The Motley Fool

AUGUST 23, 2024

Although Buffett opined during his company's latest annual shareholder meeting that he believes Apple is a great company, he also hinted that corporate tax rates are liable to climb in the coming years. Warren Buffett is also an unabashed fan of Apple's market-leading share repurchase program. global economy or the stock market.

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The Motley Fool

APRIL 22, 2024

As I've highlighted in the past, Tesla also generates a sizable percentage of its pre-tax income from unsustainable sources that include interest income on its cash and regulatory tax credits. Further, the $651 billion in share repurchases Apple has undertaken since the start of 2013 is tops among all public companies.

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The Motley Fool

DECEMBER 3, 2024

It's been a great couple of years for the stock market. During this bull run, stock prices have bounded forward much further than earnings from their underlying businesses. AbbVie is one of the more attractive dividend-paying stocks in the pharmaceutical industry, with a 3.6% From the end of 2022 through Nov.

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Stakes Taxes Banks Portfolios 186

The Motley Fool

MAY 20, 2024

It went from $273,600 at the end of 2013 to $435,400 at the end of last year, according to data gathered by The Motley Fool Ascent. Or you buy index funds that invest in a large number of stocks. For example, you could pick an index fund that invests in the entire stock market. Rent is just throwing your money away.

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Investing Taxes Funds Portfolios 130

The Motley Fool

DECEMBER 7, 2023

These so-called "Magnificent Seven" stocks have all handily outperformed the S&P 500 since 2013 in terms of total return on capital (assuming dividends were reinvested and before taxes). However, picking individual stocks in this space comes with unique risks. Large-Cap Growth Total Stock Market Index.

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The Motley Fool

AUGUST 15, 2024

David Tepper of Appaloosa Management, CEO Warren Buffett at Berkshire Hathaway , and Chase Coleman of Tiger Global Management all have built considerable wealth through the stock market. On an enterprise value -to-EBITDA basis, the stock trades at a multiple of 5.8. Here are three of their largest holdings in 2024.

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The Big Picture

NOVEMBER 27, 2023

Not only are the odds stacked against you, but very often systems that have successfully timed the market have been simply lucky, and do not succeed in out-of-sample tests. This is before we get to the issue of capital gains taxes, which create a hurdle of (minimum) 20% on those pesky profits just to get to breakeven.

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Stakes Taxes Accounting Capital 121

The Motley Fool

JULY 14, 2024

The broader stock market benchmarks keep reaching new heights, but the S&P 500 index's ongoing bull run has been driven heavily by its largest components. That means there are still plenty of reliable dividend-paying stocks that look like bargains. It switched from quarterly to monthly dividend payouts in 2021.

Taxes 100

Taxes Portfolios Returns Stock Market 100

The Motley Fool

NOVEMBER 30, 2024

The stock market has benefited from improving macroeconomic conditions, excitement surrounding artificial intelligence (AI), and the possibility that next year could bring a new round of corporate tax cuts. Within the franchise, Grand Theft Auto V actually stands as the most profitable entertainment release in history.

Taxes 100

Taxes Portfolios Stock Market Stock Market 100

The Motley Fool

FEBRUARY 3, 2024

It has been a tough run for the Chinese stock market and for companies based in China over the last few years, but if you're paying attention to some major moves Bill, things might be getting a little interesting. Bill, IBM shares up eight percent post earnings, sending the stock to its highest level since 2013.

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Mergers and Acquisitions Shareholders Companies Investors 240

The Motley Fool

DECEMBER 3, 2024

Don't jump in and jump out of the market or get worried or think the market's going to go down. It will from time to time, but you really want to be on that roller coaster all the way through because the stock market roller coaster over the course of your whole life is different from every other roller coaster.

Investing 130

Investing Stock Market Stock Market Companies 130

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

So let’s take a peak at how international stocks performed collectively during that five-year period: Vanguard Total International Stock Market Index ETF: 20.4% Vanguard FTSE Developed Markets ETF: 26.4% iShares MSCI Emerging Markets Index ETF: 1.3% (wuff!) Download the 2024 Market Outlook Here! Me neither.

Assets 59

Assets Taxes Financing Finance 59

ClearMoney

NOVEMBER 4, 2021

Narasimhan Jegadeesh and Sheridan Titman, “Returns to Buying Winners and Selling Losers: Implications for Stock Market Efficiency,” Journal of Finance 48, no. Stock price momentum generally refers to the tendency of stocks with relatively high prior returns to continue their relative outperformance.

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The Big Picture

SEPTEMBER 12, 2022

there’s a big focus on how do we optimize for tax efficiency, too. And what you realize is, yes, there are people who are sincerely interested in markets and they follow them and they’re passionate about them, but they’re also really concerned about the after tax impact of what …. And so, within the U.S., RITHOLTZ: Right.

Banks 119

Banks Assets Capital Hedge Funds 119

Sara Grillo

MAY 8, 2023

They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

NOVEMBER 8, 2022

When I was at GMO, we — a colleague and I ran a sort of quantitative analysis of speculative bubbles and we crunched, produced my system date 10,000 years of data of various commodity markets, and real estate markets, and stock markets around the world. And what we found is that bubbles are indeterminate in length.

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Financing Finance Banks Hedge Funds 59

Pension Pulse

MAY 24, 2023

There’s probably more volatility on tap for stock markets, Graham said, adding he’s “cautiously optimistic” about what lies ahead for the fund this year as certain sectors in some parts of the world appear ready to soar. Our original investment was made in 2013. Net proceeds from the sale were €26.1

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Investing Stakes Pension Funds Assets 52

The Motley Fool

OCTOBER 14, 2024

We're a stock market podcast. These are stock stories. Five stock stories to make you smarter, happier, and richer, only on this week's Rule Breaker Investing. Five stock stories to make you smarter, happier, and richer, only on this week's Rule Breaker Investing. Fast forward to 2013. I say, yes.

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Investing Debt Shareholders Accounting 130

The Motley Fool

JULY 17, 2023

The buzz around Robinhood Markets (NASDAQ: HOOD) may have worn off since the pandemic passed, but the disruptive app-based brokerage still wields a lot of influence on the stock market. That should set it up well to be a long-term winner on the stock market.

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Amortization Depreciation Earnings Before Interest Leveraging 245

The Motley Fool

JULY 8, 2024

Americans insisted that their own militia units were adequate to these tasks and that the British government had really stationed troops in the colonies to intimidate the colonists into accepting Parliament's unfair taxes." Teresa Wrights, I met the specter of the RMD in the 457 account in 2013 when I turned 70.

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The Motley Fool

FEBRUARY 3, 2025

In a world where artificial intelligence (AI) and stock splits move markets, it's not a surprise that slower-growing/mature stocks like Coca-Cola have lagged in the current bull market. But with the stock market now historically pricey, consumer staples like Coca-Cola have the right ingredients to shine.

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The Motley Fool

DECEMBER 16, 2024

During Berkshire Hathaway's annual shareholder meeting in May, Buffett opined that tax purposes were behind the recent selling activity. He intimated that the corporate income tax rate was likely to climb, which would make locking in sizable unrealized gains at a favorably low corporate income tax rate a smart move.

Portfolios 246

Portfolios Investing Banks Taxes 246

The Motley Fool

FEBRUARY 10, 2025

But with the stock market sporting one of its priciest valuations in 154 years , corporate execution needs to be flawless to maintain this rally. A painful realization: The stock market is historically pricey When investors are attempting to value a stock, they'll often turn to the traditional price-to-earnings (P/E) ratio.

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Stock Market Stock Market Taxes Assets 130

The Motley Fool

DECEMBER 23, 2024

I hear a lot of people suggesting that investors should choose an S&P 500 index fund as a way to get diversification in the stock market. Now, when you look at history, it's mixed on whether market concentration is good or bad. I recently bought a house partially funded by the sale of stock in a company I work for.

Taxes 130

Taxes Debt Accounting Funds 130

The Motley Fool

NOVEMBER 22, 2024

During Berkshire Hathaway's annual shareholder meeting in early May, Buffett opined that the corporate income tax rate would probably rise in the years to come. Then again, with Donald Trump winning the presidency, corporate income tax hikes are now off the table. Since the start of 2013, Apple has bought back $700.6

Portfolios 245

Portfolios Banks Investing Taxes 245

The Motley Fool

MARCH 15, 2025

The Tax Foundation estimates tariffs imposed by the Trump administration will raise the average tax on U.S. Or is the stock market best avoided as tariffs take effect? Over time, they are a tax on goods," he said. Market-timing strategies can have catastrophic results because momentum shifts quickly.

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Investors Taxes Stock Market Stock Market 246

The Big Picture

MARCH 26, 2024

So my firm launched in 2013 with very little money. 00:53:17 [Speaker Changed] I’m glad you brought up private equity because during the era of zero interest rates when you couldn’t really find any sort of yield in the public markets, private equity, private debt 00:53:30 [Speaker Changed] Venture. TD was our custodian.

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Assets Funds Hedge Funds Financing 59

The Motley Fool

DECEMBER 2, 2024

Also, he expressed a preference for Vanguard S&P 500 funds in his 2013 letter to Berkshire Hathaway shareholders. Bannister called the current stock market "effervescent" -- a fancy way of saying it's a bit bubbly. Stock market cycles come and go. Does Buffett have a favorite between the two? I think so.

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Exchange-Traded Funds Stock Market Stock Market Taxes 130

The Big Picture

JULY 31, 2023

And then I don’t know what God smiled on me, but I got hired by the Wall Street Journal in 2013. RITHOLTZ: So you start in 2013, and then you proceed to get some major news stories that you either covered intimately or broke. You know, when I got hired in 2013, M&A was dead. The stock market becomes a casino.

Hedge Funds 52

Hedge Funds Startups Financing Finance 52

The Big Picture

NOVEMBER 21, 2023

If you start with a thousand and you only have an addition of $750 a year, okay, families can contribute to that, your 00:44:48 [Speaker Changed] Corporate tax free. You take it out tax free as well. Off the top of my head, the Vanguard total market is 2000 stocks. So here’s the math, Barry. Completely.

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

The Big Picture

NOVEMBER 15, 2022

Hey, show me companies where the board has at least two women on it, or you could tilt towards value, or you could tilt towards small cap, or you can use it for tax loss harvesting or philanthropy. And right now we throw it into the stock market and we effectively use a tokenized system, right? And you kind of opened my eyes up.

Mutual Funds 111

Mutual Funds Financing Finance Asset Management 111

The Big Picture

DECEMBER 17, 2024

So you’ve been in BlackRock since 2013. Now, in the public stock market, the man, the, the first two years, the manifestation of what I just described, or what you just eloquently described, gets expressed in the mag seven. 00:13:52 [Speaker Changed] Huh. Really, really interesting. You’re on the active side.

Mutual Funds 52

Mutual Funds Financing Finance Investment Banking 52

The Big Picture

MAY 16, 2023

Now this cycle, they be what, what happens to great investors after they go through a cycle, if they’re great, they become great investors because they have memory and they have a new muscle that they learned that markets go down. Like, guess what Fred hates the stock market because he met, you know, he became a VC.

Hedge Funds 116

Hedge Funds Leveraging Venture Capital Financing 116

Pension Pulse

OCTOBER 25, 2024

Rita Nazareth of Bloomberg also reports the S&P 500 sees first gain this week as Tesla Up 22%: Stocks rose for the first time this week, with traders parsing a slew of corporate earnings for clues on the health of the world’s largest economy. up 22% in its biggest rally since May 2013. Treasuries rebounded after days of losses.

Pension Funds 59

Pension Funds Debt Liabilities Taxes 59

The Big Picture

NOVEMBER 7, 2023

It was literally a decade ago, October, 2013 when Silk Road got busted when the founder Ross Albright got busted. I mean, which to be fair, they have, they were the victims of one of the biggest tax ever. He sold to a different company and he had actually, he moved, he did the Puerto Rico tax thing. They like warmer weather.

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Securities and Exchange Commission (SEC) Hedge Funds Banks Legal 64

The Motley Fool

DECEMBER 22, 2024

5, Palantir Technologies (NASDAQ: PLTR) straddles two massive stock market hype cycles: generative AI and the Trump presidency. According to the news website Business Insider, the company only earned $127 million from the contract between 2013 and 2022, coming out to roughly $14 million per year. billion this year.

Amortization 246

Amortization Depreciation Earnings Before Interest Stakes 246

The Motley Fool

JANUARY 20, 2025

During Trump's first stint in the White House, the stock market soared. It's worth noting that the stock market moved noticeably higher following Trump's Election Day victory in November. This is the lowest peak marginal tax rate for corporations since 1939.

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Mergers and Acquisitions Taxes Investing Banks 246