Archive
The Hidden Credit Crisis in China's Booming Housing Market
You can't have an industry that's both booming and on the verge of serious debt issues...
Securities Analyzed
- 0123.HK
- 2007.HK
- 2777.HK
An Unlikely Winner as the Media Takes On AI
AI could give this media business a much-needed boost...
Securities Analyzed
- ZD
Good News... Earnings Are About to Look Much Worse
When a company expects bad news, a smart management team doesn't drag it out...
Making Opportunity Out of a Market Crisis
When danger hits, turn that danger into a change point...
'Captive Capital' Will Dictate the Private-Equity Market Next Year
Apollo sees the writing on the wall...
Securities Analyzed
- APO
This Private-Equity Giant Moved to Bermuda... Here's Why
This business can now follow Warren Buffett's method...
Securities Analyzed
- APO
A Drastic Pivot for This 'Tiger Cub'
Investors think this fund's string of successful years is coming to a close... for good.
Securities Analyzed
- APO
The Market Is Getting a Little Too Comfortable
The credit markets are always better at forecasting risk...
Investing in What People Want
It's not always enough to look at how "good" a business is...
5G Is Finally Facing a Pushback... Here's Why That's a Good Thing
What looks like a case of NIMBYism could actually be the first 5G pushback...
Securities Analyzed
- AMT
- T
- VZ