The Motley Fool

MARCH 30, 2024

The good news, though, is that new CEO Paddy Srinivasan (who took over in February 2024) is taking the reins of a profitable company -- both on a generally accepted accounting principles ( GAAP ) and free-cash-flow basis. I'm more than content to wait and see as a passive investor in this promising company. Data by YCharts.

Passive Investors 130

Passive Investors Education Debt Accounting 130

The Motley Fool

APRIL 12, 2024

The fund is actively managed, so Wood and her team of experts adjust the portfolio as necessary, which is convenient for passive investors. The ETF is heavily weighted toward its top five holdings, which account for 39.5% Its top five holdings account for 42.9%

Investing 100

Investing Exchange-Traded Funds Passive Investors Portfolios 100

The Big Picture

AUGUST 20, 2024

What lase pointed out in his paper was that passive had to transact during periods in which there was index rebalancing. 00:20:33 And so in that period they ceased to be passive investors, they became active investors, and that became an opportunity for outperformance. Why should I move their accounts elsewhere?

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

Blackstone

NOVEMBER 16, 2023

From March 2009 when the S&P 500 traded at 13x earnings to August 2020 when it peaked at 23x, a passive investor in the market earned 16% per annum. In assessing the data, VOG relies on commonly accepted valuation methodologies and each valuation analysis is unique and conforms to fair value accounting principles.

Leveraging 52

Leveraging Banks Debt Leveraged Buyouts 52

The Motley Fool

JUNE 28, 2024

Bill Mann: I would like to speak on behalf of the passive investors out there and just remind people that if you do own an S&P 500 index fund, you already have a very, very large stake in Nvidia, Apple, and Microsoft, so congratulations on participating. APY with a high-yield cash account. It is the burgeoning.

Consultants 100

Consultants Consulting Banks Companies 100

The Big Picture

MARCH 7, 2023

Maybe it’s risk based and it’s a risk factor that we haven’t really accounted for. If everybody is a passive investor, then you don’t have this mechanism in place to incorporate information in prices right away, to really benefit from them. You’re suggesting passive is creating less efficiency.

Hedge Funds 69

Hedge Funds Assets Asset Management Capital 69

The Motley Fool

FEBRUARY 1, 2025

Goldman Sachs recently updated its long-term forecast to account for the S&P 500's historically expensive valuation and nearly unprecedented concentration. As an example, the "Magnificent Seven" stocks account for more than one-third of the S&P 500 by weighted exposure. But their outlook is quite bleak beyond that point.

Funds 242

Funds Passive Investors Investment Banks Investment Banking 242

The Motley Fool

OCTOBER 27, 2024

Now, after a presentation at the 13D Monitor Active-Passive Investor Summit by Starboard's CEO Jeffrey Smith on Oct. Since the activist took a $1 billion stake in the drug developer, it's been an open question as to what it wants changed and how it proposes to do so. 22, there's a lot less ambiguity.

Passive Investors 240

Passive Investors Stakes Shareholders Accounting 240

The Motley Fool

FEBRUARY 12, 2025

As usual, we will start our operational review with North America, which to remind you, accounts for 47% of our total attributable gold production and is Barrick's value foundation. And that's one of our key focuses is that we're not passive investors. So, it's not an asset that would be difficult to bring into account.

Assets 130

Assets Shareholders Capital Finance 130

The Motley Fool

MARCH 14, 2025

Sign Up For Free If you are planning to put away $10,000 in savings, or in other words, money that you wouldn't require for essential spending in the near term, investing that amount in these two stocks could greatly help preserve, or even increase, your wealth even after taking inflation into account. Cava (NYSE: CAVA) is mine.

Investing 100

Investing Passive Investors Amortization Depreciation 100

The Big Picture

FEBRUARY 12, 2024

Passive investors have no opinion about value. What happened with the SEC was last year there was a story that there was a whistleblower who sent a letter to the SEC said, there’s massive accounting fraud at Tesla and I have 20,000 documents I’d love to show you. Those are opinions about price.

Capital 117

Capital Hedge Funds Funds Mutual Funds 117

The Big Picture

SEPTEMBER 8, 2022

How passive are markets, actually? How much of the stock market is owned by passive investors, such as index funds? Financial Times ) but see also Actively Managed Money Dwarfs Passive : Ignore the hype. Bloomberg ). • Change in climate BC-2021. Source: Weather and Climate @ Reading.

Passive Investors 119

Passive Investors Finance Financing Assets 119

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 Consultants 130