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Tue Feb 5th 21:12 PM | Rating: 0 0
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6 Reasons Blackstone's Still a Short

Isn't Blackstone limited in what it can do as far as ibanking? To stay as a publicly traded LP it can only have revenue from non-asset management sources be less than 10% of total revenue. Therefore, if it grows that area too much such as through the purchase of an ibank franchise, it will lose its tax favored status. That brings to the big critique of this article. Investment banks are inadequate comparisons to Blackstone because of the corporate tax issue. The stock may still be a good short, but the lack of corporate tax makes up for at least some of the valuation puzzle.
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Fri Jan 25th 13:46 PM | Rating: 0 0
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U.S. Mortgaging Its Future for Sovereign Fund Investments

What about Apollo?
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