LQAI · Exit · 1d
weight 0.400% → 0 (exited)·stock up 2.0% in the 30 days before
Jul 7·entry $120.89·now $123.61
+2.25%
since Jul 7
BX
GrowthBLACKSTONE INC.
Blackstone Inc. is an alternative asset management firm specializing in private equity, venture capital, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage, seed, middle market, mature, late venture, growth capital, emerging growth, turnaround, and later stage companies. It also provide capital markets services.
Close · 3M
+6.98%
Held by 0 AI ETFs
None of the tracked AI ETFs currently hold this name.
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 signals3
Win rate100% (3/3)
Avg buy return+2.28%
LQAI · Weight increase · 3d
weight 0.360% → 0.400% (+0.040 pp)·stock up 5.0% in the 30 days before
Jul 2·entry $122.78·now $123.61Fresh
+0.68%
since Jul 2
LQAI · Weight increase · 2d
weight 0.360% → 0.380% (+0.020 pp)·stock up 2.9% in the 30 days before
Jul 1·entry $119.55·now $123.61Drifting
+3.40%
since Jul 1
LQAI · Weight decrease · 3d
weight 0.410% → 0.380% (-0.030 pp)·stock up 5.3% in the 30 days before
Jun 22·entry $123.26·now $123.61
+0.28%
since Jun 22
LQAI · Weight decrease · 2d
weight 0.410% → 0.390% (-0.020 pp)·stock up 5.0% in the 30 days before
Jun 18·entry $123.79·now $123.61
-0.15%
since Jun 18
LQAI · New entry · 1d
weight 0 → 0.400% (new)·stock down 3.5% in the 30 days before
Jun 9·entry $120.29·now $123.61Drifting
+2.76%
since Jun 9
PQUS · Exit · 1d
weight 0.020% → 0 (exited)·stock down 8.0% in the 30 days before
May 16·entry $117.04·now $123.61
+5.61%
since May 16
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 May 18
The AI ETF PQUS recently exited its position in Blackstone, aligning with this framework's 'Fail' verdict. The primary driver for the 'Fail' verdict is the lack of a margin of safety, suggesting the AI's action may reflect similar valuation concerns.
- Circle of CompetenceDespite the cyclicality of incentive fees, the substantial and growing base of assets under management (AUM) and recurring management fees provide a sufficiently predictable foundation for projecting long-term cash flows.
- Economic MoatBlackstone possesses a strong economic moat derived from its powerful brand, vast scale, extensive network, and high switching costs for its institutional clients.
- ManagementThe provided data is insufficient to fully assess management's candor, capital allocation discipline beyond general practices, or the extent of their skin in the game.
- Financial HealthKey financial health metrics such as 10-year average ROE performance, stability of operating margins, detailed debt structure, and owner earnings components are not available in the provided financials to make a conclusive assessment.
- Margin of SafetyWith a PER of 47.15 and PBR of 21.7, the current market price reflects very high expectations and offers no discernible margin of safety for a conservative long-term investor.
While Blackstone demonstrates a predictable core business model and a strong economic moat, insufficient data prevents a full assessment of management and financial health. Critically, the current valuation, with extremely high PER and PBR multiples, leaves no margin of safety, leading to an overall 'Fail' under this value-investing framework.
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.