The Motley Fool

DECEMBER 26, 2023

This book originally came out, I believe, in 2007. I want to thank conscious capitalism. John, today, having started a new company called Love Life, which, full disclosure I'm invested in. But apart from John, who with Raj Sisodia, also a past guest on this podcast, wrote the book, Conscious Capitalism, more than years ago.

Investing 130

Investing Capital Stock Market Stock Market 130

Blackstone

MARCH 21, 2023

He highlights why an active approach to capital allocation is likely to shine, especially when it’s deployed to the market’s “good neighborhoods.” Investors could be well-compensated for using these periods of dislocation to deploy capital into good neighborhoods at attractive valuations.

Assets 52

Assets Banks Leveraging Portfolios 52

The Big Picture

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. His firm, altimeter Capital, runs over $10 billion. That’s after returning a big chunk of capital and profits to their investors. They invest primarily in private and public companies. So I had a job.

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

The Big Picture

APRIL 18, 2023

RITHOLTZ: I wonder, do fundamentals matter more, or is it really just a question of how far away from fundamentals can public equities get, either to the upside or the downside where it creates some form of opportunity, which kind of raises the question, how closely do private market fundamentals track what’s going on in the public markets?

Private Equity Firms 64

Private Equity Firms Private Equity Firms Assets Financing 64

The Motley Fool

JULY 27, 2023

If we pivot for a second to their consumer health unit, which recently went public, Kenvue, that also reported and beat analyst estimates for their first quarterly reports since being a public company. I've been on the HubSpot Board of Advisors since 2007. It's very profitable, it generates high returns on capital.

Companies 130

Companies Shareholders Financial Services Bidding 130

The Big Picture

JULY 11, 2023

And then of course as a CEO, doesn’t matter the size of the company, you’re always talking about where to allocate capital. And those are the same problems for big companies as little companies. You have half the number of public companies that you had in 2000. RITHOLTZ: Right.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Financing 88

The Big Picture

OCTOBER 31, 2023

Just really a fascinating history from, from a private company to a public company back to a, a partnership. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. They’ve been around literally nearly a century.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

SEPTEMBER 3, 2024

You mentioned Bank of a, you were at Dry House Capital, cocktail Capital. I think it’s kind of systemic at this point where you have companies reporting earnings on a quarterly basis. So many public companies expected to issue guidance and then meet that guidance or else, you know, essentially.

Mutual Funds 59

Mutual Funds Assets Companies Banks 59

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. It was underwriting, you know, it was like doing investment banking, underwriting public offerings. And he lost. And I love that.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Motley Fool

JULY 15, 2023

It was our quarterly game show for the 24th consecutive quarter six years of you playing along against my talented guests stars as we all think smarter about the values of public companies that was The Market Cap Game Show and the week before. Just to review, this was again in September 2007. Can you take out the money?

Investing 130

Investing Taxes Accounting Portfolios 130

The Motley Fool

NOVEMBER 29, 2023

I do not recommend the Lisbon airport, capital of Portugal, the Lisbon Airport, flying home to the US. We've always drawn an important distinction at the Motley Fool between, small F, fools and, capital F, Fools. I recommend both. I do not recommend the Lisbon airport, but please don't take me as dissatisfied at all.

Bidding 130

Bidding Capital Education Public Companies 130

The Motley Fool

MARCH 30, 2025

Eventually, StubHub sold itself to eBay in January 2007 for $310 million. Some extra positives Besides the impressive top-line growth seen over the past two years, another positive element to StubHub's business is that free cash flow tends to be higher than operating profits, thanks to StubHub's negative working capital business model.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering New York Stock Exchange Debt 130

The Motley Fool

MARCH 24, 2025

We ultimately did decide to sell it at the end of last year out of Stock Advisor, both of those positions, in part just because we thought there were better from a capital gains perspective, better opportunities for investors looking to beat the market. split adjusted in January 2007. Speaking about a public company.

New York Stock Exchange 130

New York Stock Exchange Stock Exchanges Hedge Funds Companies 130

The Motley Fool

MARCH 10, 2025

I'll turn to one of them to talk a bit about whatever stock they didn't know was coming, and that Fool will do his best to state a numerical range within which the company's market capitalization, market cap within which that range falls. David Gardner: It can be especially problematic, presumably when they're public companies now.

Banks 130

Banks Companies Consultants Consulting 130

The Motley Fool

JANUARY 25, 2024

public company by market cap, exceeding the market value of all other asset managers. Our limited partners have benefited from the exceptional balance of the firm and the careful way we've positioned their capital in a volatile world. We're planting seeds and expanding invested capital in the ground.

Management Fees 100

Management Fees Banks Capital Assets 100