How the Marriage of Insurance and Private Credit is Transforming Finance
This was intense! Had to re read a couple times. Great work as always
Really felt like a dumb real estate operator guy reading this one.
This was excellent. And somewhat frightening. Thank you.
Sounds a lot like the mortgage and housing market
This is a fascinating analysis of APO’s business model & the leverage embedded inside it.
I always thought Buffett's use of insurance as permanent capital was clever... but Apollo is on another level. Rowan once said “One way we create growth for a reasonable price is complexity" and I didn't get it at the time...
I'm not smart enough!
This was intense! Had to re read a couple times. Great work as always
Really felt like a dumb real estate operator guy reading this one.
This was excellent. And somewhat frightening. Thank you.
Sounds a lot like the mortgage and housing market
This is a fascinating analysis of APO’s business model & the leverage embedded inside it.
I always thought Buffett's use of insurance as permanent capital was clever... but Apollo is on another level. Rowan once said “One way we create growth for a reasonable price is complexity" and I didn't get it at the time...
I'm not smart enough!