BX 全部观点

Finally, we have Blackstone. To be perfectly honest , this stock was not technically on the list I had prepared. For the first time, I'm placing an arrow from someone else's list.

That's because I recently interviewed David Bonson on the "Mispriced" podcast , who manages over $10 billion using a dividend growth strategy.

I know you've done that before, but we can work on the "Blue All" company we discussed last time. I think "Blue All" is interesting because it's making headlines, there are a lot of headline risks, and a lot of people have strong opinions about it one way or another.

It's a good example, because when you talk about "Blue All," an asset management company that has the vast majority of its assets under management is permanent capital. Thus, there is a certain stability in the fees they receive .

They have a variety of different sectors where they are accumulating assets, whether it is real estate, or whether they are in the areas of data centers that are being built. They also have private capital, and they have publicly traded private capital , which is different.