The Motley Fool

OCTOBER 27, 2024

Tesla 's (NASDAQ: TSLA) stock has had an up-and-down year, but its shares were surging higher following its third-quarter earnings report and upbeat forecast for future deliveries. Having recouped the negative returns in the first half of 2024, the stock is currently around breakeven for the year. The electric vehicle (EV) maker continues to talk up its plans for autonomous vehicles and its robotaxi, which it gave a preview of earlier this month.

Amortization 237

Amortization Earnings Before Interest Depreciation Taxes 237

Private Equity Wire

OCTOBER 29, 2024

A consortium led by Mubadala Capital-backed private equity firm Fortress Investment Group and BlackRock is among several parties evaluating bids for Viridium Group, a German life insurance consolidator, according to a report by Bloomberg. The report cites unnamed sources familiar with the situation as highlighting that Viridium, which is valued at around €3bn ($3.2bn), has attracted interest from notable players including Blackstone, Deutsche Bank’s DWS Group, Partners Group, and insurers

Bidding 96

Bidding Private Equity Firms Private Equity Firms Asset Management 96

The Motley Fool

OCTOBER 26, 2024

Rivian 's (NASDAQ: RIVN) partnership with Volkswagen took a strange turn today when Volkswagen's Scout brand introduced two new vehicles that look a lot like Rivians. This will increase competition in the EV truck and SUV segment and VW is doing it with the help of Rivian's technology. Travis Hoium breaks down why this is so bad for Rivian in the video below.

Returns 246

Returns Companies Investing 246

A Wealth of Common Sense

OCTOBER 22, 2024

The U.S. stock market has been on fire of late. But it doesn’t feel like we’ve entered the euphoric phase of investor psychology just yet. In fact, many prognosticators have been lowering expectations. Goldman Sachs put out a research piece that posits the S&P 500 could return just 3% annualized over the next 10 years (just 1% after inflation): These are their baseline assumptions and they offer a range o.

Returns 135

Returns Stock Market Stock Market Investors 135

The Big Picture

OCTOBER 24, 2024

What do the Great Depression, the Great Financial Crisis, the Stagflationary 1970s, and the upcoming 10-years have in common? If you are a strategist at Goldman Sachs , then a lot. At least if you do forecasts for market returns over the next decade (lol), you may see incredible similarities. ICYMI: David Kostin and his team of strategists see a 72% chance the S&P 500 underperforms Treasuries, and a 33% possibility equities return less than inflation.

Venture Capital 119

Venture Capital Returns Banks Capital 119

AltAssets

OCTOBER 25, 2024

Hypha Private Equity has revealed it has made the first close and launch of its UK and Ireland lower mid-market fund on £73m. According to Insider Media, the Hypha team will financially back technology, healthcare and advanced manufacturing SMEs. The plan for the company will be to make investments ranging between £3m and £15m into […] The post Hypha announces first close of its maiden UK fund appeared first on AltAssets Private Equity News.

Funds 98

Funds Companies Investing 98

A Wealth of Common Sense

OCTOBER 25, 2024

Earlier this week I wrote about how America is the envy of the world.1 There was plenty of pushback. Many Europeans pointed out we have plenty of other problems plus a far worse safety net than they do. Fair enough. There were also a lot of comments on inequality, even though I addressed that in the piece. It is worth noting research shows 40% of the rise in income inequality has been undone since 2020.

120

120

The Big Picture

OCTOBER 25, 2024

 This week, we speak with Toto Wolff , Team Principal & CEO of the Mercedes-AMG PETRONAS F1 Team. Prior to joining Mercedes, Toto spent time in the investment world, founding his own company Marchfifteen in 1998 and Marchsixteen in 2004. In 2009 Toto combined his passion for racing and business by investing in the Williams F1 Team. He eventually came to be the team’s Executive Director, helping to lead them toward their first win at the Spanish Grand Prix in eight years.

Initial Public Offering 115

Initial Public Offering Venture Capital Stakes Financing 115

Private Equity Wire

OCTOBER 24, 2024

WhiteHawk Capital Partners, an asset based direct lending investment manager, has held the final closing of WhiteHawk Fund IV (WH IV) with total equity commitments of over $1.1bn, which includes the main fund and related investment vehicles. The total capital base of the fund and its related vehicles is expected to be over $1.5bn, including equity commitments and anticipated leverage.

Capital 97

Capital Funds Leveraging Assets 97

AltAssets

OCTOBER 22, 2024

EQT and CPPIB have reinvested in Nord Anglia Education through a $14.5bn deal which sees Neuberger Berman Private Markets come in as a fellow investor The post Deal Roundup: EQT, CPPIB reinvest in Nord Anglia through $14.5bn deal, Truelink Capital to buy GES appeared first on AltAssets Private Equity News.

Capital 93

Capital Education Investors Buyout 93

A Wealth of Common Sense

OCTOBER 24, 2024

We also answered questions about how to write engaging content, defining your audience when writing, how to balance stories vs. numbers in a presentation and more. Further Reading: 50 Ways the World is Getting Better 1The other choices were What I Learned Losing a Million Dollars and The Money Game. The post Am I a Permabull? appeared first on A Wealth of Common Sense.

Finance 137

Finance Financing 137

Financial Times M&A

OCTOBER 23, 2024

After years of preparation, the pioneering alternatives firm is on the verge of a deal or IPO

135

135

Private Equity Wire

OCTOBER 23, 2024

French investment firm Wendel is to acquire a 75% stake in US asset management company Monroe Capital (MRCC.O) for $1.13bn in a move aimed at strengthening the firm’s presence in the growing private credit market, and boosting its asset management business, according to a report by Reuters. The acquisition will boost Wendel’s exposure to high-performing asset classes, providing the company with recurring cash flows and targeting double-digit shareholder returns.

Mergers and Acquisitions 98

Mergers and Acquisitions Capital Private Equity Firms Private Equity Firms 98

AltAssets

OCTOBER 24, 2024

Industrials and life science-focused investor Anzu Partners has brought in Joseph Clark III as senior vice president of capital solutions. The post Anzu brings in ex-JP Morgan exec as senior vice president of capital solutions appeared first on AltAssets Private Equity News.

Capital 78

Capital Investors Buyout Funds 78

The Motley Fool

OCTOBER 26, 2024

When it comes to investing, it takes patience and persistence. You are not going to make money in every investment, which is why it is key to invest in high-quality companies with strong free cash flows. One way to do this all at once is through a well-rounded dividend ETF like the Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD). In today's video, I will breakdown the power of compounding and how that can help you build the portfolio you envision having and retiring with.

Portfolios 246

Portfolios Returns Companies Investing 246

Million Dollar Round Table (MDRT)

OCTOBER 22, 2024

By Antoinette Tuscano, MDRT senior content specialist The people in our lives, and the quality of those connections, matters. For instance, there are important relationships in your life that can assist with achieving your goals. And if you’re looking to accelerate the success of your critical goals, then put a relationship action plan (RAP) around that goal, said U.S. author and entrepreneur Keith Ferrazzi, in his 2023 MDRT EDGE presentation.

83

83

FinSMEs

OCTOBER 28, 2024

BlueSky, a decentralized social media company, raised $15m in Series A funding. The round was led by Blockchain Capital, with participation from Alumni Ventures, True Ventures, and SevenX, as well as Amir Shevat of Darkmode, co-creator of Kubernetes Joe Beda, and others. The company intends to use the funds to support and grow its community, invest […] The post Bluesky Raises $15M in Series A Funding appeared first on FinSMEs.

Funds 69

Funds Capital Companies Investing 69

Private Equity Wire

OCTOBER 24, 2024

The early stages of management firms and funds are critical to success, and this half-day summit, in London on 14 November, aims to support just that. Aimed at management firms and funds in their early stages of development, as well as managers and funds operated by women and leaders from diverse backgrounds, the summit is your bridge to a new understanding of each of the critical steps involved to successfully establish a business and bring new funds to market.

Funds 96

Funds 96

AltAssets

OCTOBER 23, 2024

Abu Dhabi sovereign investment arm Mubadala Capital has closed its fourth private equity fund on $3.1bn, soaring past its initial $2bn target. The post Abu Dhabi sovereign investor Mubadala Capital collects $3.1bn for latest private equity fund appeared first on AltAssets Private Equity News.

Capital 97

Capital Funds Investors Investing 97

The Motley Fool

OCTOBER 26, 2024

Did you know that Social Security is 89 years old? The Social Security Act was signed in August 1935 to provide benefits for older Americans, and the program has been going (relatively) strong ever since. But despite the fact that Social Security has been around for nearly a century, its rules tend to change from one year to the next. Here are three ways Social Security is changing in 2025 -- and how they might have an impact on you.

Taxes 245

Taxes Banks Accounting Funds 245

A Wealth of Common Sense

OCTOBER 27, 2024

When I was young and dumb, I was always impressed by finance people who used jargon and overcomplicated things. Markets are complex so I assumed that meant they required complex explanations and strategies. Boy was I wrong. Once I finally learned how much I didn’t know, it became clear that these were not the right people to follow. People who make things too complicated, even if they are intelligent, aren’t h.

Finance 71

Finance Financing 71

Financial Times M&A

OCTOBER 29, 2024

The merger of hospitality and golfing has fallen victim to changing consumer habits and high costs

93

93

Private Equity Wire

OCTOBER 24, 2024

The highly anticipated €16bn ($17.36bn) acquisition of Sanofi’s consumer health unit by buyout firm Clayton, Dubilier & Rice (CD&R) could signal a surge in large private equity deals across Europe, according to a report by Bloomberg citing comments from investors and analysts. They point to several factors driving this trend, including record levels of uninvested capital, more affordable financing due to falling interest rates, and pressure from investors seeking returns through asset sa

Buyout 94

Buyout Leveraged Buyouts Venture Capital Education 94

AltAssets

OCTOBER 23, 2024

Infinity Ventures, the early-stage investor launched three years ago by a trio of former PayPal Ventures execs, has beaten its Fund II target through a $184m final close. The post Ex-PayPal Ventures trio seal $184m for new fintech, e-commerce-focused Infinity Ventures vehicle appeared first on AltAssets Private Equity News.

Funds 101

Funds Investors Venture Capital Buyout 101

The Motley Fool

OCTOBER 26, 2024

Nvidia (NASDAQ: NVDA) was the best-performing stock in the entire S&P 500 (SNPINDEX: ^GSPC) in 2023, ending the year with a 239% gain. It's up a further 181% so far in 2024, but that isn't enough to lead the index -- first place is currently held by Vistra Corp. However, a 181% gain is enough to place Nvidia ahead of every other company worth $1 trillion or more.

Returns 245

Returns Investors Accounting Companies 245

A Wealth of Common Sense

OCTOBER 28, 2024

When Ted Benna discovered a change in the tax code that would allow employees and employers to make tax-deferred retirement contributions in the late-1970s, it would change the retirement industry in immeasurable ways. The automatic investing revolution has surely impacted the stock market with the advent of regular automatic contributions, rebalancing and a one-stop shop for broad diversification (targetdate funds).

Taxes 66

Taxes Stock Market Stock Market Funds 66

FinSMEs

OCTOBER 28, 2024

Kivu Biosciences, a San Francisco, CA-based biotech company developing antibody-drug conjugates, raised $92M in Series a funding. The round was led by Novo Holdings, with participation from Gimv, Red Tree Venture Capital, HealthCap as well as existing investors BioGeneration Ventures, M Ventures, and Brabantse Ontwikkelings Maatschappij (BOM). The company intends to use the funds for […] The post Kivu Bioscience Raises $92M in Series A Funding appeared first on FinSMEs.

Venture Capital 64

Venture Capital Funds Capital Investors 64

Private Equity Wire

OCTOBER 22, 2024

Texas Permanent School Fund (Texas PSF) has made an anchor investment of $200m in private equity firm Velocity Capital Management’s Opportunity Fund, with an agreement to negotiate acquiring a minority interest in the firm targeted to close in the fourth quarter. As part of this agreement, Texas PSF is allocating additional capital for co-investment, credit and real estate opportunities within Velocity’s areas of investment and operational experience – which include the sports, media, and entert

Private Equity Firms 98

Private Equity Firms Private Equity Firms Stakes Capital 98

AltAssets

OCTOBER 24, 2024

Morgan Stanley has raised about $2bn for its second North Haven Tactical Value Fund, which targets credit, hybrid and non-control equity investments. The post Morgan Stanley scores $2bn for second Tactical Value fund, almost 50% up on debut raise appeared first on AltAssets Private Equity News.

Funds 92

Funds Investing Debt Buyout 92

The Motley Fool

OCTOBER 26, 2024

The artificial intelligence (AI) revolution is creating an unprecedented surge in energy demand. The International Energy Agency projects that data centers may account for up to one-third of the anticipated increase in U.S. electricity demand from 2024 through 2026. Major tech companies are making bold moves into nuclear power to meet their growing energy needs.

Shareholders 244

Shareholders Returns Investors Portfolios 244

Financial Times M&A

OCTOBER 24, 2024

Decision is a win for antitrust regulators who had argued a deal would strangle competition in ‘accessible luxury’ market

101

101

FinSMEs

OCTOBER 28, 2024

Abstract, a Palo Alto, CA-based company which specializes in security data fabric and analytics, raised $15M in Series A funding. The round was led by Munich Re Ventures with participation from existing investors Crosslink Capital and Rally Ventures. The company intends to use the funds to continue its growth trajectory and expand its impact on […] The post Abstract Security Raises $15M in Series A Funding appeared first on FinSMEs.

Funds 64

Funds Capital Investors Companies 64

Private Equity Wire

OCTOBER 22, 2024

MidOcean Partners (MidOcean), a New York-based alternative asset manager focused on mid-market private equity, structured capital, and alt credit investments, has appointed Jon Fox, former President of Värde, as Global Head of Capital Formation. Fox brings several decades of leadership and alternative asset management experience that will help enhance and expand MidOcean’s investor relationships globally, and position the firm to continue to meet investors’ evolving needs.

Capital 97

Capital Asset Management Assets Funds 97

AltAssets

OCTOBER 29, 2024

H.I.G Capital, a global alternative asset management, has closed its oversubscribed $2bn U.S lower middle market fund H.I.G Capital Partners VII. Fund VII, according to H.I.G, continues the company’s highly successful strategy of making control equity investments in US’s lower middle-market companies. Since its establishment in 1993, H.I.G’s private equity platform has financially backed middle […] The post H.I.G Capital closes substantially oversubscribed $2bn middle-market fund appeared

Capital 67

Capital Funds Asset Management Assets 67