Scott Galloway predicts that private credit companies have been oversold and will recover in value relative to their growth fundamentals.
“I think that just as SaaS companies have been oversold, some of these PE or what they call business development or private credit companies have been oversold.”
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Our resolution criterion
disputablePrivate credit company stocks (Apollo, TPG, Blue Owl) appreciate relative to the S&P 500 over the next 12-24 months
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