IPO Window Reopens: Why Private Equity Looks Attractive Again

Patrick Kennedy of All Source Investment Management says the reopening of the IPO window boosts the case for private equity, with Reddit (RDDT) highlighting retail demand. He warns of post-lockup pressure like Uber Technologies (UBER) and sees AI-driven dispersion creating long/short opportunities across Alphabet (GOOGL), Amazon (AMZN), and smaller disruptors.

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