The Motley Fool

OCTOBER 15, 2024

It's hard to pinpoint which companies to invest in if you're looking for exposure to the space sector, a potentially lucrative opportunity over the coming decades. Space is already a hot industry for companies launching satellites into orbit, and tourism may eventually add fuel to that fire. Elon Musk's SpaceX, a large space company, isn't public. However, Rocket Lab (NASDAQ: RKLB) , a SpaceX competitor, is.

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Debt Shareholders Funds Accounting 245

A Wealth of Common Sense

OCTOBER 13, 2024

Through the end of September, the S&P 500 was up more than 36% in the prior 12 months. That’s a good return. In fact, it’s good enough to put it in the top 10% of one year returns going all the way back to 1926. The stock market is on a heater. Here’s one way to look at how wonderful things have been of late: I calculated the annualized returns over various time frames going way way back.

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Stock Market Stock Market Returns 111

The Motley Fool

OCTOBER 13, 2024

What is going on at Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) ? In the last few months, the "Oracle of Omaha" has directed his firm to dump almost $10 billion of one of its largest holdings and a popular stock among institutional investors. The sales come as Berkshire sits on the largest pile of cash it's ever kept on the books. What does Warren Buffett know that Wall Street doesn't?

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Banks Education Shareholders Stakes 246

A Wealth of Common Sense

OCTOBER 8, 2024

Each year the Bureau of Labor Statistics (BLS) updates consumer expenditure data on how Americans collectively spend and earn their money. These numbers are averages so your personal household budget probably looks different in some ways. Your circumstances — where you live, your standard of living, how much you make, family situation, etc. — often dictate how you spend.

Financing 139

Financing Finance 139

Private Equity Wire

OCTOBER 11, 2024

Companies owned by private equity (PE) firms are defaulting on their credit at a significantly higher rate compared to other speculative-grade borrowers, according to a report by Bloomberg citing a recent report from Moody’s Ratings. From January 2022 to August 2023, private equity-backed companies had a default rate of 17%, nearly double the rate of non-PE-backed firms, Moody’s revealed in its report published on Thursday.

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Private Equity Firms Private Equity Firms Mergers and Acquisitions Leveraging 103

Insight Partners

OCTOBER 8, 2024

This content originally appeared on BW Healthcare. While the introduction of new technologies has helped drive the evolution of healthcare, few have sparked as big of a transformation in recent years as AI. In the early days, AI in healthcare was often limited to basic data analysis and simple decision support systems. Today, it’s a sophisticated field that’s revolutionizing everything from drug discovery to patient care.

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The Motley Fool

OCTOBER 13, 2024

Are you thinking of relocating for retirement ? If so, go ahead and consider Florida , Arizona , or other popular places -- but consider West Virginia, too. The folks at Bankrate have actually named West Virginia the second-best state to retire in. Let's look at what's good and bad about the state. Image source: Getty Images. A key plus for West Virginia is its low cost of living.

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Private Equity Wire

OCTOBER 11, 2024

Blue Owl Capital Inc is continuing its push into asset-based finance with the purchase up to $2bn worth of consumer instalment loans from fintech lender Upstart Holdings Inc, according to a report by Bloomberg News citing a recent company statement. The deal will unfold over the next 18 months through a forward-flow agreement, where the buyer commits to acquiring loans before they are even originated.

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AltAssets

OCTOBER 11, 2024

Global private equity dealmaking and fundraising metrics through Q3 are tracking ahead of the same period in 2023 as interest rates begin to loosen - but fundraising activity could fade as year end approaches, new data from PitchBook shows. The post PE dealmaking, fundraising suprise to the upside through Q3 – but capital raising could slide towards year end: PitchBoook appeared first on AltAssets Private Equity News.

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Capital Buyout Funds Investing 95

XY Planning Network

OCTOBER 14, 2024

So you’ve set up your books, perhaps in one of our Set-up & Training Workshops ; now what? Keeping your books clean and up to date is essential, especially in the highly regulated financial services industry. Auditors will request a Balance Sheet, P&L, General Ledger, and Reconciliation reports. Having your accounting in a system such as QuickBooks Online allows you to easily pull these reports at a moment’s notice.

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Financial Services Accounting 82

The Motley Fool

OCTOBER 13, 2024

If you own Boeing (NYSE: BA) stock, you've probably been glued to news of the protracted labor strike by Boeing's machinists union, now entering its fifth week. And you've probably already heard the latest bad news: After two days of renewed talks with union negotiators from the International Association of Machinists (IAM) -- talks that apparently went absolutely nowhere -- Boeing cut off negotiations entirely, withdrew its "best and final" offer of a 30% pay raise (spread over four years), and

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Debt Investment Banking Investment Banks Banks 246

A Wealth of Common Sense

OCTOBER 10, 2024

Nick Maggiulli joined me on the show this week to tackle questions about investing in total stock market index funds, how to value your pension, factors that allow you to take more risk in your portfolio and when to sell your big winners. Further Reading: An Epic Bull Market 1It’s worth noting these are price returns only, no dividends included.

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Stock Market Stock Market Funds Portfolios 123

Axial

OCTOBER 8, 2024

Welcome to the latest issue of The Winning LOI, the Axial newsletter that anonymously reveals small business M&A valuation data and certain key deal terms associated with winning LOIs. To subscribe to The Winning LOI, please enter your email below. In this issue, we feature a manufacturing deal within the Consumer Goods sector. The company reported a revenue range of $3M – $4M and an EBITDA range of $1M – $2M when the deal confidentially went to market in Q2 2023.

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Investors Companies Investing 102

AltAssets

OCTOBER 11, 2024

Mill Point Capital has more than doubled its capital under management through the rapid $1.7bn final close of its third fund. The post Mill Point’s $1.7bn third fund was fully allocated at hard cap less than a month after launch, firm says appeared first on AltAssets Private Equity News.

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Funds Capital Buyout Investing 94

Private Equity Wire

OCTOBER 9, 2024

Blue Owl Capital is set to acquire IPI Partners, a digital infrastructure investment firm, for approximately $1bn as the firm looks to benefit from the growing demand for data centres driven by the rapid adoption of generative AI, according to a report by Reuters. The acquisition of the Chicago-based business, which is a joint-venture between investment manager ICONIQ Capital and private equity firm Iron Point Partners, will be financed through a combination of 80% equity and 20% cash, and will

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Private Equity Firms Private Equity Firms Asset Management Finance 98

The Motley Fool

OCTOBER 13, 2024

Last month, the Federal Reserve reduced its benchmark interest rate by 50 basis points. It was the Fed's first interest rate cut since the pandemic hit in 2020, and it's a welcome relief to some of the more interest rate-sensitive companies. New York Community Bancorp (NYSE: NYCB) is one bank welcoming those rate cuts. The bank has faced significant struggles this year, stemming from its huge write-offs in the fourth quarter last year followed by a big shakeup in its top management team.

Banks 246

Banks Capital Prospects Portfolios 246

Million Dollar Round Table (MDRT)

OCTOBER 8, 2024

By Caroline A. Banks, FPFS Worldwide, we face a dreadful undercoverage of insurance. Too many financial advisors have become simply wealth managers, not realizing that insurance is the foundation of a financial plan. It’s crucial we make sure that this foundation is strong enough to support clients financially, no matter what happens. My own company received a critical illness payout when my husband, who was both the finance and IT director, was ill.

Finance 85

Finance Financing Banks Funds 85

Financial Times M&A

OCTOBER 8, 2024

A deal would bolster Japanese group’s drive to secure supplies for its home country, which relies on fossil fuel imports for energy

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Assets 109

AltAssets

OCTOBER 11, 2024

Audax Private Debt has brought in former Stifel and Barclays Wealth exec John Wierzba as a managing director focused on wealth management investor relations. The post Ex-Stifel, Barclays Wealth exec Wierzba to help boost Audax private debt wealth management IR appeared first on AltAssets Private Equity News.

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Debt Investors Buyout Funds 93

Private Equity Wire

OCTOBER 14, 2024

UK-based Spectris Plc, a London-listed manufacturer of precision and testing equipment, is in discussions with institutional investors to secure at least $300m in high-grade private debt, according to a report by Bloomberg. The report cites unnamed sources familiar with the matter as revealing that the company aims to refinance its existing bank loans by tapping into euro- and dollar-denominated credit through a US private placement.

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Asset Management Debt Finance Financing 92

The Motley Fool

OCTOBER 13, 2024

Warren Buffett sometimes says he's a "business-picker" and not a stock-picker. He's right, of course. However, the legendary investor doesn't always pick individual businesses. Sometimes, Buffett picks a large basket of businesses. I'm referring to the exchange-traded funds (ETFs) in Berkshire Hathaway 's portfolio. Buffett's ETFs have been big winners over the years.

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Exchange-Traded Funds Conglomerates Funds Portfolios 245

Mr. Money Mustache

OCTOBER 13, 2024

– Well, it looks like we’re here in another US election year already. As Advanced Mustachians, we already know that the ongoing battle of Harris vs. Trump should not be consuming much of our time. Sure, we do our research and cast our votes but after that we move right on to focus on other things within our own circle of control. But out of all the things the politicians like to bicker about, there’s one area where MMM does need to set the record straight, and that area is of course money.

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Taxes Investing 104

Financial Times M&A

OCTOBER 14, 2024

Deal could be among year’s largest private equity buyouts as contact lens maker looks to split from indebted parent

Bidding 91

Bidding Buyout Companies 91

AltAssets

OCTOBER 14, 2024

Lower mid-market manufacturing and industrials investor LFM Capital has passed $1bn of assets under management after racing back to fundraising with its fourth flagship fund. The post LFM Capital completes rapid return to fundraising with one-and-done $462m Fund IV close appeared first on AltAssets Private Equity News.

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Returns Capital Funds Assets 88

Private Equity Wire

OCTOBER 10, 2024

Global private investment firm TA Associates (TA) has acquired a majority stake in Solifi, a global fintech software partner for secured finance, with existing investor Thoma Bravo retaining a meaningful investment in the business. According to a press statement, the transaction will “accelerate Solifi’s growth by supporting product innovation, driving expansion into adjacent financing markets and new geographies, and delivering enhanced value to its customers” Solifi provides scalab

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Legal Investing Finance Financing 96

The Motley Fool

OCTOBER 13, 2024

At this time last year, the stock price for Palantir Technologie s (NYSE: PLTR) was under $15 per share. As of mid-morning on Oct. 9, shares of Palantir were hovering around $43 -- nearly triple where they were just one year ago. Over the last year, Palantir's software suite has garnered much attention as sophisticated data analytics platforms become a critical part of artificial intelligence (AI) roadmaps.

Hedge Funds 244

Hedge Funds Financial Institutions Deal Flow Banks 244

The Big Picture

OCTOBER 10, 2024

I have very vivid memories of Superstorm Sandy in NY. It was the 18th named storm of 2012, the 10th hurricane, and the 2nd major one. It caused ~$100 billion in property damage and killed 254 people. Throughout the entire disaster, a few things stand out: – Visiting the marina where we keep our boat and seeing water levels up to the top of the bulkheads, which were ~about 13 feet over high tide.

New York Stock Exchange 104

New York Stock Exchange Hedge Funds Stock Exchanges Liabilities 104

Financial Times M&A

OCTOBER 10, 2024

Holdings of Platinum Equity and Clearlake Capital are at heightened risk of default, rating agency says

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Debt Assets Capital 106

AltAssets

OCTOBER 9, 2024

Benelux-focused private equity firm Mentha Capital has raised €153m for the region’s first buyout fund solely targeting companies contributing to achieving climate and environmental goals. The post Mentha beats target for region’s first dedicated climate, sustainability-focused buyout fund appeared first on AltAssets Private Equity News.

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Buyout Private Equity Firms Private Equity Firms Funds 96

Private Equity Wire

OCTOBER 8, 2024

International PE firm Cinven has appointed Dr Michael Weber as Partner with effect from 1 October 2024 to focus on mid-market investments in the DACH region in sectors including technology, tech-enabled services and financial services. Weber joined Cinven from European mid-market firm, Riverside, where he was a Senior Partner and member of the Investment Committee for the Riverside Europe Fund.

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Consulting Consultants Investing Financial Services 98

The Motley Fool

OCTOBER 13, 2024

Image source: Getty Images When mortgage rates fell to record lows in 2020 and 2021, many buyers rushed to purchase homes. And many existing borrowers were quick to refinance their home loans. But because rates climbed substantially in 2022 and remained high in 2023 and 2024, buyer demand decreased. And so did housing inventory. In August, there was a 4.2-month supply of available homes on the real estate market, according to the National Association of Realtors.

Investing 244

Investing 244

The Big Picture

OCTOBER 13, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Trump’s Speeches, Increasingly Angry and Rambling, Reignite the Question of Age : With the passage of time, the 78-year-old former president’s speeches have grown darker, harsher, longer, angrier, less focused, more profane and increasingly fixated on the past, according to a review of his public appearances over the years. ( New York Times ) • Who died and left the US $7 billion?

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Taxes Companies Investing 105

Financial Times M&A

OCTOBER 9, 2024

Alliance with soft-drink maker comes a week after LVMH clinched a 10-year deal with Formula One

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AltAssets

OCTOBER 10, 2024

Veteran US private equity house GTCR has named three new managing directors as part of a wider set of promotions and hires. The post GTCR names two new managing directors amid string of new promotions, hires appeared first on AltAssets Private Equity News.

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Buyout Funds Investing 92