link](https://x.com/rosyprosperity/status/2020259630329524574) 2026-02-07T22:13Z [---] followers, [--] engagements "@JustinvestToday $CHTR at [--] P/E I have been researching it for a long time and finally decided to go in. They have even started adding video subscriptions not losing. If everything goes according to plan it is trading at 2x [----] P/E - assuming zero revenue growth just lower CapEx" [X Link](https://x.com/rosyprosperity/status/2020448566183969257) 2026-02-08T10:44Z [---] followers, [--] engagements "$ORCL Investment Thesis (Long) I watched Larry at Oracle CloudWorld [----] and the conclusion was straightforward. Most enterprise software development is getting demoted from craft into manufacturing. And no Larry was not pitching vibe coding. He was pitching code generation inside a safe environment meaning a governed stack with constraints history policies audits patching and controls that prevent disasters. If you generate inside a governed environment you get leverage. If you generate in a random editor at midnight and ship to prod because you felt it you get an incident report and will" [X Link](https://x.com/anyuser/status/2020582636490834003) 2026-02-08T19:36Z [---] followers, [---] engagements "@ContrarianCurse $GOOG $GOOGL is entering the debasement trade in way from what I understand. Locking long duration rates while currencies inflate away" [X Link](https://x.com/rosyprosperity/status/2020900455170105711) 2026-02-09T16:39Z [---] followers, [---] engagements ""So you are really telling me you went heavy leveraged long on the privatecreditheavy alt managers $ARES and $APO during a regional banking crisis driven by rising delinquencies and a generous dose of fraud Only for them to hit ATHs just [--] months later"" [X Link](https://x.com/anyuser/status/1979176036370698393) 2025-10-17T13:21Z [---] followers, [----] engagements "$ORCL Investment Thesis (Long) I watched Larry at Oracle CloudWorld [----] and the conclusion was straightforward. Most enterprise software development is getting demoted from craft into manufacturing. And no Larry was not pitching vibe coding. He was pitching code generation inside a safe environment meaning a governed stack with constraints history policies audits patching and controls that prevent disasters. If you generate inside a governed environment you get leverage. If you generate in a random editor at midnight and ship to prod because you felt it you get an incident report and will" [X Link](https://x.com/anyuser/status/2020582636490834003) 2026-02-08T19:36Z [---] followers, [---] engagements "Okay. $ARES reaching the lows of Liberation Day was absolutely not on my checklist back then. Nevertheless I am still standing firm. Five more months to go. Either ATHs or summer of [----] lows I do not see anything in between to be honest. Sentiment will either tank and alt managers will trade at 10xDE or recover to over 30xDE. "So you are really telling me you went heavy leveraged long on the privatecreditheavy alt managers $ARES and $APO during a regional banking crisis driven by rising delinquencies and a generous dose of fraud Only for them to hit ATHs just [--] months later"" [X Link](https://x.com/anyuser/status/2019484331484541165) 2026-02-05T18:52Z [---] followers, [---] engagements "$ORCL RPOs post earnings I bet over $750B $750B $750B-$1T $1T $750B $750B-$1T $1T" [X Link](https://x.com/anyuser/status/2019162802733101334) 2026-02-04T21:35Z [---] followers, [---] engagements "@CapitalObserver You can vibe code google in less than 1h" [X Link](https://x.com/anyuser/status/2018967374355923265) 2026-02-04T08:38Z [--] followers, [---] engagements "It's been a good journey with $NVO. That said I am not sticking around for the expected LDD revenue decline. Fully exited the position as of today. Terrible situation. On the flip side this could very well be viewed as a capitulation point. Initiated a position in Novo Nordisk $NVO at a confluence of weekly and monthly support. The sharp sell-off on lowered near-term growth guidance looks like a mispricing. At [---] NTM EV/EBITDA with 810% revenue growth and double-digit EPS expansion expected. Initiated a position in Novo Nordisk $NVO at a confluence of weekly and monthly support. The sharp" [X Link](https://x.com/anyuser/status/2018745251175727387) 2026-02-03T17:55Z [---] followers, [---] engagements "Initiated a position in Novo Nordisk $NVO at a confluence of weekly and monthly support. The sharp sell-off on lowered near-term growth guidance looks like a mispricing. At [---] NTM EV/EBITDA with 810% revenue growth and double-digit EPS expansion expected" [X Link](https://x.com/anyuser/status/1952748327008669824) 2025-08-05T15:07Z [---] followers, [----] engagements "$CSU.TO - My inner intuition tells me it is finally time to consider touching it. @ContrarianCurse Buy at Covid lows around CAD [----] @ContrarianCurse Buy at Covid lows around CAD 2600" [X Link](https://x.com/anyuser/status/2014785853596352751) 2026-01-23T19:42Z [---] followers, [---] engagements "@ContrarianCurse Buy at Covid lows around CAD 2600" [X Link](https://x.com/anyuser/status/1987226039278285233) 2025-11-08T18:29Z [---] followers, [----] engagements "$AIG just announced a Lloyd's syndicate with $BX + Amwins. The interesting part isn't "PE buys insurance" (that's $APO / $KKR). It's: $BX provides sidecar capital $AIG provides AI underwriting (via $PLTR) Amwins provides customers. $AIG becomes a tech platform that earns fees. $BX gets underwriting upside without owning an insurer. Different flavor of PE + insurance convergence. https://twitter.com/i/web/status/2006189364997452195 https://twitter.com/i/web/status/2006189364997452195" [X Link](https://x.com/anyuser/status/2006189364997452195) 2025-12-31T02:23Z 11.2K followers, [----] engagements "$NVO - this is just the beginning of a new Era "Wegovy pill approved in the US as first oral GLP-1 for weight management" https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916472 https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916472" [X Link](https://x.com/anyuser/status/2003378450250498386) 2025-12-23T08:13Z [---] followers, [---] engagements "Capitulation at its true form. Hold the line fellow investors. The good times are ahead of us Veteran investor Jens Lgstrup says he has walked away from $NVO after the stocks sharp decline over the past year. He cites uncertainty driven by generic competition lawsuits U.S. political price pressure and a weaker dollar. So concerned about Novos outlook he says he Veteran investor Jens Lgstrup says he has walked away from $NVO after the stocks sharp decline over the past year. He cites uncertainty driven by generic competition lawsuits U.S. political price pressure and a weaker dollar. So" [X Link](https://x.com/anyuser/status/2001359236656246803) 2025-12-17T18:30Z [---] followers, [---] engagements "Veteran investor Jens Lgstrup says he has walked away from $NVO after the stocks sharp decline over the past year. He cites uncertainty driven by generic competition lawsuits U.S. political price pressure and a weaker dollar. So concerned about Novos outlook he says he wouldnt revisit the stock even at DKK [------] also pointing to worries over [----] sales and upcoming changes in management and the board. Link to article (in Danish): #StocksToWatch #Investing https://www.euroinvestor.dk/nyheder/kendt-investor-vil-ikke-roere-dansk-folkeaktie-med-en-ildtang" [X Link](https://x.com/anyuser/status/2001294184104317032) 2025-12-17T14:11Z [----] followers, [----] engagements "$ARES joins the $SPX $SPY Congratulations to all my fellow investors" [X Link](https://x.com/anyuser/status/1998159063075770549) 2025-12-08T22:33Z [---] followers, [---] engagements "Does anyone think we are done with the multiples compression in $MMC $AJG $BRO $AON" [X Link](https://x.com/rosyprosperity/status/1993401530251460732) 2025-11-25T19:28Z [---] followers, [---] engagements "Earlier today they were at 27% took the bet just for the thrill of it. Miniature amounts. I am betting the odds of a rate cut in December are higher of 50%. Powell at the latest FOMC conference: "When you don't know what to do or can't see just slow down." (cut rates) Source (at 27:50): https://t.co/nzsqQD0od3 I am betting the odds of a rate cut in December are higher of 50%. Powell at the latest FOMC conference: "When you don't know what to do or can't see just slow down." (cut rates) Source (at 27:50): https://t.co/nzsqQD0od3" [X Link](https://x.com/anyuser/status/1991241760303906960) 2025-11-19T20:26Z [---] followers, [---] engagements "I am betting the odds of a rate cut in December are higher of 50%. Powell at the latest FOMC conference: "When you don't know what to do or can't see just slow down." (cut rates) Source (at 27:50): https://youtu.be/gZsAKn1UtH4 https://youtu.be/gZsAKn1UtH4" [X Link](https://x.com/anyuser/status/1990845350106513547) 2025-11-18T18:11Z [---] followers, [----] engagements "🎯 $XYF https://t.co/G2RDSbOtvc $XYF https://t.co/G2RDSbOtvc" [X Link](https://x.com/anyuser/status/1990865791554576693) 2025-11-18T19:32Z [---] followers, [---] engagements "That scenario was written on the wall almost [--] years ago. Only if someone had predicted that Unfortunately it was not a real article. Nevertheless it is not far from the truth. Long $BN $BNT $BN.TO $BNT.TO Absolute players. 🚨Brookfield Denies 'Premature Celebration' After Leak Reveals Party Plans Before Carney's Record Deficit Budget Even Passes. Brookfield insists the lavish event reportedly titled Fiscal Responsibility: A Celebration of Unlimited Government Spending is purely https://t.co/DaxaNUfMGh 🚨Brookfield Denies 'Premature Celebration' After Leak Reveals Party Plans Before Carney's" [X Link](https://x.com/anyuser/status/1990747984896856523) 2025-11-18T11:44Z [---] followers, [---] engagements "🚨Brookfield Denies 'Premature Celebration' After Leak Reveals Party Plans Before Carney's Record Deficit Budget Even Passes. Brookfield insists the lavish event reportedly titled Fiscal Responsibility: A Celebration of Unlimited Government Spending is purely hypothetical and in no way connected to the billions in new spending that just happen to align perfectly with several Brookfield-led initiatives. Full article in comments" [X Link](https://x.com/anyuser/status/1990520620136779943) 2025-11-17T20:41Z 56.7K followers, 45.8K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@rosyprosperity Rosy Prosperity Research
Rosy Prosperity Research posts on X about $ares, $apo, $bn, $bnt the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [---] -90%
- [--] Month [-----] +1,157%
- [--] Months [------] +2,443%
- [--] Year [------] +1,649%
Mentions: [--] #
- [--] Months [---] +967%
- [--] Year [---] +1,000%
Followers: [-----] #
- [--] Week [---] -0.92%
- [--] Month [---] +2.40%
- [--] Months [---] +209%
- [--] Year [---] +266%
CreatorRank: undefined #
Social Influence
Social category influence stocks finance cryptocurrencies countries financial services technology brands luxury brands fashion brands currencies
Social topic influence $ares, $apo, $bn, $bnt, $kkr, $nvo, $bam, $bx, insurance, $px
Top accounts mentioned or mentioned by @sadandlonely69 @contrariancurse @grok @capitalmindset @kndistressed @vdmandele @stevewps @thewiseic @blondesnmoney @hippoinsurance @andrewm61370616 @highyieldharry @junkbondinvest @newcomerinvest @apolloperforms @cornelialake @ruthcapital @fiveguyschase @thelonginvest @learntocroon
Top assets mentioned Ares Management, Corp. (ARES) Apollo Global Management, Inc. (APO) Brookfield Corporation (BN) Bancor (BNT) KKR & Co, Inc. (KKR) Novo-Nordisk (NVO) Brookfield Asset Management Inc (BAM) Blackstone, Inc. (BX) Not Pixel (PX) Carlyle Group, Inc. (CG) TPG Inc. (TPG) Blue Owl Capital, Inc. (OWL) Oracle Corporation (ORCL) PJT Partners Inc. (PJT) Lennar Corporation (LEN) Ares Commercial Real Estate Corporation (ACRE) SPDR S&P [---] ETF Trust (SPY) Adobe, Inc. (ADBE) Alphabet Inc Class A (GOOGL) Arthur J. Gallagher & Co. (AJG) Brookfield Reinsurance Ltd. (BNRE) Patria Investments Ltd. (PAX) PolkaBridge (PBR) Alibaba Group (BABA) VALE S.A. (VALE) Match Group Inc (MTCH) Lemonade, Inc. (LMND) The Baldwin Insurance Group, Inc. Class A Common Stock (BWIN) The Root Network (ROOT) Palomar Holdings, Inc. Common stock (PLMR) Markel, Corp. (MKL) Eli Lilly and Company (LLY) Canadian National Railway (CNI)
Top Social Posts
Top posts by engagements in the last [--] hours
"🌊 Riding the Crest: $ARES and the Surge of Alternative Asset Managers 👑 Ares Management - The Bespoke Leader in Tailored Private Credit Solutions Read the full article on our FREE Substack: cc: $BX. $APO $KKR $CG $BN $BNRE $BAM $OWL $TPG $PAX https://rosyprosperityresearch.substack.com/p/1-riding-the-crest-ares-and-the-surge https://rosyprosperityresearch.substack.com/p/1-riding-the-crest-ares-and-the-surge"
X Link 2023-11-28T18:00Z [--] followers, [---] engagements
"$PJT was created by a merger of the advisory arm of $BX(spin-off) and PJT Capital LP back in October [----]. @CorneliaLake And the $BX spin-off $PJT will be the biggest beneficiary of those transactions. @CorneliaLake And the $BX spin-off $PJT will be the biggest beneficiary of those transactions"
X Link 2023-12-13T22:43Z [--] followers, [---] engagements
"1) Is [----] the perfect time for China to shine once again The Year of the Wood Dragon could bring some positive surprises. The moment of maximum pessimism bring phenomenal opportunities. Recently we went "long" a basket of stocks that have the potential to outperform when/if sentiment changes. $XYF $JFIN $YRD $LX cc: $LU $FINV"
X Link 2023-12-29T08:07Z [--] followers, [---] engagements
"3) The major thing we have been waiting for before we invest is to make sure each one of the [--] companies is going to return capital to shareholders in some way. For all of them it is currently a mix of dividends/buybacks. They have all paid dividend in [----] and are expected to continue so shall the financial performance allow them"
X Link 2023-12-29T08:07Z [--] followers, [--] engagements
"4) There are some difference between them in terms of capital allocation. While a few hoard the accumulated cash on the balance sheet some distribute all of it leading to higher ROE% $JFIN is the company we believe is the most shareholder "friendly". For now at least"
X Link 2023-12-29T08:07Z [--] followers, [--] engagements
"Bought today $XOM $CVE and $CNQ They just look relatively cheap to the broad market even at $70/barrel WTI. All of them are among the lowest cost producers listed on an exchange. Just after $EC and $PBR. Regarding $XOM - Rapidly ramping up offshore production with incredibly low break-evens. Regarding $CNQ - potential upside or hope not downside from the starting of the Trans Mountain pipeline. Second application approval/denial is expected in January Regarding $CVE - same situation with the pipeline and potential upside from the restart of their refineries some of which were shut down during"
X Link 2023-12-29T17:29Z [--] followers, [---] engagements
"@ruth_capital We also think Chinese equity market is just poised to outperform in [----]. There is a moment of maximum pessimism in the air and just a mere sentiment change can lead to share prices marching substantially higher. Long China for [----] Moment of Maximum Pessimism Creates Phenomenal Opportunities https://t.co/Iqtbn5J5pV $BABA $MCHI $KWEB $FXI cc: $SPY $QQQ https://t.co/pzuMEVeuem Long China for [----] Moment of Maximum Pessimism Creates Phenomenal Opportunities https://t.co/Iqtbn5J5pV $BABA $MCHI $KWEB $FXI cc: $SPY $QQQ https://t.co/pzuMEVeuem"
X Link 2023-12-31T00:57Z [--] followers, [--] engagements
"Does anyone have a view of where $PYPL is going in [----] Margin's have dropped from the highs but the revenue is increasing steadily. Currently not at a crazy high valuation that could be a good entry point for [----]. $QQQ"
X Link 2024-01-01T19:20Z [--] followers, [--] engagements
"Without a doubt it would be Chanel. If I could buy shares in only ONE private company. I would buy Cargill. What about you https://t.co/Py2SO1SWbd If I could buy shares in only ONE private company. I would buy Cargill. What about you https://t.co/Py2SO1SWbd"
X Link 2024-01-01T21:25Z [--] followers, [---] engagements
"$PEAN.SW - Peach Property AG - an interesting overlooked gem Small German "REIT" listed on Swiss stock exchange. - 96% Germany/4% Switzerland portfolio exposure. - Currently trading at a Price/Book Value of under [---] even if we account for the most recent convertible bond with a strike price of CHF [--] issued to the current largest shareholder - a subsidiary of $ARES - The most significant part of the CapEx. for the energy efficiency improvements is already behind us. - The German real estate market is still running hot and not expected to change the direction anytime soon. Disclosure: We do"
X Link 2024-01-02T19:52Z [--] followers, [--] engagements
"$PEAN.SW - Peach Property AG - an interesting overlooked gem Small German "REIT" listed on Swiss stock exchange. - 96% Germany/4% Switzerland portfolio exposure. - Currently trading at a Price/Book Value of under [---] even if we account for the most recent convertible bond with a strike price of CHF [--] issued to the current largest shareholder - a subsidiary of $ARES - The most significant part of the CapEx for the energy efficiency improvements is already behind us. - The German real estate market is still running hot and not expected to change the direction anytime soon. Disclosure: We do"
X Link 2024-01-02T19:54Z [--] followers, [--] engagements
"Hi If you have any particular topics you want to discuss we can do it. I own the whole basket because they are all in the same industry - online micro lending and slowly entering the online insurance brokerage business. They all faced the same headwinds due to slow regulation process 2018-2020 but I think that's now all in the past. The harsh lockdowns in 2020-2022 also set them back substantially. They have only been operating in "normal" circumstances since the beginning of [----] and showed incredible performance in revenue/earnings growth and incredibly low loan delinquency rates of under"
X Link 2024-01-13T23:51Z [--] followers, [--] engagements
"@FiveGuysChase The upward squeeze has already started The low float percentage contributes even more to the already incredibly cheap valuation. Have you recently found any other interesting and overlooked opportunities that you are willing to share"
X Link 2024-01-13T23:56Z [--] followers, [--] engagements
"@kndistressed Check $GROY - fairly illiquid volatile but still pretty cheap when compared to peers. Look through the investor presentation and transcripts about their anticipated ramp up in revenues from A rated operators which also happen to be shareholders"
X Link 2024-04-06T23:15Z [--] followers, [--] engagements
"In precious metals no. However just this week I have built a position in $VALE with average around $11.90 I expect Iron Ore prices to recover to at least $115 I dont believe the narrative of China collapse. They have been the major buyer Q4-2023 and Q1-2024 when prices recently hit $140 they were still buying. And also I doubled my $BNTX position. Also bought more $BABA calls. I feel incredibly bullish on that one the buyback is phenomenal. In the interview Tsai said they will be doing at least $12B a year regardless of price. They are targeting 3% share reduction per year while at current"
X Link 2024-04-06T23:30Z [--] followers, [--] engagements
"@kndistressed Exited only $LX holding $JFIN $YRD and the little $XYF I was able to purchase back in December its extremely illiquid"
X Link 2024-04-07T09:11Z [--] followers, [--] engagements
"BioNTech $BNTX - Revolution in Rare Disease Treatments at Spectacular Valuation The Silent AI Champion: Leveraging RAG LLMs via InstaDeep: https://rosyprosperityresearch.substack.com/p/biontech-bntx-revolution-in-rare https://rosyprosperityresearch.substack.com/p/biontech-bntx-revolution-in-rare https://rosyprosperityresearch.substack.com/p/biontech-bntx-revolution-in-rare https://rosyprosperityresearch.substack.com/p/biontech-bntx-revolution-in-rare"
X Link 2024-04-14T20:21Z [---] followers, [----] engagements
"Table Of Contents - $BNTX [--]. History of BioNTech [--]. Current Standing of BioNTech [--]. COVID-19 and Seasonal Flu Vaccines [--]. Anecdotal Observation on Perfect Execution [--]. Current Pipeline as of 14th of April [----] [--]. Gathered Insights from Baillie Gifford - Quarterly & Annual Portfolio Update Letters - Stance on Moderna [--]. Corporate Strategy - Partnerships & Collaborations - Strategic Acquisitions [--]. InstaDeep - The (Hidden) Gem $RXRX $ABCL - Retrieval-Augmented Generation (RAG) [--]. Possible Catalysts and Potential Risks - Emergency Vaccine Develop Immunity from the PREP Act [--]. Valuation"
X Link 2024-04-14T20:26Z [---] followers, [---] engagements
"With the potential of an ECB rate cut increasing by the week $PEAN.SW under CHF [--] seems more and more like a phenomenal deal. Building materials cost inflation is here to stay for the foreseeable future as is the demand for low-cost housing in Western Europe. A price target of over 2x at CHF [--] is totally achievable even on the first rate cut from the ECB which will increase the equity of the company allowing them to refinance at better terms. $PEAN.SW - Peach Property AG - an interesting overlooked gem https://t.co/k2iYlTDncW Small German "REIT" listed on Swiss stock exchange. - 96%"
X Link 2024-04-14T23:32Z [--] followers, [---] engagements
"Next article incoming would be featuring Genpact Ltd. $G - the company which was spun off from $GE $G was central in the expansion of the BPO (Business-Process-Outsourcing) industry during the 2000s and early 2010s. Currently they are again on the crest of the wave riding the AI/ML Integration & Consulting demand which has recently started to surface. https://www.genpact.com/ https://www.genpact.com/"
X Link 2024-04-14T23:42Z [--] followers, [---] engagements
"@kndistressed I also wish Their execution is indeed top of the line bordering that of $RMS.PA"
X Link 2024-05-03T00:21Z [--] followers, [--] engagements
"Substack version of the same $MTCH article: https://rosyprosperityresearch.substack.com/p/mtch-the-critical-insights-97-of How long will it take for the market to uncover the full potential of $MTCH and recognise the gem it represents at current share price levels A quiet revolution is boiling behind closed doors. It's like rediscovering & integrating the Ad Auctions business model by $META https://rosyprosperityresearch.substack.com/p/mtch-the-critical-insights-97-of How long will it take for the market to uncover the full potential of $MTCH and recognise the gem it represents at current"
X Link 2024-05-20T00:07Z [--] followers, [--] engagements
"I am also launching a live portfolio you can follow in real time on Savvy Trader with a mirror on Snowball Analytics for Total Return with dividends included. Savvy Trader: Snowball: https://snowball-analytics.com/public/portfolios/LUqXieZapY https://savvytrader.com/rosyprosperity/prosperity-phenomss=OTk4MjE6OTE4NQ== https://snowball-analytics.com/public/portfolios/LUqXieZapY https://savvytrader.com/rosyprosperity/prosperity-phenomss=OTk4MjE6OTE4NQ=="
X Link 2025-07-31T09:59Z [--] followers, [--] engagements
"Initiated a position in Novo Nordisk $NVO at a confluence of weekly and monthly support. The sharp sell-off on lowered near-term growth guidance looks like a mispricing. At [---] NTM EV/EBITDA with 810% revenue growth and double-digit EPS expansion expected"
X Link 2025-08-05T15:07Z [---] followers, [----] engagements
"@vdmandele Competition is real. Near term the pressure from China (local GLP-1s semaglutide generics by [----] would lead to lowered price and share friction). In the US the bigger near-term drag is compounding. Novo has taken legal action against it that's where the low multiple comes fr"
X Link 2025-08-06T20:35Z [--] followers, [--] engagements
"This is big. I am increasing my exposure. $BN $BNT $BX $KKR $APO $ARES $CG $TPG $BAM $PX $PJT https://www.reuters.com/business/finance/trump-sign-order-opening-way-alternative-assets-401ks-bloomberg-news-reports-2025-08-07/ https://www.reuters.com/business/finance/trump-sign-order-opening-way-alternative-assets-401ks-bloomberg-news-reports-2025-08-07/"
X Link 2025-08-07T11:52Z [--] followers, [---] engagements
"$BN $BN.TO $BNT $BNT.TO You are still early for this under appreciated gem. If I had to choose only one stock to invest in it would be Brookfield Corporation. Keep an eye out about the NAV per share. Yes I am pounding the table on that one"
X Link 2025-08-07T13:40Z [--] followers, [----] engagements
"Brookfield will use the float from the insurance for its operations (investments) instead of: - taking on debt from 3rd parties - raising funds and only earning management fees on them - using own capital from the balance sheet They are predicting that the insurance assets (float) will reach $300B in [--] years. That is a lot especially since they are currently at around $80B. $APO is doing the same with Athene (US) and Athora (EU) $KKR is doing the same with Global Atlantic It is the next logical step forward adding SRE (spread-related earnings) to the current FREs"
X Link 2025-08-08T06:55Z [--] followers, [---] engagements
"1/ Hippo ($HIPO) Q22025: The Thesis Grows Up. On Dec 18th [----] I argued $HIPO could be a [---] from $8. Shares are now up 330% into the mid$30s. Not luck. The model finally fits the insurance cycle we actually have"
X Link 2025-09-11T12:16Z [--] followers, [--] engagements
"3/ Distribution Westwood/Baldwin now reaches [--] of the top [--] builders (35% of U.S. SF starts). Embedded at the closing table bannerad fishing. Scale without owning an army of agents"
X Link 2025-09-11T12:16Z [--] followers, [--] engagements
"4/ Q22025 receipts GWP $299m (+16% YoY) Revenue $117m (+31% YoY) Premium retention 39% (+9 pp YoY)"
X Link 2025-09-11T12:16Z [--] followers, [--] engagements
"11/ Risks Reinsurance credit/collateral CA/FL regulatory pushes channel concentration CAT clustering and reserve releases masking trends. Keeping aggregate and reinstatements funded before peak"
X Link 2025-09-11T12:16Z [--] followers, [--] engagements
"12/ Bottom line Hybrid + embedded + fee ballast is the right design for this tape. [---] remains possible but it must be earned with lossratio discipline Westwood scale and durable fees. 🔗 Full article: I own shares in $HIPO - This is not financial advice. Stay safe and be healthy https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up"
X Link 2025-09-11T12:16Z [--] followers, [--] engagements
"Hippo ($HIPO) Q22025: The Thesis Grows Up [---] is still on the horizon (Q22025 update) Substack Article: On December 18th [----] I wrote that $HIPO could be a [---] from $8. Shares are now up 330% into the mid$30s. Not luck. The business matured distribution leveled up and the model now fits the cycle we actually have. TL;DR Model: Hybrid underwriter + fronting platform with a retention dial targeting 4045% over time fees smooth the cycle. Distribution: Westwood/Baldwin now reaches [--] of the top [--] builders (35% of U.S. SF starts). Embedded at closing bannerad fishing. Execution: ExCAT loss ratios"
X Link 2025-09-11T12:24Z [---] followers, [---] engagements
"On December 18th [----] I argued $HIPO could be a [---] from $8. Shares are now up 330% into the mid$30s. Not luck. The model finally fits the insurance cycle we actually have. Latest article (September 11th 2025): First article (December 18th 2023): https://rosyprosperityresearch.substack.com/p/hippo-holdings-hipo-an-insurtech https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up Hippo ($HIPO) Q22025: The Thesis Grows Up [---] is still on the horizon (Q22025 update) Substack Article:"
X Link 2025-09-11T12:26Z [---] followers, [---] engagements
"Just went long $ADBE with an Open-End Turbo Long Knock-Out Warrant from EUWAX Strike Price: $326.10 (as of September 12th 2025) ISIN: DE000MJ2QVH7 WKN: MJ2QVH Issuer: Morgan Stanley ( $MS ) Let us see what happens next"
X Link 2025-09-12T14:08Z [--] followers, [---] engagements
"🔥 [--] edges in [--] week for $NVO: oral heart benefit + amylin data (fresh weightloss pathway) Thread 👇 $NVO $LLY"
X Link 2025-09-16T12:18Z [--] followers, [----] engagements
"(7/9) Tape check: Premarket indications had $NVO up 3% as investors digested the oral label win and todays amylin signal. (Day session can vary but the setup/sentiment is slowly improving.)"
X Link 2025-09-16T12:18Z [--] followers, [--] engagements
"(8/9) What to watch next: RENEW Phase [--] trial design & start (Q425) for cagrilintide U.S. label on Rybelsus for cardiovascular risk reduction Oral Wegovy filing/decision timing Competitive oral GLP1 timelines (e.g. $LLY s orforglipron submissions) and how payer coverage evolves"
X Link 2025-09-16T12:18Z [--] followers, [---] engagements
"@TheLongInvest You are definitely not alone on $NVO Our tribe is growing by the day"
X Link 2025-09-16T20:08Z [--] followers, [---] engagements
"$ADBE at $1000 before end of [----] Yes No Results Are you delusional Yes No Results Are you delusional"
X Link 2025-09-16T21:17Z [--] followers, [--] engagements
"Good news for $HIPO 🚨 Breaking: @Hippo_Insurance levels up its Board of Directors with two insurance powerhouses Announced September 16th [----]. 🌟 Laura Hay: Ex-Global Head of Insurance at KPMG (built fastest-growing sector led 10K+ pros across [--] countries). Championed diversity via Mind the Gap blog & workshops for 20K+ women/allies. Current boards: MetLife Everest Group ( $EG ) Girl Scouts of Greater NY. Expertise in growth strategy innovation & risk management. 🌟 Susan Holliday: Former Swiss Re ( $SREN.SW )exec (led strategy for $24.5B reinsurance biz advised early insurtech"
X Link 2025-09-17T06:41Z [---] followers, [---] engagements
"First person experience of $ADBE There is no alternative to Adobe Creative Cloud for enterprise clients @Learn_to_Croon @ValueSense_io I own two advertising agencies. There is no alternative to Adobe Creative Cloud. Figma is good for web design but you can't replace everything with Figma. We pay monthly for Adobe Figma Shutterstock ChatGPT and Midjourney. And soon (in two weeks) you can use other models @Learn_to_Croon @ValueSense_io I own two advertising agencies. There is no alternative to Adobe Creative Cloud. Figma is good for web design but you can't replace everything with Figma. We pay"
X Link 2025-09-21T10:51Z [--] followers, [---] engagements
"As a fellow investor have said: Kings dont buy flow $APO $APO at BofA - benefits of being the originator and lead principal investor. Eat your own cooking and run the damn football. https://t.co/z7LHbyea1D $APO at BofA - benefits of being the originator and lead principal investor. Eat your own cooking and run the damn football. https://t.co/z7LHbyea1D"
X Link 2025-09-22T14:46Z [---] followers, [---] engagements
"🌊 ALTS NEXT WAVE IS HERE - fresh from Ares Research Analyst TeachIn (September 25th 2025). $ARES just raised its [----] Wealth targets: AUM $100-$125B mgmt fees $600$800M annual equity raises $12-$17B 1H25 semiliquid fundraising annualizes to $14B. This wealth flywheel is scaling fast across channels and asset classes. Why the runway is HUGE (and not just for $ARES): [--]. Secondaries doublebarrel: Industry volume expected to 2x to $350-$450B by [----] GPled now 45% of activity and still compounding. Liquidity backlogs longer hold periods and exit friction keep fueling this engine. [--]. Digital"
X Link 2025-09-26T12:41Z [---] followers, [---] engagements
"📈 $AMZN vs $GOOG $GOOGL If you had to pick one: Which do you think will outperform the other over the next 6-12 months and why Lets discuss My pick : $GOOGL"
X Link 2025-09-27T15:10Z [--] followers, [--] engagements
"Me with $NVO How it feels when you buy the absolute bottom of a stock and it rallies right after https://t.co/cyMoeVB2k4 How it feels when you buy the absolute bottom of a stock and it rallies right after https://t.co/cyMoeVB2k4"
X Link 2025-10-06T11:51Z [---] followers, [--] engagements
"P&C insurers Free Cash Flow is always lumpy so a trailing P/FCF can indeed be misleading. I look at normalized distributable FCF to common. On my numbers: 2026E $40-60m stepping to $100-120m by [----] if execution stays on track. On those forward figures the multiple is far below 50x Bigger picture as I have stated since my first article when $HIPO was at $8 it is about the future prospects: a disciplined hybrid underwriter + fronting model a builder channel that now reaches much of the market (since the $BWIN acquisition of HIPO's Business and subsequent deal for distribution) and a more"
X Link 2025-10-09T19:40Z [---] followers, [--] engagements
"I think for an objective view of the situation you should look at total returns (with dividends reinvested) rather than clear share price comparison. The dividend yield of all BDCs is almost always a double digit. Their main purpose is generating income not share price appreciation directly"
X Link 2025-10-10T20:24Z [---] followers, [----] engagements
"I think most of the people commenting on the Private Credit and BDCs topic do not know what they are talking about at all. I think for an objective view of the situation you should look at total returns (with dividends reinvested) rather than clear share price comparison. The dividend yield of all BDCs is almost always a double digit. Their main purpose is generating income not share price appreciation directly. However they are all using the share price for the comparison"
X Link 2025-10-11T21:21Z [---] followers, [--] engagements
"@AndrewM61370616 @HighyieldHarry Are you being sarcastic"
X Link 2025-10-12T14:55Z [---] followers, [--] engagements
"@AndrewM61370616 @HighyieldHarry I think absolutely the same and especially regarding blue owl - every time I see the founders/ceos giving an interview I cannot hold my laughter"
X Link 2025-10-12T18:04Z [---] followers, [--] engagements
"New piece up. Short version: policy tilts the table. OBBBA tax shield shows up day one tariffs push sourcing onshore real rates nap (debasement). Result: more financed CapEx and a busier pipeline for private credit. Details tables receipts full article: $ARES $APO $CG $BX $TPG $OWL $BN $BNT $BAM $PX $PJT https://rosyprosperityresearch.substack.com/p/depreciate-fast-borrow-smart-navigating https://rosyprosperityresearch.substack.com/p/depreciate-fast-borrow-smart-navigating"
X Link 2025-10-12T19:43Z [---] followers, [--] engagements
"@buccocapital @grok which companies is he talking about"
X Link 2025-10-13T16:38Z [---] followers, [---] engagements
"Buying $EXO.AS on Monday. Feeling optimistic about its future. I do not know why exactly now just my inner intuition"
X Link 2025-11-01T22:19Z [---] followers, [---] engagements
"Up next: $HIPO - I first wrote on [--] Dec [----] at $8.27. It is now $25.37 (3). I will review what has changed and why I think it is just the beginning"
X Link 2025-07-31T09:59Z [---] followers, [--] engagements
"Then China FinTechs - $YRD $JFIN $XYF $LX. My view: they are effectively payday/subprime lenders with phenomenal ROEs at low valuations. I will share my thesis & the associated risks"
X Link 2025-07-31T09:59Z [---] followers, [---] engagements
"Hippo ($HIPO) Q22025: The Thesis Grows Up [---] is still on the horizon (Q22025 update) Substack Article: $HIPO $LMND $BWIN $LEN $ROOT $HRTG $HCI $PLMR $MKL $UVE https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up"
X Link 2025-09-11T12:16Z [---] followers, [---] engagements
"5/ Loss ratios (net unless noted) Consolidated 47% (55% exPY). HHIP 55% HHIP nonPCS 42% PCS 13%. (HHIP gross nonPCS 34% gross PCS 11%.) Operating leverage: fixed OpEx 46% 30% of revenue"
X Link 2025-09-11T12:16Z [---] followers, [--] engagements
"6/ Profitability & capital GAAP NI $1m Adjusted NI $17m. Cash & investments exrestricted $604m Spinnaker surplus $223m"
X Link 2025-09-11T12:16Z [---] followers, [--] engagements
"7/ Westwood deal mechanics $100m cash announced 6/12/25 closed 7/1/25 ( $75m now $25m in Q126 ). Expected $90m gain in Q3. Hippo repurchased [------] shares from Lennar at $28.17 (Lennar now 10%)"
X Link 2025-09-11T12:16Z [---] followers, [--] engagements
"8/ Guidance & nearterm FY25: GWP $1.071.10B Revenue $460465m. Sale creates mechanical revenue stepdowns ($5.5m Q3 $6.5m Q4) and Adj NI headwinds ($2m $3.5m). Onetime $90m gain lifts Q3 GAAP NI"
X Link 2025-09-11T12:16Z [---] followers, [--] engagements
"9/ What changed [--]. From monoline to platform [--]. Unit economics now align with reality (fees as ballast; falling fixed costs) [--]. Distribution scaled from pilot to industrial via Westwood/MSI"
X Link 2025-09-11T12:16Z [---] followers, [--] engagements
"Chart takeaway 👇 Alternative Asset Managers $APO screens most efficient - lowest drypowder ratio (8.6% of AUM $72B). Athenes permanent capital + steady premiums alwayson origination (ACS/ABF) and fast recycle keep capital deployed. $ARES holds the most (26% of AUM $151B). That is a drag now but also the biggest FRE growth potential if they simply call & deploy. Why $APO is efficient: Athene engine: permanent capital + recurring inflows = continuous deployment. Origination & distribution: Apollo Capital Solutions + ABF platforms warehouse securitize syndicate - so capital turns over quickly."
X Link 2025-09-24T12:30Z [---] followers, [----] engagements
"Bullish $APO Does anyone know how Apollo did this FT mentions a bespoke credit default swap against First Brands debt - but Apollo was on the disqualified lender list @junkbondanalyst @junkbondinvest @pvtcreditguy https://t.co/0JZWEo3wZQ Does anyone know how Apollo did this FT mentions a bespoke credit default swap against First Brands debt - but Apollo was on the disqualified lender list @junkbondanalyst @junkbondinvest @pvtcreditguy https://t.co/0JZWEo3wZQ"
X Link 2025-10-10T05:24Z [---] followers, [---] engagements
"I agree with you on Apollo also Ares has the same level of commitment to excellency. Brookfield (through their partial ownership of Oak Tree Capital) also have phenomenal underwriting standards but their volumes until now have not been anywhere near those of Apollo and Ares as they have only recently (since 2023) have started scaling their insurance/annuities arm. https://twitter.com/i/web/status/1977439807417537004 https://twitter.com/i/web/status/1977439807417537004"
X Link 2025-10-12T18:22Z [---] followers, [--] engagements
"1) How much is Oaktree contributing to feerelated earnings (FRE) Latest explicit disclosure ( $BAM Q2-2024 supplemental): Oaktree contributed $102M of FRE in Q2-2024 and $394M over the LTM ended June 30th [----]. Oaktrees standalone FRE margin was 31%32%. Most recent data point ( $BAM Q2-2025 supplemental implies Oaktrees share via NCI): In Q2-2025 amounts not attributable directly to $BAM (which the footnote specifies are the 2627% of Oaktree $BAM did not own) were $19M for the quarter and $94M for the LTM. That implies Oaktrees 100% FRE of roughly: - Q225 (quarter): $19M / 26% $73M - LTM to"
X Link 2025-10-13T13:05Z [---] followers, [--] engagements
"$BN $BNT $BAM 🔥 Very good news Brookfield will acquire the 26% of Oaktree it does not currently own for $3B moving to 100% ownership. Close targeted for Q1-2026. Why it matters: consolidates a top credit platform. Including 100% of Oaktree $BAM generated $2.8B in LTM feerelated earnings. The deal is expected to be accretive to both $BAM and $BN. Terms & leadership: consideration in cash or $BAM / $BN shares (2yr / 5yr lockups) with planned share repurchases to offset issuance. Howard Marks stays on BNs board; Bruce Karsh to join BAMs board. Robert OLeary & Armen Panossian to colead"
X Link 2025-10-13T13:07Z [---] followers, [---] engagements
""So you are really telling me you went heavy leveraged long on the privatecreditheavy alt managers $ARES and $APO during a regional banking crisis driven by rising delinquencies and a generous dose of fraud Only for them to hit ATHs just [--] months later""
X Link 2025-10-17T13:21Z [---] followers, [----] engagements
"@capital_mindset 100%. I am grateful for the chance to buy the alt managers at depressed valuations. Missed the April Liberation Day flush (was off markets & news for personal reasons) so this selloff feels like a pure gift. Adding at those levels for the long run"
X Link 2025-10-18T17:14Z [---] followers, [--] engagements
"🧵 Thread on Alternative Asset Managers Why do $KKR and $BN / $BNT print low modified ROEs and why is $APO only midpack even though all three run powerful platforms The answer is capital intensity and what does or does not flow into DE. Two engines set to fire for the most overlooked alt manager $PX multiple expansion and earnings growth. Tickers: $PX $BX $BAM $BAM.TO $TPG $CG $ARES $OWL $APO $KKR $BN $BNT $BN.TO $BNT.TO"
X Link 2025-10-19T17:44Z [---] followers, [---] engagements
"2/ Method notes: I combine $BN and $BNT the shares are inter-exchangeable and have the same economic interest so a clean view uses the sum of both entities. For $BAM I use FeeBearing Capital only. For $BN / $BNT I use the total AUM"
X Link 2025-10-19T17:44Z [---] followers, [--] engagements
"3/ Modified ROE = DE Equity From my chart: $PX 30.9% $BX 29.3% $BAM 27.6% $TPG 27.0% $CG 24.4% $ARES 20.8% $OWL 18.9% $APO 13.9% $KKR 6.5% $BN / 3.6%. https://twitter.com/i/web/status/1979966919114359116 https://twitter.com/i/web/status/1979966919114359116"
X Link 2025-10-19T17:44Z [---] followers, [--] engagements
"4/ Why I am watching the miniature $PX It screens best on modified ROE and trades around [--] LTM DE by my estimate. The business is also assetlight which helps its ratio. https://twitter.com/i/web/status/1979966921480220833 https://twitter.com/i/web/status/1979966921480220833"
X Link 2025-10-19T17:44Z [---] followers, [--] engagements
"6/ The numbers that set up the debate: Equity/AUM a proxy for capital intensity is 14.4% at $BN / $BNT 10.1% at $KKR and 4.0% at $APO versus 0.9% at $PX and low single digits for most feefirst peers. DE/AUM a yield on AUM is 0.52% for $BN / $BNT 0.65% for $KKR and 0.56% for $APO"
X Link 2025-10-19T17:44Z [---] followers, [--] engagements
"7/ Why $KKR and $BN / $BNT show low modified ROEs They carry large equity bases and hold substantial principal investments including operating businesses. Under U.S. GAAP investmentcompany rules fundheld portfolio companies are not consolidated so their operating profits typically do not flow directly into the managers DE. They surface mainly as fees carry distributions or realized gains. That dynamic leaves DE/Equity looking muted when the denominator is heavy (high equity)"
X Link 2025-10-19T17:44Z [---] followers, [---] engagements
"8/ Insurance is the exception and it helps. Insurance reinsurance and annuity platforms are consolidated or reported segmentally so their earnings do flow through the managers results. At $KKR Global Atlantic contributes materially to adjusted results. At $APO the Retirement Services segment reports SpreadRelated Earnings (SRE) from Athene and partnerships such as Athora support the broader retirement ecosystem. At $BN / $BNT Brookfield Wealth Solutions operates an insurance and reinsurance platform with recent annuity and reinsurance transactions underscoring that flowthrough"
X Link 2025-10-19T17:44Z [---] followers, [---] engagements
"9/ Putting that together. $KKR strong DE/AUM 0.65% thanks in part to insurance earnings but Equity/AUM 10.1% leaves DE/Equity 6.5%. The equityheavy balance sheet is the drag. $BN / $BNT DE/AUM 0.52% and the heaviest Equity/AUM 14.4% produce DE/Equity 3.6%. Significant principal capital and insurance growth sit on a large equity base. $APO DE/AUM 0.56% Equity/AUM 4.0% DE/Equity 13.9%. It is less affected because its equity is used primarily to run Athene/Athora in retirement services rather than to hold as many operating businesses on balance sheet so the denominator is smaller than at $KKR or"
X Link 2025-10-19T17:44Z [---] followers, [---] engagements
"10/ The rest of the set for context. Equity/AUM sits in the low single digits for $BX 2.1% $BAM 1.6% $TPG 1.4% $CG 1.4% $ARES 1.3% $OWL 2.2% that assetlightness helps their modified ROEs with $BX combining good DE/AUM 0.61% with a lean equity base. https://twitter.com/i/web/status/1979966934868484313 https://twitter.com/i/web/status/1979966934868484313"
X Link 2025-10-19T17:44Z [---] followers, [--] engagements
"11/ Takeaway. Lower modified ROE at $KKR and $BN / $BNT is primarily a denominator story substantial equity tied to investments whose operating profits are not fully captured in DE until distributed or realized with insurance earnings the notable exception that does flow through. $APO is less affected because more of its equity supports Athene/Athora i.e. businesses whose earnings are reported at the segment level and less is committed to operating companies"
X Link 2025-10-19T17:44Z [---] followers, [---] engagements
"12/ I am writing about the most unappreciated and unfound gem $PX. Cheap and with a huge runway. With both engines on our side (multiple expansion and earnings growth). I will lay out the thesis catalysts and risks in detail here: Questions and pushback are welcome I will incorporate them into the article. https://rosyprosperityresearch.substack.com/ https://rosyprosperityresearch.substack.com/ https://rosyprosperityresearch.substack.com/ https://rosyprosperityresearch.substack.com/"
X Link 2025-10-19T17:44Z [---] followers, [---] engagements
"@SteveWps Thank you for the appreciation"
X Link 2025-10-20T04:07Z [---] followers, [--] engagements
"Thank you for the pushback The share price has indeed been sideways since the [----] IPO but the business has grown. Revenue has roughly doubled from about $150m in [----] to $300m TTM by Q2-2025. In Q2-2025 alone revenue was $72m and FPAUM reached $29B. They came public at a rich starting multiple. At IPO the stock was priced at $12 and implied a market cap around $1.4B against [----] adjusted net income of $62.8m (my DE proxy) that is more than [--] earnings so some multiple compression was always on the horizon. Today it is a $1.1B smallcap which I view as a feature discovery can drive rerating as"
X Link 2025-10-20T04:46Z [---] followers, [--] engagements
"@BrookfieldBets Also choose $BNT (the inter-exhcangeable share with $BN) as a non-Canadian to circumvent the withholding tax of 25%"
X Link 2025-10-20T04:51Z [---] followers, [--] engagements
"@Wwcap2 Are you with us fella https://x.com/rosyprosperity/status/1979176036370698393 "So you are really telling me you went heavy leveraged long on the privatecreditheavy alt managers $ARES and $APO during a regional banking crisis driven by rising delinquencies and a generous dose of fraud Only for them to hit ATHs just [--] months later" https://t.co/mvzeomecd3 https://x.com/rosyprosperity/status/1979176036370698393 "So you are really telling me you went heavy leveraged long on the privatecreditheavy alt managers $ARES and $APO during a regional banking crisis driven by rising delinquencies"
X Link 2025-10-20T21:04Z [---] followers, [--] engagements
"@LOGOinvestor $ARES too baby"
X Link 2025-10-25T17:08Z [---] followers, [---] engagements
"$ARES through Talebs lens: Fragile Robust or ANTIFRAGILE My take: ANTIFRAGILE - but with a lag. When credit breaks $ARES gets stronger. 1) Fees accelerate in stress not slump. GFC and Covid were supposed to kneecap fee engines. $ARES did the opposite. Management fees grew the fastest right through those dislocations: +25% CAGR in 2008-2010 and +27% CAGR in 2019-2021. That is at least robust practically countercyclical. 2) Locked capital = freedom to attack chaos. 82% of AUM and 91% of management fees come from perpetual or longdated capital. No redemption deathspiral. They can play offense"
X Link 2025-11-01T17:35Z [---] followers, [---] engagements
"🔥 Outstanding $ARES Earnings Release for Q3-2025 Exactly as I have laid it out in my playbook policy tailwinds would pull CapEx forward and drive a newmoney wave in direct lending and thus credit deployment opportunities. The numbers now show it. Profitability scaled FRE $471m (+39% YoY) at a 41.4% margin management fees $971m (+28%). Aftertax RI/share (Distributable earnings/share) landed at $1.19 (+25% YoY). The bigger story is activity. Total gross capital deployment hit $41.7B vs $29.6B last year a sharp stepup. Private credit did the heavy lifting $33.1B of the $41.7B. With $149B of"
X Link 2025-11-03T13:31Z [---] followers, [---] engagements
"@HighbrowHaze That fearmongering gave us yet another opportunity. $ARES keeps printing mid 20s% DE/share growth. https://x.com/rosyprosperity/status/1985338971346383324 🔥 Outstanding $ARES Earnings Release for Q3-2025 Exactly as I have laid it out in my playbook policy tailwinds would pull CapEx forward and drive a newmoney wave in direct lending and thus credit deployment opportunities. The numbers now show it. Profitability scaled FRE https://t.co/Z7iCmqzD3C https://x.com/rosyprosperity/status/1985338971346383324 🔥 Outstanding $ARES Earnings Release for Q3-2025 Exactly as I have laid it"
X Link 2025-11-03T19:15Z [---] followers, [--] engagements
"@capital_mindset Great comparison between the [--] scenarios. Do you happen to have an opinion for $ORCL at current price"
X Link 2025-11-03T21:10Z [---] followers, [---] engagements
"@capital_mindset Listened to the $ARES call. They have laid the thesis that Q4 will be the second highest quarter in terms of deployment. They are also planning a few big flagship funds for early [----] from which they had none in [----] and still managed to fundraise . a lot"
X Link 2025-11-03T21:22Z [---] followers, [---] engagements
"Greetings fellow I have written [--] deep dive articles on $HIPO through the years. Exceptional company but with wrong valuation at IPO. If you are interested you can check them here: [--]. - December 18th [----] [--]. - September 12th [----] https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-holdings-hipo-an-insurtech https://rosyprosperityresearch.substack.com/p/hippo-hipo-the-thesis-grows-up https://rosyprosperityresearch.substack.com/p/hippo-holdings-hipo-an-insurtech"
X Link 2025-11-04T04:57Z [---] followers, [---] engagements
"$APO baby $APO Exceptional results for Q3-2025 I feel it new ATHs incoming in very short time (6-9 months)"
X Link 2025-11-04T13:25Z [---] followers, [---] engagements
"$HIPO made real changes this quarter not just nicer KPIs. They moved to consolidated lineofbusiness reporting restructured and sold the homebuilder distribution network for a $91m net gain. This is the simpler faster model they promised. NLR 48% and ER 52% CR at 100% vs 128% last year. GWP $311m (+33% YoY) and revenue $121m (+26%). Programs up to [--]. Less concentration too Homeowners down to 32% of GWP as CMP and Casualty take more weight. Quiet CATs helped yes but attritional losses and expenses improved as well. Next step is to hold sub100% CR and keep building the diversified engine. Good"
X Link 2025-11-05T20:18Z [---] followers, [---] engagements
"I got intrigued by $MTCH when Elliott Management got involved last year. Did some research and bought in. In retrospect I was too early and anticipated too much of Elliott. They were really really slow with the changes. My thesis is simple: MTCH should prioritize high-paying customers with Tinder not volumes. If someone is on Tinder he is there for the hookups and will not care if he pays $30-50/month or $150/month. The difference is negligible for the people that have the time and money to spent on dates yet phenomenal for the margins of $MTCH. The other business focused on marriage etc are"
X Link 2025-11-05T21:29Z [---] followers, [--] engagements
"@sadandlonely_69 Some view it as discriminatory other view it as normal free market relation"
X Link 2025-11-05T21:31Z [---] followers, [--] engagements
"@sadandlonely_69 Life insurance is priced differently health insurance is priced differently auto liability insurance is priced differently. A lot of things are priced differently relative to the age of the buyer"
X Link 2025-11-05T21:35Z [---] followers, [--] engagements
"New ATHs in $APO & $ARES by May-2026 Hell Yeah Absolutely not Results Are you delusional Hell Yeah Absolutely not Results Are you delusional"
X Link 2025-11-05T21:41Z [---] followers, [---] engagements
"@sadandlonely_69 Is there a specific reason why you prefer $CNI over $CP for example Looking to get a little exposure in thag direction but I am still pondering exactly which company"
X Link 2025-11-07T19:23Z [---] followers, [---] engagements
"@sadandlonely_69 Fella thank you very much for the clarifications. Appreciate it a lot Also their grain haulage business is also a solid angle - if I am not mistaken the CAD fluctuations could work in $CNI favor"
X Link 2025-11-07T21:59Z [---] followers, [---] engagements
"@InvestInAssets @grok can you list me the companies that belong to that list but also include a ROE hurdle of 20%"
X Link 2025-11-09T10:16Z [---] followers, [--] engagements
"@MrJulius007 $PJT will have a lot of work too. And of course it went down while printing almost +100% growth in EPS YoY Bullish"
X Link 2025-11-09T14:51Z [---] followers, [---] engagements
"$XHB Homebuilders will rip if the 50-year mortgages are introduced for real. My personal picks would be $LEN and $LGIH"
X Link 2025-11-09T20:36Z [---] followers, [----] engagements
"Just buy $APO $BN $KKR $ARES and stand back for the next decade (or two) while reinvesting every dividend. On my numbers this fourpack should compound at [--] the markets CAGR over time if the market does 10% a year I expect 20% annualized from the basket. Enjoy the life itself. Weightings: 2:2:1:1 (33.33% 33.33% 16.66% 16.66%) Why these four and why those weights $APO $KKR and $BN ( $BNT ) own the stack asset management + origination + insurance/annuities and can lead or anchor large complex transactions just like the banks before DoddFrank. They are the new banks. The public market has not"
X Link 2025-11-09T20:53Z [---] followers, [---] engagements
"@3Plantey2 @ContrarianCurse This is the first time I have talked about $CSU.TO I think you are mistaking me with someone else"
X Link 2025-11-09T20:55Z [---] followers, [---] engagements
"@sadandlonely_69 Or alternatively he could get the Supreme Court to rule against them and save face together with running it hot"
X Link 2025-11-11T20:54Z [---] followers, [--] engagements
"@NewcomerInvest Hey fellow I was trying to find a chart depicting NAV per share vs share price in order to visualise the ever standing discount that $BN trades at. Do you happen to have a source for something similar I am also thinking of doing it myself if I cannot find one"
X Link 2025-11-12T18:12Z [---] followers, [---] engagements
"@sadandlonely_69 You are not alone mate. $SQN.SW was/is the best opportunity and I missed it like an idiot - long time user but did not expect that much growth ex Switzerland"
X Link 2025-11-12T18:15Z [---] followers, [--] engagements
"@TheWiseIC How much are you plugging for LTM EBITDA for $BN and how much for $APO Genuinely interested because it is the first time I see someone using that metric as a comparison for the alts"
X Link 2025-11-13T16:15Z [---] followers, [---] engagements
"@TheWiseIC @m37683711 More likely under 1x 0.66x to be exact Corporate debt is $20B while EBITDA for the LTM is $30B"
X Link 2025-11-13T17:29Z [---] followers, [--] engagements
"Basically yes but there are similar irregularities in the other companies too. IFRS accounting cannot capture the modern alternative asset management balnce sheet/earnings properly. That type if measure can only be useful if you adjust it a little bit. Instead of Debt to EBITDA one could use: exclusively Corporate Debt to Distributable Earnings (DE)"
X Link 2025-11-13T17:40Z [---] followers, [--] engagements
"Okay I knew the obvious connections of our beloved Bruce Flatt to Mike Carney and correctly predicted the later's victory in Canada. However I really did not anticipate that Bruce will openly cheer political figures in the letters to shareholders of $BN $BNT $BN.TO $BNT.TO (I am long) I will paraphrase: Crony capitalism is not bad. Crony capitalism is only bad if I am not involved but. if I am part of that crony capitalism - I defend it Source: Full video source: https://www.youtube.com/watchv=pR-XPcaXaEw https://www.youtube.com/watchv=WWCLI7lXEdI All those beautiful & magnificent news and"
X Link 2025-11-13T20:25Z [---] followers, [---] engagements
"@lundeen_ne @blondesnmoney I would have gladly tried with a miniature bet just for the thrill if not anything else. I love shitcos. And surprisingly or not they sometimes do perform exceptionally well: $XYF $JFIN $YRD since later 2023"
X Link 2025-11-13T21:39Z [---] followers, [---] engagements
"The accumulated unrealized carry is huge. $6.4B sitting currently on the balance sheet and $33.6B expected to be generated and realized from already raised 3rd party capital. When that carry starts to get realized at higher proportions. Good things will happen to us shareholders. Cannot wait"
X Link 2025-11-14T07:44Z [---] followers, [---] engagements
"@xiscocanaves That is exactly how I am looking down on the naysayers and constant skeptics every time $BN $BN.TO hits a new ATH - with a cold smile. People will look back a decade from now and will ask how they could have missed the next (even better more optimized) $BRK.B $BRK.A"
X Link 2025-11-14T19:25Z [---] followers, [---] engagements
"@NewcomerInvest @TheWiseIC $APO and $KKR are asset-heavy more like $BN $BNT not $BAM But yes $BX $CG $TPG $ARES are more suitable apples to apples to $BAM"
X Link 2025-11-15T12:46Z [---] followers, [---] engagements
"@ValueFanatic26 Brookfield also represents a large percentage of my portfolio (over 30%). Long time long-term holder. Cannot wait for all that carry to start being realized. https://x.com/rosyprosperity/status/1989238111486824790s=46&t=puKf7bXQ_RnzZG3JbDvibg @SteveWps The accumulated unrealized carry is huge. $6.4B sitting currently on the balance sheet and $33.6B expected to be generated and realized from already raised 3rd party capital. When that carry starts to get realized at higher proportions. Good things will happen to us https://t.co/VcPZD6XvZ7"
X Link 2025-11-16T10:53Z [---] followers, [--] engagements
"@investingbyGenZ @Larryjamieson_ Ditch the constant naysayers homie we rolling with $BN $BNT they do not know what is coming. https://x.com/rosyprosperity/status/1989238111486824790s=46&t=puKf7bXQ_RnzZG3JbDvibg @SteveWps The accumulated unrealized carry is huge. $6.4B sitting currently on the balance sheet and $33.6B expected to be generated and realized from already raised 3rd party capital. When that carry starts to get realized at higher proportions. Good things will happen to us https://t.co/VcPZD6XvZ7 https://x.com/rosyprosperity/status/1989238111486824790s=46&t=puKf7bXQ_RnzZG3JbDvibg"
X Link 2025-11-16T10:55Z [---] followers, [---] engagements
"@ChrisK3861 @LemonPepperYBC @junkbondinvest @grok The merger has been announced since [--] years ago and all holders knew in advance that it will happen. It was not an overnight decision - people who did not like the merger could have withdrawn without a problem"
X Link 2025-11-16T22:31Z [---] followers, [---] engagements
"@ArturoVandelayI Long-time shareholder of $KKR & $BX Following you so that I can time my buys with your sells of the puts. Thank you in advance"
X Link 2025-11-17T20:10Z [---] followers, [--] engagements
"Do you happen to have an opinion also on $APO $ARES and $BNT Genuinely asking because I glanced through your profile and you do seem to nail perfectly the technicals and sentiment which I cannot do due to my biases. I am long the group through perpetual knock-out warrants but of course would like to increase exposure near the bottom as everyone else would like. Would gladly appreciate it if you share your view on the sector as a whole mainly in the short-term/sentiment aspects. https://twitter.com/i/web/status/1990514296720433172 https://twitter.com/i/web/status/1990514296720433172"
X Link 2025-11-17T20:16Z [---] followers, [---] engagements
"That scenario was written on the wall almost [--] years ago. Only if someone had predicted that Unfortunately it was not a real article. Nevertheless it is not far from the truth. Long $BN $BNT $BN.TO $BNT.TO Absolute players. 🚨Brookfield Denies 'Premature Celebration' After Leak Reveals Party Plans Before Carney's Record Deficit Budget Even Passes. Brookfield insists the lavish event reportedly titled Fiscal Responsibility: A Celebration of Unlimited Government Spending is purely https://t.co/DaxaNUfMGh 🚨Brookfield Denies 'Premature Celebration' After Leak Reveals Party Plans Before Carney's"
X Link 2025-11-18T11:44Z [---] followers, [---] engagements
"Absolutely all of them have started to underwrite/syndicate/originated even the investment grade deals themselves. $APO has been the most vocal on that matter through their differentiated Apollo Capital Solutions (ACS) line in the earnings calls. $KKR and $BN are also doing it but in a smaller scale for now at least. https://twitter.com/i/web/status/1990815514801701036 https://twitter.com/i/web/status/1990815514801701036"
X Link 2025-11-18T16:13Z [---] followers, [---] engagements
"@ApolloPerforms Yeah they are always lagging a bit the alternatives group - both upwards and downwards. Do you have an opinion on $APO and $ARES Interested to see your view of it through the same lens"
X Link 2025-11-18T18:23Z [---] followers, [---] engagements
"$NVDA We have successfully survived one more bear market. Congratulations everyone"
X Link 2025-11-19T21:24Z [---] followers, [---] engagements
"@zoomyzoomm I would just go long $APO from here. The dividend of $OWL is too much to cover and their capital is 80% permanent- it almost certainly will not get cut"
X Link 2025-11-24T11:52Z [---] followers, [---] engagements
"@blondesnmoney Tikr"
X Link 2025-11-24T21:03Z [---] followers, [---] engagements
"@ApolloPerforms Would you mind sharing a few of your ideas for the emerging markets and currency debasement Perhaps $PBR and $VALE"
X Link 2025-11-25T19:08Z [---] followers, [---] engagements
"The thesis is consistent as the one from $KKR and $BN regarding digital infrastructure investments. As was the case in late 1990s still playing nowadays - the one who owns the bottlenecks controls the returns. Towers fiber etc laid and paid by the industry in 1990s is still generating profits but for other people who ended up holding them. Bruce Flatt is right that nowadays it is even harder than before and you actually cannot build enough data centers fast. Apporvals electricity regulations they are the bottlenecks that will keep the returns for decades to come"
X Link 2025-11-25T21:20Z [---] followers, [---] engagements
"I expect $APO multiples to start slowly climbing up to those of $KKR which are basically double. I also expect the same thing with $BN which is currently held down but for other reasons - the real estate that is held on the balance sheet and the market is absolutely skeptical about. It is mind blowing that $APO and $BN are trading at the same depressed multiples as $CG - we all know how are the things over there (a lot of their funds are massively underperforming and below [--] MOIC)"
X Link 2025-11-26T19:31Z [---] followers, [---] engagements
"@capital_mindset $AJG is indeed the most interesting one. I suspect that close to 97% of the market does not even know about their endeavours through Artex and even less about Chem-Mod carryforward benefits. I love their management"
X Link 2025-11-27T20:42Z [---] followers, [--] engagements
"@LibertyCappy Trump and Berslusconi would have been great buddies btw https://www.telegraph.co.uk/news/worldnews/europe/italy/7223365/Silvio-Berlusconi-says-immigrants-not-welcome-but-beautiful-girls-can-stay.html https://www.telegraph.co.uk/news/worldnews/europe/italy/7223365/Silvio-Berlusconi-says-immigrants-not-welcome-but-beautiful-girls-can-stay.html"
X Link 2025-11-29T23:25Z [---] followers, [---] engagements
"$ARES joins the $SPX $SPY Congratulations to all my fellow investors"
X Link 2025-12-08T22:33Z [---] followers, [---] engagements
"@INArteCarloDoss Achievement Bulgaria mentioned An incredibly proud one here"
X Link 2025-12-10T20:58Z [---] followers, [---] engagements
"Capitulation at its true form. Hold the line fellow investors. The good times are ahead of us Veteran investor Jens Lgstrup says he has walked away from $NVO after the stocks sharp decline over the past year. He cites uncertainty driven by generic competition lawsuits U.S. political price pressure and a weaker dollar. So concerned about Novos outlook he says he Veteran investor Jens Lgstrup says he has walked away from $NVO after the stocks sharp decline over the past year. He cites uncertainty driven by generic competition lawsuits U.S. political price pressure and a weaker dollar. So"
X Link 2025-12-17T18:30Z [---] followers, [---] engagements
"$NVO - this is just the beginning of a new Era "Wegovy pill approved in the US as first oral GLP-1 for weight management" https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916472 https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916472"
X Link 2025-12-23T08:13Z [---] followers, [---] engagements
"Finally pulled the trigger and went leveraged long $EXO.AS. Now is the perfect time for the discount to NAV to widen from the current 60% to a glorious 90% just to welcome me aboard. Wish me calm seas & tailwinds"
X Link 2025-11-11T21:01Z [---] followers, [---] engagements
"@ContrarianCurse Should have listened even [--] days ago. Left only with indirect semi-exposure through $EXO.AS"
X Link 2026-02-04T20:41Z [---] followers, [---] engagements
"Going long $MRK and $CSL.AX in addition to $BNTX mainly due to the continuous spread of the Highly Pathogenic Avian Influenza (HPAI) A (H5N1) Virus: $MRK - only PUBLIC company with approved vaccine for veterinary use - the Nobilis platform for poultry currently in development for cattle $CSL.AX - ONLY company with approved manufactured and PRE-STOCKED vaccine for human use Will share more details and insights on both companies later. https://www.reuters.com/business/healthcare-pharmaceuticals/vaccine-makers-prep-bird-flu-shot-humans-just-case-rich-nations-lock-supplies-2023-03-20/"
X Link 2024-04-24T22:08Z [---] followers, [---] engagements
"Going long $TKWY.AS - combined improved evolved version of $UBER & $DASH"
X Link 2024-05-11T01:43Z [---] followers, [---] engagements
"@vdmandele I forgot to update my card for X Premium . Additionally regarding the orals - Novo leads on regulatory timing Lilly may win on pill convenience and scalability but "labels" and approval dates will decide the real edge in the end. Novo is expecting it Q4 2025"
X Link 2025-08-06T20:37Z [---] followers, [--] engagements
"@vdmandele While Lilly is expecting it in early [----] so $NVO has the edge here. The real threat in my opinion could come from $ROG.SW - they could really surprise is"
X Link 2025-08-06T20:38Z [---] followers, [--] engagements
"10/ Scorecard: What I am watching for (please hold me to it) [--]. ExCAT LR low50s HHIP exCAT 45%. [--]. Hybrid fronting net LR 40%. [--]. Retention 4045% unless programlevel ROE hurdle +300 bp with aggregate intact. [--]. Fees 2530% of revenue through the soft patch. [--]. Fixed OpEx low30% near term. https://twitter.com/i/web/status/1966113696859529600 https://twitter.com/i/web/status/1966113696859529600"
X Link 2025-09-11T12:16Z [---] followers, [--] engagements
"$PX P10 Inc. Any fellow investors in $PX out there I am long and keen to discuss the company's future outlook with others. Let's exchange thoughts. CC: $BX $APO $ARES $CG $TPG $BN $BAM $BNT $PJT https://p10alts.com/ https://p10alts.com/"
X Link 2025-10-08T19:22Z [---] followers, [---] engagements
"I think for an objective view of the situation you should look at total returns (with dividends reinvested) rather than clear share price comparison. The dividend yield on all BDCs of which $BIZD is comprised of is always a double digit. Their main purpose is generating income not share price appreciation directly"
X Link 2025-10-10T18:40Z [---] followers, [--] engagements
"@TrenchSoup @StealthQE4 US/International: $PX $GCMG LatAm focused: $PAX $VINP"
X Link 2025-10-11T16:54Z [---] followers, [---] engagements
"I just published a deep dive on $PX (P10 Inc.). It is a $1B alt manager trading around 8x LTM DE with $41.9B AUM / $28.9B FPAUM and 50% FRE margins. Hard to find fee engines this cheap. The model is simple and powerful fees over carry. In almost all cases the carried interest stays with the investment professionals not the public parent. That means steadier revenue and higher margins at the holdco due to lower personnel expenses. Think $OWL more than $ARES / $CG. Runway looks real: flagship refresh at RCP Advisors secondaries and NAV finance via Hark Capital venture debt at WTI GPstakes at"
X Link 2025-11-02T23:08Z [---] followers, [---] engagements
"Almost [--] years ago I said the moment of maximum pessimism gives phenomenal opportunities. Today all [--] of my bets have paid off. $XYF being the best performer with over +250% excluding dividends. My $JFIN YOC is north of 40%. Not bad for a shitco. TSR (with dividends reinvested) from December 29th [----] to November 13th 2025: $XYF +320% $JFIN +71% $YRD +68% $LX +125% Keep in mind that they have recently peaked during the summer and some are down 40% from those highs. The regulatory landscape in lending and insurance services is even cleaner now than in [----]. China has even started pushing"
X Link 2025-11-14T20:26Z [---] followers, [---] engagements
"Does anyone think we are done with the multiples compression in $MMC $AJG $BRO $AON"
X Link 2025-11-25T19:28Z [---] followers, [---] engagements
"$CSU.TO - My inner intuition tells me it is finally time to consider touching it. @ContrarianCurse Buy at Covid lows around CAD [----] @ContrarianCurse Buy at Covid lows around CAD 2600"
X Link 2026-01-23T19:42Z [---] followers, [---] engagements
"@UniverseOf_Mind $7B for the whole industry is nothing. It will represent just a quarter of the inflows that $ARES got in Q4-2025 alone"
X Link 2026-01-23T23:04Z [---] followers, [--] engagements
"Have been since May [----] sold on the ATH day. Re-entered on Friday. I have also initiated a started position in $CSU to test the waters - have been eying it for a lot of time. And of course my precious $OWL. Hope the earnings are a blast to the bears. They are doing almost daily announcements of deployments we will see. https://twitter.com/i/web/status/2015526557716979920 https://twitter.com/i/web/status/2015526557716979920"
X Link 2026-01-25T20:45Z [---] followers, [---] engagements
"$IGV Software is back"
X Link 2026-01-28T21:08Z [---] followers, [--] engagements
"@griotalgerien Just did today. Although I. think we are in for at least [--] more months of side action in $CSU $CSU.TO $NVO is another animal been holding since the early August selloff in the low $40s"
X Link 2026-01-28T21:44Z [---] followers, [---] engagements
"@Citrini7 We will revisit this post when $ORCL is at $1000 in under [--] years. Mark my words"
X Link 2026-02-03T11:45Z [---] followers, [----] engagements
"@ContrarianCurse $HUN"
X Link 2026-02-03T16:30Z [---] followers, [---] engagements
"It's been a good journey with $NVO. That said I am not sticking around for the expected LDD revenue decline. Fully exited the position as of today. Terrible situation. On the flip side this could very well be viewed as a capitulation point. Initiated a position in Novo Nordisk $NVO at a confluence of weekly and monthly support. The sharp sell-off on lowered near-term growth guidance looks like a mispricing. At [---] NTM EV/EBITDA with 810% revenue growth and double-digit EPS expansion expected. Initiated a position in Novo Nordisk $NVO at a confluence of weekly and monthly support. The sharp"
X Link 2026-02-03T17:55Z [---] followers, [---] engagements
"@ElDawg360 Did the same together with $ARES However I do think that we can go lower than the Liberation Day selloff"
X Link 2026-02-03T22:03Z [---] followers, [--] engagements
"@sadandlonely_69 I do agree with you. Just sold today together with $NVO Cleansing my portfolio"
X Link 2026-02-03T22:35Z [---] followers, [---] engagements
"@NestBetter @grok how do they calculate organic growth Is there something out of the ordinary"
X Link 2026-02-04T08:47Z [---] followers, [---] engagements
"Please do tell me when you exit the $ARES very very long term shareholder here looking to add to my position at every local bottom so to say. Also what is your thesis behind the $LEN short You do not think that the worst in housing is behind us Personally I think prices will stabilize at current levels while volumes just slightly increase throughout [----] leading to flat margins YoY. https://twitter.com/i/web/status/2019101859533803543 https://twitter.com/i/web/status/2019101859533803543"
X Link 2026-02-04T17:32Z [---] followers, [--] engagements
"Okay. $ARES reaching the lows of Liberation Day was absolutely not on my checklist back then. Nevertheless I am still standing firm. Five more months to go. Either ATHs or summer of [----] lows I do not see anything in between to be honest. Sentiment will either tank and alt managers will trade at 10xDE or recover to over 30xDE. "So you are really telling me you went heavy leveraged long on the privatecreditheavy alt managers $ARES and $APO during a regional banking crisis driven by rising delinquencies and a generous dose of fraud Only for them to hit ATHs just [--] months later""
X Link 2026-02-05T18:52Z [---] followers, [---] engagements
"Would you mind sharing whether you are buying some of those at current levels Would be more than eager to hear from a more informed person. $KKR one time refund of the performance fees was awful but expected to some extent given that their fund performance was/is reproted on a quarterly basis. Regarding $ARES - I have personally expected the dilution to be on the lower side this year 5-7% https://twitter.com/i/web/status/2019505617279353139 https://twitter.com/i/web/status/2019505617279353139"
X Link 2026-02-05T20:17Z [---] followers, [---] engagements
"@blondesnmoney While you are at it could you also short $ORCL"
X Link 2026-02-05T21:56Z [---] followers, [---] engagements
"@william_R2Rclub @victaurs I think the broader sentiment is more important than the earnings release. We saw that with $ARES - everything was in tact growing AUM by +30% YoY and sold off -12%"
X Link 2026-02-06T06:41Z [---] followers, [--] engagements
"@mattscottcap Feel absolutely the same especially having in mind how disconnected and behind the curve the normies in my country (Bulgaria) are"
X Link 2026-02-07T22:13Z [---] followers, [--] engagements
"@JustinvestToday $CHTR at [--] P/E I have been researching it for a long time and finally decided to go in. They have even started adding video subscriptions not losing. If everything goes according to plan it is trading at 2x [----] P/E - assuming zero revenue growth just lower CapEx"
X Link 2026-02-08T10:44Z [---] followers, [--] engagements
"$ORCL Investment Thesis (Long) I watched Larry at Oracle CloudWorld [----] and the conclusion was straightforward. Most enterprise software development is getting demoted from craft into manufacturing. And no Larry was not pitching vibe coding. He was pitching code generation inside a safe environment meaning a governed stack with constraints history policies audits patching and controls that prevent disasters. If you generate inside a governed environment you get leverage. If you generate in a random editor at midnight and ship to prod because you felt it you get an incident report and will"
X Link 2026-02-08T19:36Z [---] followers, [---] engagements
"@ContrarianCurse $GOOG $GOOGL is entering the debasement trade in way from what I understand. Locking long duration rates while currencies inflate away"
X Link 2026-02-09T16:39Z [---] followers, [---] engagements
""So you are really telling me you went heavy leveraged long on the privatecreditheavy alt managers $ARES and $APO during a regional banking crisis driven by rising delinquencies and a generous dose of fraud Only for them to hit ATHs just [--] months later""
X Link 2025-10-17T13:21Z [---] followers, [----] engagements
"$ORCL Investment Thesis (Long) I watched Larry at Oracle CloudWorld [----] and the conclusion was straightforward. Most enterprise software development is getting demoted from craft into manufacturing. And no Larry was not pitching vibe coding. He was pitching code generation inside a safe environment meaning a governed stack with constraints history policies audits patching and controls that prevent disasters. If you generate inside a governed environment you get leverage. If you generate in a random editor at midnight and ship to prod because you felt it you get an incident report and will"
X Link 2026-02-08T19:36Z [---] followers, [---] engagements
"Okay. $ARES reaching the lows of Liberation Day was absolutely not on my checklist back then. Nevertheless I am still standing firm. Five more months to go. Either ATHs or summer of [----] lows I do not see anything in between to be honest. Sentiment will either tank and alt managers will trade at 10xDE or recover to over 30xDE. "So you are really telling me you went heavy leveraged long on the privatecreditheavy alt managers $ARES and $APO during a regional banking crisis driven by rising delinquencies and a generous dose of fraud Only for them to hit ATHs just [--] months later""
X Link 2026-02-05T18:52Z [---] followers, [---] engagements
"$ORCL RPOs post earnings I bet over $750B $750B $750B-$1T $1T $750B $750B-$1T $1T"
X Link 2026-02-04T21:35Z [---] followers, [---] engagements
"@CapitalObserver You can vibe code google in less than 1h"
X Link 2026-02-04T08:38Z [--] followers, [---] engagements
"It's been a good journey with $NVO. That said I am not sticking around for the expected LDD revenue decline. Fully exited the position as of today. Terrible situation. On the flip side this could very well be viewed as a capitulation point. Initiated a position in Novo Nordisk $NVO at a confluence of weekly and monthly support. The sharp sell-off on lowered near-term growth guidance looks like a mispricing. At [---] NTM EV/EBITDA with 810% revenue growth and double-digit EPS expansion expected. Initiated a position in Novo Nordisk $NVO at a confluence of weekly and monthly support. The sharp"
X Link 2026-02-03T17:55Z [---] followers, [---] engagements
"Initiated a position in Novo Nordisk $NVO at a confluence of weekly and monthly support. The sharp sell-off on lowered near-term growth guidance looks like a mispricing. At [---] NTM EV/EBITDA with 810% revenue growth and double-digit EPS expansion expected"
X Link 2025-08-05T15:07Z [---] followers, [----] engagements
"$CSU.TO - My inner intuition tells me it is finally time to consider touching it. @ContrarianCurse Buy at Covid lows around CAD [----] @ContrarianCurse Buy at Covid lows around CAD 2600"
X Link 2026-01-23T19:42Z [---] followers, [---] engagements
"@ContrarianCurse Buy at Covid lows around CAD 2600"
X Link 2025-11-08T18:29Z [---] followers, [----] engagements
"$AIG just announced a Lloyd's syndicate with $BX + Amwins. The interesting part isn't "PE buys insurance" (that's $APO / $KKR). It's: $BX provides sidecar capital $AIG provides AI underwriting (via $PLTR) Amwins provides customers. $AIG becomes a tech platform that earns fees. $BX gets underwriting upside without owning an insurer. Different flavor of PE + insurance convergence. https://twitter.com/i/web/status/2006189364997452195 https://twitter.com/i/web/status/2006189364997452195"
X Link 2025-12-31T02:23Z 11.2K followers, [----] engagements
"$NVO - this is just the beginning of a new Era "Wegovy pill approved in the US as first oral GLP-1 for weight management" https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916472 https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916472"
X Link 2025-12-23T08:13Z [---] followers, [---] engagements
"Capitulation at its true form. Hold the line fellow investors. The good times are ahead of us Veteran investor Jens Lgstrup says he has walked away from $NVO after the stocks sharp decline over the past year. He cites uncertainty driven by generic competition lawsuits U.S. political price pressure and a weaker dollar. So concerned about Novos outlook he says he Veteran investor Jens Lgstrup says he has walked away from $NVO after the stocks sharp decline over the past year. He cites uncertainty driven by generic competition lawsuits U.S. political price pressure and a weaker dollar. So"
X Link 2025-12-17T18:30Z [---] followers, [---] engagements
"Veteran investor Jens Lgstrup says he has walked away from $NVO after the stocks sharp decline over the past year. He cites uncertainty driven by generic competition lawsuits U.S. political price pressure and a weaker dollar. So concerned about Novos outlook he says he wouldnt revisit the stock even at DKK [------] also pointing to worries over [----] sales and upcoming changes in management and the board. Link to article (in Danish): #StocksToWatch #Investing https://www.euroinvestor.dk/nyheder/kendt-investor-vil-ikke-roere-dansk-folkeaktie-med-en-ildtang"
X Link 2025-12-17T14:11Z [----] followers, [----] engagements
"$ARES joins the $SPX $SPY Congratulations to all my fellow investors"
X Link 2025-12-08T22:33Z [---] followers, [---] engagements
"Does anyone think we are done with the multiples compression in $MMC $AJG $BRO $AON"
X Link 2025-11-25T19:28Z [---] followers, [---] engagements
"Earlier today they were at 27% took the bet just for the thrill of it. Miniature amounts. I am betting the odds of a rate cut in December are higher of 50%. Powell at the latest FOMC conference: "When you don't know what to do or can't see just slow down." (cut rates) Source (at 27:50): https://t.co/nzsqQD0od3 I am betting the odds of a rate cut in December are higher of 50%. Powell at the latest FOMC conference: "When you don't know what to do or can't see just slow down." (cut rates) Source (at 27:50): https://t.co/nzsqQD0od3"
X Link 2025-11-19T20:26Z [---] followers, [---] engagements
"I am betting the odds of a rate cut in December are higher of 50%. Powell at the latest FOMC conference: "When you don't know what to do or can't see just slow down." (cut rates) Source (at 27:50): https://youtu.be/gZsAKn1UtH4 https://youtu.be/gZsAKn1UtH4"
X Link 2025-11-18T18:11Z [---] followers, [----] engagements
"🎯 $XYF https://t.co/G2RDSbOtvc $XYF https://t.co/G2RDSbOtvc"
X Link 2025-11-18T19:32Z [---] followers, [---] engagements
"That scenario was written on the wall almost [--] years ago. Only if someone had predicted that Unfortunately it was not a real article. Nevertheless it is not far from the truth. Long $BN $BNT $BN.TO $BNT.TO Absolute players. 🚨Brookfield Denies 'Premature Celebration' After Leak Reveals Party Plans Before Carney's Record Deficit Budget Even Passes. Brookfield insists the lavish event reportedly titled Fiscal Responsibility: A Celebration of Unlimited Government Spending is purely https://t.co/DaxaNUfMGh 🚨Brookfield Denies 'Premature Celebration' After Leak Reveals Party Plans Before Carney's"
X Link 2025-11-18T11:44Z [---] followers, [---] engagements
"🚨Brookfield Denies 'Premature Celebration' After Leak Reveals Party Plans Before Carney's Record Deficit Budget Even Passes. Brookfield insists the lavish event reportedly titled Fiscal Responsibility: A Celebration of Unlimited Government Spending is purely hypothetical and in no way connected to the billions in new spending that just happen to align perfectly with several Brookfield-led initiatives. Full article in comments"
X Link 2025-11-17T20:41Z 56.7K followers, 45.8K engagements
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