Petar Vladimirov Posledovich

#Mergers, #Capital #Integrity, #Investments #Finance #Tech Wolfteam Ltd. 15 years banker. Techie

[Petar Vladimirov Posledovich @PPosledovich]

Wolfteam Ltd. https://t.co/gSJOKv4Dzu

Wolfteam offers Mergers and Acquisitions advisory, Capital raising, Valuations services with a focus on Bulgaria and Eastern Europe.

With a certain inclination toward technology startups and tech SMEs. Bitcoin, AI, Fintech Cloud, etc.

[Petar Vladimirov Posledovich @PPosledovich]

https://t.co/suNur32kih

If artificial intelligence, AI does not prove to be a bubble and does not burst, defined by the Nasdaq Composite falling 62 % or more, private credit asset managers will recover most of their positions.

#stocks #ai_growth_stock #InvestingNews #qqq #tech

[Petar Vladimirov Posledovich @PPosledovich]

https://t.co/wsNtjpemeJ

If AI turns out to be a bubble and bursts there are two possible scenarios:

1) Mild realistic scenario:

The Nasdaq Comp falls 46 % from its peak.

1) Pessimistic scenario:

The Nasdaq Comp falls 62 % or more from its peak.

#stocks #ai_growth_stock

[Petar Vladimirov Posledovich @PPosledovich]

Good quote.

#investing #ValueInvesting #dividends #StockMarketCrash #StockMarkets #StockMarketNews #StockMarketInvesting #capital #Finance #Banking #reports #research #Dividend #dividends #profit $SPY $QQQ #qqq #spy #djia #globalstocks #StockMarketToday #markets #wallstreet

[Petar Vladimirov Posledovich @PPosledovich]

#mergers #acquisitions #Finance #Banking #industry #investing #economy

[The Icahnist @TheIcahnist]

M&A Reading List from Brad Jacobs

Like + RT if you want a breakdown of each book.

[Petar Vladimirov Posledovich @PPosledovich]

#warrenbuffet #ValueInvesting #investing #StockMarketCrash #StockMarkets #Finance #Banking

[The Shift Journal @TheShiftJournal]

In 1998, Warren Buffett gave a 1-hour masterclass on how to never lose money investing.

[Petar Vladimirov Posledovich @PPosledovich]

#Mathematics #AI #Finance #StockMarkets #investing

[Grey @jgreyfriend]

In 2010, Jim Simons gave a masterclass at MIT on mathematics, business & building the most successful hedge fund in history.

His frameworks:
• Be guided by beauty
• Collaborate with the best
• Slavishly follow the model

15 lessons from the greatest investor of all time:

[Petar Vladimirov Posledovich @PPosledovich]

#StockMarketCrash #StocksInFocus #investing #Finance #capital $SPY $QQQ

[Compounding Quality @QCompounding]

"It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be intelligent."

-Charlie Munger

[Petar Vladimirov Posledovich @PPosledovich]

The Private Credit Turmoil

https://t.co/J1kgKKdBqV

Are we on the precipice of a new financial crisis?

No.

With 3.5 trillion USD in assets, private credit is not big enough to crash the global economy.

#investing #StockMarketCrash #StockMarkets #Finance #Banking #qqq $SPY #AI

[Petar Vladimirov Posledovich @PPosledovich]

@AIFrontliner Interesting..

[Petar Vladimirov Posledovich @PPosledovich]

TPG Valuation

https://t.co/sqfb2EGDqh

In a negative AI scenario TPG's market capitalization could fall to 9 billion USD, compared to TPG's current market capitalization of 16.68 billion USDs. 

TPG's intrinsic value is 54 billion USDs.

#Investing #stockmarkets #tech #QQQ $SPY

[Petar Vladimirov Posledovich @PPosledovich]

Why Have Leading Private Equity Stocks Fallen Since The Beginning Of 2026?

https://t.co/h4DlejTsKn

After the sell off is done the stocks of Blackstone, KKR, Apollo, Carlyle, TPG, Ares, Blue Owl etc. could prove undervalued.

#Investing #stockmarkets #TechNews #QQQ $SPY

[Petar Vladimirov Posledovich @PPosledovich]

What Would It Take For A Large Correction In Private Equity, Private Credit Stocks?

https://t.co/H0HphpPBL8

A bursting of a possible AI bubble could cause a dramatic fall in the stocks of Blackstone, KKR, Apollo, Carlyle, Ares, Blue Owl, CVC

#Investing #stockmarkets #Tech

[Petar Vladimirov Posledovich @PPosledovich]

Is This The Bursting Of A Private Equity, Private Credit Bubble?

https://t.co/IsePmTLg0h

In short, the stocks of Blackstone, KKR, Apollo, Carlyle Ares, Blue Owl, CVC could fall circa 40 % from their recent peaks, but they will most likely recover.

#Investing #stockmarkets

[Petar Vladimirov Posledovich @PPosledovich]

Blue Owl Holds Redemptions From One Of Its Funds

https://t.co/rH6FfQJBS2

he most likely scenario is slow recovery for Blackstone, KKR, Apollo, Carlyle, Ares, Blue Owl, CVC etc. stocks and business, but recovery nonetheless.

#stocks #stockmarket #investing #Markets #QQQ

[CA Vivek Khatri @CaVivekkhatri]

In 1998, Warren Buffett explained how to never lose money. MUST BOOKMARK🔖

The lecture was 1 hour 24 minutes long.

The company built on those ideas is now worth $1 trillion.
This is the closest thing to a cheat code that exists.

I'm sharing my latest viral find with you - watch even 5 minutes and your trading mindset will shift forever.

Share it. You'll thank yourself later.

[Petar Vladimirov Posledovich @PPosledovich]

Partners Group Holding AG Valuation

https://t.co/cw9BcZLDEC

In a base case, Partners Group's intrinsic value is 39 billion USDs, compared with Partner's Group's current market cap of 25.31 bln. Swiss Francs or 32.903 bln. USDs.

#stockmarkets #investing #Tech #qqq #stockmarkets

[Petar Vladimirov Posledovich @PPosledovich]

EQT AB. The Private Equity Firm Valuation

https://t.co/d2fzScjvxf

EQT operates 270 billion EURs of assets under management.

EQT's current market capitalization is 33.78 billion EURs.

#investing #stockmarketcrash #stockmarkets #stockmarketnews #technology #privateequity #qqq

[Petar Vladimirov Posledovich @PPosledovich]

Data Storage Companies Seem To Be The Current Momentum stocks

https://t.co/crZ7QPL4og

Micron Technology Inc, SanDisk, Western Digital and other data storage technology companies seem to be the current positive momentum stocks.

#investing #stockmarkets #stockmarketcrash #qqq

[Petar Vladimirov Posledovich @PPosledovich]

Alphabet Valuation In A Positive And A Negative AI Scenario

https://t.co/YhdH1VkSHl

If AI changes profoundly the world Alphabet's market cap could rise to 9.5 trillion USDs.

If AI bursts Alphabet's market cap could fall to 900 billion USDs.

#StockMarket #investing #Google

[Petar Vladimirov Posledovich @PPosledovich]

Can A Dovish Federal Reserve And AI Productivity Gains Lead To A 2026 Stocks Bull Market?

https://t.co/scDN3SRvr8

The S&P 500 could rise between 7 % and 12 %, with significant possibility of a large negative price event.

#StockMarkets #StockMarketCrash $SOY #spy #QQQ #Tech #ai