Final Trades: Sabra Health Care, Apollo GLobal, Spotify and the IWD
Apollo ManagementApollo Management(US:APO) Youtube·2025-12-10 18:26

分组1 - Sabra Healthcare offers a 6.3% dividend yield and operates in the skilled nursing and senior housing sector, benefiting from favorable demographics and no threat from AI [2] - Apollo and its peers have faced challenges recently, but there are indications of a turnaround, especially with the potential decrease in interest rates being a positive factor [2] - There is a belief that value stocks will start to outperform in 2026, indicating a potential market rotation [3] - Spotify is being considered for investment due to its strong fundamentals in podcasts and pricing power, as well as a breakdown in correlation with Netflix, which presents a buying opportunity [3]

Apollo Management-Final Trades: Sabra Health Care, Apollo GLobal, Spotify and the IWD - Reportify