The Motley Fool

DECEMBER 13, 2023

Companies that pay a regular dividend to their shareholders are usually profitable and time-tested. What's more, income stocks have a history of running circles around public companies that don't offer a payout in the return department. But there's more to Berkshire's No. 2 holding than just macroeconomic factors.

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Banks Assets Public Companies Financial Services 246

The Motley Fool

MARCH 29, 2024

This compares to a modest 3.95% average annual return for public companies that don't offer a payout. Companies that regularly share a percentage of their earnings with their investors are almost always time-tested and able to offer transparent long-term growth outlooks. Berkshire Hathaway CEO Warren Buffett.

Banks 246

Banks Stakes Assets Public Companies 246

The Motley Fool

JUNE 20, 2024

On May 15, institutions with at least $100 million in assets under management filed Form 13F with the Securities and Exchange Commission. Apple has also repurchased $674 billion worth of its common stock since 2013 began, which is more than any other public company. Should you invest $1,000 in Nvidia right now?

Hedge Funds 246

Hedge Funds Stakes Public Companies Investors 246

The Motley Fool

JANUARY 1, 2024

Popular mortgage REITs like Annaly Capital Management (NYSE: NLY) and AGNC Investment (NASDAQ: AGNC) make their living by borrowing money at low short-term lending rates and use this capital to purchase higher-yielding long-term assets, such as mortgage-backed securities (MBSs). Windows and Office), and its steady stream of acquisitions.

Stock Market 246

Stock Market Stock Market Banks Public Companies 246

The Motley Fool

JANUARY 8, 2024

Apple's capital-return program is also unmatched among publicly traded companies. The world's largest public company by market cap is doling out $15 billion annually in dividend payments, and has repurchased over $600 billion of its common stock since the start of 2013. The one knock against Apple is its valuation.

Banks 246

Banks Capital Debt Portfolios 246

The Motley Fool

MARCH 15, 2024

A 13F provides a snapshot of what Wall Street's smartest and most successful investors are buying and selling, and is a required quarterly filing for money managers overseeing at least $100 million in assets under management. billion of its own common stock since the start of 2013, which is tops among public companies.

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Stakes Debt Education Banks 243

The Motley Fool

MAY 13, 2024

A 13F provides an over-the-shoulder snapshot of what Wall Street's brightest minds, with at least $100 million in assets under management, have been buying, selling, and holding in the most recent quarter -- in this instance, the March-ended quarter. Image source: Getty Images. Apple is on track to dole out a little over $15.4

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The Motley Fool

OCTOBER 17, 2024

Very few public companies offer monthly dividends, and the ones that do are typically real estate investment trusts (REITs) because they are legally required to pay out 90% of their taxable earnings to shareholders. The company first issued a quarterly payment in 1998 and transitioned to a monthly distribution in 2013.

Debt 130

Debt Amortization Depreciation Earnings Before Interest 130

The Motley Fool

AUGUST 6, 2024

We utilize proprietary predictive analytic tools in combination with the insights of our asset management and research teams to drive the decision to sell 75 properties for total net proceeds of approximately $106 million, bringing the year-to-date total to approximately $202 million. 80% of these were renewed. In case of our tier 1.5%

Debt 130

Debt Assets Capital Leveraging 130

The Motley Fool

APRIL 30, 2024

The real estate group, which focuses on nontraditional niche asset classes, continues to generate excellent returns. As you flip to Page 5 and you look at where we -- when this company was first started, just a quick snapshot in going back in history. So, we started the business with $1 billion of equity. Today, we're at $7.1

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Capital Enterprise Values Assets Banks 130

The Motley Fool

JULY 31, 2024

While we continue to focus on the direct lending business lines which have gotten us to this point, the growth of our alternative asset business is very important to the revaluation of our company. During the quarter; Newrez, our mortgage company; Genesis, our RTL lender, and our portfolio of assets generated very strong returns.

Capital 130

Capital Amortization Shareholders Financing 130

The Motley Fool

FEBRUARY 7, 2024

We're now finding significant opportunities to finance our assets within the sustained strong performance of our Class A retail. In fact, 2023 was a historic and record leasing year for Macerich, dating back 30 years as a public company. The asset still does generate some FFO. Year-end 2023 sales were down 1.8%

Debt 130

Debt Assets Capital Banks 130

Investment Writing

NOVEMBER 20, 2024

Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today. Use the Oracle of Omaha When I push for plain language, sometimes my asset manager clients say they’re worried they’ll be seen as “dumb.” I have made some updates and additions.

Mutual Funds 52

Mutual Funds Assets Debt Shareholders 52

The Motley Fool

FEBRUARY 27, 2024

We've continued to expand our asset portfolio, increasing our extensive pipeline network to more than 50,000 miles from approximately 30,000 miles in 2013 and adding nearly two Bcf per day of natural gas processing capacity and three fractionators. With that, I'll turn the call over to Walt. So, we'll see the full impact in '24.

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Mergers and Acquisitions Capital Assets Debt 130

The Motley Fool

SEPTEMBER 24, 2023

Bill Barker: After many years in asset management, I'm back on the publishing side working primarily on the small stock service, firecrackers and working with Bill Mann, who I've worked with many times in many different places and with Tom. This has been in my Asset Management days and we do a small position in the company and the early days.

Education 130

Education Asset Management Companies Shareholders 130

The Motley Fool

AUGUST 8, 2023

There were only three bankruptcies in the second quarter, and bankruptcies overall remained at their lowest level since 2013. And as a follow-up, some of your noncore assets are owned in JVs. They've done well in these assets, generally speaking. But you have partners in a couple of those assets.

Assets 100

Assets Debt Financing Finance 100

The Motley Fool

FEBRUARY 20, 2024

At the time of our initial public offering in 2013, we were operating just eight markets across four states. billion of real estate inventory and total assets of over $3.4 These finished lots and the inventory that we have around the country, those are very valuable assets. We ended the year with over $3.1

Debt 130

Debt Capital Taxes Initial Public Offering 130

The Motley Fool

OCTOBER 31, 2023

More importantly, immediate EPS dilution on a GAAP basis is primarily driven by foregone investment income, intangible asset amortization, and acquisition costs. Additionally, we expect intangible asset amortization related to Moritex of approximately $1 million. We will provide more color as we roll out this change with Q4 reporting.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Amortization Capital Leveraging 100

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 What percentage of the assets are in ETFs relative to mutual funds? billion deal. BERRUGA: Exactly.

Mutual Funds 64

Mutual Funds Assets Funds Companies 64

Axial

NOVEMBER 9, 2023

” Visit Emigrant’s Profile “Appalachian Capital Holdings (AppCap) is a small private investment office that manages the assets of private families and individuals. Zucker (“Zucker”), who serves as Managing Partner, and made his first private company investment in 1994. We do so with several key techniques.”

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

The Big Picture

NOVEMBER 21, 2023

They invest primarily in private and public companies. That’s why I think being in Silicon Valley investing, in talking every day with venture capital companies, founders, et cetera, is a huge competitive advantage to us because we see the disruption coming years in advance. He said, I overpaid for the asset.

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

The Motley Fool

FEBRUARY 3, 2024

The WWE, that acquisition of that content for Raw in the licensing agreement and international other assets, that plays really well into their strength. Bill, IBM shares up eight percent post earnings, sending the stock to its highest level since 2013. Bill Mann: IBM is like the nickelback of AI companies.

Mergers and Acquisitions 240

Mergers and Acquisitions Shareholders Companies Investors 240

The Motley Fool

FEBRUARY 1, 2024

Significant assets put into service include two new natural gas processing plant plants in the Permian Basin and our 12th NGL fractionator in Chambers County. All of these assets were essentially full after operations began. 2023 marked our 25th anniversary as a public company. billion of process -- projects.

Capital 130

Capital Debt Assets Banks 130

The Motley Fool

AUGUST 22, 2024

Interest rates affect all asset classes, but yes, I think higher interest rates in the short term can be mostly a negative for dividend stocks, because if you think of it as the risk free rate in the market goes higher. That was also a time when companies were increasing their dividends at a pretty high rate. Matt Argersinger: Sure.

Investing 100

Investing Shareholders Debt Capital 100

Pension Pulse

JULY 12, 2023

billion in value add for our clients due to our diversifying public and private market investment strategies. Gross assets under management 3 grew to $233.0 billion in gross assets under management, as of March 31, 2023. 1 per cent above the Combined Pension Plans 2 benchmark, resulting in $4.6

Leveraging 52

Leveraging Best Practices Banks Assets 52

The Motley Fool

OCTOBER 14, 2024

This could be a very important year in investing, given what this tech company has gone on to do. Fast forward to 2013. But he replied with something, if I remember correctly, like, look, I like the company, and I'm not even that bullish. Facebook is still one of the most important companies in the universe. I say, yes.

Investing 130

Investing Debt Shareholders Accounting 130

The Motley Fool

JANUARY 11, 2024

In between, Stance is a trial lawyer and federal terrorist asset investigator, but he's mostly known and fooled them for inflicting sporadic episodes of apropos of nothing on unsuspecting podcast listeners during the days of market foolery. Adobe in 2013 with its Creative Cloud offering, began to shift the model. Whose market Cap 23.02

Taxes 130

Taxes Companies Asset Management Assets 130

The Big Picture

JULY 29, 2024

I was a public company, CEO, I enjoyed working with investors. And one thing about being a CEO versus, you know, being a chief solutions officer or chief commercialization officer, you spend a lot of your time outside the company as well as inside the company. trillion in assets that we service. At AssetMark.

Taxes 59

Taxes Mutual Funds Financing Finance 59

The Motley Fool

FEBRUARY 7, 2025

At the moment, roughly two-thirds (nearly $195 billion) of Berkshire's $297 billion of invested assets can be traced to five magnificent stocks. billion (23% of invested assets) For quite some time, tech stock Apple (NASDAQ: AAPL) has been Warren Buffett's largest holding at Berkshire Hathaway. The company's $1.04-per-share

Portfolios 223

Portfolios Banks Investing Assets 223

The Motley Fool

FEBRUARY 7, 2024

As we began 2023, we set out on a path to pivot our business to become more of an alternative asset manager while maintaining the very same discipline that got us here in asset classes and the operating companies that we own. Book value year over year is essentially unchanged despite all the volatility we saw in the markets.

Capital 100

Capital Asset Management Assets Funds 100

The Big Picture

JANUARY 27, 2025

They run over $431 billion in global assets. I think they have about $10 billion out of the 400 and change billion that’s in, in public equities. Most of what they do are, are real assets, credit debt, middle market banking. Our asset is our, is our people. It’s an incredibly valuable asset.

Hedge Funds 59

Hedge Funds Liabilities Assets Leveraging 59

The Motley Fool

JANUARY 21, 2025

The linked quarter decrease in NIM was primarily driven by lower asset yields, which were only partially offset by lower deposit and wholesale funding costs. You know, what I'll say is it's two independent public companies. So, you know, if you think about the headwinds, first of all, we're very modestly asset sensitive.

Capital 130

Capital Banks Mergers and Acquisitions Financing 130

The Motley Fool

FEBRUARY 18, 2025

In this Rule Breaker Investing podcast, Motley Fool co-founder David Gardner welcomes Motley Fool favorites Emily Flippen and Mac Greer to the stage as they test their knowledge on the price tags of 10 public companies. In 2013, do you remember this then big personality CEO John Legere rebranded T-Mobile as the uncarrier.

Companies 130

Companies Consulting Consultants Shareholders 130

The Big Picture

FEBRUARY 7, 2023

RITHOLTZ: Whereas all the other public companies had access to capital and managed to get into trouble. RITHOLTZ: So, you go from Lazard to Merrill to JPMorgan, tell us about those other experiences, how do they compare to Lazard which seems much more unique, being in a public company versus a partnership. RITHOLTZ: Sure.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103