Investment Ideas: Molten Ventures looks good value, European value, and massive gains for Nvidia leveraged investors

Also, why I’ve started drip feed buying at Seraphim Space and a new Fix the Future Space Tech basket of nine stocks

Note 1: What next for Private Equity?

Private equity specialists StepStone have just put out some research which looks at why concerns about potential underperformance due to elevated valuations in private markets are misplaced. Some key takeaways:

·         In the Current Cycle, GPs revenue growth and margin expansion provided about 300% more unlevered v…