{"version":"market-claims.v1","claim":{"id":"mcl_1a4ad90ffa3c1ab6a1","url":"/trace/claims/mcl_1a4ad90ffa3c1ab6a1","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"The big private-asset managers like Apollo have a flywheel spinning on its own, and the market still cannot figure out how to price their profit share, leaving them underowned.","confidence":0.72,"expert":{"slug":"investlikebest","displayName":"Invest Like the Best","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/75a94db5-5","url":"/trace/experts/investlikebest","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"APO","name":"APO","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=WHYr_CeiGOM&t=4530s","sourceUrl":"https://youtube.com/watch?v=WHYr_CeiGOM","timecode":"75:30","startMs":4530000,"endMs":null,"excerpt":"we see this now, I would say, like in the alts space, for example, where these businesses are now, you know, they're all mostly public. And that's like Apollo, correct? Yeah, KKR, or Aries and their ability to offer unparalleled customer service, product innovation, opportunities for talent development, new channels of growth is just it's spinning on its own in terms of this flywheel"},"performance":{"entryPrice":134.9199981689,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"multi-year","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"investlikebest","displayName":"Invest Like the Best","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/75a94db5-5","url":"/trace/experts/investlikebest","claimed":false},"source":{"platform":"YOUTUBE","title":"Kelly Granat - Investing At Lone Pine","sourceUrl":"https://youtube.com/watch?v=WHYr_CeiGOM","publishedAt":"2025-03-12T20:57:29.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=WHYr_CeiGOM&t=4530s","sourceUrl":"https://youtube.com/watch?v=WHYr_CeiGOM","timecode":"75:30","startMs":4530000,"endMs":null,"excerpt":"we see this now, I would say, like in the alts space, for example, where these businesses are now, you know, they're all mostly public. And that's like Apollo, correct? Yeah, KKR, or Aries and their ability to offer unparalleled customer service, product innovation, opportunities for talent development, new channels of growth is just it's spinning on its own in terms of this flywheel","quote":"we see this now, I would say, like in the alts space, for example, where these businesses are now, you know, they're all mostly public. And that's like Apollo, correct? Yeah, KKR, or Aries and their ability to offer unparalleled customer service, product innovation, opportunities for talent development, new channels of growth is just it's spinning on its own in terms of this flywheel","speaker":"Kelly Granat"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"APO","name":"APO","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":134.9199981689,"currency":"USD","observedAt":"2025-03-12T20:57:29.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"APO","assetClass":"EQUITY","price":134.9199981689,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"APO","observedAt":"2025-03-12T20:57:29.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}