Advent International

MARCH 4, 2024

Upon completion of the proposed transaction and merger with Chaitanya, the combined entity will be amongst the largest non-banking microfinance companies in India. Advent has been investing in India since 2007. The investment follows Svatantra’s recent acquisition of Chaitanya India Fin Credit Limited (“Chaitanya”).

Mergers and Acquisitions 98

Mergers and Acquisitions Mutual Funds Investing Banks 98

Advent International

MARCH 4, 2024

Upon completion of the proposed transaction and merger with Chaitanya, the combined entity will be amongst the largest non-banking microfinance companies in India. Advent has been investing in India since 2007. The investment follows Svatantra’s recent acquisition of Chaitanya India Fin Credit Limited (“Chaitanya”).

Mergers and Acquisitions 98

Mergers and Acquisitions Mutual Funds Investing Banks 98

The Motley Fool

SEPTEMBER 10, 2024

From reflections on the volatility of 2007-08, to introducing new terms like "Big Dumb Money," and thoughts on building mental frameworks for investing, David reacts to his past essays with fresh insights for today's markets. I know 2007 wasn't great for investors. The first is, I didn't even remember 2007 almost zeroed out.

Investing 130

Investing Stock Market Stock Market Mutual Funds 130

The Motley Fool

MAY 13, 2024

At some point, they need to address this and figure out who is going to be the successor to take this company into the next decade and beyond? But the company, they reported encouraging results. It's one where they can make a lot of money for that company. Starbucks with the Schultz problem, Disney with an Iger problem.

Portfolios 245

Portfolios Assets Funds Returns 245

The Motley Fool

MAY 21, 2024

They had more cash than debt, they were cash flow positive and they had no fewer than four high-profile activists circling the company and they were trading at four times free cash flow. Shorts are out price discovery and they're quite often, they teach you things that you didn't already know about a company.

Mutual Funds 130

Mutual Funds Taxes Hedge Funds Funds 130

The Motley Fool

NOVEMBER 25, 2024

Now, I want to note four times over the past 20 years, the company split its stock, two for one in 2006, three for two in 2007, four for one in 2021, and 10 for one in 2024. By October 2007, the stock was making me look good as it tipped the scales at 120. Crazy, because for a company that today has a $1.4 Keep noticing.

Stock Market 130

Stock Market Stock Market Capital Mutual Funds 130

The Big Picture

JULY 11, 2023

Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. And those are the same problems for big companies as little companies. JOHNSON: For sure.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Financing 88

The Motley Fool

JANUARY 13, 2024

Matt, the Magnificent Seven companies did a lot of the heavy lifting in 2023, leading to a lot of the big gains especially in the major indices. Where do some of those companies sit now? These companies are expensive. We're going to kick off today carrying forward one of the big themes of 2023.

Debt 130

Debt Mutual Funds Companies Portfolios 130

The Motley Fool

DECEMBER 13, 2023

And a company that "specializes in the absurd." They discussed how to find upside in a messy housing market, accidental tech companies, and a quality business that specializes in the absurd. Go back and look at what happened to the US in 2007-2009. They also discuss: The deceptive nature of "static" mortgages. Jim Gillies: Sure.

Investing 130

Investing Banks Amortization Mutual Funds 130

The Motley Fool

SEPTEMBER 14, 2023

William Bernstein: Well, it all goes back to the history of the East India Company and its individual predecessors. Collateralized loan obligations from the Great Recession of 2007-2009, part of it is what causes the booms and busts. You get a bust, like we saw, for example, in the housing crisis in 2007-2009.

Investors 130

Investors Financing Finance Banks 130

The Big Picture

OCTOBER 31, 2023

Wellington’s a fascinating company. At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. Just really a fascinating history from, from a private company to a public company back to a, a partnership. Michael Carmen is co-head of private Markets at Wellington Management.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Motley Fool

MARCH 5, 2024

I'm delighted this week to welcome seven Fools who you get to keep company with. Good company. You can picture a 21-year-old, Jason, cluelessly throwing money into his company pension plan with 100% match, let me tell you David Gardner: Awesome. I've been retired for 10 years now, worked for various companies.

Investing 130

Investing Mutual Funds Portfolios Stock Market 130

The Big Picture

FEBRUARY 6, 2024

He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy.

Mutual Funds 52

Mutual Funds Financing Finance Assets 52

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. I wish more mutual funds and ETFs showed that data. Kind of unique. They have a very unique approach.

Mutual Funds 59

Mutual Funds Assets Companies Banks 59

Pension Pulse

AUGUST 18, 2023

In Treasuries, yield on the 10-year pulled back from Thursday’s levels that were approaching the highest since 2007. streak that long has only been seen in recessions that started in 1973 and 2007 pic.twitter.com/ThjCW8yQy5 — Liz Ann Sonders (@LizAnnSonders) August 18, 2023 Where's the recession? UK and German bonds advanced.

Hedge Funds 52

Hedge Funds Funds Asset Management Pension Funds 52

Pension Pulse

MAY 8, 2023

So, it was a shock in 2022 to learn that an American company, owned by a Wall Street firm, sent children as young as 13 to work in slaughterhouses. The disgrace was more disturbing because the company, PSSI, is vital to national food safety and its owner, Blackstone, claims to be a model of management. Shannon Rebolledo: Not at all.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

MAY 9, 2023

RITHOLTZ: Same companies, just — SALISBURY: Same companies, yes. It was bad companies issuing low quality bonds. And we had some great successes, not backing oil and gas companies or formerly state-owned assets. It was really finding growth equity companies, young entrepreneurs that were building businesses.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Pension Pulse

MAY 19, 2023

Amid the losses, Icahn added $4 billion of his own funds into the company. The separate sale of companies held by the firm also resulted in gains of $3.5 Second, markets are at an important inflection point here, so DO NOT GET CARRIED AWAY with what Buffett, Soros and company bought and sold last quarter. You're toast!

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. RITHOLTZ: 2007.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

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. Prohibits you from showing a back test for a mutual fund or an ETF. Not especially, well look at the utilities, look at big oil companies.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

The Big Picture

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. What can I say about his breadth and depth of expertise?

Education 119

Education Financing Finance Taxes 119

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