The Motley Fool

MARCH 19, 2024

Although gold, oil, housing, and Treasury bonds have increased in value over multiple decades, no asset class has come close to replicating the average annual returns delivered by stocks over the past century. The company also gained momentum from 2016 through 2018 as cryptocurrency prices soared.

Initial Public Offering 237

Initial Public Offering Investing Public Companies Returns 237

The Motley Fool

MARCH 14, 2025

Back from helping to start up Motley Fool Asset Management over a decade ago, he now writes, again, for the Fool, working on Hidden Gems and Firecrackers. I first picked it Stock Advisor on January 19th of 2018 at $29 and 18 cents. After picking it at 29 in January of 2018, I repicked it at 42, three months later. Bill, welcome.

Banks 211

Banks Education Companies Asset Management 211

The Motley Fool

JANUARY 8, 2024

Meanwhile, the company's services segment continues to grow like wildfire, with a shift to subscription services expected to lift the company's operating margin over time and lessen the sales fluctuations observed during iPhone replacement cycles. Apple's capital-return program is also unmatched among publicly traded companies.

Banks 246

Banks Capital Debt Portfolios 246

Insight Partners

APRIL 1, 2025

startups founded in 2018 that used Carta for cap table management: 49% have shut down, 5% were acquired, and just 0.2% only four made it to a public listing. At Insight, weve found that successful companies plan for every stage of their journey, all the way through to exit. At the end of 2024, the company was valued at $15B.

Mergers and Acquisitions 52

Mergers and Acquisitions Public Companies Initial Public Offering Private Companies 52

The Motley Fool

DECEMBER 6, 2024

A 13F is a required filing for institutional investors with at least $100 million in assets under management, which outlines their buying and selling activity from the prior quarter. This type of filing is required when Berkshire buys or sells shares of a public company that it holds at least a 10% stake in.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Companies Banks Investing 130

Clearlake Capital Group

JANUARY 18, 2024

Clearlake acquired Janus in February 2018 in partnership with the founding management team and remained its largest shareholder when Janus listed on the New York Stock Exchange in June 2021. Together with management, we achieved over 140% EBITDA growth and made investments to transition the business to a public company.

New York Stock Exchange 85

New York Stock Exchange Investing Stock Exchanges Public Companies 85

The Motley Fool

FEBRUARY 9, 2024

If you go back to the WMIH merger in 2018, which is when we became a fully independent public company, our first priority was deleveraging, which we accomplished by refinancing our senior notes and extending our liquidity runway. The WMIH merger brought us 1 billion in deferred tax assets.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Portfolios Assets 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. times without settling any ATM equity during the quarter.

Debt 130

Debt Assets Capital Leveraging 130

The Motley Fool

AUGUST 6, 2024

And just wondering how you anticipate or if you anticipate the same type of efficiency as once you take over the Endeavor assets? And so, as we incorporate after close the new assets from Endeavor, I fully anticipate our operations organization combined with Endeavor's operations organization will be able to continue these results.

Mergers and Acquisitions 130

Mergers and Acquisitions Assets Shareholders Capital 130

The Motley Fool

FEBRUARY 15, 2024

In Phase 1, crypto is a new asset class that people want to trade. Crypto trading has been a major revenue driver for the industry, and Coinbase is the leader in spot trading in the US But in 2018, derivatives trading became the majority of crypto trading volume. We launched Coinbase Asset Management. On to expenses.

Legal 130

Legal Assets Financing Finance 130

The Motley Fool

AUGUST 3, 2023

While we, as a public company, always provide you with the split times quarterly results, we are running a marathon, not a series of sprints. Please consider the following: Revenues in the first six months of 2018 were $3.6 Underwriting profits in the first six months of 2018 were $209 million. billion, compared to $4.2

Liabilities 100

Liabilities Asset Management Shareholders Capital 100

The Motley Fool

SEPTEMBER 4, 2024

I'll note that this is the 15th consecutive quarter as a public company in which we have met or exceeded our revenue guidance. In the first quarter, the company closed 71 agreements, including 72 new pilots marking a 117% year-over-year increase in our pilot count. Our guidance for non-GAAP loss from operations for Q2 is $26.7

Professional Services 130

Professional Services Enterprise Values Assets Leveraging 130

The Motley Fool

FEBRUARY 3, 2024

Mary Long: This is a company that has compounded shareholder value at a rate of 34% over the course of its history as a public company. They might borrow a lot of money against the business assets. I think one of my favorites is from a letter he wrote in 2018. They're probably going to come in. Tom King: Yes.

Shareholders 130

Shareholders Public Companies Conglomerates Capital 130

The Motley Fool

APRIL 10, 2024

Ricky Mulvey: It's not easy being a public company. Ricky Mulvey: In between me inviting you and you coming on the show, a Canadian tech company went private. You think Nuvei is just real tired of being a public company these days? You're listening to Motley Fool Money. Jim, thanks for being here. What's going on?

Debt 130

Debt Financing Finance Shareholders 130

The Motley Fool

OCTOBER 25, 2023

In addition to Home Point, we closed the acquisition of Roosevelt Management, which provides us the professional team in the RA infrastructure for our asset management strategy. Finally, I'd like to update you on our deferred tax asset, which declined by 158 million this quarter and now totals 499 million. Now, let's turn to Slide 12.

Mergers and Acquisitions 100

Mergers and Acquisitions Taxes Banks Capital 100

The Motley Fool

AUGUST 6, 2024

Like with Abdera, AbCellera was a founding partner in Invetx, which is a companion animal health company that launched in 2018. AbCellera has a low single-digit royalty in Invetx's programs, as well as a mid-single-digit equity ownership position in the company. Thanks so much. It's that Amgen's is a depleting antibody.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Funds Assets 130

The Motley Fool

FEBRUARY 27, 2024

We have one of the strongest and most experienced teams of real estate professionals in the cannabis industry, a high-quality portfolio and a conservative and flexible balance sheet with a 12% debt to total gross assets. For my prepared remarks, I plan to highlight our leasing progress for our vacant and under-development assets.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

JULY 25, 2024

We benefit from our global asset footprint with -- positioned in every region. We're also starting to see rationalization of higher-cost assets, particularly in Europe. And so it's going to be different by different markets, um, but it's all going to be driven by the quality of the material that we produce out of those assets.

Liabilities 130

Liabilities Assets Capital Taxes 130

Pension Pulse

NOVEMBER 3, 2023

The C$127 billion investor currently has around C$19 billion invested in assets which it has labelled as “green”, and recently it announced ambitious plans to increase sustainable allocations to C$30 billion by the end of the decade. The emissions from these assets would be exempt from our interim goals.

Pension Funds 59

Pension Funds Investing Hedge Funds Assets 59

The Motley Fool

NOVEMBER 9, 2023

From a global view, our industry is nearing the $1 trillion TAM we predicted when we launched as a public company seven years ago. Our innovations in 2018 and '19 and 2020 helped us gain share during 2020 and 2021. Their return on asset was 900% higher and their cost per acquisition was 83% lower. In the U.S.

Leveraging 189

Leveraging Capital Companies Taxes 189

The Motley Fool

AUGUST 2, 2023

Second, we are on track to separate NCR into two public companies in the fourth quarter of 2023. In the second quarter, Synovus, which has over $60 billion in assets, renewed its digital banking relationship with NCR and added the small business deposits module. In 2018, we rolled that out.

Banks 100

Banks Leveraging Public Companies Debt 100

The Motley Fool

AUGUST 2, 2024

During the first half of the year, net apartment demand was over 200,000 apartments matching 2018 and 2019. is from the higher fee in asset management and interest and other income in the second quarter, which is not anticipated to be repeated and $0.01 Apartment demand continues to be strong. to $1.70, representing a $0.03 This $0.05

Taxes 130

Taxes Debt Capital Portfolios 130

The Motley Fool

MARCH 6, 2024

We delivered 57% growth and 21% EBITDA margin, top percentile of public companies out there. We took the company public with an amazing shareholder base, and we finished the year with a very strong balance sheet, including $168 million of cash and short-term investments with zero debt. It was launched in 2018, I think.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Banks Conglomerates 130

Pension Pulse

MAY 23, 2024

It’s late April, and Emond is appearing at a hearing at Quebec’s National Assembly, where parliamentarians are zeroing in on a perceived dilution of the share of assets the Caisse de dépôt et placement du Québec has invested at home, from 26.1% the tight-knit firmament of private and public companies that drive the province’s economy.

Pension Funds 59

Pension Funds Stakes Banks Financing 59

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question. BERRUGA: Exactly.

Mutual Funds 64

Mutual Funds Assets Funds Asset Management 64

The Motley Fool

JULY 27, 2023

Since 2018, all new vehicles across the group have used Mobileye-provided ADAS. The primary exclusion in Mobileye's non-GAAP numbers is amortization of intangible assets, which is mainly related to Intel's acquisition of Mobileye in 2017. Our work with Volkswagen Group is a good example. We also exclude stock-based compensation.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Taxes Financing 130

The Motley Fool

NOVEMBER 7, 2023

Thank you, that your numbers about right for a small mid public company exposure around 20% of our revenue year to date. And the base business grew around 23% from 2018 to 2022. Is that a fair interpretation? Trey Martin -- Chief Executive Officer Yes. So this would be a faster CAGR on a larger base through 2028.

Banks 130

Banks Capital Amortization Depreciation 130

Axial

OCTOBER 24, 2024

” Visit BMI Merger’s and Acquisition’s Profile “Private Equity and Public Company buyers are professionals with years of experience and have many transactions under their belt. Clark, Mr. Fay, Ms. Marlowe, and Mr. Tortora hold securities licenses Series 79 and 63.”

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

OCTOBER 31, 2024

The last area is continuing to take care of our assets and keep the brand fresh. traffic growth, which was our best traffic quarter since 2018 when excluding the COVID recovery quarters. I'm here really because of kind of public company experience and bringing that to this business and help with a transition here.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Shareholders Debt 130

The Big Picture

JULY 2, 2024

Eva Shang : So at the time that we launched, there were already public companies that were doing litigation finance. But back to the fellowship, did it help you raise other assets that people say, oh, Peter Thiel is successful if he’s putting money into Eva? What’s it look like out there? Eva Shang : Legalist gc.

Legal 59

Legal Hedge Funds Financing Finance 59

The Motley Fool

JANUARY 28, 2024

I believe my summer internship started in 2016, but I don't think I was hired on full time until 2018, if memory serves, I say that very tepidly, but I'm not positive. Andy, what is the company you'll be bringing to our risk rating assessment this week? How many years now at The Motley Fool, you can include your summer internship?

Capital 130

Capital Securities and Exchange Commission (SEC) Shareholders Companies 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. February 16th, 2018. After eight years of spectacular growth for this company, he stepped down.

Taxes 130

Taxes Companies Asset Management Assets 130

The Motley Fool

FEBRUARY 21, 2025

For those of you not familiar with Cain, which, as of year-end 2024, had nearly $18 billion in assets under management, it was founded in 2014 by Jonathan and his partner Todd Boehly and is affiliated with Eldridge Industries, an investment company founded and led by Todd Boehly. I'm going to start with our balance sheet.

Assets 130

Assets Mergers and Acquisitions Debt Capital 130

The Motley Fool

OCTOBER 14, 2024

But he replied with something, if I remember correctly, like, look, I like the company, and I'm not even that bullish. I've moved down from the unregulated side, the publishing side of our business, and I've moved down to Motley Fool Asset Management. Facebook is still one of the most important companies in the universe.

Investing 130

Investing Debt Shareholders Accounting 130

The Motley Fool

APRIL 23, 2024

Thanks to the GE team, we significantly improved our financial position, reducing debt by more than $100 billion since 2018 and enhance our operational execution by embracing lean with a relentless focus on safety, quality, delivery, and cost, in that order, to better serve our customers. So, the supply chain topic is still relevant.

Banks 130

Banks Capital Shareholders Investors 130

The Motley Fool

FEBRUARY 10, 2025

14, marks the deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC). Though there are dozens of prominent asset managers that garner attention on Wall Street, few are more closely followed than the Oracle of Omaha, Warren Buffett.

Securities and Exchange Commission (SEC) 221

Securities and Exchange Commission (SEC) Banks Legal Assets 221

The Motley Fool

JANUARY 24, 2025

Despite Apple being Berkshire's top investment holding , Buffett has spent considerably more money buying shares of his own company than any other stock. Prior to July 2018, Warren Buffett was only allowed to buy shares of his company if they fell to or below 120% of book value, as of the most recent quarter.

Banks 130

Banks Shareholders Taxes Public Companies 130