The Carlyle Group Stock Forum

It's not great to see the company paying a dividend despite being loss-making over the last year. All things considered, we're not optimistic about its dividend prospects, and would be inclined to leave it on the shelf for now.

Investors agree that Carlyle Group's high P/S ratio is due to prospective strong growth. Shareholders value medium-term growth rates despite short-term revenue concerns. If analyst predictions hold true, strong future revenues should sustain the share price.

Carlyle's CEO Harvey Schwartz faces difficulties stabilizing and growing the firm, cutting costs and boosting sinking stock due to tough market conditions. Rampant inflation and rising interest rates make the task even more challenging.

The shift to profitability is generally seen as positive and is expected to boost the share price. The total shareholder return, considering dividends and the value of discounted capital raisings and spin-offs, indicates a more successful investment over the past 5 years compared to just tracking share price.

Specialized cloud provider CoreWeave has raised $2.3 billion in a debt facility led by Magnetar Capital and Blackstone $ and collateralized by Nvidia chips, with the funds to be used to expand to meet rising AI workload, the company said on Thursday.
Other lenders in the facility include Coatue and DigitalBridge , as well as BlackRock, PIMCO, and Carlyle. The unusual use of Nvidia H100, the sought-after chip that powers AI comp...