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Candid Thoughts on Continuation Vehicles

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Shorts in Financial Services

Regional banks with exposure to CRE, vanilla private credit, and bottom 80% of consumers BDCs not securing equity convexity from sponsor...

 
 
 
Long $APO

Excess Return Per Unit of Risk + Marc Rowan + unparalleled origination capabilities = the alternative asset manager most poised to...

 
 
 

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Lectio Difficilior Potior 
Ars Memoriae | Memento Mori

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est. 2025

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