Dearg Doom
@deargdoom.bsky.social
A daily adrenaline rush to read and interpret results, takeovers, and general business news.
Brookfield Asset Mgmt $BAM
Share Price $52.81 (-3.26%)
Alternative Asset Managers are extremely sensitive, if markets think:
slower rate cuts
cost of capital will stay higher
credit conditions will tighten
…then funds relying on cheap debt for leveraged deals (KKR, TPG, BAM Apollo) sell off.
Share Price $52.81 (-3.26%)
Alternative Asset Managers are extremely sensitive, if markets think:
slower rate cuts
cost of capital will stay higher
credit conditions will tighten
…then funds relying on cheap debt for leveraged deals (KKR, TPG, BAM Apollo) sell off.
December 12, 2025 at 5:03 PM
Brookfield Asset Mgmt $BAM
Share Price $52.81 (-3.26%)
Alternative Asset Managers are extremely sensitive, if markets think:
slower rate cuts
cost of capital will stay higher
credit conditions will tighten
…then funds relying on cheap debt for leveraged deals (KKR, TPG, BAM Apollo) sell off.
Share Price $52.81 (-3.26%)
Alternative Asset Managers are extremely sensitive, if markets think:
slower rate cuts
cost of capital will stay higher
credit conditions will tighten
…then funds relying on cheap debt for leveraged deals (KKR, TPG, BAM Apollo) sell off.
Uber Technologies $UBER
Share Price: $82.82
Uber may seem under pressure, but fears could be overblown:
1️⃣ Competitor gains may be short-lived if Uber matches incentives
2️⃣ Surge in rides ≠ long-term profit—subsidies likely
3️⃣ Scale & loyalty make sustainable undercutting tough
Averaging down here
Share Price: $82.82
Uber may seem under pressure, but fears could be overblown:
1️⃣ Competitor gains may be short-lived if Uber matches incentives
2️⃣ Surge in rides ≠ long-term profit—subsidies likely
3️⃣ Scale & loyalty make sustainable undercutting tough
Averaging down here
December 10, 2025 at 6:07 PM
Uber Technologies $UBER
Share Price: $82.82
Uber may seem under pressure, but fears could be overblown:
1️⃣ Competitor gains may be short-lived if Uber matches incentives
2️⃣ Surge in rides ≠ long-term profit—subsidies likely
3️⃣ Scale & loyalty make sustainable undercutting tough
Averaging down here
Share Price: $82.82
Uber may seem under pressure, but fears could be overblown:
1️⃣ Competitor gains may be short-lived if Uber matches incentives
2️⃣ Surge in rides ≠ long-term profit—subsidies likely
3️⃣ Scale & loyalty make sustainable undercutting tough
Averaging down here