The Acquirers Podcast 对 $BX 的判断变化

2026-09-18
《Why Option Markets Misprice Securities (And How to Capitalize)》
Blue All 稳健的资产管理业务(永久资本、数据中心)与其高企的头条风险及股价下跌形成反差,导致期权波动剧烈,卖出看跌/看涨期权可带来高回报,同时股息率约为 9.5%。

我知道你以前做过这个,但我们可以研究一下上次讨论过的“Blue All”这家公司。我认为“Blue All”很有意思,因为它正在登上头条,存在很多头条风险,而且很多人对它持有强烈的看法,不是一边倒就是另一边倒。

I know you've done that before, but we can work on the "Blue All" company we discussed last time. I think "Blue All" is interesting because it's making headlines, there are a lot of headline risks, and a lot of people have strong opinions about it one way or another.

这是一个很好的例子,因为谈到“Blue All”时,这是一家资产管理公司,其管理的资产绝大部分是永久资本。因此,他们收取的费用具有一定的稳定性。他们在多个不同领域积累资产,无论是房地产,还是正在建设的数据中心领域。

他们还有私人资本,而且他们有公开上市的私人资本,这是不同的。

It's a good example, because when you talk about "Blue All," an asset management company that has the vast majority of its assets under management is permanent capital. Thus, there is a certain stability in the fees they receive .

They have a variety of different sectors where they are accumulating assets, whether it is real estate, or whether they are in the areas of data centers that are being built. They also have private capital, and they have publicly traded private capital , which is different.