This is going to be BIG.

NOVEMBER 3, 2023

I’ve made over 100 investments in my career and nearly half of those went into diverse teams. I’ll be the first to back up the notion that diverse founders have just as much ambition, drive, intellectual horsepower, creativity—you name it—than anyone else. In fact, you could make the argument that, because of their lack of advantages in other areas, the ones who make it to a venture pitch actually have more of these raw ingredients because they’ve had to in order to make it to the same destinati

Capital 173

Capital Companies Investing 173

Private Equity Insights

NOVEMBER 28, 2023

Fashion company Shein has confidentially filed to go public in the United States, according to two sources familiar with the matter, in what is likely to be one of the most valuable China-founded companies to list in New York. Goldman Sachs, JPMorgan Chase and Morgan Stanley have been hired as lead underwriters on the initial public offering (IPO), and Singapore-based Shein could launch its new share sale some time in 2024, the sources said.

Initial Public Offering 270

Initial Public Offering Venture Capital Capital Banks 270

Top 1000 Funds

NOVEMBER 12, 2023

ESG-momentum matters when it comes to outperformance according to new research by Pictet Asset Management's head of sustainability Eric Borremans who says investors should sharpen their ESG lens and use active ownership to trigger positive change.

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Returns Asset Management Assets Investors 115

The Motley Fool

NOVEMBER 18, 2023

Image source: Getty Images If you've had your eye on buying a house lately, you've likely felt the sting of opening the Zillow app and finding suboptimal homes for sale at suborbital prices. You can thank both the pandemic-fueled home-buying frenzy and soaring mortgage interest rates for the sticker shock. The average selling price for a home has jumped 27.7% over the past three years.

Debt 278

Debt Banks Financing Finance 278

The Big Picture

NOVEMBER 22, 2023

We spend way too much time trying to predict the future (especially this time of year). Rather than engage in futility, let’s look at the coincident indexes in all 50 states over the past 3 months, via the Federal Reserve Bank of Philadelphia (October 2023). Note: I have been occasionally eyeballing this map since 2008 , and it does a good job of showing the overall trend of the economy (on an obvious lag).

Banks 141

Banks 141

A Wealth of Common Sense

NOVEMBER 24, 2023

Personal finance was my first love in the money world. I was a saver before I ever knew what investing even was. Yet my relationship with personal finance has evolved as I’ve aged and changed my habits. Many of the personal finance rules written in stone will always apply. Live below your means. Pay yourself first. Stay out of credit card debt.

Financing 133

Financing Finance Debt Investing 133

FinSMEs

NOVEMBER 21, 2023

Vendelux, a NYC-based provider of an AI-powered event intelligence platform, raised $14M in Series A funding. The round was led by FirstMark Capital with participation from Cervin Ventures, the founders of HLTH, ShopTalk, Money20/20 (Jonathan Weiner), Manifest, Blueprint (Jay Weintraub), and SaaStock (Alex Theuma). The company intends to use the funds to expand its geographic footprint, […] The post Vendelux Raises $14M in Series A Funding appeared first on FinSMEs.

Funds 117

Funds Capital Companies 117

Top 1000 Funds

NOVEMBER 1, 2023

Sceptics cautious about the hype surrounding artificial intelligence underestimate the major scientific and civilisational advancements the technology will bring, says former Google Cloud chief scientist Fei Fei Li. She says investors should look beyond household tech names, and explains why Chat GPT-style large language models are just the beginning.

Venture Capital 119

Venture Capital Capital Investors 119

The Motley Fool

NOVEMBER 22, 2023

Image source: Getty Images Many people are in the habit of using payment platforms like Venmo for personal or small business use. These platforms make it easy for independent contractors and individuals to get paid. The IRS wants to crack down on third-party payment reporting and was initially planning to require these platforms to issue a 1099 form to anyone who received more than $600 in payments in 2023.

Taxes 273

Taxes Returns 273

The Big Picture

NOVEMBER 15, 2023

Markets screamed higher yesterday after a benign CPI report showed a 0.0% monthly price increase and inflation falling to 3.2% year over year. After a big gap opening, latecomers piled in; many had been sitting on the sidelines following a challenging 2022, while others got panicked out during the 10% October drawdown. It was a classic fear-driven error, a combination of bad market timing and poor impulse control.

Investing 136

Investing Venture Capital Financing Finance 136

A Wealth of Common Sense

NOVEMBER 17, 2023

I saw a chart this week from Bank of America that more or less sums up my entire investment philosophy: In the long run, stock prices go up. I view the stock market as a way to invest in innovation, profits, progress and people waking up in the morning looking to better their current situation. While I love the fact that this chart illustrates my long-term philosophy it’s a bit misleading.

Stock Market 133

Stock Market Stock Market Banks Investing 133

Blackstone News

NOVEMBER 22, 2023

LONDON, UK – November 22, 2023 – Blackstone (NYSE: BX), the world’s largest alternative asset manager, announced today that private equity funds managed by affiliates of Blackstone (“Blackstone”) have entered into a definitive agreement to acquire Civica, a global leader in public sector software solutions, from Partners Group, a leading global private markets firm, acting on behalf of its clients.

Education 111

Education Asset Management Assets Debt 111

FinSMEs

NOVEMBER 1, 2023

Cloneable, a Raleigh, NC-based no-code platform designed for building and deploying intelligent applications on edge devices including tablets, IoT devices, robots, and drones, emerged today out of stealth with $750k in pre-seed funding. First In provided the funding. and is working with Fortune 500 partners on applications ranging from infrastructure inspection to crop modeling.

Funds 117

Funds 117

Axial

NOVEMBER 16, 2023

Small business exits fail half the time. But many of the reasons behind why they fail are preventable. Last week, Axial CEO Peter Lehrman presented on this topic at Main Street Summit , a two-day event for SMB owners, operators, and investors. Peter presented on failed exits – when business owners that engage in a process to sell their business aren’t successful – and what business owners can do to prevent them.

Due Diligence 111

Due Diligence Investment Banking Investment Banks Banks 111

The Motley Fool

NOVEMBER 26, 2023

No topic has dominated the financial landscape in 2023 as much as artificial intelligence (AI). Everywhere you turn, it seems there is some new AI story, innovation, or application to discuss. What's more, some of the top-performing stocks of 2023 have deep ties to AI. And with the AI revolution just getting started, it's likely that many of those stocks will be names to watch for years to come.

Stock Market 264

Stock Market Stock Market Companies Returns 264

The Big Picture

NOVEMBER 6, 2023

Source: Chartr We talked about this 2 weeks ago , but the nation missed a fantastic opportunity to refinance all of the outstanding US debt at much lower levels. Every corporate debt issuer and homeowner in America refinanced at lower rates — except for Uncle Sam. If you were in Congress from 2015-2021, you are the reason why HALF of the projected federal debt will soon be interest payments.

Debt 124

Debt 124

A Wealth of Common Sense

NOVEMBER 9, 2023

A reader asks: Can you please explain why financial media personnel keep saying the 60/40 is dead but they are not saying target date funds are dead? Last year was one of the worst years ever for a 60/40 portfolio of U.S. stocks and bonds. These are the 10 worst calendar year returns for a portfolio comprising the S&P 500 and 10 year Treasuries going back to 1928: By my calculations, 2022 was the third worst year for.

Portfolios 126

Portfolios Funds Returns Assets 126

Top 1000 Funds

NOVEMBER 8, 2023

Climate risk remains systematically under-priced and the world isn’t on course for net zero. Investors need to prepare for the risks of climate and environmental change and re-evaluate the risk in their portfolios, University of Oxford researcher Nicola Ranger warned delegates to Sustainability in Practice.

Portfolios 111

Portfolios Investors 111

FinSMEs

NOVEMBER 29, 2023

Modo Energy, a London, UK-based provider of a software-as-a-service (SaaS) platform specialising in data analytics for renewable energy assets, raised $15M in Series A funding. The round was led by MMC Ventures. Existing investors Triple Point Ventures, Fred Olsen Limited, and Catalyst Capital also participated. The company intends to use the funds to further enhance […] The post Modo Energy Raises $15M in Series A Funding appeared first on FinSMEs.

Funds 115

Funds Assets Capital Investors 115

Private Equity Wire

NOVEMBER 9, 2023

Great Range Capital (GRC), a greater Kansas City based private equity firm focused on making Midwestern investments in the lower middle-market, has the the final close of Great Range Capital Fund III at its hard cap of $250m. The fund, like previous GRC funds, aims to partner with Midwestern companies and executives, which are often owned and operated by families or entrepreneurs who are seeking a path to retirement, navigating generational transition, searching for a partner to help take the co

Private Equity Firms 109

Private Equity Firms Private Equity Firms Capital Funds 109

The Motley Fool

NOVEMBER 26, 2023

Image source: Getty Images If you're going to pick up a sweet deal from Sam's Club this holiday season, you're going to want to order it online, as many of the items featured in its catalog are not available in all stores. And if you're going to shop for, purchase, and wrap a gift, you want it to be "just right." Here are five gift ideas for the special men in your life that may fit the bill without totally draining your checking account.

Accounting 264

Accounting Financing Finance 264

The Big Picture

NOVEMBER 27, 2023

This weekend Jeff Sommer discussed a DFA research paper on market timing; both are well worth your time to read. The broad strokes are: Market timing is extremely difficult, very few people (if any) do it consistently well. Not only are the odds stacked against you, but very often systems that have successfully timed the market have been simply lucky, and do not succeed in out-of-sample tests.

Stakes 117

Stakes Taxes Capital Accounting 117

A Wealth of Common Sense

NOVEMBER 19, 2023

The S&P 500 last hit a new all-time high on January 3, 2022. The market has been slowly but surely working its way back to new highs but we’ve been underwater for nearly two years now: The market is within spitting distance of new highs but stocks have gone nowhere for almost two years. We’re a little less than four years into the 2020s and half of those years have seen no new highs but there have already.

Stock Market 118

Stock Market Stock Market 118

American Investment Council

NOVEMBER 14, 2023

Washington, D.C. – The American Investment Council (AIC) released a report today, authored by PitchBook , highlighting the success of private credit managers in enhancing the health and performance of American businesses. Private credit has increased access to capital for small- and medium-sized businesses across the nation. Private credit managers are demonstrating a strong performance, consistently yielding returns above 10% – significantly higher than traditional fixed income investments.

Companies 108

Companies Debt Private Companies Capital 108

FinSMEs

NOVEMBER 3, 2023

As we venture further into the digital age, the world is becoming more interconnected than ever before. This is largely due to the revolutionary impact of the Internet of Things (IoT). But what exactly is IoT, and how is it reshaping the software development landscape? Simply put, IoT refers to the network of physical devices […] The post The Future of Connectivity: How IoT is Changing the Software Development Landscape appeared first on FinSMEs.

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116

Dear Mr. Market

NOVEMBER 28, 2023

Dear Mr. Market: In the world of finance and investing, the passing of a visionary figure leaves an indelible mark on the landscape they helped shape. Today, we bid farewell to an icon, a man whose wisdom and wit transcended the realms of business and life itself. Charlie Munger, the renowned investor, philanthropist, right hand man of Warren Buffett and Vice Chairman of Berkshire Hathaway, passed away today, but his legacy endures through the profound insights he shared with the world.

Investing 105

Investing Bidding Financing Finance 105

The Motley Fool

NOVEMBER 26, 2023

Tesla's (NASDAQ: TSLA) stock is a battleground among investors, and the bull vs. bear debate will likely rage on for the foreseeable future. Because Tesla is a growth stock, the focus of the investment proposition should be on where the company will be in the future more than where it is now. In that vein, here are three things you need to consider before buying the stock.

Amortization 264

Amortization Depreciation Capital Companies 264

The Big Picture

NOVEMBER 4, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Adam Neumann Wounded WeWork, an Office Market Bust Finished It Off : Once the country’s most-valuable startup, the flexible-workspace company is expected to file for bankruptcy. ( Wall Street Journal ) • How to Turn Your Electric Car Into a Mobile Power Plant : “Bidirectional charging” promises to transform EVs into backup power sources and help utilities hedge against cli

Hedge Funds 116

Hedge Funds Startups Funds Companies 116

A Wealth of Common Sense

NOVEMBER 2, 2023

A reader asks: I appreciate Ben’s long-term view of stock market corrections but what if this time is different? What are the stats when the Fed is actively offloading trillions of assets AND raising rates? What if this cycle is an anomaly and should be treated as such? This question was written in response to a recent post where I used the following table to show the historical distribution of losses over the past.

Stock Market 119

Stock Market Stock Market Assets 119

American Investment Council

NOVEMBER 15, 2023

Recently, Anthos Therapeutics, a Massachusetts-based biopharmaceutical company supported by private equity announced at a meeting of the American Heart Association that their new drug demonstrated a potential to significantly reduce the risk of blood clots. Backed by AIC member Blackstone Life Sciences, this new treatment could provide a safer alternative for the 12.1 million Americans expected to suffer from atrial fibrillation by 2030.

Investing 108

Investing Companies 108

FinSMEs

NOVEMBER 17, 2023

Workshop, an Omaha, NE-based provider of an email platform for internal communications, raised $12M in Series A funding. The round was led by McCarthy Capital with participation from Ludlow Ventures and M25. The company intends to use the funds to accelerate the innovation of its solution for internal email, recruit additional talent for the engineering […] The post Workshop Raises $12M in Series A Funding appeared first on FinSMEs.

Funds 115

Funds Capital Companies 115

Financial Times - Banking

NOVEMBER 17, 2023

Kate Shiber says Centerview Partners improperly fired her over sleep requirements necessitated by mental illness

Banks 134

Banks 134

The Motley Fool

NOVEMBER 26, 2023

Ever wondered if the tech sector of the stock market has hidden gems just waiting to be discovered? In a media universe where high prices often overshadow value, I'm turning the spotlight on an often-overlooked segment: low-priced tech stocks , trading under $20 per share. I'm not talking about the usual tech giants today; instead, I'll uncover a few under-the-radar stocks that combine robust innovation, long-term growth potential, and surprising affordability.

Initial Public Offering 264

Initial Public Offering Banks Financial Services Stock Market 264

The Big Picture

NOVEMBER 3, 2023

We just experienced the strongest economic recovery since the end of World War II Source: Irrelevant Investor Light posting as I’m getting ready for some travel, but this chart is so amazing. It’s hard not to look at the two biggest recovery outliers: The post-WW2 era, and the post-Covid Era. The parallels are pretty strong, especially when it comes to both the Labor market and the Inflation surges.

Investors 111

Investors 111