The Motley Fool

NOVEMBER 7, 2024

Berkshire continued to sell down its largest equity holdings Apple (NASDAQ: AAPL) and Bank of America (NYSE: BAC) in significant fashion. Additionally, Berkshire sold another several billion dollars worth of Bank of America, which had been the conglomerate's second-largest holding. In the third quarter, Bank of America had $85.7

Banks 246

Banks Conglomerates Stakes Taxes 246

The Motley Fool

NOVEMBER 5, 2024

Last quarter, he turned his attention to Bank of America as well. Banks typically partner with a third-party payment network like Visa or Mastercard to process payments whenever someone uses, or swipes, their credit card. Since the end of June, he has sold 26% of what was Berkshire's second-largest position.

Banks 246

Banks Stakes Enterprise Values Amortization 246

The Motley Fool

DECEMBER 1, 2024

It holds Warren Buffett-led Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , as well as top Buffett stocks Coca-Cola , Bank of America , and Chevron. of the fund, whereas Buffett's top five holdings -- Apple , American Express , Bank of America, Coca-Cola, and Chevron, make up 65.6% Image source: Getty Images.

Banks 246

Banks Exchange-Traded Funds Investing Public Companies 246

The Motley Fool

DECEMBER 29, 2024

PayPal (NASDAQ: PYPL) is one great example with a stock price that is still about 70% below its 2021 peak and excellent turnaround progress in 2024, while SoFi (NASDAQ: SOFI) is an app-based bank with tremendous momentum. And SoFi's deposit base grew from zero when it first got its banking charter in early 2022 to $24.4

Banks 246

Banks Accounting Financial Services Stock Market 246

The Motley Fool

JANUARY 11, 2025

Some of Berkshire Hathaway's notable investments include stakes in Apple , Bank of America , American Express , and Coca-Cola. Bank of America is an advertising partner of Motley Fool Money. The Motley Fool has positions in and recommends Apple, Bank of America, and Berkshire Hathaway. Justin Pope has positions in Coca-Cola.

Stakes 246

Stakes Shareholders Banks Public Companies 246

Private Equity Insights

JANUARY 7, 2025

Deutsche Bank Securities Inc. is in discussions with banks for a five-year loan of about. We look forward to seeing Citrin Cooperman continue to thrive for the benefit of all its clients and stakeholders.” ” Terms of the transaction were not disclosed. read more US Pipeline Operator ONEOK Inks Two Deals for $5.9

Accounting 246

Accounting Private Equity Firms Private Equity Firms Stakes 246

Private Equity Insights

MARCH 27, 2025

This is one of the most notable talent moves from investment banking to private credit to date, highlighting the growing shift of senior debt market professionals into the private capital space. Last year, Goldmans Luke Gillam joined AlbaCore Capital, while Bank of Americas Murad Khaled moved to Apollo Global Management.

Leveraging 147

Leveraging Finance Financing Buyout 147

The Motley Fool

JANUARY 11, 2025

According to Bank of America , electricity demand for data centers is forecast to rise between 10% to 15% a year between now and 2030 and could make up 5% of all worldwide power demand in 2030. See the 10 stocks *Stock Advisor returns as of January 6, 2025 Bank of America is an advertising partner of Motley Fool Money.

Enterprise Values 241

Enterprise Values Banks Prospects Assets 241

The Motley Fool

JANUARY 27, 2025

They think most banks are pretty similar, and they don't expect big returns on their savings. But today, there are banks that pay their customers way more interest than the competition. So why is there such a huge difference between the APYs different banks offer? Looking for a secure place to grow your savings? Not really.

Accounting 130

Accounting Banks Returns 130

The Motley Fool

DECEMBER 22, 2024

Today, Apple, American Express , Bank of America , and Coca-Cola -- four American powerhouses -- are the billionaire's biggest holdings. See 3 Double Down stocks *Stock Advisor returns as of December 16, 2024 Bank of America is an advertising partner of Motley Fool Money. Adria Cimino has positions in American Express.

Assets 240

Assets Portfolios Exchange-Traded Funds Investing 240

Private Equity Insights

JANUARY 14, 2025

AllianzGI noted that the strong investor response underscores the growing demand for private credit as an alternative to traditional bank financing, particularly as banks retreat from mid-market lending. The capital was raised from a global pool of investors, including insurance companies, pension funds, and family offices.

New York Stock Exchange 130

New York Stock Exchange Funds Pension Funds Stock Exchanges 130

The Motley Fool

FEBRUARY 4, 2025

Amex is a much different credit card issuer than other banks. A portion of that fee goes to the issuing bank, a portion goes to the payment network, and a portion goes to the payment processor. A portion of that fee goes to the issuing bank, a portion goes to the payment network, and a portion goes to the payment processor.

Portfolios 234

Portfolios Stakes Investing Shareholders 234

The Motley Fool

JANUARY 27, 2025

To purchase S&P 500 index funds, all you need to do is open a brokerage account , add some funds from a bank account, and start shopping. So buying an S&P 500 index fund means you instantly have a diversified portfolio of high-performing companies.

Exchange-Traded Funds 230

Exchange-Traded Funds Debt Accounting Banks 230

The Motley Fool

MARCH 28, 2025

Bank APY Term Minimum Deposit OMB 4.65% 7 Months $1,000 DR Bank 4.65% 6 Months $500 MutualOne Bank 4.59% 6 Months $500 Brilliant Bank 4.55% 9 Months $1,000 Marcus by Goldman Sachs 4.50% 14 Months $500 LendingClub 4.50% 10 Months $2,500 Data source: Issuing banks. Rates are accurate as of March 27, 2025.

Banks 233

Banks Financial Institutions Accounting Funds 233

Private Equity Insights

MARCH 19, 2025

The German media group has invited banks to pitch for advisory roles in a potential transaction, which could value Awin at around 400m. The review also includes Idealo, Axel Springer’s price comparison platform, signaling a broader shake-up of its marketing division. Can`t stop reading?

Assets 147

Assets Private Equity Firms Private Equity Firms Banks 147

Private Equity Professional

MARCH 11, 2025

Boston-headquartered investment bank Capstone Partners was the financial advisor to USG on this transaction. Capstone Partners provides investment banking services, including M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services.

Investment Banks 130

Investment Banks Investment Banking Banks Debt 130

Private Equity Insights

MARCH 26, 2025

Lanel, a veteran of the investment banking sector with over 30 years of experience, will focus on originating and executing GP-led deals, including continuation vehicles. Earlier in his career, he held M&A roles at Paribas and Deutsche Bank in Toronto, London, and New York. Most recently, he was the founder of Flow Advisors.

Private Equity Managers 147

Private Equity Managers Funds Banks Investment Banks 147

Private Equity Insights

MARCH 28, 2025

Takafumi Ihara, Chief Executive at the Trust Bank, added: This initiative aligns with our aim to expand our private product competitiveness globally in the direct lending space. The strategy reached $1.8bn in investable capital at first close, positioning AlbaCore to expand its footprint in the European private credit space.

Pension Funds 147

Pension Funds Consulting Consultants Banks 147

Private Equity Insights

FEBRUARY 27, 2025

The ongoing financing discussions reflect a shift in market dynamics, as private equity sponsors weigh whether to stick with direct lenders or turn to banks for lower-cost financing. Several financing scenarios are under consideration.

Debt 147

Debt Leveraged Buyouts Buyout Private Equity Firms 147

The Motley Fool

MARCH 13, 2025

It recently boasted more than 10 million members, offering them banking, insurance, and investing services, among other things. SoFi Technologies is a " fintech " company describing itself as "a member-centric, one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions."

Exchange-Traded Funds 241

Exchange-Traded Funds Consulting Consultants Stock Market 241

The Motley Fool

MARCH 26, 2025

I recommend Bank of America (NYSE: BAC) and Ally Financial (NYSE: ALLY). Bank of America: Buffett's favorite bank Bank of America was Berkshire Hathaway's second-largest position before it sold off a portion during the past few months. by assets, Bank of America has a large role in the economy. Learn More 1.

Banks 217

Banks Financing Finance Accounting 217

The Motley Fool

JANUARY 15, 2025

Upstart makes money by originating loans (mostly personal loans) on behalf of third-party bank partners. Lower interest rates are a tailwind, but for different reasons All three companies stand to benefit tremendously from lower interest rates, but for very different reasons.

Financing 246

Financing Finance Stock Market Stock Market 246

The Motley Fool

JANUARY 6, 2025

Questions & Answers: Operator [Operator instructions] The first question today comes from Sathish Kasinathan with Bank of America. Sathish Kasinathan -- Bank of America Merrill Lynch -- Analyst Yeah. Sathish Kasinathan -- Bank of America Merrill Lynch -- Analyst So, that's generally about 5% to 10% lower? Please go ahead.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Capital Banks Shareholders 246

The Motley Fool

MARCH 21, 2025

The next question is from Bin Wang from Deutsche Bank. Bin Wang -- Deutsche Bank -- Analyst [Foreign language] My first question is about your [Inaudible] gross margin including vehicle gross margin and overall gross margin. The next question is from Ming-Hsun Lee from Bank of America. Operator Thank you. Please go ahead.

Securities and Exchange Commission (SEC) 230

Securities and Exchange Commission (SEC) Banks Leveraging Companies 230

Private Equity Insights

JANUARY 15, 2025

Digital bank Monzo, backed by Coatue and Capital G, has also hinted at potential London IPOs. It has filed confidentially with the Financial Conduct Authority for a London IPO. After abandoning US listing plans due to political concerns, Shein may seek an exemption from listing rules requiring 10% of shares to be sold to the public.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Stock Exchanges Stakes 147

The Motley Fool

FEBRUARY 7, 2025

Bank of America and JPMorgan Chase are already using the coin in that capacity, and more financial institutions are likely to join them if it continues to reduce the friction of international transfers. Learn more *Stock Advisor returns as of February 3, 2025 Bank of America is an advertising partner of Motley Fool Money.

Financial Institutions 162

Financial Institutions Banks Assets Capital 162

The Motley Fool

JANUARY 22, 2025

Ally Financial: Banking for the 21st century The last stock on my list is a lot smaller than Occidental Petroleum and American Express, making it a smaller position in the Berkshire Hathaway portfolio. Enter Ally Financial (NYSE: ALLY) , one of the largest digital banks in the world. AXP PE Ratio data by YCharts 3.

Banks 130

Banks Conglomerates Portfolios Shareholders 130

Private Equity Insights

JANUARY 14, 2025

This record-breaking amount underscores the growing demand for private lending as traditional banks reduce their exposure to middle-market financing. The 30bn was raised from a diverse global investor base, including sovereign wealth funds, pension plans, insurance companies, and family offices.

Financing 130

Financing Finance Leveraging Banks 130

Private Equity Insights

MARCH 10, 2025

According to sources familiar with the matter, investment banks Jefferies and William Blair have been engaged to manage the sale process, expected to commence in the latter half of the year.

Private Equity Firms 165

Private Equity Firms Private Equity Firms Stakes Investment Banks 165

Private Equity Professional

MARCH 6, 2025

Source: H3 Manufacturing Group Ironwood Capital was originally established in 1986 as Aetna Financial Services , the investment banking subsidiary of Aetna Life & Casualty. In 1990, Marc Reich and Carolyn Galiette purchased the firm from Aetna and rebranded it as Ironwood Capital.

Investment Banks 130

Investment Banks Investment Banking Banks Capital 130

Private Equity Insights

MARCH 28, 2025

The private equity giant is reportedly in discussions with investment banks as it explores both full and partial exit scenarios. ISN, which provides contractor and supplier information management solutions through its ISNetworld platform, has seen growing relevance as companies face rising regulatory, cybersecurity, and ESG requirements.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Stakes Investment Banks 147

The Motley Fool

DECEMBER 15, 2024

Nu Holdings (NYSE: NU) is the parent company of Nu Bank, a digital bank taking Latin America by storm. Starting in Brazil, the bank and financial services platform has disrupted the stodgy legacy institutions and is now closing in on 100 million active customers. Where will Nu Holdings stock land in 10 years?

Banks 245

Banks Financial Services Leveraging Financing 245

The Motley Fool

DECEMBER 13, 2024

Carey (NYSE: WPC) and Canadian financial giant Toronto-Dominion Bank (NYSE: TD). Toronto-Dominion Bank is going to lag behind for a bit Toronto-Dominion's shareholders have also had a tough go of it lately thanks to a case of money laundering in its U.S. business from growing until TD Bank has assuaged regulator concerns.

Banks 245

Banks Shareholders Assets Portfolios 245

Private Equity Insights

MARCH 19, 2025

If completed, these transactions would mark significant shifts in the European fund administration and custodian banking landscape, reflecting growing private equity interest in financial services assets. The deal has yet to be finalised, and other potential buyers may still emerge.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Bidding 147

Private Equity Professional

DECEMBER 2, 2024

Aquilo Partners , a life sciences-focused investment bank with offices in San Francisco, Boston, and New York City, served as the financial advisor to DURECT Corporation. Senior debt financing for the transaction was provided by Byline Bank , with mezzanine debt from Brookside Capital Partners.

Debt 130

Debt Banks Investment Banks Investment Banking 130

The Motley Fool

DECEMBER 4, 2024

After being largely ignored by the market for several years, at least in terms of the stock price, SoFi 's (NASDAQ: SOFI) stock performance is finally starting to reflect the bank's excellent growth momentum and future potential. However, if the bank keeps doing what it's doing, it could easily double in size, or more, in the next few years.

Banks 241

Banks Accounting Financial Services Capital 241

Private Equity Professional

JANUARY 8, 2025

1] Already enjoying years of measured growth, when banks and the broadly syndicated loan market stepped back from lending in 2023 due to market volatility, private credit stepped up, cementing private credits position as a force in financing markets. hedging, treasury), fund financing, and more. hedging, treasury), fund financing, and more.

Mergers and Acquisitions 100

Mergers and Acquisitions Finance Financing Banks 100