• Beyond Private Equity: Why BLACKSTONE is a Stealth Opportunity

  • Mar 6 2024
  • Length: 27 mins
  • Podcast

Beyond Private Equity: Why BLACKSTONE is a Stealth Opportunity

  • Summary

  • Unlock the hidden strengths of @Blackstone, the alternative asset powerhouse. In this insightful episode, @MontakaGlobal's Andy and Chris reveal 6 underappreciated advantages fueling Blackstone's massive upside potential.

    While Blackstone is a well-known name, many investors may be underestimating its true strengths and competitive advantages. This insightful episode unpacks the key reasons why Blackstone represents a compelling investment opportunity, from its diverse asset platform and ability to raise capital across insurance, private wealth, to its cutting-edge data analytics capabilities. Andy and Chris also address common valuation misconceptions, highlighting Blackstone's capital-light business model and sustainable earnings growth potential.


    Highlights of the episode:

    • Blackstone's diversification beyond private equity into credit, real estate, and other alternative assets (2:21)
    • Ability to raise capital from massive insurance, private wealth, and pension fund markets (6:07)
    • Proprietary data advantages from scale, 230 private companies, 12,000+ real estate assets (11:35)
    • Prescient pivot away from office real estate, now just 2% exposure (14:49)
    • Valuation misunderstood - sustainable performance fees, reliable earnings growth (17:03)
    • Capital-light business model enabling high-growth reinvestment (23:03)
    • Blackstone as a long-term holding and one of Montaka's largest positions (26:02)

    #Blackstone #Montaka #Amacken #CDemasi #BX #AlternativeAssets #PrivateEquity #DataAnalytics #RealEstate #CompetitiveAdvantages #ValuationOpportunity #InvestmentAnalysis


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