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I have published two bullish articles about Apollo's (NYSE:APO) pending merger with Athene (ATH) ("previous publications" with links on my author's page). This merger closed and early 2022 APO's filings
Apollo Is Poised To Rise
Summary
- After the merger with Athene, Apollo can be valued as a sum of fee-related and spread-related earnings.
- The rock bottom valuation for both segments produces $69 per share.
- A more reasonable valuation produces $94 per share.
- Several purely trading reasons may explain APO's current price.
Ph.D. and MBA with 20+ years of investment experience. I began as a scientist, working under a future Nobel laureate, before transitioning to executive roles in major U.S. corporations. After founding and leading my own company for 15 years, I shifted to full-time investing. My insights blend scientific rigor, entrepreneurial leadership, and executive expertise, driven by a passion for continuous learning. I enjoy publishing on SA but publish elsewhere as well - google me to find out.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of APO, BAM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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