Stockchase Opinions

Richard Fogler Apollo Asset Management APO-N PAST TOP PICK Sep 05, 2025

(A Top Pick Sep 11/24, Up 23%)

He's owned this one for 10 years. Private equity has cooled off in the last little while, but that's just noise. The good businesses are growing dramatically. Added insurance, a huge growth business. US has just approved private equity in 401(k) accounts, a $13T market of which private equity is only 1% (but could rise to 5-7% over time).

$131.550

Stock price when the opinion was issued

Financial Services
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Projected 19% earnings growth in 2026, yet trades at only less than 15.5x PE 2026.