Nice write-up on Apollo Global (although I would not invest there)
An interesting essay on streaming – Unbundling vs. Bundling etc. from the former CEO of Sky
NotBoring on the Terra-Luna implosion
Why the US has an infant formula (milk powder) crisis
The UndervaluedJapan Blog celebrates its (slightly frustrated) 10th anniversary
Rare feature on Chris Hohn (TCI Fund)
John Hempton is angry about the Management of Swedish Match because of the proposed take over
Why wouldn’t you invest in Apollo?
Apollo’s reputation within PE speaks for itself.
How do you know, have you been in contact with them?
Can you point us to some evidence that show their supposedly bad reputation? Thanks