Sublime

Story on Blackstone real estate, infrastructure, private credit, growth in perpetual capital, growth in private wealth (retail), growth international, $200 billion in dry powder, $1 trillion in AUM, data and deal advantage... https://t.co/1x2SjQJXgh

光通信の投資先 盆栽のように趣深い https://t.co/fOOrxBmhnj

Today, there are about 1,000 public companies in Japan trading at <1x book value (and about 200 trading below 0.5x book). The median company trading below 1x book has 15 years of net income crystallized on its balance sheet, primarily in a mix of cash, cross-shareholdings of other public equities, and real estate.

$7 trillion of Baby Boomer businesses will be sold by 2030. But where do I find one (like this one) to buy? A thread: https://t.co/Qjd4gIQggc

新規参入不可の東京都の火葬場を実質独占し、強い価格決定力を背景に値上げをしつつ、火葬＋葬式のバンドル売りで葬祭事業で40％以上の利益率を叩き出す廣済堂 葬儀場の増設でトップライン二桁成長しつつPERも13.5xとマルチプルも手頃なんだけど、大株主に中国系が大量にいるのと麻生やSBIの北尾さん https://t.co/uXWfZXGPyV

Hefty target of 15-20% compound dividend growth over next 5 years. Keep in mind $BAM has a beautiful balance sheet https://t.co/qt1NxlxBGF