Apollo: Originating Capital, Compounding Quietly
Apollo Global Management (NYSE: APO ) is one of the world's leading alternative asset managers, with more than 380 billion via Athene, its insurance subsidiary. Despite the complexity of its incomeMy investing approach blends macroeconomic analysis with valuation models, including DCF, multiple-based analysis. I pay close attention to financial structure, free cash flow generation, and capital allocation discipline. I’m particularly drawn to companies undergo ...