The Motley Fool

OCTOBER 4, 2024

Over the last five years, the Vanguard Growth ETF has generated a total return of nearly 137% -- meaning a $10,000 investment made in late 2019 would be worth almost $24,000 as of this writing. Since 2019, it has generated a return of 94% -- meaning a $10,000 investment made in 2019 would be worth about $19,500 as of this writing.

Exchange-Traded Funds 245

Exchange-Traded Funds Funds Prospects Returns 245

The Motley Fool

NOVEMBER 3, 2024

31, 2019, you can still execute the stretch IRA. 31, 2019, you don't have to take a distribution this year, even if the original owner was subject to RMDs. If the original account holder was already subject to required minimum distributions, the beneficiary must continue making annual RMDs as well. If you inherited an IRA before Dec.

Taxes 246

Taxes Accounting Funds Investors 246

The Motley Fool

JULY 27, 2024

Buffett finally conceded in 2019 that he "was wrong in a couple of ways on Kraft Heinz," adding that he "overpaid for Kraft." The admission was of little comfort to investors, however, who watched the stock lose more than 70% of its value from 2017's high to 2019's low. per share hasn't been raised since being lowered in 2019.

Mergers and Acquisitions 246

Mergers and Acquisitions Shareholders Prospects Stakes 246

The Motley Fool

NOVEMBER 26, 2024

A bolder bet on higher oil prices Berkshire's history in Occidental Petroleum, commonly known as Oxy, dates back to 2019 when Berkshire helped Oxy fund the purchase of fellow exploration and production (E&P) company Anadarko Petroleum. Oxy paid top dollar for Anadarko in 2019, coincidentally outbidding Chevron.

Stakes 245

Stakes Leveraging Banks Debt 245

The Motley Fool

SEPTEMBER 24, 2024

Finally, Nvidia gained during a rate-cut cycle in 2019 that preceded the pandemic, and then jumped again in 2020 as rates plunged once COVID-19 swept the country. Nvidia stock soared through the second half of 2019 as the federal funds rate came down by 75 basis points. That performance tracked with the broader chip industry.

Initial Public Offering 243

Initial Public Offering Debt Funds Banks 243

The Motley Fool

SEPTEMBER 29, 2024

The S&P 500 hasn't posted a gain in September since 2019, even though the index was in the middle of rallies in three of those four years (2020, 2021, and 2023 all saw the index deliver strong returns). 2018 0.4% -14% 2019 1.7% Notably, the Nasdaq still hasn't returned to its record from July, but it is approaching it. 2024 ??? ???

Stock Market 245

Stock Market Stock Market Returns Investors 245

The Motley Fool

JULY 28, 2024

million 'likely employer' business applications between January 2021 and December 2023, slightly more than a one-third increase compared with the number of applications filed between 2017 and 2019." Entrepreneurs filed 450,000 likely employer applications in the fourth quarter of 2023, a 37 percent increase over the fourth quarter of 2019."

Capital 245

Capital Funds 245

The Motley Fool

OCTOBER 28, 2024

2019 54,099.99 For perspective, here are the past 10 wage base limits: Year Wage Base Limit 2024 $168,600 2023 $160,200 2022 $147,000 2021 $142,800 2020 $137,700 2019 $132,900 2018 $128,400 2017 $127,200 2016 $118,500 2015 $118,500 Data source: Social Security Administration. 2022 63,795.13 2021 60,575.07 2020 55,628.60 2018 52,145.80

Taxes 244

Taxes 244

The Motley Fool

OCTOBER 6, 2024

Since October 2019, shares have tanked 94%, while at the same time, the broader S&P 500 has produced a 111% total return. The business hasn't reported positive operating income for a full year since 2019. Investors prefer the businesses that they own to provide a smooth journey for their portfolios.

Liabilities 246

Liabilities Public Companies Prospects Debt 246

The Motley Fool

DECEMBER 6, 2024

You might think that's not a big deal, but according to a 2019 report from the folks at United Income, 57% of the retirees it studied would have gotten the most lifetime benefits out of Social Security had they waited until 70 to begin taking them. Retirement Survey.

Accounting 242

Accounting 242

The Motley Fool

NOVEMBER 25, 2024

Similarly, in 2017 , Wall Street analysts forecast positive net income for Plug by 2019. Plug didn't achieve that in 2019, however. Nor did Plug turn a profit in 2020, 2021, 2022, or 2023. And 2024's not looking so great, either).

Earnings Before Interest 189

Earnings Before Interest Amortization Depreciation Taxes 189

The Motley Fool

AUGUST 20, 2024

It delivered just 380 commercial airplanes in 2019 -- down by half from 2018 -- as it reeled from a pair of 737 MAX crashes and the grounding of those aircraft that followed. In 2021, the Boeing Commercial Airplanes division delivered 340 units -- almost equal to the 2019 figure. But ever since then, Boeing has been growing.

Accounting 246

Accounting Returns Investors Portfolios 246

The Motley Fool

AUGUST 27, 2024

Department of Agriculture, "From 2019 to 2023, the all-food Consumer Price Index (CPI) rose by 25% -- a higher increase than the all-items CPI, which grew 19.2% Check out the inflation rate in recent years: Year Annual inflation rate 2023 3.4% 2021 7% 2020 1.4% Data source: usinflationcalculator.com. Per the U.S. over the same period."

Taxes 242

Taxes Debt Accounting Investing 242

The Motley Fool

JULY 24, 2024

Its revenue rose at a compound annual growth rate (CAGR) of 65% from fiscal 2019 to fiscal 2024 (which ended this January), its stock surged 265% over the past five years, and it now serves about 60% of the Fortune 500 companies. This seems like a black swan event for CrowdStrike, one of the cybersecurity sector's fastest-growing companies.

Initial Public Offering 245

Initial Public Offering Earnings Before Interest Amortization Depreciation 245

The Motley Fool

AUGUST 2, 2024

Metric 2019 2020 2021 2022 2023 GMV growth 49% 96% 47% 12% 20% GPV growth 55% 110% 59% 24% 29% Revenue growth 47% 86% 57% 21% 26% Data source: Shopify. In June 2023, Shopify divested its capital-intensive logistics division (which it previously expanded through its acquisitions of 6 River Systems in 2019 and Deliverr in 2022).

Enterprise Values 244

Enterprise Values Shareholders Returns Accounting 244

The Motley Fool

SEPTEMBER 30, 2024

Year Return (First 100 Days) Return (Full Year) 1995 15% 34% 1996 10% 20% 1997 14% 31% 1998 13% 27% 2013 16% 30% 2019 13% 29% 2021 12% 27% Median N/A 29% Data source: JPMorgan Chase. Three of the S&P 500's six best years in the last three decades -- 1995, 1998, and 2019 -- occurred while the Federal Reserve was lowering rates.

Stock Market 244

Stock Market Stock Market Education Returns 244

The Motley Fool

OCTOBER 1, 2024

Following the start of the last two rounds of rate cuts -- in 2019 and 2020 -- the S&P 500 advanced in the double digits. After the rate cut in August 2019, the index rose 14% through mid-February 2020, only derailed by the arrival of the pandemic.

Funds 242

Funds Exchange-Traded Funds Returns Assets 242

The Motley Fool

AUGUST 10, 2024

However, in August 2019, the Fed began what Powell referred to as a "mid-cycle adjustment." ^SPX data by YCharts More than a decade came and went. economy and the stock market roared back. It lowered rates by 0.25% three times, with the last cut on Oct. The initial cut didn't seem to cause any stock market reaction.

Stock Market 242

Stock Market Stock Market Exchange-Traded Funds Debt 242

The Motley Fool

AUGUST 12, 2024

From 2019 to 2023, Palantir's revenue grew at a compound annual growth rate (CAGR) of 32%. Revenue Growth 2019 2020 2021 2022 2023 Government 35% 77% 47% 19% 14% Commercial 17% 22% 34% 29% 20% Total 25% 47% 41% 24% 17% Data source: Palantir.

Returns 246

Returns Accounting Investors Companies 246

The Motley Fool

NOVEMBER 16, 2024

Uber (NYSE: UBER) has taken investors on a wild ride since its IPO on May 9, 2019. Metric 2019 2020 2021 2022 2023 Trips Growth 28% (27%) 27% 19% 24% Gross Bookings Growth 28% (11%) 56% 19% 19% Revenue Growth 37% (14%) 57% 49% 17% Data source: Uber Technologies. on March 18, 2020.

Enterprise Values 245

Enterprise Values Stakes Earnings Before Interest Amortization 245

The Motley Fool

OCTOBER 1, 2024

Between 2004 and 2019, the 40% of stocks with the highest ROICs in The Motley Fool's investable universe gained 739% in value vs. 423% for the universe as a whole. stores and 200 new international stores yearly by 2028 -- a dramatic increase from the 190 store openings it has averaged annually since 2019. Image Source: Getty Images.

Capital 246

Capital Return On Investment Returns Debt 246

The Motley Fool

AUGUST 23, 2024

Company 2019 Organic Sales Growth 2020 Organic Sales Growth 2021 Organic Sales Growth 2022 Organic Sales Growth 2023 Organic Sales Growth Coca-Cola 6% (9%) 16% 16% 12% PepsiCo 5% 4% 10% 14% 10% Data source: Company earnings reports. However, PepsiCo continued growing its revenues as it sold more packaged foods throughout the pandemic.

Stakes 245

Stakes Portfolios Returns Companies 245

The Motley Fool

SEPTEMBER 8, 2024

Intel's troubles started with a difficult transition from 14 nanometer to 10nm chips (2018-2019) and worsened with even more delays in its subsequent transition to 7nm chips (2020-2023). Bob Swan, CEO from 2019 to 2021, even briefly considered following AMD's lead to become a fabless chipmaker to permanently resolve its production issues.

Returns 236

Returns Capital Portfolios Investors 236

The Motley Fool

JULY 20, 2024

Its revenue rose at a jaw-dropping CAGR of 67% from 2019 to 2022, but it only grew 27% in 2023. Upstart's revenue rose at a CAGR of 127% from 2019 to 2021. Its stock price has declined nearly 40% since it hit its all-time high of $196.56 Like Snowflake, it struggled with slower software spending in a tougher macro environment.

Education 241

Education Prospects Accounting Debt 241

The Motley Fool

SEPTEMBER 21, 2024

With the new rule, however, it was unclear if someone inheriting an IRA after 2019 had to continue taking RMDs annually if the original owner had already begun doing so. You might not have to take an RMD on an inherited IRA this year The Secure Act changed the rules on inherited IRAs starting in 2020.

Taxes 246

Taxes Accounting Capital Funds 246

The Motley Fool

AUGUST 19, 2024

An analysis from United Income in 2019 found that 57% of retirees would maximize their wealth by waiting to claim benefits until age 70. Delaying also protects against living a very long life, which is more likely among the wealthy, since you'll collect your heightened benefit until you pass away. By comparison, just 6.5%

Financing 246

Financing Finance Returns Investing 246

The Motley Fool

AUGUST 21, 2024

was founded in 1944 and held its initial public offering (IPO) in May 2019 at $27 per share. Parsons' key numbers Company Market Cap Forward P/E Wall Street's Projected 2024 EPS Growth Stock Return YTD 2024 Stock Return Since May 2019 IPO Parsons $10.0 What does Parsons do? billion* 29.4 50% 248% S&P 500 N/A N/A N/A 18.4%

Companies 246

Companies Initial Public Offering Leveraging Financing 246

The Motley Fool

JULY 21, 2024

Those strengths have enabled CrowdStrike to grow like a weed since its initial public offering (IPO) in 2019. From fiscal 2019 to fiscal 2024 (which ended this January), its revenue rose at a compound annual growth rate (CAGR) of 65%, from $250 million to $3.06

Initial Public Offering 246

Initial Public Offering Enterprise Values Banks Returns 246

The Motley Fool

NOVEMBER 12, 2024

That valuable service explains how it has nearly quadrupled its number of large customers (those that provide it with at least $100,000 in annual revenue) from 858 in 2019 to 3,190 in 2023. The company's revenue rose by 27% in 2023, which was its slowest growth rate since its IPO in 2019.

Earnings Before Interest 246

Earnings Before Interest Amortization Depreciation Taxes 246

The Motley Fool

NOVEMBER 17, 2024

First Rate Cut S&P 500 Return (12 Months) July 1995 19% September 1998 21% January 2001 (14%) September 2007 (21%) July 2019 10% Median 10% Source: The Federal Reserve, YCharts. The chart below examines how the S&P 500 performed during the 12-month period following the first rate reduction in each cutting cycle.

Stock Market 246

Stock Market Stock Market Education Returns 246

The Motley Fool

OCTOBER 6, 2024

million in donations during its first few years, the organization decided to create a new subsidiary in 2019 which was capable of generating capped profits to attract investors instead. Shortly after opening its capped-profit subsidiary in 2019, it entered a strategic partnership with Microsoft that included a $1 billion cash injection.

Startups 246

Startups Initial Public Offering Investing Stakes 246

The Motley Fool

SEPTEMBER 4, 2024

This is in stark contrast with Chewy, which was able to launch having already learned valuable lessons from others' e-commerce mistakes and build its business from the ground up solely with online shopping in mind (One caveat here: Chewy was owned by PetSmart from 2017-2019, but it fully split from PetSmart not long after it went public in 2019).

Liabilities 246

Liabilities Leveraging Returns Portfolios 246

The Motley Fool

JULY 28, 2024

Berkshire also holds about $8 billion worth of preferred shares, which it received in exchange for helping finance Occidental's acquisition of Anadarko in 2019. For example, Buffett was in a position to invest $10 billion in Occidental in 2019, seeing a potential opportunity. of the shares outstanding.

Conglomerates 246

Conglomerates Shareholders Prospects Banks 246

The Motley Fool

OCTOBER 1, 2024

Metric 2019 2020 2021 2022 2023 1H 2024 Deliveries 20,565 43,728 91,429 122,486 160,038 87,426 Growth (YOY) 81% 113% 109% 34% 31% 60% Data source: Nio. From 2019 to 2023, Nio's revenue grew at a compound annual growth rate (CAGR) of 63% from 7.83 YOY = Year over year. billion yuan to 55.62 billion yuan ($7.93 billion yuan to 21.15

Enterprise Values 234

Enterprise Values Returns Investors Capital 234

The Motley Fool

AUGUST 27, 2024

As Andreeva pointed out, these higher-margin revenue streams have helped the company's gross margin improve from 20% in 2019 to 30% today, while its net income margin went from negative 7% to positive 2.3%. Combining all of these new products and services, Chewy's operations now have more higher-margin potential than ever before.

Accounting 246

Accounting Returns Investors Portfolios 246

The Motley Fool

OCTOBER 5, 2024

A 2019 analysis from United Income found that 57% of retirees would maximize their wealth in retirement by waiting to claim as long as possible. That becomes more difficult when you have a steady stream of income from Social Security. of retirees ended up wealthier by claiming before age 64.

Taxes 246

Taxes Assets Capital 246

The Motley Fool

JULY 24, 2024

Looking like a growth stock If you'd invested $10,000 back in July 2019, today the value of your investment would surpass $86,400, an increase of more than 760%. But what if you'd invested a significant amount in the pharma giant five years ago? How much would you have today? Let's find out. Image source: Getty Images.

Investing 246

Investing Returns Portfolios Investors 246