The Motley Fool

JANUARY 16, 2025

The oil company's public history dates back to 1998, when the Continental Oil Company separated from DuPont. It was the biggest initial public offering (IPO) in history at the time, at nearly $4.4 refining , chemicals, and midstream assets) by creating Phillips 66 (NYSE: PSX) , which it spun off to shareholders.

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The Motley Fool

AUGUST 1, 2024

On the surface, NextEra Energy Partners is a master limited partnership (MLP) that owns and builds clean energy assets, like solar and wind power. Its purpose is to buy clean-energy assets from NextEra Energy via transactions known in the industry as dropdowns. What is NextEra Energy Partners, really?

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The Motley Fool

NOVEMBER 24, 2024

The average investor can easily find new investment ideas by following well-known asset managers. In the Ark Innovation ETF , the flagship product that the asset manager offers to clients, fintech enterprise Block (NYSE: SQ) is a top holding. of the assets. Block is the third largest holding in that fund, making up 6.3%

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The Motley Fool

SEPTEMBER 30, 2024

A great deal of selling pressure seen among risk assets such as cryptos today can be ascribed to comments from Federal Reserve Chairman Jerome Powell, who indicted the rate of interest rate cuts moving into the end of the year could be slower than the market has been pricing in.

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The Motley Fool

AUGUST 20, 2024

The MLP has now increased its payout every year since its initial public offering (IPO) 26 years ago. It has a diversified portfolio of midstream assets, including pipelines , processing plants, storage terminals, export complexes, and petrochemical plants. billion to investors.

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The Motley Fool

AUGUST 13, 2023

Ares Capital has generated market-beating total returns since its initial public offering in 2004. The company operates pipelines, terminals, storage facilities, processing and treatment facilities, and other assets focused on natural gas, natural gas liquids, crude oil, and refined products. midstream energy industry.

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Private Equity Insights

JULY 7, 2023

Read more FC Barcelona mulls Nasdaq, Mountain Partners, SPAC, deal for digital media assets valued at $200m FC Barcelona is planning to spin-off and IPO its digital media interests into a new company on the.

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The Motley Fool

MAY 4, 2024

It's fairly easy to understand what property owning REITs do: They buy physical assets and lease them out to tenants. For starters, that's more like a mutual fund model than a typical REIT model, given that there are no operating assets involved. What does Annaly Capital do? While Annaly is a REIT , it isn't a landlord.

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Private Equity Insights

JULY 10, 2023

The funds are reportedly looking at a 100 per cent buyout Adani Capital has $40bn of assets under management and $8bn in book value. Adani Capital was planning on an initial public offering (IPO) in 2024 to raise Rs 1,500 crore, and offering a 2 per cent stake. The group is expecting 2-2.5

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The Motley Fool

JULY 27, 2023

It recently agreed to buy an asset manager, which could help lesson its dependence on the volatile mortgage sector. Sculptor is an alternative asset and hedge fund manager overseeing $34 billion in assets. Rithm Capital (NYSE: RITM) is a mortgage company that is outperforming its competitors due to a diversified business model.

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Private Equity Insights

JUNE 28, 2023

” The development comes as CVC plots to go public, with reports that either Amsterdam or London could play host to the firm’s initial public offering as early as this year. read more British Columbia Pension Mulls $2bn PE Asset Sale British Columbia Investment Management Corp. read more H.I.G.

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The Motley Fool

JUNE 29, 2024

In fact, since its initial public offering, AGNC Investment's total return is nearly as high as the total return of the S&P 500 index. That's something that will interest investors that use an asset allocation model. What AGNC Investment ends up being is an attractive way to gain exposure to the mortgage market.

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The Motley Fool

AUGUST 27, 2024

The master limited partnership (MLP) has increased its cash distribution to investors every year since its initial public offering (26 years in a row). A cash flow-generating machine Enterprise Products Partners operates a diversified portfolio of midstream assets. The MLP's payout currently yields more than 7%.

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The Motley Fool

MARCH 27, 2025

But for institutional investors with at least $100 million in assets under management (AUM), Valentine's Day marked the deadline to file Form 13F with the Securities and Exchange Commission. For example, Feb. 14 represented a day where most Americans went the extra mile to ensure their significant other knew they were special.

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The Motley Fool

MAY 9, 2024

Most of the company's assets are in debt structured with warrants , equity, and options, which allows the company to benefit from the upside of investing in these up-and-coming companies. Hercules offers investors a regular quarterly dividend payment of $0.40 Recently, the company paid out $0.08

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The Motley Fool

APRIL 30, 2024

However, there are several asset classes outside of the stock market that can profit during inflationary surges. The idea is that you'll gain exposure to a variety of businesses before they pursue an initial public offering (IPO) or get acquired by a larger competitor. Image Source: Getty Images 2.

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Accredited Investors Private Equity Firms Private Equity Firms High Net Worth Individuals 240

The Motley Fool

JUNE 4, 2024

Over the last century, the stock market has stood on a pedestal above all other asset classes. While investing in Treasury bonds, housing, gold, and oil would have increased your nominal wealth, none of these other asset classes has come anywhere close to the average annual returns delivered by stocks over the very long term.

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The Motley Fool

OCTOBER 14, 2024

August 14 marked the deadline for institutional investors and money managers with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission. It's certainly possible that this represents nothing more than simple profit-taking and asset reallocation.

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The Motley Fool

SEPTEMBER 11, 2024

Chipotle completed a historic 50-for-1 split in June (the company's first-ever split), which was necessitated following a gain of more than 12,200% since its initial public offering price (IPO) in January 2006. With Bitcoin at $56,735 per token, as of this writing, MicroStrategy's crypto assets are worth $12.85

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The Motley Fool

JUNE 29, 2024

Buffett has owned the stock since the company's initial public offering (IPO) in 2021. Both Visa and Mastercard are considered "asset light" businesses because most of their business is software, which is infinitely scalable at very low cost. So far, he hasn't sold a single share.

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The Motley Fool

DECEMBER 31, 2023

based businesses and assets. StoneCo had its initial public offering in 2018 at $24 a share, and it attracted investment from Berkshire Hathaway shortly after. If you owned a $1,000 position in the company when Buffett took over and held onto your shares, your holdings would now be worth well over $29 million.

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The Motley Fool

FEBRUARY 13, 2024

While Nasdaq (NASDAQ: NDAQ) may be more well-known for its Nasdaq Composite index and its exchange's initial public offerings (IPOs), it is reimagining its long-term growth plan. With its $10.5 Nasdaq has been the listing leader for new IPOs for the last five years.

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The Motley Fool

FEBRUARY 20, 2025

No later than 45 days following the end of a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission. In case you missed it, the most important data release on Wall Street occurred on Feb. Where to invest $1,000 right now?

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The Motley Fool

AUGUST 27, 2023

Cutting-edge technology often doesn't last long, as the bad guys are constantly working on their own ways to undermine defenses and make off with valuable digital assets. The stock price is down over 60% from where shares debuted in public trading. The cybersecurity market can be particularly brutal.

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The Motley Fool

DECEMBER 6, 2023

Its new growth programs are also asset-light, like the traditional parts of the business, leading to incredible and unmatched profit margins. It's a Visa-like, asset-light business that lends itself to long-term growth and shareholder value creation. Net profit margin was 54% in Q4. Bank of America is the second-largest U.S.

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The Motley Fool

FEBRUARY 4, 2024

Shares are up 185% over the last year and 415% since the company's initial public offering (IPO) -- equating to a compound annual growth rate (CAGR) of better than 42%. Similarly, CrowdStrike's free cash flow -- which was negative in 2019 -- now stands at $3.59 CRWD data by YCharts CrowdStrike's stock price has increased, too.

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The Motley Fool

OCTOBER 22, 2024

Annaly has declared $26 billion in dividends since its initial public offering in 1997, and it's averaged around a 10% yield over the last two decades. With yields on MBSs having risen since March 2022 and short-term borrowing costs on the decline, Annaly has a clearer path to high value assets without the Fed buying MBSs.

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Debt Initial Public Offering Exchange-Traded Funds Capital 246

The Motley Fool

OCTOBER 30, 2024

A 13F is a required filing for institutional investors with at least $100 million in assets under management that provides a snapshot of which stocks these top-tier money managers purchased and sold in the latest quarter. Furthermore, Bank of America is the most interest-sensitive of America's biggest banks by total assets.

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The Motley Fool

AUGUST 4, 2023

Uber just reported its first-ever quarter of profitability according to generally accepted accounting principles ( GAAP) , and the stock only recently topped its $45 initial public offering (IPO) price when it debuted in 2019.

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The Motley Fool

DECEMBER 18, 2023

On the other hand, older investors such as retirees are more likely to invest in lower-risk assets like dividend stocks or bonds that come with an income stream and are less likely to result in steep losses. Younger investors also have another advantage, which is the freedom to make mistakes.

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Investors Initial Public Offering Amortization Depreciation 246

The Motley Fool

JANUARY 5, 2024

Given the unique deal structures that Hercules employs , obtaining warrants than can convert into equity, the company is well positioned to enjoy some nice returns in the event of an acquisition or initial public offering (IPO) from one of its portfolio companies. Image source: Getty Images. Horizon Technology Finance: 9.9%

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The Motley Fool

JUNE 23, 2023

The company's in-demand properties remain highly valued, enabling it to cash in on non-core assets to grow its core portfolio and 4.5%-yielding Cashing in to create more value Alexandria Real Estate Equities recently completed the sale of some non-core lab space assets in the Boston market. yielding dividend.

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The Motley Fool

DECEMBER 6, 2023

Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. According to financial analytics firm Refinitiv, dealmaking like initial public offerings (IPOs) and mergers and acquisitions (M&As) was at an all-time high that year.

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Collateral Investors Mergers and Acquisitions Initial Public Offering 246

The Motley Fool

OCTOBER 26, 2024

The current yield is kind of middle of the road if you go all the way back to the company's initial public offering. However, if you are looking for mortgage exposure, perhaps because you follow an asset allocation investment plan , and intend to reinvest your dividends, it could be a part of a millionaire-making portfolio.

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Investing Initial Public Offering Mutual Funds Capital 242

The Motley Fool

MAY 27, 2024

Just as grocery stores beefed up their margins by offering healthier and organic food options, Chipotle's management team quickly realized that consumers would pay a premium for higher-quality food. Although foreign-based businesses rarely garner as much interest from billionaire investors as U.S.-based million shares of Sony.

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The Motley Fool

SEPTEMBER 13, 2024

But during the past few years, Ripple has continually expanded the types of services it can offer financial institutions. Right now, Ripple has three primary businesses: cross-border payments, digital asset custody, and stablecoins.

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Securities and Exchange Commission (SEC) Initial Public Offering Legal Financial Institutions 241

The Motley Fool

SEPTEMBER 7, 2024

Robinhood Markets Robinhood's stock has plunged more than 70% from its all-time high and currently trades nearly 50% below its initial public offering (IPO) price. As a result, its number of funded customers, monthly active users (MAUs), and assets under custody all steadily grew again, and its revenue surged 37% to $1.87

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