The Motley Fool

JANUARY 3, 2025

From what I can see, RCL's share price has 6x since you recommended it, that first day in Stock Advisor, September 21, 2007. It was at 40 in 2007, when I recommended it. Those are simple round numbers because having picked up first at 40 in 2007, we can see with it around 240 today, it is up six times in value.

Portfolios 130

Portfolios Investing Mutual Funds Taxes 130

The Motley Fool

MAY 21, 2024

But if you go back to the early 2000s and right up to I think it's January 2007, for the first five or six years they had a terrible CEO named Bob Nardelli who came over from GE , he was going to bring the GE way and all he largely did, was he tried to basically reform a perfectly good company in his own image that was the GE way.

Mutual Funds 130

Mutual Funds Taxes Hedge Funds Funds 130

The Motley Fool

MAY 13, 2024

In fact, mutual funds that invest along these lines have come to be known as balanced funds. There might be some merit in these arguments but the challenge is that many of these asset classes are difficult and are expensive for the typical working-class American to invest in.

Portfolios 245

Portfolios Assets Funds Returns 245

The Motley Fool

JANUARY 13, 2024

By October 2007, so two years later it's gone from a buck 64 to 10. Now those of us who remember market history know 2007, things are probably peaking somewhere right around now. In October 2007 we're back. They're making cards that give you better graphics, graphic processing units, what Nvidia was bringing.

Debt 130

Debt Mutual Funds Companies Portfolios 130

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Pension Pulse

MAY 19, 2023

It is owned by huge asset managers and this is the type of stock I love, one that does well over the long run. Market neutral funds will engage in pair trading to remove market beta. Some are large asset managers that specialize in factor investing. Some are large asset managers that specialize in factor investing.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. The requirements for asset managers to have a bank were such that it would inhibit us a bit. I also ran our credit card business at the time. What led to that decision?

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Financing 88

The Big Picture

APRIL 11, 2023

And as you well know, in 2007, accountants fixed what I thought was a horrendous mistake — RITHOLTZ: Right. How important is it for a mature company to have a mature CEO to come in and maximize their assets? It shows up in mutual funds, where people put their money in a mutual fund. RITHOLTZ: Right.

Education 119

Education Financing Finance Taxes 119

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. But as it turns out, the reason that asset manager was able to raise so much money was because they had taken signals.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

FEBRUARY 20, 2024

00:07:47 [Speaker Changed] So, so after, you know, more than 20 years at Goldman, you joined the New York Fed in 2007, overseeing domestic and foreign exchange trading operations, 2007, that, that’s some timing. Well, I had about I seven months of calm and then chaos started in August of 2007.

Banks 59

Banks Stock Market Stock Market Legal 59