Posts on KKR

Latest ideas and analyses related to KKR & Co. Inc. Common Stock

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APO , ARES , BX , BRDG , CG , KKR , HLNE , PX , STEP , TPG

+35 pts



2Q Preview: Macro Concerns Pose Downside Risks; Downgrade APO, STEP to EW

By mooreideas on July 19, 2022, 10:57 a.m.
Tagged topics: earnings preview

Views: 15, Votes: 3, Responses: 0, Attachments: 1
AB , AMG , APAM , BLK , BEN , IVZ , JHG , TROW , VCTR , WETF , APO , ARES , BX , CG , KKR , BAM , TPG , HLNE , STEP , OWL , FOCS , AMP , IBKR , LPLA , RJF , SCHW , SF , AMK

+47 pts



Balancing EPS risks against discounted valuations; favor Brokers over Asset Managers

By ethonomics on June 30, 2022, 2:03 p.m.
Tagged topics: deep dive

Views: 57, Votes: 10, Responses: 0, Attachments: 1
KKR , BX , CG , APO , ARES , BAM

+18 pts



KKR will continue to attract assets and maintain an economic structure that does not just reward employees, but shareholders (us) as well. From an asset-gathering...

By ntanminchen on May 18, 2022, 2:43 a.m.
Tagged topics: analyst checks

Views: 25, Votes: 7, Responses: 0, Attachments: 0
KKR , CG , BAM , APO , ARES , BX

+43 pts



Alternatives valuation conundrum: P/E's imply big macro risks... results and outlooks suggest otherwise

By ethonomics on May 17, 2022, 5:27 p.m.
Tagged topics: analyst checks

Views: 43, Votes: 7, Responses: 1, Attachments: 1
KKR

+41 pts



$KKR - Business evolution and consistent growth remains meaningfully undervalued

By ethonomics on May 4, 2022, 2:12 p.m.
Tagged topics: earnings results

Views: 33, Votes: 4, Responses: 2, Attachments: 1
STEP , APO , PX , BRDG , BX , ARES , CG , KKR , HLNE , TPG

+32 pts



Structural Tailwinds Trump NT Concerns

By realjoe on April 20, 2022, 4:59 p.m.
Tagged topics: earnings preview

Views: 19, Votes: 2, Responses: 0, Attachments: 1
KKR

+37 pts



$KKR - Macro fears vs. micro trends support bullish view

By ethonomics on April 8, 2022, 6:37 p.m.
Tagged topics: non deal roadshow

Views: 47, Votes: 4, Responses: 0, Attachments: 1
NTRS , BK , KKR , CG , OWL

+30 pts



Rates vs. Everything else; upgrade NTRS to Buy/downgrade BK to Neutral from Buy

By ethonomics on March 30, 2022, 5:18 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 24, Votes: 1, Responses: 0, Attachments: 1
KKR , OWL , CG

+35 pts



Balancing macro risks against valuation and business quality

By ethonomics on March 14, 2022, 2:49 p.m.
Tagged topics: analyst checks

Views: 35, Votes: 2, Responses: 0, Attachments: 1
KKR , ARI , BX

+73 pts



$KKR (answer to request)

By tvalerttelegram on Feb. 15, 2022, 10:42 p.m.
Tagged topics: Morgan Stanley

Views: 52, Votes: 6, Responses: 0, Attachments: 3
KKR

+5 pts



Anything on$KKR

By lejooon on Feb. 15, 2022, 5:39 p.m.
Tagged topics: analyst checks

Views: 31, Votes: 2, Responses: 2, Attachments: 0
MSFT , FB , AMZN , GOOGL , CRM , APO , ATH , BKNG , CZR , DELL , ESTC , FIVN , KKR , NFLX , NOW , TDG , UNH , WDAY , WSC

+61 pts



Hedge funds reshuffle their positions after record stretch of underperformance, $MSFT now the most popular long

By ethonomics on Nov. 22, 2021, 11:37 a.m.
Tagged topics: hedge funds

Views: 324, Votes: 15, Responses: 1, Attachments: 1
KKR

+35 pts



$KKR - JP Morgan impressed by scope and depth from Investor Day

By lejooon on May 6, 2021, 3:28 p.m.
Tagged topics: valuations , investor day , JP Morgan

Views: 81, Votes: 4, Responses: 0, Attachments: 14