GrowthnValue’s Activity

Wed Apr 27

NL

Boards Post

GrowthnValue replied to the Stereo 8 board. 1:50 PM

Re: Brad Thomas on BX

No need to end your rant. It is one thing for some individual investors to misunderstand BX. However, Brad Thomas isn't a random mom and pop investor. Mr. Thomas isn't Warren Buffett, but he is at least a somewhat prominent commentator. He has over [more]

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Boards Post

GrowthnValue posted to the Stereo 8 board. 12:54 PM

Brad Thomas on BX

Brad Thomas wrote an SA article on BX. If you don't know him, he typically writes about REITs. There aren't many REITs he doesn't like, but he has turned sour on BX after their dividend "cut".

Brad's analysis is usually not my [more]

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Boards Post

GrowthnValue replied to the Stereo 8 board. 12:42 PM

Re: Two Can Play This Game

I think the original decision regarding the $1.5 billion would be an interesting read. Of course, probably not so interesting that I am going to take the time to do so.

Sun Apr 24

NL

Boards Post

GrowthnValue replied to the Stereo 8 board. 1:57 PM

Re: BX Earnings Report

Given where we are in the cycle, what expectations do you have for the future? Is there a return you are expecting to achieve after a certain amount of time? Do you see these guys as "hold forever" investments?

Well, here [more]

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Boards Post

GrowthnValue replied to the Stereo 8 board. 9:31 AM

Re: BX Earnings Report

Didn't oak say they were more busy than they've been in a while? I guess we'll see when they report.

Given OAK's comments, I will be disappointed if they didn't have a nice rate of deployment in the quarter. They had $22 billion in [more]

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Boards Post

GrowthnValue replied to the Stereo 8 board. 9:21 AM

Re: BX Earnings Report

Dry powder was up from 79.7 billion at the beginning of the year to 88.6 at the end of the first quarter. Up 37% on a YOY basis. Interestingly, the 79.7 number at the end of 2015 was up 73% on a YOY basis. So, a big jump in dry powder in 2015 and now [more]

Sat Apr 23

NL

Boards Post

GrowthnValue posted to the Stereo 8 board. 2:36 PM

BX Earnings Report

ET,

Did you find anything interesting about the BX earnings report? Is Core+ a $100 billion business?

Quarterly reports for the alts are interesting in that it is very difficult to discern much trend-wise. On the performance side [more]

Wed Apr 20

NL

Boards Post

GrowthnValue posted to the Stereo 8 board. 1:56 PM

Yahoo

Apollo appears to be among the bidders for Yahoo. I didn't see them listed in the WSJ this morning, but they appear in other articles. Maybe they weren't considered a front runner enough for the WSJ story.

I have no idea, but would be [more]

Mon Apr 18

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Boards Post

GrowthnValue posted to the Stereo 8 board. 2:21 PM

APOL pre-buyout price

APOL (Apollo Education) is trading well below the price APO (Apollo Global Management) and company agreed to buy it at. There appears to be some skepticism the deal will go through.

A little bit interesting. On the one hand, you have some [more]

Sat Apr 16

NL

Boards Post

GrowthnValue replied to the Stereo 8 board. 9:18 AM

Re: BX until 2019?

Not sure about the title of my original post. I was in a bit of a hurry. Anyway, my opinion on BX is influenced very little by the MS list. However, if it is on a list, a list of the best franchises is nice.

I think the price movements of [more]

Thu Apr 14

NL

Boards Post

GrowthnValue posted to the Stereo 8 board. 2:04 PM

BX until 2019?

MS has BX on a list of 30 stocks to hold until 2019. These are the best franchises rather than the most undervalued in MS's opinion.

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Boards Post

GrowthnValue posted to the Stereo 8 board. 1:53 PM

O&G

I believe I have mentioned O&G here before. Did some things poorly. Looks like a couple of good sells though.

BBEP
I sold out of BBEP way too late, but better late than never. As of today they have stopped paying out dividends on [more]

Wed Apr 13

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Boards Post

GrowthnValue replied to the Deranged Monkey Criticism board. 7:48 PM

Re: Swinging for the fences

Not recommending anything, but I'll give you some names.

I own several O&G companies that could go bust or up multiple times: PWE; PGH; BTE; MCEP; BXE (more natural gas than oil). If oil ends the year at $30, several if not all of these [more]

Fri Apr 8

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Boards Post

GrowthnValue replied to the Stereo 8 board. 5:58 PM

Re: Carried interest rules

No promises I'll read this one. It might be a bridge too far.

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Boards Post

GrowthnValue replied to the Stereo 8 board. 9:45 AM

Re: Carried interest rules

Thanks for the links. I will read this weekend.

The WSJ had an article this morning about a coming wave of last year regulations and executive actions. I only skimmed the article, but I don't believe it mentioned carried [more]

Thu Apr 7

NL

Boards Post

GrowthnValue replied to the Stereo 8 board. 7:35 PM

Re: Carried interest rules

What about executive action? The new fiduciary rules weren't done by legislation. The new inversion rules weren't either.

I believe Hillary and Bernie have both said that they would address carried interest by executive action. Probably not [more]

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Boards Post

GrowthnValue replied to the Stereo 8 board. 7:31 PM

Re: Bloomberg: Apollo's push into predatory lending

Thanks for posting.

It can be tough to get the full picture on these things. WB and Clayton Homes have gotten some criticism regarding loans lately. Low income loans seems to be a rough business and I am sure there are abuses. With Clayton, [more]

Wed Apr 6

NL

Boards Post

GrowthnValue posted to the Stereo 8 board. 11:07 AM

New Fiduciary Rules

Any thoughts on whether and how the new fiduciary rules will affect the alternative asset managers? Any good articles on the subject?

My thinking is that it will not affect them a great deal as they mostly do not deal with retail investors. [more]

Mon Apr 4

NL

Boards Post

GrowthnValue posted to the Stereo 8 board. 1:21 PM

BAM/BIP

Barron's has apparently taken on the Brookfield companies. I do not have access to the article, but it appears as though there are two main points:

(1) Significant amounts of BAM's recent earnings relate to the value of assets; and
(2) [more]

Wed Mar 23

NL

Boards Post

GrowthnValue replied to the Stereo 8 board. 5:54 PM

Re: Financial Times Article

I hadn't paid much attention to the comments. I like the one who talked about a revolt over fees. Quite the revolt BX experienced last year.

Saw the Jefferies upgrade. I have a few limit orders in, but need a few more days of weakness. [more]

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CAPS Player Rating < 20
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Score -2591.06
Score Change Today +48.41
Accuracy 44.26%
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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 445
Recs Received 384
People who have rec'd these posts 130
Recs to Posts Ratio (last 30 days) 0.50
Threads Started 107
Threads Started Percentage 24.04 %
Most Frequent Board Stereo 8
Very First Post Best Hedges (2/11/2011)
Percentage of Posts Rec'd 44.49 %
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