Reports and Research
The Reports and Research section provides comprehensive access to research papers, financial analyses, and industry outlooks produced by Bocconi Students for Alternative Investments. Our publications adhere to professional standards and offer data-driven insights relevant to current business and financial landscapes. All publications are produced by BSAI members following the highest standards of accuracy and analytical rigor.
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Dexcom Equity Research Report
In Hedge FundsDexcom is a medical technology company focused on continuous glucose monitoring systems. Its recurring sensor-based revenue model, G7 product leadership, and Stelo over-the-counter biosensor support future growth. The report values Dexcom near $73 per share, suggesting modest upside but limited margin of safety given competition and execution risks.
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Altos Labs: Startup Analysis
Altos Labs is a privately held biotechnology company focused on cellular rejuvenation and regenerative medicine. Founded in 2022, it aims to restore cell health, reverse disease, and improve healthspan. Backed by major investors and world-class scientists, the company stands out for its science-first model, global hubs, and long-term therapeutic potential.
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Media Meets Money: Inside Silver Lake’s Takeover of Endeavor
BSAI’s Private Equity Division analyzed Silver Lake’s takeover of Endeavor, assessing the strategic logic, financial structure, valuation premium, financing package, and media industry implications. The report frames the $25-27 billion enterprise value transaction as a landmark private equity take-private driven by talent, rights, platforms, and long-term entertainment assets.
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Private Credit ETFs: Real Liquidity or Financial Illusion?
BSAI’s Private Credit Division examined whether private credit ETFs can realistically combine high-yield private credit exposure with daily ETF liquidity. Using PRIV as a case study, the report analyzes liquidity engineering, valuation risks, Apollo’s role, SEC scrutiny, and the broader question of whether these products offer genuine liquidity or financial…
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Centrus Energy Corporation Equity Research Report
In Hedge FundsCentrus Energy, the only U.S. company licensed to produce High-Assay Low-Enriched Uranium (HALEU), is positioned for significant growth in the nuclear sector. With strong profitability metrics, strategic partnerships, and a DCF valuation suggesting 52% upside to $112.73, analysts recommend investment despite some geopolitical risks.
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Bain & Aquila: Expanding ESG-Driven Investments
Bain Capital acquired 80% of Aquila Group’s data center subsidiary AQ Compute in October 2024. The partnership combines Bain’s financial strength with Aquila’s sustainability focus to expand AI-ready, net-zero data centers across European markets including Oslo, Barcelona, and Milan.
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Marc Rowan and Apollo: Redefining Private Credit
Under Marc Rowan’s leadership, Apollo Global Management has transformed from a private equity firm into a dominant force in private credit, now representing 70% of its $700 billion AUM. Strategic partnerships like the $25 billion Citigroup deal exemplify Apollo’s innovative approach to filling gaps left by traditional banks.
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Charting the Starts: Venture Capital Emerging in Space Exploration
Venture capital investment in space exploration is surging in 2024, with approximately $120 billion invested over the past four years. While US companies dominate with 55% market share, European firms are gaining ground. Major trends include increased accessibility, marketplace development, and government-led growth, despite challenges from high costs and lengthy…
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BlackRock’s acquisition of Global Infrastructure Partners
In January 2024, BlackRock acquired Global Infrastructure Partners (GIP) for $12.5 billion, combining BlackRock’s $50 billion infrastructure platform with GIP’s $100 billion portfolio. The strategic acquisition creates the world’s second-largest infrastructure investment manager, positioning BlackRock to capitalize on growing private infrastructure investment demand worldwide
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Electrified Transportation: Shaping the future of sustainable mobility
Electrified transportation has become the top green investment category, reaching $634 billion in 2023. While the sector faces challenges including supply chain disruptions, falling battery prices, and regional market variability, projections indicate EVs will constitute 100% of new passenger vehicle sales by 2034.
Division Specific Reports: