Some highlights from this weekend’s Event Driven Monitor
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The Event of the Week
The more I look at Private Equity the more I think the most important driver of investment returns for the next 10 years will be avoiding the PE/VC train smash and all its 2nd derivatives.
Look at the growth of this industry. As recently as 2017 it was only $5.4 trillion. Then it rockets at an 18% CAGR for the next 6 years to almost $15 trn.
I see the future for Private Equity, because it reminds me of Africa, another illiquid asset class.
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Kuppy’s Tweet of the Week
Chart and Kliff Note of the Week
BABA continues to hoover up stock, with another 613m/77m ADRs shares in the Q1 (~$6B), shrinking the count by 2.3% in the quarter. They have $26B left in the program.
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Kuppy’s Event Driven Monitor scans over 20 corporate events for market moving information and distills them into our propietary “Kliff Notes.” One profitable trade should more than cover an annual subscription and access to the Event Driven chatroom!