Apollo Global Management
lapse is only bad for a small subset of the portfolio of net reserve liabilities driving spread related earnings | Apollo Global Management
Company
Deck Type
Sector
Industry
Deck date
June 2022
Slide
66 of 157
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portfolio complexity investors are reluctant to own given complexity current portfolio complexity causes analysts to discount valuation or avoid the stock altogether due to a lack of visibility on consolidated profitability given numerous unrelated business drivers the complexity of business structure which ranges from video game platforms to cutting edge semiconductors and life insurance appears to have discouraged entry by a broad range of investors if investors were to invest in in order to profit from earnings growth driven by the shift to digital distribution in the game and network services business the firm business they would also need to accept risks arising from competitive conditions in the semiconductor business and in the mobile communications business since games account for less than of total earnings reduction in portfolio complexity will improve valuation conglomerate applied price target | Third Point Management
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