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$BX

Blackstone
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Blackstone is a global investment firm specializing in private equity, real estate, and credit.

sentiment mix
bull 38%bear 0%neu 62%

signal summary

latest high-conviction thesis
Blackstone's hands-on approach turned around Hilton, yielding historic PE profit▾

Blackstone identified Hilton as undermanaged, provided resources and operational support, doubled down during the Great Recession, and generated the largest private-equity profit in history, demonstrating its value-add investment skill.

chris nassettaT2In Good Company with Nicolai Tangen2023-11-22
confidence 78 / 100impact High
key themes
  • AI Infrastructure63%
  • AI Economics & Business Models50%
  • Semiconductors50%
  • Data Center Infrastructure50%
  • Enterprise AI Adoption38%

bull thesis · 3

85 / 100
  • •Blackstone's hands-on approach turned around Hilton, yielding historic PE profit
  • •Blackstone and PE firms use AI JVs to transform portfolio companies
  • •Blackstone scores 50% gain on Jersey Mike's in one year ahead of IPO

bear thesis · 0

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mentions · 8

TBPNFruitfly Hard Takeoff, Parker's Vineyard, Personal Agents1 mentions · 0▲ 0▼ 1○ · 14 days ago
0:0028:0057:001:26:001:55:00
The InformationAnthropic’s Enterprise AI Venture Buys Consultancy, The New Under-the-Radar Prediction Exchange1 mentions · 1▲ 0▼ 0○ · last month
0:003:007:0011:0015:00
Bloomberg TechAnthropic Preps for Blockbuster Public Listing | Bloomberg Tech 8/21/20261 mentions · 0▲ 0▼ 1○ · last month
0:003:007:0011:0015:00
Limitless PodcastThe AI Bubble is The Housing Crisis1 mentions · 0▲ 0▼ 1○ · last month
0:002:005:007:0010:00
SemiAnalysisEp. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy)1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:003:007:0011:0015:00
TBPNJersey Mikes's IPO, AI Lab Nationalization, SpaceX AIPhone | Diet TBPN1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:003:007:0011:0015:00
In Good Company with Nicolai TangenLive podcast with Jamie Dimon - CEO of JPMorgan Chase | Podcast | In Good Company1 mentions · 0▲ 0▼ 1○ · 5 months ago
0:006:0012:0018:0025:00
In Good Company with Nicolai TangenChristopher Nassetta - CEO of Hilton | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 3 years ago
0:006:0012:0018:0025:00