All 688 analyst pages (A–Z)

All 688 analyst pages (A–Z)

Brad Thomas

@bradthomas on X

REIT Analyst · Wide Moat Research

Wall Street Writer: Wide Moat Research and Seeking Alpha https://t.co/DCJLTvT3sm

—Not scored on KKR yet

Details

Methodology →

Cite asCryptoQuant has tracked the directional calls on KKR by @bradthomas on X since Jan 2022: not yet scored on KKR (as of Nov 11, 2026).

Other assets covered (43)

O · last call 2026-11-08
VICI · last call 2026-11-08
AMT · last call 2026-11-08
DLR · last call 2026-11-09
PLD · last call 2026-11-08
EQIX · last call 2026-11-09
ADC · last call 2026-11-08
BX · last call 2026-11-04
EPRT · last call 2026-11-08
REXR · last call 2026-10-23
MAA · last call 2026-11-08
AMH · last call 2026-10-17
WELL · last call 2026-11-08
DOC · last call 2026-11-03
MCD · last call 2026-10-08
EGP · last call 2026-11-08
FRT · last call 2026-10-02
CCI · last call 2026-10-19
INVH · last call 2026-10-17
EXR · last call 2026-09-03
ARE · last call 2026-07-13
SPCX · last call 2026-10-18
CPT · last call 2026-10-13
LINE · last call 2026-06-25
WY · last call 2026-10-16
SBUX · last call 2026-10-08
PSA · last call 2026-09-03
MSFT · last call 2026-07-30
SBAC · last call 2026-10-19
NKE · last call 2026-10-08
SPGI · last call 2026-08-16
SPY · last call 2026-11-08
LEN · last call 2026-10-20
CRWV · last call 2026-10-19
NVDA · last call 2026-10-18
BAC · last call 2026-10-06
WM · last call 2026-10-02
META · last call 2026-09-29
PEP · last call 2026-09-24
MA · last call 2026-08-16
TSLA · last call 2026-06-20
HD · last call 2026-05-12
WMT · last call 2026-05-07

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1 KKR call on record, a thin history.

Relative view by default: fewer than 30 KKR calls or days on record.

Current BiasPerma Bull100% Bullish

Accurate InNot scored on KKR

Total Calls540

Cited— No press citations in the last 12 months

Total Bull/Bear51624

Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @bradthomas to submit corrections.

Recent Thesis

Hover the chart to read the thesis of that period · click a day to pin it

Recent Calls

NeutralKKRAPOARESBXOWL

2w ago on

$OWL: Margin of Safety or Value Trap? Shares now yield a whopping 9.5%, trading at just 11.1x earnings. Compare that with peers: $ARES: 22.2x $APO: 13.4x $BX: 20.3x $KKR: 12.2x $BAM: 26.6x Is the market pricing in excessive fear or signaling deeper problems with private credit? I'll be digging into the balance sheet, dividend safety, and valuation in a @SeekingAlpha deep dive this weekend. Stay tuned. 🦉

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