The Motley Fool

DECEMBER 23, 2024

The Federal Reserve's steepest rate-hiking cycle in four decades -- 525 basis points between March 2022 and July 2023 -- sent its weighted-average yield on debt investments from 7.4% million the company holds in common and preferred equity, PennantPark's $1.984 billion portfolio is spread across 158 investments.

Companies 246

Companies Debt Exchange-Traded Funds Financial Institutions 246

The Motley Fool

JANUARY 16, 2025

Is Verizon's stock likely to continue producing lackluster returns for investors in the future, or can this be a good contrarian pick to add to your portfolio today? 2022 -24.2% -19.4% It has typically underperformed the market, and in five years it has declined by 36%. Start Your Mornings Smarter! 2018 6.2% -6.2% Source: yCharts.

Debt 246

Debt Returns Portfolios Investors 246

The Motley Fool

OCTOBER 28, 2024

But the factor that doesn't get nearly enough credit for Berkshire Hathaway's continued long-term outperformance is Buffett's decision to concentrate his company's investment portfolio. billion) of Berkshire's $313 billion portfolio can be traced to just four magnificent holdings. Apple: $92.2 billion (29.4% Apple: $92.2

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

JANUARY 2, 2025

The company's robots have delivered more than 50,000 orders on behalf of 400 restaurants across Los Angeles since 2022. Nvidia, on the other hand, has invested in Serve since 2022, and now owns 8.4% They already use Level 4 autonomy, meaning they can drive on sidewalks in designated areas safely without human intervention.

Stakes 246

Stakes Shareholders Capital Investors 246

The Motley Fool

JANUARY 13, 2025

Generative AI's amazing capabilities were first demonstrated to consumers in late 2022 with OpenAI's release of its ChatGPT chatbot. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Consultants 245

Consultants Consulting Returns Investors 245

The Motley Fool

JANUARY 6, 2025

See the 10 stocks Within this portfolio, none has gained more attention than SoundHound. Following Russia's invasion of Ukraine in February 2022, the U.S. I think Nebius' current roadmap is compelling enough for AI investors to consider a position in their portfolio. Where to invest $1,000 right now? and many Western nations.

Conglomerates 246

Conglomerates Venture Capital Education Stakes 246

The Motley Fool

DECEMBER 29, 2024

And SoFi's deposit base grew from zero when it first got its banking charter in early 2022 to $24.4 In fact, they are the two largest fintech investments I own in my portfolio (in full disclosure, SoFi is the bigger position). billion in customer deposits.

Banks 246

Banks Accounting Financial Services Stock Market 246

The Motley Fool

FEBRUARY 11, 2025

Generative artificial intelligence (AI) has taken Wall Street by storm since the launch of OpenAI's ChatGPT in 2022. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Returns 246

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The Motley Fool

FEBRUARY 28, 2025

Year Oscar Nominations Oscar Wins 2014 1 0 2015 1 0 2016 2 0 2017 3 1 2018 8 1 2019 15 4 2020 24 2 2021 36 7 2022 27 1 2023 16 6 2024 19 1 Total 152 23 Data source: Netflix. While it's clear that Netflix has demonstrated its ability to secure Oscar nominations, how has the company actually fared at the star-studded event?

Stakes 242

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The Motley Fool

JANUARY 12, 2025

These strong results have sent the stock sharply higher since 2022, but the recent dip is a great buying opportunity, given management's outlook for more growth in 2025. An 84% year-over-year increase in revenue last quarter turned a year-ago loss of $1.12 into net income of $1.67 Consider when Nvidia made this list on April 15, 2005.

Leveraging 246

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The Motley Fool

JANUARY 12, 2025

Moreover, when AI began to emerge as the next megatrend back in late 2022, it was natural to think that Snowflake would be an obvious beneficiary. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Consultants 246

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The Motley Fool

JANUARY 3, 2025

Indeed, The Wall Street Journal reports that Alphabet paid Apple $20 billion in 2022, but that revenue (which falls under the services segment) could disappear when the case is finally resolved. Valuation is also a concern. Consider when Nvidia made this list on April 15, 2005.

Hedge Funds 246

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The Motley Fool

NOVEMBER 16, 2024

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. But over the following three years, its total trips, and gross bookings, surged again. Consider when Nvidia made this list on April 15, 2005.

Enterprise Values 245

Enterprise Values Stakes Amortization Depreciation 245

The Motley Fool

JANUARY 23, 2025

In 2022, it put down a $10 million deposit for those first 100 aircraft. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005.

Enterprise Values 245

Enterprise Values Investing Returns Investors 245

Private Equity Insights

MARCH 19, 2025

Relais Desserts is the seventh investment from Cerea Capital III, which completed its first close in 2022. The fund focuses on high-growth food industry businesses, with portfolio companies including automation specialist AB Process Ingnierie and bakery chain Sophie Lebreuilly.

Stakes 162

Stakes Due Diligence Bidding Consultants 162

The Motley Fool

NOVEMBER 11, 2024

According to estimates from TechInsights, Nvidia accounted for 98% of GPUs shipped to data centers in 2022 and 2023, and seems unlikely to relinquish much of its market share this year. Orders for the company's flagship H100 and successor Blackwell GPU are backlogged, which have provided the company with exceptional pricing power.

Hedge Funds 246

Hedge Funds Stakes Asset Management Assets 246

Private Equity Professional

MARCH 27, 2025

HCI Equity Partners formed MSI Express in May 2019 by acquiring Manufacturing Solutions International (MSI), an Indiana-based food-focused contract manufacturer and packager, and merging it with its existing portfolio company Express Packaging , an Ohio-based contract packager that it had acquired in August 2018. The Washington, D.C.-headquartered

Capital 130

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The Motley Fool

NOVEMBER 10, 2024

Its revenue rose 47% in 2020 and 41% in 2021, but it grew just 24% in 2022 and 17% in 2023. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005.

Accounting 245

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The Motley Fool

JANUARY 20, 2025

billion in 2022 following the height of the pandemic, it will spend around $3.5 Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The stock currently yields 6.4% billion to $4 billion in 2024.

Taxes 246

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The Motley Fool

FEBRUARY 14, 2025

1, 2022 and Sept. He hasn't spent anywhere close to this amount of money buying shares of any other company in Berkshire Hathaway's 44-stock, $299 billion investment portfolio. Company cash flow statements show that Berkshire's brightest investment minds have sold an aggregate of $166.2 stocks into U.S.

Securities and Exchange Commission (SEC) 228

Securities and Exchange Commission (SEC) Legal Hedge Funds Stakes 228

Private Equity Professional

NOVEMBER 21, 2024

AEA Investors and Battery Ventures have finalized the sale of Process Sensing Technologies (PST) to DwyerOmega , a portfolio company of Arcline Investment Management. DwyerOmega , the buyer of PST, is a portfolio company of Arcline Investment Management. in December 2023.

Enterprise Values 130

Enterprise Values Stakes Portfolios Funds 130

The Motley Fool

OCTOBER 28, 2024

It also sells programmable chips through Xilinx, which it acquired in 2022. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005.

Returns 246

Returns Investors Portfolios Companies 246

Private Equity Wire

DECEMBER 30, 2024

By the end of September 2023, deals to buy or build single-family rental homes reached 1.5bn more than triple the investment in the entirety of 2021 or 2022, according to estate agency Savills. This follows a record 1.9bn in deals in 2022. Sigma Capital Group, an early entrant, has grown its portfolio to over 8,500 homes.

Pension Funds 98

Pension Funds Private Equity Firms Private Equity Firms Capital 98

Private Equity Wire

NOVEMBER 12, 2024

Most recently, Grljevic was Group Chief Operating Officer of Talon Outdoor (Talon), a leading, independently-owned global Out-of-Home advertising agency and former Mayfair portfolio company. Mayfair partnered with Talon to execute a data-focussed strategy, allowing it to store, manage, and process data, delivering efficiencies and growth.

Consultants 97

Consultants Consulting Assets Portfolios 97

The Motley Fool

JANUARY 23, 2025

See the 10 stocks Using history as a guide, let's try to figure out the likelihood of an Nvidia stock crash in 2025 and if you should buy shares of the stock for your portfolio today. Our analyst team just revealed what they believe are the 10 best stocks to buy right now. However, there have been multiple stock crashes along the way.

Companies 246

Companies Portfolios Investing Returns 246

The Motley Fool

MARCH 19, 2025

End of Nvidia GTC Event 1-Month Return April 16, 2021 (10%) March 24, 2022 (31%) September 22, 2022 (1%) March 23, 2023 0% March 21, 2024 (17%) Average (12%) Data source: YCharts. Importantly, growing demand for generative AI has been central to the investment thesis since the launch of ChatGPT in late 2022.

Returns 275

Returns Investors Portfolios Investing 275

Private Equity Wire

DECEMBER 23, 2024

Tonka Bay Equity Partners has promoted Vince Thao, who joined the firm in 2022, to Senior Associate, with responsibilities including transaction diligence, structuring, and portfolio governance.

Financing 98

Financing Finance Accounting Portfolios 98

The Motley Fool

DECEMBER 14, 2024

What's remarkable is that in five of the past six years, with 2022 being the lone exception, it has risen by at least 16%. Year Return 2024 26.9%* 2023 24.23% 2022 (19.44%) 2021 26.89% 2020 16.26% 2019 28.88% Data source: YCharts. What should you do to keep your portfolio safe? Current return as of Dec.

Exchange-Traded Funds 246

Exchange-Traded Funds Stock Market Stock Market Portfolios 246

Private Equity Insights

FEBRUARY 14, 2025

Since Emerald Lake’s investment in 2020, Inno-Pak has expanded significantly, more than doubling its patent portfolio and strengthening its manufacturing and distribution operations. Under Emerald Lakes ownership, Inno-Pak completed two key acquisitions: Stalk Market and Finishing Services in 2022, followed by Albany Packaging in 2023.

Stakes 130

Stakes Financing Finance Capital 130

Private Equity Wire

DECEMBER 24, 2024

Major private equity firms have faced significant obstacles in selling or listing their China-based portfolio companies in 2023, with Beijings tightening restrictions on IPOs and a decelerating economy having left foreign investors capital effectively trapped, according to a report by the Financial Times.

Exit Strategy 96

Exit Strategy Private Equity Firms Private Equity Firms Pension Funds 96

Private Equity Professional

NOVEMBER 8, 2024

Mr. Vicha is an industry veteran with extensive experience in aerospace and defense, having most recently served as CEO of Bromford Industries, a portfolio company of Liberty Hall Capital Partners from 2021 to 2024. Source: Axillon Aerospace At the close of the acquisition, SK Capital appointed Kevin Vicha as the new CEO of Axillon Aerospace.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Portfolios 130

Private Equity Professional

JANUARY 8, 2025

Roman Products , a portfolio company of Salt Creek Capital , has been acquired by Matrix Adhesives Group , a portfolio company of Goldner Hawn. Later add-on acquisitions include Lohnpack (March 2022), Adaseal International (April 2022), and NewStar Adhesives (September 2023).

Capital 130

Capital Business Services Funds Portfolios 130

The Motley Fool

MARCH 19, 2025

Biotech is an area that may offer your portfolio growth today and earnings stability tomorrow. Though Moderna's coronavirus vaccine isn't likely to bring in the same level of annual revenue it once did -- it peaked at more than $18 billion in 2022 -- this shouldn't discourage investors from betting on the biotech.

Portfolios 130

Portfolios Returns Investors Companies 130

Private Equity Professional

OCTOBER 29, 2024

L2 Point’s current portfolio includes SimSpace , a Boston-based cybersecurity simulation provider offering military-grade cyber ranges that mimic real-world networks and systems for cybersecurity training, testing, and evaluation. Cyber Command , the FBI , and other government agencies and Fortune 2000 companies.

High Net Worth Individuals 100

High Net Worth Individuals Funds Legal Debt 100

Private Equity Professional

JANUARY 14, 2025

During Cortecs ownership, RMS completed the acquisitions of Texas-based Breaux Machine Works (July 2022), Texas-based Origin Metrology Group (May 2023), Houston-based Plant Process Machine Works (November 2023), and New York-based Blading Services Unlimited (November 2023). Cortec Group acquired RMS from Incline Equity Partners in June 2019.

Enterprise Values 26

Enterprise Values Shareholders Capital Funds 26

The Motley Fool

DECEMBER 16, 2024

Both of their stocks slumped in 2022 and 2023 as inflation curbed consumer discretionary spending and rising interest rates chilled the housing market, but they both have rallied by about 20% so far this year as the macro environment has stabilized. Consider when Nvidia made this list on April 15, 2005.

Returns 244

Returns Companies Investors Portfolios 244

The Motley Fool

FEBRUARY 27, 2025

1, 2022 through Dec. When top holding Apple (NASDAQ: AAPL) was added to Berkshire's portfolio in the first quarter of 2016, it traded at a P/E multiple in the low teens. Over the previous nine quarters (Oct. This includes $134 billion in selling in 2024 and the company's cash pile ballooning to north of $334 billion, including U.S.

Investors 173

Investors Shareholders Stock Market Stock Market 173