The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @bespokeinvestViews › | 0 | 0 | 1 | 0 |
 @leadlagreportViews › | 1 | 0 | 0 | 0 |
@leadlagreport: @leadlagreport idea: Blackstone $BX is 35.0% below its 52 week high at 14.5x 2027 earnings with a small regulatory tailwind; Apollo $APO is cheaper at 10.6x. No price target.@bespokeinvest: An equal-weight basket of the six big publicly traded PE firms is now down 45% from highs. That's worse than its 2022 bear market drop and similar to its COVID crash. $APO $ARES $BX $CG $KKR $OWLClear split. Accounts are on both sides; see the two columns above for where they differ.
@leadlagreportViews ›@leadlagreport idea: Blackstone $BX is 35.0% below its 52 week high at 14.5x 2027 earnings with a small regulatory tailwind; Apollo $APO is cheaper at 10.6x. No price target.@bespokeinvestViews ›@leadlagreport: @leadlagreport idea: Blackstone $BX is 35.0% below its 52 week high at 14.5x 2027 earnings with a small regulatory tailwind; Apollo $APO is cheaper at 10.6x. No price target. (Bullish)@leadlagreport idea: Blackstone $BX is 35.0% below its 52 week high at 14.5x 2027 earnings with a small regulatory tailwind; Apollo $APO is cheaper at 10.6x. No price target.
Today's Idea: Blackstone is 35.0% below its 52-week high¹ at 14.5x 2027 consensus earnings¹. The rule is a small tailwind, and Apollo is cheaper at 10.6x¹. No price target. https://www.freemarketsreport.com/the-sec-just-let-brokers-put-a-target-return-in-writing/#sources
Reasoning: Valuation · Medium term
An equal-weight basket of the six big publicly traded PE firms is now down 45% from highs. That's worse than its 2022 bear market drop and similar to its COVID crash. $APO $ARES $BX $CG $KKR $OWL
An equal-weight basket of the six big publicly traded PE firms is now down 45% from highs. That's worse than its 2022 bear market drop and similar to its COVID crash. $APO $ARES $BX $CG $KKR $OWL
Reasoning: Technicals · Medium term
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.