Sector Deep Dives · 17 pieces · Latest: Oct 15, 2026
Asset Managers & Exchanges
▲ 4 Bullish ▼ 0 Bearish · 13 No tone
Research, newest first
YouTube · iPulse AI
EP 31 | Adyen Stock Analysis: Will It Make Investors Rich?
YouTube · SMU Mission Foods Texas-Mexico Center
Comparing the Mexican and Texas Stock Exchanges: Natural Partners or Competitors?
Substack · Global Equity Briefing · Ray Myers
Time to Buy Fintech: What Caused the Sell-Off and 5 Best Stocks!
The last 12 months have been brutal for fintech investors.
YouTube · Unhyped Stocks
Adyen Stock: Down 70% Despite Being a Payment Infrastructure
YouTube · Excess Returns Clips
They Paid 20x. Now They're Stuck | Dan Rasmussen on How the Private Equity Cycle Ends
YouTube · El Planeta Financiero - Kayser Pravia
Is Mercado Libre worth buying today?🔥 My analysis under $2,000 USD $MELI STOCK
YouTube · El Planeta Financiero - Kayser Pravia
Why is PAYPAL still SO CHEAP?👉Time to invest? Analysis and valuation Q2 2026 results $PYPL
YouTube · DeepDive
Nu Holdings (NU) Stock Analysis 2026 | Latin America's Fintech Giant
YouTube · BAIJAVIER
5 ACCIONES para COMPRAR AHORA‼️ JUL 2026
YouTube · El Planeta Financiero - Kayser Pravia
Mi TESIS de inversión en LAS VEGAS🔥👉 Por qué comprar MAMAS CREATIONS ahora?🍝 Planet Microcap 2026🔥
Substack · M&A sin Rodeos - Joshua Novick · Joshua Novick
El peor negocio del mundo al que todos quieren entrar
Los clubes de fútbol cotizan a múltiplos absurdos, los fondos de private equity siguen pagando miles de millones, aunque los números no cuadran. Os cuento lo que no aparece en el balance.
YouTube · Sohn Conference Foundation
Larry Robbins pitches at Sohn Investment Conference 2026
YouTube · El Planeta Financiero - Kayser Pravia
Is it time to invest in Mercado Libre after the 15% drop? Analysis and valuation⚠️🔥
YouTube · Rankia
Invest in Defense without risking your entire portfolio
Substack · Capital & Cycles · Sandro Vergueiro
Private credit: the $2 trillion problem
“When you see one cockroach, there’s probably more.” Jamie Dimon, CEO of JPMorgan Chase
Institutional · Goldman Sachs Insights
The Outlook for Private Credit amid Rising Market Stress
Despite concern about increasing credit market stress and lending to software companies that may face AI disruption, there are signs that private credit markets are relatively stable.
Institutional · PIMCO · lotfi karoui, gabriel cazaubieilh
Private Credit’s Other Lanes Still Offer Value | PIMCO
Even as the direct lending sector faces scrutiny, private credit remains a broadly diversified market offering a variety of investable opportunities.
YouTube · El Planeta Financiero - Kayser Pravia
How much money did I make in the stock market in 2025? My 2025 Investment Returns! 👉 6 years of r...
YouTube · Fundamental Deep Dive
Deep Dive: Why Adyen Is Winning the Second Wave of Global Payments
YouTube · Stockmindsweb
Best Fintech Stock to Buy: Nu Holdings (NU) Stock Analysis Q3 2025
Institutional · Goldman Sachs Insights
European Private Equity Deals Rise as Companies Focus on Strengthening Core Businesses
The impact of AI is a factor spurring private equity deals in Europe.
Institutional · BlackRock Insights
Today’s private credit opportunity | BlackRock
Private credit is growing rapidly. See how innovation can expand access, diversify portfolios and support companies and communities worldwide. Read more.
Institutional · KKR Insights
Please Locate the Nearest Exit: Our Approach to Monetizing Private Equity Assets in Turbulent Times | KKR
For KKR, we have seen that planning for exits early, taking a creative and flexible approach to the exit plan, and making good companies great makes even the most difficult environments navigable. Learn more.
Institutional · T. Rowe Price
Gone Private: Allocating to Private Credit in Multi-Asset Income Portfolios
Adding private credit to a multi-asset portfolio can enhance yield and diversification
Institutional · T. Rowe Price
Gone Private: Allocating to Private Credit in Multi-Asset Income Portfolios
Adding private credit to a multi-asset portfolio can enhance yield and diversification.
Institutional · T. Rowe Price
Gone Private: Allocating to Private Credit in Multi-Asset Income Portfolios
Adding private credit to a multi-asset portfolio can enhance yield and diversification
Institutional · PIMCO · jason steiner, jason mandinach, russell gannaway
Active Management Comes for Private Credit: In-Depth Investment Approaches | PIMCO
The playbook for private credit is changing as a maturing direct lending market creates opportunities for active, relative-value-oriented investors.
YouTube · Sohn Conference Foundation
Connie Lee pitches nCino at Sohn 2025
YouTube · Milken Institute
Private Equity's Next Move in Latin America | Global Investors' Symposium Mexico City 2025
YouTube · Value Playbook
Is PayPal Still a Smart Investment in 2025?
Institutional · KKR Insights
What Role Can Private Credit Play in Individual Investors’ Portfolios? | KKR
Over the past few years, amid capital market volatility and an expanded value proposition, Private Credit has now cemented itself as a permanent fixture in investor portfolios as well as in borrower’s toolkits. Learn…
Substack · Skin in the Game · Folok Dutta
Kiri Industries: ₹3500 Cr mcap Co awaiting a ₹5000 crore payment
Issue #8 analyzes Kiri Industries' decade long litigation and why recent events reveal a turning point that the case will finally reach a resolution.
Institutional · T. Rowe Price
The rise of public and private credit opportunities in the evolving multi-asset investing world
Explore diverse credit opportunities in evolving multi-asset investing.
Institutional · KKR Insights
Staying on Course in Private Equity | KKR
To say there is uncertainty in the economy today is an understatement. Learn why we Believe Now Is the Right Time for Private Equity.
Institutional · KKR Insights
Private Credit 2025: Navigating Yield, Risk, and Real Value | KKR
We sat down with Dan Pietrzak, Global Head of Private Credit at KKR, for his take on where we are, what he's watching, and what he believes could drive returns from here. Learn more.