Apollo: Originating Capital, Compounding Quietly

Apollo Global Management (NYSE: APO ) is one of the world's leading alternative asset managers, with more than $785 billion under management , and with around $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 ...