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FTRE - Exited
A broken thesis
May 12
•
Chris Yardy
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FTRE - Exited
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Brookfield 1Q25 | Industry Themes
~20 min read.
May 10
•
Chris Yardy
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Brookfield 1Q25 | Industry Themes
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GM 1Q25 & Tariffs | Port. updt.
+ a new holding
May 3
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Chris Yardy
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GM 1Q25 & Tariffs | Port. updt.
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Banks 1Q/25
+ Citi / Ally 1Q update
Apr 22
•
Chris Yardy
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Banks 1Q/25
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Write it down
And summarize
Apr 12
•
Chris Yardy
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Write it down
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Market Volatility
Hello everyone!
Apr 9
•
Chris Yardy
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Market Volatility
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Big Picture: Alt. Asset Mgrs.
& the PGHN investor day
Mar 29
•
Chris Yardy
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Big Picture: Alt. Asset Mgrs.
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KKR/Brookfield 4Q
A look at recent developments
Mar 22
•
Chris Yardy
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KKR/Brookfield 4Q
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