Does anyone else think BX is the perfect play? I know so many videos claim its going to implode/blow up/crash. But that is the problem. Since everyone is saying that, it won't happen.
The reality is EVERY ceo is terrified about going public now. Public companies as of late have been trash(the headaches of dealing with shareholders is even worse). The good companies are private and staying private.
BX like Dimon said is getting these companies before they go public and just hoarding them. Remember most of the money made is by getting in at the private level then cashing out if they go public.
The upside is massive here, I wonder if the next crisis is actually a too small of a public market with the names not representing the true U.S. economy. 1/5 of the economy is hiding under private equity. Imagine when that hits 3/5 or 4/5? then what?
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