The Motley Fool

FEBRUARY 5, 2024

Varonis Systems (NASDAQ: VRNS) Q4 2023 Earnings Call Feb 05, 2024 , 4:30 p.m. fourth-quarter 2023 earnings conference call. Thank you for joining us today to review Varonis' fourth-quarter and full-year 2023 financial results. Thank you for joining us to discuss our fourth-quarter and full-year 2023 performance.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Companies 130

The Motley Fool

SEPTEMBER 17, 2024

Category 2020 2021 2022 2023 Government revenue % growth year over year 77% 47% 19% 14% Data source: Palantir investor relations. But since launching AIP in April 2023, Palantir supercharged its commercial sector clientele. The rate of growth in Palantir's government operation has fallen over the last several years.

Deal Flow 130

Deal Flow Prospects Banks Investors 130

The Motley Fool

JANUARY 30, 2024

Enthusiasm around artificial intelligence (AI) helped propel the markets higher in 2023. Some short-sellers view Palantir as a glorified government contractor, given its heavy reliance on public sector deal flow. AIP was launched in 2023, and early signs indicate that it could be a monumental success. At a P/S of 17.2,

Exchange-Traded Funds 130

Exchange-Traded Funds Deal Flow Bidding Prospects 130

Axial

JANUARY 16, 2024

Welcome to the Q4 2023 edition of The SMB M&A Pipeline. This quarterly series surfaces a top-of-the-funnel breakdown of the deal activity occurring on Axial’s platform. The aggregated metrics include quarterly deal volumes, financial and geographic characteristics, and pursuit rates, sorted by industry category.

Deal Flow 52

Deal Flow Prospects 52

Axial

OCTOBER 17, 2023

It offers insight into the forward deal pipeline and the initial interest level of prospective Axial buyside members. An Overview of Q3 2023 We saw 2,360 deals come to market in Q3, 11.78% lower compared to the same time period last year. Consumer Goods, on the other hand, had the highest YoY deal flow decrease.

Deal Flow 52

Deal Flow Prospects Business Services 52

The Motley Fool

FEBRUARY 15, 2024

Walker & Dunlop (NYSE: WD) Q4 2023 Earnings Call Feb 15, 2024 , 8:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day and welcome to the Q4 2023 Walker & Dunlop Inc. Thank you for joining Walker & Dunlop's fourth quarter and full year 2023 earnings call.

Debt 100

Debt Finance Financing Banks 100

SuperAngel.Fund

OCTOBER 27, 2023

See chart below showing global VC deal activity since 2015 (Source: Pitchbook & National Venture Capital Association Q3 2023 Venture Monitor First Look Report ) Over the past 11 quarters SuperAngel.Fund has maintained a disciplined, thoughtful and consistent strategy. All are still operating. The Dot Com boom created the internet.

Venture Capital 64

Venture Capital Deal Flow Startups Due Diligence 64

The Motley Fool

NOVEMBER 24, 2024

Carey (NYSE: WPC) announced that it would be cutting its dividend in late 2023. Carey's prospects over the next three years. The decision came after 24 consecutive years of dividend increases and was tied to its rip-the-bandage-off move to exit the office sector. At this point, Wall Street may be too downbeat on W.P.

Deal Flow 130

Deal Flow Prospects Assets Portfolios 130

The Motley Fool

AUGUST 2, 2023

Rithm Capital (NYSE: RITM) Q2 2023 Earnings Call Aug 02, 2023 , 8:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Rithm Capital second quarter 2023 earnings conference call. As we look forward, deal flow is significant.

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

NOVEMBER 14, 2023

FiscalNote (NYSE: NOTE) Q3 2023 Earnings Call Nov 14, 2023 , 9:00 a.m. At this time, I would like to welcome everyone to the FiscalNote third-quarter 2023 financial results conference call. Welcome to the FiscalNote Q3 2023 earnings call. Image source: The Motley Fool. Please go ahead. and FiscalNote wasn't one of them!

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Legal Leveraging Capital 100

The Motley Fool

NOVEMBER 21, 2024

We have now shipped several demo kits to the prospective clients to more easily allow them to experience our unique technology. million in the third quarter of 2023, which I'll refer as to the comparable period. Clearly, we have been ramping up our activity in the U.S., We reported a GAAP net loss for the third quarter of 2024 of $13.6

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Deal Flow Liabilities Companies 245

Axial

OCTOBER 10, 2024

It offers insight into the forward deal pipeline and the initial interest level of prospective Axial buyside members. An Overview of Q3 2024 Last quarter, we saw 3,075 deals come to market, marking a 30.19% year-over-year increase in overall deal flow, with all seven major industries experiencing growth compared to Q3 2023.

Deal Flow 52

Deal Flow Prospects Business Services 52

The Motley Fool

MAY 3, 2024

Comments made during this conference call that are not historical facts may be forward-looking statements, such as statements regarding our financial projections, potential transactions, operator prospects, and outlook, generally. per share for the first quarter of 2023. per share for the first quarter of 2023. times versus 1.28

Investors 130

Investors Assets Capital Portfolios 130

The Motley Fool

APRIL 24, 2024

Our conversion rate of deals approved by our investment committee to letters of intent signed is the highest in over two years at approximately 38%. Simultaneously, we have ramped up our efforts and leveraged our tenant relationships, exemplifying how we create proprietary deal flow and accretive off-market opportunities.

Debt 130

Debt Leveraging Capital Finance 130

The Motley Fool

OCTOBER 17, 2024

In anticipating -- anticipation of improving markets, we substantially increased our investment pace starting in the fourth quarter of 2023, close to a year ago, which coincided with the peak of the 10-year treasury yield. The relationships we have there, that deal flow is very helpful to our credit business as well.

Debt 130

Debt Management Fees Capital Assets 130

The Motley Fool

FEBRUARY 15, 2024

Rollins (NYSE: ROL) Q4 2023 Earnings Call Feb 15, 2024 , 8:30 a.m. fourth-quarter and full-year 2023 earnings call. Please refer to yesterday's press release and the company's SEC filings, including the Risk Factors section of our Form 10-K for the year ended December 31st, 2023, which will be filed later today.

Leveraging 130

Leveraging Taxes Capital Banks 130

The Motley Fool

DECEMBER 5, 2023

SentinelOne (NYSE: S) Q3 2024 Earnings Call Dec 05, 2023 , 5:00 p.m. See the 10 stocks *Stock Advisor returns as of December 4, 2023 Any forward-looking statements made during this call are being made as of today. And is there any difference in linearity of deal flow during the quarter, this quarter versus previous quarters?

Mergers and Acquisitions 130

Mergers and Acquisitions Liabilities Banks Capital 130

The Motley Fool

NOVEMBER 30, 2023

Elastic (NYSE: ESTC) Q2 2024 Earnings Call Nov 30, 2023 , 5:00 p.m. See the 10 stocks *Stock Advisor returns as of November 29, 2023 We disclaim any obligation to update or revise these forward-looking statements unless required by law. On December 7th, 2023, we will be participating in the Barclays Global Technology Conference.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Professional Services 130

The Motley Fool

JULY 31, 2023

Alliance Resource Partners (NASDAQ: ARLP) Q2 2023 Earnings Call Jul 31, 2023 , 10:00 a.m. second quarter 2023 earnings conference call. Our strong performance in the 2023 quarter included consolidated revenues of $641.8 million tons, resulting in a build in coal inventories of 500,000 tons during the 2023 quarter.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Debt Deal Flow 130

The Motley Fool

FEBRUARY 20, 2024

AbCellera Biologics (NASDAQ: ABCL) Q4 2023 Earnings Call Feb 20, 2024 , 5:00 p.m. FY 2023 earnings result and business update call. Thank you for joining us for AbCellera's full year 2023 earnings call. Now, turning to what we achieved in 2023. Turning to R&D progress in 2023. Image source: The Motley Fool.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Legal Capital 130

The Motley Fool

APRIL 18, 2024

On our January earnings call, following a volatile multi-year period for global markets, we noted an improving external environment and shared our view that 2023 would be the cyclical bottom for our firm. And there is an additional $50 billion in prospective future development pipeline. With respect to margins, FRE margin was 57.9%

Assets 130

Assets Debt Banks Capital 130

Pension Pulse

JANUARY 12, 2024

Marrying the proprietary origination and business improvement capabilities of GIP and BlackRock’s global corporate and sovereign relationships provides a platform for diversified, large-scale sourcing to support deal flow and co-investment opportunities for clients. trillion as of the end of 2023—sits in its ETF business.

Pension Funds 59

Pension Funds Debt Assets Exchange-Traded Funds 59

Pension Pulse

MAY 14, 2024

While investors have typically included other hedge funds, family offices and sovereign wealth funds, the prospect of higher yields is now luring more money that’s been traditionally risk-averse. Sales of new US CLOs have surged 64% this year from the same period in 2023, according to data compiled by Bloomberg News.

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

The Motley Fool

JULY 1, 2023

The prospects for Oddity Tech, a new DTC-brand IPO. See the 10 stocks *Stock Advisor returns as of June 26, 2023 This video was recorded on June 26, 2023. and Intel and recommends the following options: long January 2023 $57.50 Carnival 's plans to pay off its heavy debt load. and Carnival Corp. wasn't one of them!

Debt 130

Debt Public Companies Companies Deal Flow 130

Axial

FEBRUARY 27, 2024

Select the images below to review the lists for Independent Sponsors and Family Offices from 2023. We seek to invest in businesses with attractive growth prospects and high quality management teams. Today we are featuring the 25 Most Active Private Equity Firms on the Axial platform.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

The Motley Fool

JANUARY 12, 2024

BlackRock (NYSE: BLK) Q4 2023 Earnings Call Jan 12, 2024 , 7:30 a.m. At this time, I'd like to welcome everyone to the BlackRock Incorporated fourth quarter 2023 earnings teleconference. In 2023, BlackRock generated 289 billion of total net inflows and delivered 1% organic base fee growth.

Assets 130

Assets Shareholders Capital Asset Management 130

SuperAngel.Fund

JULY 14, 2023

They also act as a fantastic marketing tool for prospective new investors (whether you are a founder or fund manager), and as a matter of fact, are the #1 diligence item I seek when considering a new investment. Dear Partners, I am pleased to share the Q2 2023 update for SuperAngel.Fund. What will 2023 and 2024 bring?

Venture Capital 52

Venture Capital Capital Funds Deal Flow 52

The Motley Fool

APRIL 12, 2024

Although cash remains an attractive safe haven with the prospect of fewer rate cuts for 2024, the nearly 30% increase in equities over the last year continues to propel clients toward rerisking into stocks and bonds. I guess maybe I can start with a little color on the multi-asset flows, and then Larry can comment on LifePath Paycheck.

Performance Fees 130

Performance Fees Assets Leveraging Shareholders 130

The Motley Fool

JANUARY 25, 2024

Blackstone (NYSE: BX) Q4 2023 Earnings Call Jan 25, 2024 , 9:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Blackstone fourth-quarter and full-year 2023 investor call. 2023 is also a year of important milestones for Blackstone.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 31, 2024

Just to give a couple of early data points around this, our real estate credit team has already identified and created deal flow for the liquid portion of ORENT's portfolio and for our insurance solutions platform, which closed in July. Similarly, Atalaya and our credit teams have been active in sourcing investment-grade flow. .

Capital 130

Capital Management Fees Securities and Exchange Commission (SEC) Assets 130

The Motley Fool

JULY 18, 2024

Our portfolio today consists of $55 billion of data centers, including facilities under construction, along with over $70 billion in prospective pipeline development. BIP specifically reached the $50 billion milestone, including July fundraising, up 21% from year-end 2023. BCRED led the way with $3.4 BXPE raised $1.6

Assets 130

Assets Finance Financing Capital 130