The Motley Fool

SEPTEMBER 5, 2024

Savvy investors often look to billionaire portfolios for quality dividend stock ideas. Ray Dalio, founder of Bridgewater Associates, has a stellar reputation for spotting promising investments. Despite Dalio's retirement in 2022, his influence remains evident in the hedge fund's recent moves. In the second quarter of 2024, Bridgewater Associates purchased shares of three tier 1 dividend stocks: ExxonMobil (NYSE: XOM) , Medtronic (NYSE: MDT) , and Microsoft (NASDAQ: MSFT).

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A Wealth of Common Sense

SEPTEMBER 1, 2024

I enjoy slicing and dicing historical stock market returns. I’m not naive enough to assume this helps predict the future. However, studying the past can provide a baseline to help set expectations when it comes to risk and a potential range of outcomes. Here’s a different way to look at returns over various time horizons for the S&P 500 going back to 1993: This is how to read this chart: Pick a starting.

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Returns Stock Market Stock Market 145

AltAssets

SEPTEMBER 6, 2024

UK venture capital fundraising has slumped in the first half of 2024, with the industry currently on track for a more than 51% decline in capital for the full year compared to 2023. The post UK VC fundraising slumps, trends favour smaller vehicles, emerging managers: PitchBook appeared first on AltAssets Private Equity News.

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Private Equity Wire

SEPTEMBER 6, 2024

Infrastructure investment specialist Infranity has launched its commingled Enhanced Return Debt strategy which, together with co-investments, has already exceeded half of its target, reaching €1.585bn in capital commitments. The Enhanced Return Debt Fund (ERDF) has received significant seed capital from Generali Group and strong support from recurring investors.

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Debt Returns Pension Funds Funds 98

The Motley Fool

SEPTEMBER 6, 2024

Shares of Broadcom (NASDAQ: AVGO) dropped 10.4% on Friday, following the semiconductor and infrastructure software maker's release on the prior afternoon of its report for the third quarter of fiscal 2024 (ended Aug. 4). The decline was likely largely driven by guidance for fourth-quarter revenue being a bit lower than Wall Street had expected. In the current environment for artificial intelligence (AI) stocks that have run up considerably, simply meeting or slightly beating Wall Street's estima

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A Wealth of Common Sense

SEPTEMBER 6, 2024

I bought a Peloton exercise bike during the early days of the pandemic. It’s convenient and the technology is pretty neat.1 But I never would have purchased shares in the company. I have a rule of thumb that anything new that’s fitness-related is a fad. I’ve seen far too many fad diets and fancy exercise equipment or videos come and go over the years.

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Companies Financing Finance 120

Investment Writing

SEPTEMBER 3, 2024

Financial Blogging’s paperback version is on sale direct from the author for shipment within the U.S. as long as supplies last. If you live in the U.S., you can buy a paperback copy of Financial Blogging: How to Write Powerful Posts That Attract Clients for only $27 including shipping. Email me your shipping address so I can send you a PayPal invoice and confirm that you’re eligible for this offer.

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Prospects Companies Investing 99

The Motley Fool

SEPTEMBER 6, 2024

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. Despite its importance, estate planning isn't the easiest process. That's the downside. The silver lining, however, is that it's a blessing to be in a position to need estate planning. It generally means you have assets and loved ones you're eager to care for even after you're gone.

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High Net Worth Individuals Legal Education Assets 246

A Wealth of Common Sense

SEPTEMBER 5, 2024

The OG financial blogger Barry Ritholtz joined me on the show this week to discuss questions about what the next recession will look like, creating an investment plan for a banker with cash on the sidelines, paying down a low interest rate mortgage and how to sell your automobile. Further Reading: The Minsky Market 1It’s pretty obvious but red for losses of 2% or worse and green for gains of 2% or more. 2All 3 have.

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Stock Market Stock Market Investing 108

Private Equity Wire

SEPTEMBER 6, 2024

Rexall Pharmacy Group and online health retailer Well.ca are set to return to Canadian ownership after Toronto-based private equity firm Birch Hill Equity Partners announced a deal to acquire both brands from healthcare services company McKesson Corp, according to a report by The Canadian Press. Texas-based McKesson is selling the businesses to focus on its oncology and biopharma divisions.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Portfolios Returns 97

AltAssets

SEPTEMBER 5, 2024

Startup accelerator and venture capital investor Sparklabs has raised $50m for a new fund dedicated to AI investments across the globe. The post Saudi Arabia, Asia-focused AI investor SparkLabs seals $50m fund close appeared first on AltAssets Private Equity News.

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Venture Capital Startups Funds Investors 96

The Motley Fool

SEPTEMBER 5, 2024

Each year, Social Security benefits get a cost-of-living adjustment (COLA) to help retired workers and other recipients keep up with rising prices. The Social Security Administration will announce the official 2025 COLA on Thursday, Oct. 10, shortly after the Labor Department publishes September inflation data. Unfortunately, all evidence suggests the 2025 COLA will be a combination of bad news and worse news for Social Security recipients.

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Education 246

Million Dollar Round Table (MDRT)

SEPTEMBER 3, 2024

By Ming-Fong Huang, CFP, AFP Usually, we define prospects as people we talk to face-to-face; however, people are often too busy to meet. If we redefine prospects by redefining our network, we can grow the number of prospects exponentially. Connect on social media Start by asking for your prospects’ social media information and connect with them there.

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Prospects 97

Private Equity Wire

SEPTEMBER 6, 2024

Sycamore Partners, a private equity firm specialising in consumer, distribution and retail-related investments, has acquired Playa Bowls, a rapidly expanding franchise restaurant concept, from Tamarix Equity Partners and other investors. Since its inception in 2014, Playa Bowls has grown to become the No1 player in the superfruit bowl shop segment in the US with over 250 locations across 22 states, offering a diverse and healthy menu including acai, pitaya, mango, green and coconut bowls, juices

Private Equity Firms 96

Private Equity Firms Private Equity Firms Legal Investors 96

AltAssets

SEPTEMBER 5, 2024

Private equity major Warburg Pincus has raised more than $4bn for its debut structured investment fund, more than double its initial $2bn target. The post Warburg Pincus raises more than double its target with $4bn-plus close of first structured capital fund appeared first on AltAssets Private Equity News.

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Capital Funds Debt Investing 93

The Motley Fool

SEPTEMBER 6, 2024

The last five years have been incredible for Nvidia (NASDAQ: NVDA) investors as shares of the semiconductor specialist have taken off in stunning fashion thanks to the terrific growth in its revenue and earnings, and a couple of solid catalysts in the form of video gaming and artificial intelligence (AI). An investment of just $100 in shares of Nvidia five years ago is now worth a whopping $2,850.

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Prospects Investors Returns Companies 246

Motley Fool Asset Management

SEPTEMBER 6, 2024

Since the introduction of the first ETF in the U.S. in 1993, ETF trading volume has grown to range between 25% to 30% of U.S. equity trading volume.

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Taxes Investing 91

Private Equity Wire

SEPTEMBER 6, 2024

Kain Capital, a private equity firm focused on the technology enablement of healthcare services companies, has formed a new subsidiary, Kain Analytics, to advance tech, data and workflow automation for companies in the healthcare ecosystem. Led by Kain’s Chief Technology Officer Ashish Gupta, the Kain Analytics team comprises staff who honed their experience at companies like Google, DE Shaw and ChenMed.

Capital 96

Capital Private Equity Firms Private Equity Firms Best Practices 96

AltAssets

SEPTEMBER 5, 2024

Growth equity firm Springcoast Capital Partners has named former Oaktree Capital managing director Jennifer Spreadlove as its first head of investor relations. The post Springcoast Capital brings in ex-Oaktree IR specialist Spreadlove as its first investor relations head appeared first on AltAssets Private Equity News.

Capital 91

Capital Investors Buyout Funds 91

The Motley Fool

SEPTEMBER 6, 2024

Image source: Getty Images When I was growing up, store-brand products were never "cool." Store brands, also known as private label products, had a reputation for low quality, with no colorful logos or clever cartoon mascots. But Costco has changed the game of private label. Many Costco members find that they actually prefer the distinctive selections of Costco's store brand, called Kirkland Signature.

Financial Services 246

Financial Services Companies Financing Finance 246

Financial Times M&A

SEPTEMBER 1, 2024

Couche-Tard’s approach to the owner of 7-Eleven could kick-start a wave of M&A activity in a country that has tended to avoid it

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Private Equity Wire

SEPTEMBER 5, 2024

Baird Capital has sold its investment in end-of-life aircraft services provider, ecube Solutions Limited (ecube), to Unical Aviation Inc (Unical), an aftermarket parts supplier to the global aerospace industry backed by Platinum Equity. From locations in St Athan, Wales, Arizona, US, and Castellon, Spain, ecube has grown to become the world’s leading end-of-life aircraft service provider, supporting Circular Economy demands through the re-use and recycling of critical components.

Capital 97

Capital Investing Legal Capital Investments 97

Financial Times: Moral Money

SEPTEMBER 1, 2024

Sector’s shares have soared and asset managers in debate on whether investing in it can be seen as sustainable

Asset Management 109

Asset Management Funds Assets Investing 109

The Motley Fool

SEPTEMBER 6, 2024

Nvidia (NASDAQ: NVDA) was among the tech stocks plunging today after the Bureau of Labor Statistics reported cooler-than-expected job growth in August. Just 142,000 jobs were added last month, below expectations at 161,000, and readings from June and July were revised downward as well. The news led investors to believe that the economy was weakening faster than expected, which could be particularly damaging for growth and tech stocks like Nvidia that are relying on billions in infrastructure spe

Returns 246

Returns Investors Portfolios Investing 246

Financial Times M&A

SEPTEMBER 5, 2024

Chinese conglomerate Fosun selling former storied brand five years after its collapse

Conglomerates 111

Conglomerates 111

Private Equity Wire

SEPTEMBER 6, 2024

Copilot Capital, a new $200m pan-European private equity fund backed by global investment firm The Friedkin Group, has made a majority investment in SecureFlag, an software company focussed on cybersecurity training. UK-based SecureFlag specialises in providing hands-on, secure coding training for developers and engineers involved in software development.

Investing 96

Investing Capital Investment Firms Funds 96

Financial Times: Moral Money

AUGUST 31, 2024

Experts warn of ties between Big Tech and philanthropic bodies with groups that set corporate climate standards

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The Motley Fool

SEPTEMBER 6, 2024

Image source: Getty Images If you've ever shopped around for car insurance, you know different companies charge different rates for the same coverage. Obvious factors like age and the type of car you drive also impact how much you'll pay for coverage. That makes sense; a teenager driving a sports car is more likely to file a claim than a 45-year old driving a station wagon.

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Companies 246

Financial Times M&A

SEPTEMBER 5, 2024

Planned exit awaits state approval and would mark a major U-turn for FTSE 100 consumer goods giant

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Private Equity Wire

SEPTEMBER 4, 2024

Mid-market private equity firm Inflexion has made two new additions to its teams with the appointments of Yuri Mikhalev as a Partner focused on technology investments and Michael Baster as a Partner focused on business services investments. Mikhalev brings 16 years investment experience focused on the technology sector and will work alongside Sergio Ferrarini on new technology investments for Inflexion’s Buyout and Partnership Capital Funds.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Buyout Consultants 97

Financial Times: Moral Money

SEPTEMBER 2, 2024

As an artificial lake on the Iberian peninsula attracts more businesses, it has become a victim of its own success

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The Motley Fool

SEPTEMBER 6, 2024

Image source: The Motley Fool/Upsplash OK, so you have some money in the bank. Let's say it's divided, as it is for most U.S. families, between checking , savings, and some retirement and money market accounts. But how much total does the average American have in the bank? As of 2022, the average American family had a combined total of $62,410 in the bank, divided between the sorts of accounts listed above, according to the Federal Reserve's Survey of Consumer Finances.

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Banks Accounting Finance Financing 246

The Big Picture

SEPTEMBER 1, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Why Interest Rate Cuts Won’t Fix a Global Housing Affordability Crisis : Central bankers are lowering borrowing costs, but that won’t be a cure-all for a widespread lack of affordable housing. ( New York Times ) • Three Events That Speak to Greedflation : The Mars-Kellanova merger, the Kroger-Albertsons court case, and the monopolization lawsuit against RealPage all bolster her case against price-fixing.

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Prospects Assets Debt Accounting 102

Private Equity Wire

SEPTEMBER 3, 2024

Pennsylvania-based lower middle market-focused private equity firm NewSpring has invested in US hotel renovation business Salisbury Moore via its private credit strategy, NewSpring Mezzanine. As part of the transaction, Farragut Capital Partners and Salem Investment Partners have also invested subordinated debt and equity in support of Progress Equity Partners’ recapitalisation of Salisbury Moore.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Buyout Investing 97