The Motley Fool

MAY 24, 2024

Many books have been written describing the attributes he looks for when investing, such as sustainable moats, top-notch management teams, and strong capital-return programs. billion) of the $378 billion portfolio Warren Buffett oversees is invested in just five stocks. of invested assets) Despite selling nearly 116.2

Portfolios 238

Portfolios Investing Banks Stakes 238

The Motley Fool

NOVEMBER 1, 2024

Buffett even served as a trustee for the foundation until 2021, likely influencing how the trust invests its assets. The trust's equity portfolio is currently valued at around $49 billion. Over two-thirds of that amount, about 69%, is invested in just three stocks. million shares in its portfolio. billion at the time.

Portfolios 246

Portfolios Investing Enterprise Values Assets 246

The Motley Fool

APRIL 1, 2025

It owns a diversified portfolio of properties secured by long-term net leases with many of the world's leading companies. It also has one of the strongest balance sheets in the REIT sector, giving it lots of financial flexibility to make new investments. if you invested $1,000 at the time of our recommendation, youd have $672,177 !*

Taxes 235

Taxes Banks Portfolios Capital 235

Private Equity Insights

APRIL 9, 2025

The programme will target portfolios of senior secured, floating-rate, sponsor-backed assets across both LP-led and GP-led transactions. Pantheon Senior Debt III comprises a series of vehicles including closed-end co-mingled funds, evergreen and rated insurance solutions, and separately managed accounts. Can`t stop reading?

Stakes 147

Stakes Assets Debt Capital 147

Private Equity Insights

APRIL 9, 2025

The transaction comes as private equity firms look for alternative ways to return capital to LPs in a slower M&A and IPO environment. Strategic stake sales in high-quality portfolio companies have become a favoured route for large sponsors. Can`t stop reading?

Stakes 130

Stakes Private Equity Firms Private Equity Firms Shareholders 130

Private Equity Insights

FEBRUARY 14, 2025

Bain Capitals investment aims to further strengthen Apleonas market position and expand its footprint across Europe. With Apleonas established reputation and growing service portfolio, the investment is poised to generate significant long-term value under Bains ownership.

Capital 130

Capital Private Equity Firms Private Equity Firms Conglomerates 130

Private Equity Professional

NOVEMBER 8, 2024

Source: Axillon Aerospace At the close of the acquisition, SK Capital appointed Kevin Vicha as the new CEO of Axillon Aerospace. 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.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Portfolios 130

The Motley Fool

SEPTEMBER 30, 2024

He aims to build a concentrated portfolio of high-quality stocks that he can hold for many years. Many of Ackman's stock positions are over 10% of his portfolio. of the Pershing Square portfolio. The owners put up all the capital investment, making Hilton a capital-light model that simply licenses Hilton to these properties.

Portfolios 130

Portfolios Hedge Funds Shareholders Prospects 130

Private Equity Wire

NOVEMBER 1, 2024

Rutherford has served extensively as a resource to portfolio companies on accounting, tax, and financing matters.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Taxes Finance 98

Private Equity Professional

APRIL 3, 2025

Source: Tusk Industrial I am pleased to have completed our previously announced divesture of GPS, which enables greater alignment of our portfolio of leading environmental solution businesses against our high growth opportunities in energy and industrial markets, said CEO Todd Gleason.

Enterprise Values 130

Enterprise Values Capital Capital Investments Funds 130

Private Equity Professional

MARCH 11, 2025

The success of PC VI is a testament to the strength of our strategy, the caliber of our portfolio company management teams, and our firms commitment to driving lasting value.

Funds 100

Funds Enterprise Values Legal Capital 100

The Motley Fool

SEPTEMBER 30, 2024

As a result, heaps of well-run midsize businesses are starving for capital and willing to pay eye-popping interest rates. In the second quarter, the average yield on debt securities in Ares Capital's portfolio was 12.2% As a well-established BDC, it has a fairly low cost of capital. of total investments at cost.

Investors 245

Investors Debt Professional Services Stakes 245

The Motley Fool

APRIL 20, 2024

This probably won't be the fastest-growing dividend in your portfolio, but continued movement in the right direction seems likely. The heavy investments that built AT&T's 5G network are finally subsiding. Management expects capital investments to shrink from $23.6 With the U.S.

Debt 246

Debt Amortization Depreciation Earnings Before Interest 246

The Motley Fool

JUNE 9, 2024

But it has also invested in a portfolio of five stocks, in which it owns only part of the public companies. The investment in which it has the largest ownership stake is Southwest Gas, at a bit over 15%. if you invested $1,000 at the time of our recommendation, you’d have $740,688 !* in Nevada, relative to 2.4%

Initial Public Offering 244

Initial Public Offering Stakes Shareholders Public Companies 244

The Motley Fool

JANUARY 10, 2024

Fool.com contributor Parkev Tatevosian describes why capital investment made to this company's asset base can propel it forward. Should you invest $1,000 in Target right now? Stock prices used were the afternoon prices of Jan. The video was published on Jan. and Target wasn't one of them.

Investors 246

Investors Capital Investments Assets Capital 246

The Motley Fool

MARCH 26, 2025

Furthermore, it says its versatile quantum optimization method can be applied to a diverse range of applications, including automotive safety, logistics optimization, and portfolio management. million for 2024, reflecting the substantial ongoing capital investments required to advance this emerging technology.

Prospects 246

Prospects Portfolios Capital Investments Returns 246

The Motley Fool

SEPTEMBER 17, 2024

The company owns a portfolio of nearly 1,300 high-quality, operationally critical warehouse, industrial, and retail properties leased to credit-worthy tenants. Carey's stable portfolio provides it with a lot of visibility about its future results. Built to grow (its portfolio and payout) W.P. Should you invest $1,000 in W.P.

Leveraging 240

Leveraging Taxes Portfolios Funds 240

The Motley Fool

SEPTEMBER 14, 2023

This is where Enterprise Partners operates and it has one of the largest midstream portfolios in all of North America. The good and bad news about Enterprise So Enterprise has a large portfolio of midstream assets that produce reliable cash flow to support a steadily growing distribution. Add in the 7.5%

Assets 246

Assets Capital Investments Capital Portfolios 246

The Motley Fool

SEPTEMBER 8, 2023

But when Wheaton provides upfront cash, the check can represent a fairly large percentage of the capital investment. The payment it made covered around 78% of the capital investment Vale was making in the Salobo mine. Wheaton already put in as much capital as it intended to.

Investors 243

Investors Amortization Depreciation Earnings Before Interest 243

The Motley Fool

MARCH 28, 2025

If you have $2,000 in cash (or any amount really) available to invest and you like the idea of owning reliable dividend stocks, you should be looking at Dividend Kings Nucor (NYSE: NUE) , Black Hills (NYSE: BKH) , and Stanley Black & Decker (NYSE: SWK) right now. Where to invest $1,000 right now? Then youll want to hear this.

Leveraging 244

Leveraging Prospects Debt Portfolios 244

The Motley Fool

JULY 26, 2024

Though a majority of the 44 stocks in Berkshire Hathaway's $399 billion portfolio pay a dividend, just seven holdings are on track to collectively account for $5.26 Three years of reduced capital investment by global energy majors during the COVID-19 pandemic has helped to lift the spot price of crude oil.

Banks 246

Banks Debt Stakes Capital 246

The Motley Fool

APRIL 11, 2024

billion worth of capital investment projects. Should you invest $1,000 in Enterprise Products Partners right now? 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.

Amortization 246

Amortization Depreciation Earnings Before Interest Debt 246

The Motley Fool

AUGUST 5, 2024

ExxonMobil's dividend is a core part of its investment thesis ExxonMobil is the most valuable U.S.-based The integrated major has a diversified global upstream portfolio spanning onshore and offshore assets, a massive refinery and chemical business, and a growing low-carbon fuel segment. based energy company for good reason.

Investing 243

Investing Debt Leveraging Prospects 243

The Motley Fool

OCTOBER 13, 2024

New York Community Bancorp's struggles New York Community Bancorp has an extensive commercial real estate portfolio, and commercial real estate has faced some significant headwinds in recent years. Specifically, the company noted weakness in its loan review process and a lack of effective oversight and risk monitoring on its loan portfolio.

Banks 246

Banks Prospects Capital Portfolios 246

The Motley Fool

FEBRUARY 13, 2024

Investors looking to create a seven-figure portfolio should probably own a diversified list of stocks. While capital growth should be a key focus, there's also a place for high-yield investments in the mix. These are vital assets and its portfolio would be difficult, if not impossible, to replace. But should 6.8%-yielding

Assets 242

Assets Capital Portfolios Capital Investments 242

The Motley Fool

JANUARY 4, 2025

Still, this is a highly speculative investment, and any money spent buying IonQ shares should be treated as a venture capital investment because such an investment could go to zero if IonQ falls behind others in the quantum computing race. if you invested $1,000 at the time of our recommendation, youd have $847,637 !*

Venture Capital 130

Venture Capital Stakes Capital Investments Portfolios 130

The Motley Fool

JULY 21, 2024

of the portfolio. Thus, GSA Capital is diversified to the point that no one stock makes much of a difference to its future. With those shares worth more than $800,000, GSA Capital has invested significantly more capital in a different cruise line company. Should investors follow GSA Capital into Norwegian?

Stakes 245

Stakes Investors Debt Capital 245

The Motley Fool

APRIL 20, 2024

It expands on the backs of the capital investments that franchisees make. Nonetheless, investors should still take a closer look at the stock for their own portfolios. Should you invest $1,000 in Planet Fitness right now? "The best business is a royalty on the growth of others," famous investor Warren Buffett once said.

Investing 245

Investing Banks Shareholders Capital 245

The Motley Fool

MARCH 28, 2025

Learn More At a stock price of around $170, Alphabet is the best dividend growth stock you can buy for your portfolio right now. This number might be temporarily compressed because of the huge capital investments Alphabet is making in cloud computing and AI infrastructure. Here's why.

Shareholders 242

Shareholders Capital Capital Investments Returns 242

The Motley Fool

JUNE 5, 2024

At the same time, O'Malley predicts semiconductor companies will spend "aggressively" on capital investment in the U.S. if you invested $1,000 at the time of our recommendation, you’d have $713,416 !* as they rake in subsidies from the U.S. Consider when Nvidia made this list on April 15, 2005.

Capital Investments 242

Capital Investments Capital Returns Portfolios 242

Private Equity Insights

AUGUST 31, 2023

Its value was 14 times Hersha’s estimated year-to-date earnings before interest, taxes, depreciation, and amortization of $99m for 2023, according to S&P Capital IQ. KSL has focused on travel and leisure businesses, deploying about $21bn of capital across its equity, credit, and tactical opportunities funds since 2005.

Private Equity Firms 246

Private Equity Firms Private Equity Firms Capital Startups 246

The Motley Fool

SEPTEMBER 28, 2024

It reflects the overall health of the American stock market, with a quality filter based on market capitalization. Investing in this market tracker through exchange-traded funds (ETFs) like the SPDR S&P 500 Trust (NYSEMKT: SPY) gives you a ton of diversification and sets you up for robust long-term returns.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Returns Portfolios 246

The Motley Fool

OCTOBER 28, 2024

Built for income Omega Healthcare has invested in roughly 900 long-term healthcare properties across the U.S. About 70% of its investments are in skilled nursing and transitional facilities, while the other 30% are in senior housing. of the total; real estate tax and ground leases , 1.6%; and other investments, at 3%.

Investing 246

Investing Leveraging Taxes Capital 246

The Motley Fool

JANUARY 26, 2024

dividend yield isn't huge by utility standards, but if you are a dividend growth investor, this is the type of utility you'll want to have in your portfolio. But given the higher yield and impressive dividend streak, that shouldn't bother investors looking to maximize the income their portfolios generate.

Capital 246

Capital Debt Capital Investments Portfolios 246

The Motley Fool

JANUARY 16, 2025

That is not a minor fact to consider when considering Chevron for your portfolio. Where to invest $1,000 right now? Adding to that growth will likely be modest capital investment projects and the occasional acquisition. if you invested $1,000 at the time of our recommendation, youd have $834,951 !*

Leveraging 246

Leveraging Assets Capital Capital Investments 246

The Motley Fool

AUGUST 27, 2024

These features make it an excellent investment option for those desiring income and who are comfortable with receiving a Schedule K-1 federal tax form that MLPs like Enterprise send to their investors each year. A cash flow-generating machine Enterprise Products Partners operates a diversified portfolio of midstream assets.

Initial Public Offering 237

Initial Public Offering Leveraging Assets Taxes 237

The Motley Fool

NOVEMBER 25, 2023

of Berkshire's portfolio. The sale may have just been an effort to consolidate the portfolio a bit. of the public equity portfolio, all the other positions made up less than 0.1%. A premium valuation There's a good chance Buffett and his team sold these small holdings simply to consolidate the portfolio.

Stakes 241

Stakes Portfolios Financing Finance 241