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[@stockthoughts81](/creator/twitter/stockthoughts81)
"Kicking off a new project: A 5-week deep dive into the world of publicly traded alts. $KKR $CG $APO $BX $BAM I'm writing a newsletter to explore the space as part of a creative program I am doing called Act Two. Im starting with a few open questions & would love your input:"  
[X Link](https://x.com/stockthoughts81/status/1964818149964120402) [@stockthoughts81](/creator/x/stockthoughts81) 2025-09-07T22:28Z 10.2K followers, 7914 engagements


"Dolly Parton at $DG Dont miss it"  
[X Link](https://x.com/stockthoughts81/status/1971591957551132939) [@stockthoughts81](/creator/x/stockthoughts81) 2025-09-26T15:05Z 10.2K followers, XXX engagements


"What I thought about/worked on today 1/24/25 $BLK $RAT $GAW $BKNG $EXPE $ABNB $AKRBP $MKSI Research meeting this morning. Took a couple hours. BLK is killing it. Interesting that 55-60% of all their assets are in one form or another associated with retirement and NONE of those retirement assets are private assets. Big opportunity and you hear all the PE players talking about it too. RAT is doing alright. Anytime you have one wealth manager buy another you are going to have some clients leave. Usually happens within the first year. Seems like that is probably nearing its end. On top of this"  
[X Link](https://x.com/stockthoughts81/status/1882950535688638533) [@stockthoughts81](/creator/x/stockthoughts81) 2025-01-25T00:36Z 10.2K followers, 2427 engagements


"$EXPE and $BKNG make the cut"  
[X Link](https://x.com/stockthoughts81/status/1975537066697236806) [@stockthoughts81](/creator/x/stockthoughts81) 2025-10-07T12:21Z 10.2K followers, 1924 engagements