Group 1 - The article discusses the investment approach of Michael Del Monte, emphasizing a holistic view of the investment ecosystem rather than evaluating companies in isolation [1] - Michael Del Monte has over 5 years of experience as a buy-side equity analyst and previously worked in professional services for over a decade across various industries [1] Group 2 - The article does not provide specific investment recommendations or advice regarding any particular company or stock [2][3]

Private Equity Trends - Private equity is experiencing a "CV craze" (likely referring to convertible note or similar structures) [1] Newsletter Focus - The newsletter "Going Private" focuses on private markets [1]

Private equity is moving closer to gaining entry into 401(k) accounts, but there’s no clear picture of how retail investments in the asset class will fare https://t.co/yw2iUanDxh ...

Market Trends - Shares of private equity-backed companies that have done recent IPOs are struggling [1] - Investors are seeking riskier assets like cryptocurrencies and AI [1]

Investment Concerns - Private equity's latest financial engineering is worrying investors [1]

Who wants to buy an NFL team? Here’s the playbook private equity firms are using to snap up franchises https://t.co/DMrY1Xa8XJ ...

Private Equity & Policy - Donald Trump's policy is a gift to private equity [1]

Private equity is an alternative investment class that invests in or acquires private companies that are not listed on a public stock exchange. https://t.co/9MTOqZCueU ...

British Columbia Investment Management is back in the secondary market to sell $2 billion of private equity assets within its portfolio, according to sources https://t.co/CPdFQNmSc1 ...

Industry Trend - Private equity firms are celebrating Trump's executive order [1] - The executive order gives private equity firms access to retirement funds [1]