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Weekly Round Up

Mobile Phone Insurance, Evergreen Funds, Blackstone’s $22B Fund

Nov 1, 2024

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6 min read

Mobile Phone Insurance, Evergreen Funds, Blackstone’s $22B Fund

Explore the $73B mobile phone insurance boom, how evergreen funds may hit 30% of secondaries AUM, and Blackstone’s $22B lending move.

Research Deep Dive

$73B Mobile Phone Insurance Market Growth Opportunity

Nov 1, 2024

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12 min read

$73B Mobile Phone Insurance Market Growth Opportunity

Rising theft and phone prices fuel $73B market by 2030. A key play for digital insurers and private equity.

Weekly Round Up

EQT's $14.5B Move, PE's Infinite Game (Theory), 20 Oldest Companies In The World

Oct 28, 2024

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6 min read

EQT's $14.5B Move, PE's Infinite Game (Theory), 20 Oldest Companies In The World

This week we explore how private equity must understand the game they’re playing, and adopt the mindset of an infinite game to succeed. We also cover the strength of the US economy via robust consumer spending, a strong labor market and high investment rates.

Weekly Round Up

Secondaries Trend, PE and Gen AI Growth; Google Goes Nuclear Powered

Oct 25, 2024

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9 min read

Secondaries Trend, PE and Gen AI Growth; Google Goes Nuclear Powered

Google shifts to nuclear power, GenAI to revolutionize PE deal sourcing and portfolio management, plus proprietary forum members insights on balancing founders and professional managers in portfolio companies.

Research Deep Dive

The Infinite Game of Private Equity: A Game Theory Perspective

Oct 25, 2024

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15 min read

The Infinite Game of Private Equity: A Game Theory Perspective

Best players are those who focus on play, not on winning.

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