The Motley Fool

JUNE 15, 2023

Heading into the year, many investors were bullish on Chinese stocks because the government seemed to be winding down its "zero-COVID" policies from 2022, which included widescale lockdowns. This has led investors and analysts to believe that further rate hikes could be coming later this year, which will promote lending activity.

Hedge Funds 147

Hedge Funds Banks Active Investors Debt 147

The Motley Fool

SEPTEMBER 9, 2023

Consider this: fully 95% of all large-cap stock mutual funds underperformed the S&P 500 index over the 20 years through 2022, per data from S&P Global. Well, 94% of all small-cap stock mutual funds underperformed the S&P Small-Cap 600 index over the 20 years through 2022. The S&P 500 reflects large-cap stocks, though.

Passive Investors 130

Passive Investors Mutual Funds Investors Exchange-Traded Funds 130

The Big Picture

JANUARY 25, 2023

As Warren Buffett, one of the greatest active investors of all time noted long ago, “A low-cost index fund is the most sensible equity investment for the great majority of investors.” ” It’s is worth your time to delve into the entire discussion.

Investing 122

Investing Active Investors Funds Capital 122

Private Equity Insights

MARCH 1, 2024

The VMware deal, which faced several regulatory hurdles, was among the biggest globally when it was announced in May 2022. “KKR has traditionally been a very active investor in the enterprise software industry, and we have a differentiated point of view and playbooks that we can apply to help businesses (like Broadcom’s EUC unit) grow.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Active Investors 130

The Motley Fool

DECEMBER 15, 2024

Altria is a high-risk income stock that only the most aggressive, active investors should probably be considering. Before you buy stock in Altria Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now and Altria Group wasnt one of them.

Active Investors 130

Active Investors Accounting Returns Investors 130

The Motley Fool

MARCH 14, 2024

SHOP Operating Margin (Quarterly) data by YCharts Management noted that it's bringing in cash -- it generated more than $900 million in free cash flow in 2023 with a 13% margin after an outflow in 2022. But active investors should keep an eye on Shopify stock and wait for a more attractive entry point.

Shareholders 130

Shareholders Active Investors Investors Companies 130

The Motley Fool

JULY 28, 2023

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Dividend 1.48 Not perfect, but not bad One of the reasons why Black Hills' yield is so high right now is that 2023 is going to be a year of debt reduction, which will mean less capital investment activity. Investors aren't so happy with that. 2.41 % Change 1.4%

Active Investors 130

Active Investors Debt Capital Investments Capital 130

The Motley Fool

JUNE 20, 2024

Uber's revenue growth rate spiked in 2021 and 2022 as its operations normalized following disruptions related to the COVID-19 pandemic. Concerns about further regulatory issues are purely speculation at this point, but active investors often try to make decisions ahead of the news. Image source: Getty Images.

Hedge Funds 130

Hedge Funds Shareholders Active Investors Returns 130

The Motley Fool

APRIL 1, 2024

First, around the time of the inflation spike we saw in 2022, I decided to make Series I Savings Bonds, or I bonds, a part of my cash management strategy. Bonds and CDs As mentioned, the bulk of my cash that hasn't been put in investment accounts is in high-yield savings accounts. But there are two other things to mention.

Accounting 130

Accounting Mutual Funds Banks Active Investors 130

The Motley Fool

JANUARY 20, 2024

Most active investors desire to earn above-average returns. NOTE: Returns data from 1973-2022. Otherwise, they'd simply passively invest in an S&P 500 index fund and call it a day, since that would provide them with market-average returns with little effort. Earning above-average returns isn't always easy, though.

Returns 130

Returns Portfolios Active Investors Funds 130

The Motley Fool

JANUARY 14, 2024

However, with its headwinds fading, the REIT could be a much more active investor in 2024. It would have also been higher than 2022's total of $1.42 Higher interest rates and other headwinds forced the real estate investment trust (REIT) to tap the brakes on its growth plan. That should enable it to start growing again.

Active Investors 130

Active Investors Shareholders Portfolios Returns 130

Private Equity Wire

MARCH 27, 2024

The volume of deals was 30% lower than the 2018-2022 average. Tough market conditions pushed some investors to the sidelines in 2023. Asia Pacific-focused funds raised $100 billion, a 26% fall vs 2022 and a 60% drop vs the prior five-year average. Investors raising new funds continued to shift their focus away from Asia.

Buyout 98

Buyout Assets Active Investors Funds 98

The Motley Fool

FEBRUARY 13, 2024

But as was the case with most investments, 2022 was not a good year for Bitcoin. If you're a more active investor, you probably want to pay attention to liquidity, which is generally measured by daily volume and the bid-ask spread. But then came 2022, inflation skyrocketed, stocks dropped, and Bitcoin plummeted.

Banks 130

Banks Debt Finance Financing 130

Insight Partners

JANUARY 5, 2024

At Insight Partners, we’ve been privileged to take part in this phenomenon over the years as an active investor in more than 20 Israeli cybersecurity companies. Hyperscalers : Microsoft recently closed its acquisition of Activision and will now have the capacity to resume M&A activity.

Mergers and Acquisitions 52

Mergers and Acquisitions Startups Enterprise Values Active Investors 52

The Big Picture

FEBRUARY 19, 2024

But tell the same people that returns for both indices over the calendar years 2022-23 were flat – about 0.0% – and you can bet their response is radically different. Even God Would Get Fired as an Active Investor Wes Gray Alpha Architect Feb 2, 2016 3. Framing matters a great deal.

Investing 52

Investing Active Investors Portfolios Assets 52

Pension Pulse

JULY 26, 2023

Adrian Wooldridge, in an opinion piece in Bloomberg in 2022, argued that Fink is wrong and “Business Doesn’t Need a ‘Social Purpose’ Revolution”(3). 6) As investors in the business ecosystem, can we not use our influence on putting purpose at the heart of business in the 21st century?

Asset Management 52

Asset Management Assets Capital Finance 52

The Motley Fool

MARCH 20, 2024

Our number of major hit games in China, achieving both high DAU and substantial monetization, increased from six in 2022 to eight in 2023. You know, we're very active investors across the game industry. Our mini games platform increased gross receipts by over 50% year on year.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

Pension Pulse

MAY 24, 2023

For an active investor, that provides opportunities,” Graham said, referencing CPP Investments’ approach of combing the globe and often making direct investments in a wide range of assets, from airports to toll roads and energy utilities to malls. CPP Investments also said that Graham’s compensation rose slightly higher to $5.38

Investing 52

Investing Stakes Pension Funds Assets 52

Axial

NOVEMBER 9, 2023

” Visit White Brush Capital’s Profile “Northwoods Partners was built in 2022 out of the success the founding partners had at their previous company, ImageFIRST – a healthcare linen company started by the Berstein Family.

Private Equity Firms 52

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

Axial

SEPTEMBER 28, 2023

In 2022, Axial launched The Winning LOI series , a bi-monthly publication that surfaces the winning bids of Axial-sourced transactions, with a focus on key deal terms, including financials, multiples, earn-out structures, and deal-specific diligence requirements.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investment Banks Investment Banking 52

Pension Pulse

MAY 19, 2023

Even those who are active investors reflect sentiment at depressed levels. The Nasdaq 100 soared to the highest level since April 2022, with its 14-day relative strength index closing in overbought territory for the first time since early February. Nasdaq 100 call option volume has hit its highest since 2014: But hold on.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

OCTOBER 24, 2022

In terms of kind of what this means for active and passive, I think there’s a lot to that. But as an active investor, I can say I’m a big fan of passive investing. RITHOLTZ: So we’re still dealing with the worst of 2022. RITHOLTZ: This is a year like 2022. NORTON: That’s right.

Mutual Funds 52

Mutual Funds Assets Taxes Consulting 52

The Big Picture

AUGUST 29, 2022

With Vanguard today, following this rally off the lows in June 2022, making up more than half of the first half of the year’s crash, and — and that means that Vanguard is, what, $7.8 RITHOLTZ: … most of (inaudible) — Warren is an honest steward of active investing. And so I tried to do my best to sort of lay all that out.

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

The Big Picture

MARCH 21, 2023

We’re active investors. And 2022 was kind of a good year for macro, at least if you’re on the right side of the trade. ASNESS: — before 2022. They did not particularly help in 2022. RITHOLTZ: Right. We think we make the market a more efficient place. We think we make capital markets better.

Hedge Funds 69

Hedge Funds Finance Financing Funds 69

The Motley Fool

MAY 28, 2024

But what most investors should do if they're investing in stock market is simply buy, and Scott mentioned it, an index fund, ETF, S&P 500 index fund. Right off the bat, you're probably outperforming 95% of active investors if you do that. Maybe even as far as what is just an amazing year look like? Matt Argersinger: Sure.

Investing 130

Investing Leveraging Taxes Stock Market 130

The Motley Fool

FEBRUARY 12, 2025

As we all remember, 2022 ended with one of the most severe interest rate shocks on record with the Fed tightening by 425 basis points and mortgage rates more than doubling. So we still are going to be active investors in kind of repurchasing stock. Fourth quarter capped an amazing year for Mr. Cooper.

Leveraging 130

Leveraging Assets Portfolios Banks 130

The Motley Fool

AUGUST 8, 2024

We held Walker & Dunlop's annual summer conference in Sun Valley, Idaho two weeks ago with some of the largest and most active investors in commercial real estate. The sentiment at the conference was that after two years of rising interest rates and limited investment activity, it is time to get active again.

Assets 130

Assets Finance Financing Debt 130

The Motley Fool

FEBRUARY 11, 2025

Capital markets activity has improved after a couple of challenging years Goldman Sachs is one of the leading investment banks in the U.S., primarily thriving on capital markets activities like mergers and acquisitions (M&A) and initial public offerings (IPOs). Is it a buy?

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Investment Banks Investment Banking 130

The Motley Fool

APRIL 19, 2024

As you might expect, many representatives and senators are active investors. Over the next few years, though, he drastically reduced Berkshire's stake in Wells Fargo and eventually sold all remaining shares in 2022. More than half of the members of Congress have net worths over $1 million.

Banks 187

Banks Active Investors Stakes Accounting 187

The Motley Fool

MAY 6, 2024

Jamie Dimon's letter this week from JP Morgan Chase also addressed that idea of how big those passive investors are and what that means for the market, what it means for things like proxy statements that all of these decisions are being made mostly automatically now versus active investors trading in and out of the market.

Assets 130

Assets Banks Hedge Funds Consulting 130