Sunday, October 12, 2025

AI Data Centres Are Private Equity Firms Hottest Investment

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  Blackstone, KKR, Apollo, Carlyle, Ares, CVC, etc., the largest private equity firms are investing en masse in artificial intelligence, AI ...
Saturday, October 11, 2025

OpenAI Deals With NVIDIA, AMD And Oracle

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  OpenAI has in the recent days announced circular deals with NVIDIA and AMD where the seller in fact finances the buyer to buy their produc...
Sunday, October 5, 2025

Private Equity Deals Will Recover

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  Private equity deal making will soon recover, according to Wolfteam Ltd. 's projections and estimates. Private equity has close to 2 t...

Robinhood Markets Valuation. Comparison With Goldman Sachs And Morgan Stanley

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Robinhood Markets Inc, the US based stocks, options and cryptocurrencies brokerage is undervalued, according to Wolfteam Ltd. 's project...
Sunday, September 28, 2025

Why Private Equity Asset Raising Has Stalled?

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  In the last two years leading private equity, private credit, real estate asset management firms like Blackstone, KKR, Apollo, Carlyle, Ar...
Monday, September 22, 2025

What Could Derail The Stock Market Rally?

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  The US stock market rally could be stopped in its tracks by a policy error on the part of the Federal Reserve, sudden realization of inves...
Sunday, September 14, 2025

Why Private Equity Companies Are Underperforming The Market?

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  The main reason private equity stocks are under-performing the S&P 500 in the last 5-7 months is the high concentration of private equ...
Sunday, September 7, 2025

Private Equity Assets Under Management Growth

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  The growth of private equity firms' assets under management has stalled in the recent months, prompting poor performance of the leadin...
Tuesday, August 26, 2025

Are We In An AI Stock Market Bubble?

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  There are publications by Wall Street equity research analysts that the Price/Book ratio of the S&P 500 is 5.3, a bit above the S&...
Saturday, August 16, 2025

Alphabet, Google Owner Is The Most Undervalued Of The Magnificent 7 AI, Technology Companies

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  Alphabet, the owner of the Google search engine is the most undervalued of the so called Magnificent 7 artificial intelligence, AI, techno...
Sunday, August 10, 2025

Private Equity Firms AI Technology Investments

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  Blackstone, KKR, Apollo, Carlyle, Ares, CVC etc. and other leading private equity firms invest predominantly in mid capitalization technol...
Saturday, August 9, 2025

Are We In An Artificial Intelligence, AI Bubble? Hyperscalers, Magnificent 7 Technology Companies CAPEX Outlays

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  The short answer is yes. We are living in an AI driven stock market and assets bubble. The long answer is the AI bubble could go on inflat...
Sunday, August 3, 2025

Private Equity And AI Infrastructure Investment

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  The leading alternative asset management firms with large private equity arms like Blackstone, KKR, Apollo, Carlyle, CVC have all invested...
Saturday, August 2, 2025

Figma IPO Valuation

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  Figma , the design systems and prototyping startup firm listed via Initial Public Offering, IPO this Thursday on the New York Stock Exchan...
Sunday, July 27, 2025

How Big Is The AI Opportunity?

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  Some Wall Street equity research analysts estimate that artificial intelligence, AI could increase work, productivity and the economy as a...
Saturday, July 26, 2025

Will There Be a 100 billion USD Private Equity Buyout

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  In the last private equity boom between 2003 - 2008, there was talk and expectations of a 100 billion USD private equity buyout. This neve...

Private Equity Firms And Long-Term Horizon Investing

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One of the main advantages of investing in private equity is the longer-term horizon offered by nonpublic investments compared to public equ...