AIEQ0.460%
as of Sep 4
APO
GrowthAPOLLO GLOBAL MANAGEMENT INC.
Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. The firm prefers to invest in private and public markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth, venture capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions.
Close · 3M
+25.72%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals13
Win rate85% (11/13)
Avg buy return+6.27%
AIEQ · Weight decrease · 2d
weight 2.410% → 0.450% (-1.960 pp)·stock up 3.7% in the 30 days before
Sep 3·entry $134.49·now $134.49
0.00%
since Sep 3
AIEQ · Sudden change · 1d
weight 2.410% → 0.470% (-1.940 pp)·stock up 1.8% in the 30 days before
Sep 1·entry $131.69·now $134.49
+2.13%
since Sep 1
AIEQ · Weight increase · 2d
weight 2.370% → 2.390% (+0.020 pp)·stock up 9.2% in the 30 days before
Aug 20·entry $129.98·now $134.49Drifting
+3.47%
since Aug 20
AIEQ · Weight increase · 2d
weight 2.280% → 2.480% (+0.200 pp)·stock up 15.6% in the 30 days before
Aug 12·entry $138.61·now $134.49Fresh
-2.97%
since Aug 12
AIEQ · Weight increase · 2d
weight 2.250% → 2.300% (+0.050 pp)·stock up 6.3% in the 30 days before
Aug 7·entry $127.44·now $134.49Drifting
+5.53%
since Aug 7
AIEQ · Sudden change · 1d
weight 0.670% → 2.250% (+1.580 pp)·stock up 6.0% in the 30 days before
Aug 2·entry $129.42·now $134.49
+3.92%
since Aug 2
AIEQ · Weight decrease · 2d
weight 0.700% → 0.670% (-0.030 pp)·stock up 6.0% in the 30 days before
Jul 31·entry $125.59·now $134.49
+7.09%
since Jul 31
AIEQ · Weight increase · 3d
weight 0.650% → 0.690% (+0.040 pp)·stock up 0.0% in the 30 days before
Jul 26·entry $124.24·now $134.49Drifting
+8.25%
since Jul 26
AIEQ · Weight increase · 2d
weight 0.650% → 0.670% (+0.020 pp)·stock up 0.0% in the 30 days before
Jul 24·entry $122.61·now $134.49Drifting
+9.69%
since Jul 24
AIEQ · Weight decrease · 2d
weight 0.670% → 0.650% (-0.020 pp)·stock down 12.0% in the 30 days before
Jul 22·entry $119.04·now $134.49
+12.98%
since Jul 22
AIEQ · Weight increase · 2d
weight 0.660% → 0.680% (+0.020 pp)·stock down 13.0% in the 30 days before
Jul 17·entry $120.47·now $134.49Chased
+11.64%
since Jul 17
AIEQ · Sudden change · 1d
weight 0.280% → 0.660% (+0.380 pp)·stock down 7.6% in the 30 days before
Jul 1·entry $118.44·now $134.49
+13.55%
since Jul 1
+10.68%
since Jun 25
-2.19%
since Jun 18
+4.89%
since May 30
+4.10%
since May 3
LQAI · Exit · 1d
weight 0.390% → 0 (exited)·stock up 8.3% in the 30 days before
Aug 6·entry $127.99·now $134.49
+5.08%
since Aug 6
LQAI · Accumulation · 5d
weight 0.350% → 0.390% (+0.040 pp)·stock up 9.1% in the 30 days before
Aug 3·entry $129.42·now $134.49Drifting
+3.92%
since Aug 3
LQAI · Weight decrease · 2d
weight 0.390% → 0.370% (-0.020 pp)·stock up 1.6% in the 30 days before
Jul 30·entry $120.25·now $134.49
+11.84%
since Jul 30
LQAI · Weight increase · 3d
weight 0.350% → 0.390% (+0.040 pp)·stock up 5.4% in the 30 days before
Jul 28·entry $124.69·now $134.49Drifting
+7.86%
since Jul 28
LQAI · Weight increase · 2d
weight 0.350% → 0.370% (+0.020 pp)·stock up 0.0% in the 30 days before
Jul 24·entry $122.61·now $134.49Drifting
+9.69%
since Jul 24
LQAI · Weight decrease · 2d
weight 0.370% → 0.350% (-0.020 pp)·stock down 13.9% in the 30 days before
Jul 21·entry $118.40·now $134.49
+13.59%
since Jul 21
LQAI · Weight increase · 2d
weight 0.350% → 0.370% (+0.020 pp)·stock down 9.4% in the 30 days before
Jul 16·entry $123.34·now $134.49Drifting
+9.04%
since Jul 16
LQAI · New entry · 1d
weight 0 → 0.360% (new)·stock down 7.1% in the 30 days before
Jul 7·entry $119.33·now $134.49Chased
+12.70%
since Jul 7
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 26
AI ETFs show mixed activity, with AIEQ indicating a recent trend of increasing its weight in Apollo Global Management, while LQAI has seen some decreases. This action of accumulation by AIEQ contrasts with the framework's 'Fail' verdict, which is driven by concerns about the company's financial health and valuation. The AI's apparent positive outlook or holding strategy diverges from a Buffett-style assessment highlighting a lack of fundamental appeal at the current price.
- Circle of CompetenceApollo Global Management operates a fee-based alternative asset management business whose core earning power from long-term capital commitments can be reasonably projected, despite the cyclicality of performance fees.
- Economic MoatApollo benefits from a strong brand reputation, significant scale in its operations, and high switching costs for its institutional limited partners, creating a durable competitive advantage.
- ManagementThe provided data is insufficient to assess management's candor, capital allocation discipline, or skin in the game, which are critical elements of this stage.
- Financial HealthThe company's current Return on Equity (ROE) of 5.34% falls significantly below the required 15% average and 10% minimum threshold, indicating a failure in financial performance.
- Margin of SafetyWith a Price-to-Earnings (P/E) ratio of 61.79 and a low Return on Equity, the current market price does not offer a defensible margin of safety relative to intrinsic value.
Apollo Global Management operates within an understandable circle of competence and possesses a strong economic moat. However, its current financial health, specifically a low Return on Equity, and its premium valuation, reflected in a high P/E ratio, lead to a 'Fail' verdict within this value investing framework. These factors suggest the company does not currently meet the rigorous criteria for a sound, long-term investment at its present price.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.