The Motley Fool

JANUARY 24, 2024

The business came public in 2009, but it was transformed in 2016 when it merged with semiconductor giant Avago Technologies. By making the stock more accessible to small investors, Broadcom can reduce the concentration of voting power among hedge funds, mutual funds, and institutions, so the split would also benefit the company.

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The Motley Fool

AUGUST 12, 2024

Consider, for example, that after posting gains in eight consecutive years, from 2009 to 2016 (with six of the eight being double-digit gains), when you'd think it was due to drop, the S&P 500 went on to gain nearly 22% in 2017. Exchange-traded funds (ETFs) are worth thinking about for this. (An Annual Return 10-Year Avg.

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The Big Picture

APRIL 11, 2024

It’s probably just the merest of coincidences that the 1929 crash and the Great Depression followed… Soon after, World War 2 broke out; once that was resolved, 40 million GI’s returned home with cash in their pocket and the GI bill paying for college. That new information arrived through the mail, once a quarter or so.

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The Motley Fool

DECEMBER 23, 2023

Total Return Level data by YCharts The big takeaway here is that Buffett created a unique entity in Berkshire Hathaway. As an example, the company announced in 2009 that it would pay $26 billion to buy out the shares of train company Burlington Northern Santa Fe (BNSF) that it didn't already own. It reflects his beliefs and approach.

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The Motley Fool

JULY 2, 2023

What's glossed over by that average yearly return is how starkly inconsistent the years being averaged are. A report from Yardeni Research points out that since the bull market that began back in 2009, the S&P 500 (SNPINDEX: ^GSPC) has suffered six distinct corrections that didn't turn into bear markets. Sometimes they lose 20%.

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The Motley Fool

MARCH 9, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of March 8, 2024 This video was recorded on Feb. Ricky Mulvey: Surge pricing for hamburgers?

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The Motley Fool

MAY 13, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of May 13, 2024 This video was recorded on May 7, 2024. Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

SEPTEMBER 14, 2023

Motley Fool personal finance expert Robert Brokamp recently caught up with William Bernstein to discuss topics including: Why a 2% real return is "quite spectacular." See the 10 stocks *Stock Advisor returns as of 9/11/2023 This video was recorded on Sep. You can't expect high returns. The math and Shakespeare of investing.

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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.

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The Big Picture

OCTOBER 24, 2022

And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. RITHOLTZ: So these are stocks, bonds, ETFs, mutual funds? And he found it in the mutual fund space.

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The Motley Fool

SEPTEMBER 10, 2024

After all, Stock Advisor’s total average return is 715% — a market-crushing outperformance compared to 160% for the S&P 500.* They just revealed what they believe are the 10 best stocks for investors to buy right now… See the 10 stocks » *Stock Advisor returns as of September 9, 2024 This video was recorded on Sept.

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The Big Picture

DECEMBER 6, 2022

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

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The Motley Fool

MARCH 5, 2024

They just revealed what they believe are the 10 best stocks for investors to buy right now… See the 10 stocks *Stock Advisor returns as of February 26, 2024 This video was recorded on Feb. Using the power of compounding returns, there really is no substitute. In essence, my business career ended in 2009. David Gardner: Mailbag.

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The Motley Fool

AUGUST 5, 2023

See the 10 stocks *Stock Advisor returns as of July 27, 2023 This video was recorded on July 25, 2023. Just based on a market return. But if you bought, say , in the wake of the global financial crisis, 2008, 2009, that was an excellent time to buy. So target date fund. You've asked an investor, everything overvalued?

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ClearMoney

DECEMBER 5, 2021

1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due. Consistent with this belief, the evidence suggests there has not been a strong relation between country debt and equity market returns. Ballooning Debt. Turning to the Data.

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The Big Picture

OCTOBER 15, 2024

00:10:16 [Speaker Changed] So, so you found the company in 2009 today, you’re the chairman. 00:13:04 [Speaker Changed] So the most of what APAR focuses on our private, our public markets, stocks, bonds, mutual funds, ETFs. Well, 00:10:14 [Speaker Changed] Chat GBT is behind. What was the original business model?

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The Big Picture

OCTOBER 19, 2022

You know, when you really hammer home to what you can control as an investor costs, it finally started to catch on with people like, “Hey, I can get low cost through indexing and get the market return,” which by the way, over time, is pretty darn good returns. There is that same payment for distribution service, the mutual funds.

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The Big Picture

OCTOBER 21, 2024

They have already returned about 80% of the net gains they’ve had to their, their limited partners. You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. 2022 was the worst year for hedge funds since 2009, the s and p 500 down 20% bonds down 14%.

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Pension Pulse

MAY 19, 2023

“While the concerns that are feeding into the individual investors’ ‘wall of worry’ [lingering inflation, higher interest rates and recession fears] are valid, the negative sentiment they have built up is, from a contrarian perspective, a potential catalyst for positive forward returns,” says Smith. No exceptions. So what's the problem?

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ClearMoney

NOVEMBER 4, 2021

Prior return characteristics contain meaningful information about expected stock returns, but only over short time horizons. In the first month following a sort on past-year return, US up-momentum stocks outperformed the S&P 500 Index by 0.24%. Rapid decay in the premium implies high turnover to capture it.

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ClearMoney

DECEMBER 5, 2021

1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due. Consistent with this belief, the evidence suggests there has not been a strong relation between country debt and equity market returns. Ballooning Debt. Turning to the Data.

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The Motley Fool

DECEMBER 13, 2023

See the 10 stocks *Stock Advisor returns as of 12/11/2023 This video was recorded on Dec. The key difference is you had your come-to-rationality moment somewhat forced upon you in 2008, 2009, and Canadians, as a collective, went the other direction and put their foot down on the accelerator. and Walmart wasn't one of them!

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This is going to be BIG.

DECEMBER 3, 2012

Apparently, venture capital is a cruddy asset class where you can't get returns over the long term. Not only that, but there's a "Series A Crunch" that we've been talking about since October of 2011 where good companies can't seem to get to their next round of funding. That's why the hedge fund world is more interesting to people.

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The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? And the question was if you can find other areas of investment that can generate the types of returns you need for your liability stream, diversification becomes the free lunch. SEIDES: And hedge funds were the same way.

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The Big Picture

JULY 18, 2023

RITHOLTZ: Post-fidelity, post-Magellan fund. And he had a sizable amount of money under management and hard-closed his vehicle and in his first 14 months, if I remember correctly, his gross return was 120%. The distressed debt index has a negative long run return. WAGNER: Exactly. RITHOLTZ: Not too shabby. WAGNER: Not too bad.

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The Big Picture

FEBRUARY 20, 2024

I remember it really well because I just finished building this house in West Virginia and we, we were taking occupancy in early August, and it was, it was literally the same day that BMP Paraba shut off redemptions from some of their mutual funds, caused all sorts of chaos in Europe. So that was a big job in the spring of, of 2009.

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The Big Picture

APRIL 11, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, returning after a too long of a wait, Professor Aswath Damodaran. DAMODARAN: Forty years ago, 95 percent of cash returned by companies took the form of dividends. In 1981, when I started, dividends were the way to go for returned cash.

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Blackstone

DECEMBER 20, 2023

We were more constructive on the market than the economy in our Fourth Surprise, thinking that it would bottom by mid-year and begin a recovery that rivaled 2009’s. 2009; Surprise #1 : The Standard & Poor’s 500 rises to 1200. In 2009, Byron had his most successful year, getting some part of eight or nine surprises correct.

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