Oppenheimer updated their views slightly on Apollo’s ’22E / ’23E numbers recently:
I don’t have a whole lot to say other than (1) the estimates are in line with the base case for APO, which I think is more a downside case barring an economic recession. And (2) I think that the 2023E numbers are light, as the reason I own this stock among others is I believe they will be growing DE faster than 15%.