Private Equity Insights

FEBRUARY 14, 2025

The funds stake, along with those of co-investors and other selling shareholders, has been acquired by Beltone Capital, a wholly owned subsidiary of Egypt-listed Beltone Holding. During its investment period, Apis Partners implemented several key initiatives to enhance Baobabs growth potential.

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Stakes Capital Private Equity Firms Private Equity Firms 130

The Motley Fool

JANUARY 2, 2025

They are also the company's largest shareholders, which means they have a direct stake in its long-term success. With a market capitalization of just $700 million as of this writing, Serve could have incredible upside potential if it executes on its strategy. Should you invest $1,000 in Serve Robotics right now?

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Stakes Shareholders Capital Investors 246

The Motley Fool

FEBRUARY 28, 2025

Main Street Capital (NYSE: MAIN) Q4 2024 Earnings Call Feb 28, 2025 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings and welcome to the Main Street Capital fourth quarter earnings conference call. Image source: The Motley Fool.

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The Motley Fool

OCTOBER 26, 2024

Here's a look at P&G's capital return program over the last decade. Add up the total capital returned during this period, and you'll get $147.8 billion Total capital returned $11.89 billion Total capital returned $11.89 Its focus is on passing profits directly to shareholders through buybacks and dividends.

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Shareholders Returns Capital Stock Market 243

The Motley Fool

FEBRUARY 27, 2025

Where to invest $1,000 right now? But perhaps the most insight can be gained from the Oracle of Omaha's annual shareholder letter. These letters often cover the basics, such as how Berkshire Hathaway performed in the latest year, as well as dive into the psyche of what characteristics Buffett looks for in his investments.

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Investors Shareholders Stock Market Stock Market 173

The Motley Fool

NOVEMBER 30, 2024

Cliff Asness of AQR Capital Management sold 99,140 shares of Palantir, cutting his position by 16%. Our unchallenged ability to channel and guide the demand for integrating AI seamlessly with essential data, distribution, and decision-making structures is what truly sets us apart," CEO Alex Karp wrote in his letter to shareholders.

Stakes 245

Stakes Shareholders Prospects Portfolios 245

Private Equity Wire

JANUARY 22, 2025

UK-based European private equity firm TDR Capital has made a majority investment in CorpAcq, a business acquisition compounder based in Altrincham, UK, which specialises in investment in UK SMEs with a focus on industrial products and services. CorpAcq shareholders were advised by UBS and Reed Smith.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Capital Stakes 97

The Motley Fool

FEBRUARY 27, 2025

Where to invest $1,000 right now? As a result, data center power demand is forecast to increase rapidly as businesses continue to invest in AI infrastructure. Additionally, utilities companies are typically seen as defensive investments because they provide essential services, which means they are somewhat resistant to recessions.

Funds 147

Funds Investing Legal Shareholders 147

The Motley Fool

DECEMBER 2, 2024

Palantir Technologies is delivering a banner year for shareholders driven by exceptional growth and accelerating profitability. and Palantir With its $550 million market capitalization, BigBear.ai as an investment lies in its unique vision-AI technology, which has applications far beyond transportation and logistics.

Leveraging 245

Leveraging Financing Finance Shareholders 245

The Motley Fool

DECEMBER 11, 2024

Billionaire Warren Buffett has always had a thing for companies that return capital to their shareholders. Berkshire and a private equity company called 3G Capital bought Heinz. The investment has not exactly panned out, with Kraft Heinz's stock flat over the last five years and down about 33% overall.

Exchange-Traded Funds 237

Exchange-Traded Funds Debt Shareholders Capital 237

The Motley Fool

FEBRUARY 4, 2025

Where to invest $1,000 right now? See the 10 stocks An unmatched value proposition ExxonMobil CEO Darren Woods showcased the strength of the company's portfolio and strategy when speaking on the fourth-quarter earnings conference call : We are creating unmatched value for our shareholders. Strip out its massive cash balance of $23.2

Assets 219

Assets Shareholders Returns Portfolios 219

The Motley Fool

JANUARY 3, 2025

In this Rule Breaker Investing podcast, Motley Fool co-founder David Gardner highlights multigenerational money lessons and celebrates that it's never too late to start making smarter, happier, and richer choices. To get started investing, check out our beginner's guide to investing in stocks. Where to invest $1,000 right now?

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The Motley Fool

DECEMBER 22, 2024

He has an innate ability to allocate capital into investments that generate outsize returns for his shareholders. As good as the Buffett-led Berkshire Hathaway is at growing shareholder value, Brookfield Corporation (NYSE: BN) has been even better. its share of the profits generated by the investment funds it manages).

Asset Management 130

Asset Management Conglomerates Shareholders Assets 130

The Motley Fool

DECEMBER 15, 2024

That dynamic helps explain why the average investment with a professional fund manager might produce returns roughly in line with the market average. However, the challenge is compounded as the fund manager starts managing more capital. For reference, Buffett currently manages over $600 billion in investable assets.

Mutual Funds 240

Mutual Funds Funds Taxes Investing 240

The Motley Fool

OCTOBER 28, 2024

Lengthy books have been written detailing the Oracle of Omaha's investing philosophy. Generally, Buffett is attracted to time-tested, profitable businesses, with strong management teams, well-defined competitive advantages, and established capital-return programs. of more than 5,500,000%! Berkshire Hathaway CEO Warren Buffett.

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

FEBRUARY 27, 2025

Where to invest $1,000 right now? It will reduce the need for additional financing in the future, or capital raises that dilute existing shareholders and negatively impact their returns. Should you invest $1,000 in DigitalOcean right now? if you invested $1,000 at the time of our recommendation, youd have $776,055 !*

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Financing Finance Shareholders Portfolios 259

The Motley Fool

JANUARY 6, 2025

steel import levels; construction activity; demand for finished steel products; the expected capabilities, benefits, and timeline for construction of new facilities; the company's operations; the company's strategic growth plan; legal proceedings; the company's future results of operations; financial measures; and capital spending.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Capital Banks Shareholders 246

The Motley Fool

NOVEMBER 8, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $23,657 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,034 !*

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Debt Shareholders Leveraging Capital 130

The Motley Fool

OCTOBER 30, 2024

Considering this challenge, Supermicro has instead become a painful investing lesson. However, the high level of uncertainty makes it nearly impossible to treat Supermicro stock as an investment under such conditions. Hence, shareholders who bought this AI stock for anything other than a speculative play should get out now.

Accounting 246

Accounting Investors Mutual Funds Exchange-Traded Funds 246

The Motley Fool

OCTOBER 26, 2024

That's probably one of the biggest reasons investors look at AGNC Investment (NASDAQ: AGNC) , given that its yield is a lofty 14.5% What does AGNC Investment do? At its core, AGNC Investment is a real estate investment trust (REIT). In fact, it has usually been more than 10%. AGNC dividend yield , data by YCharts.

Investing 242

Investing Initial Public Offering Mutual Funds Capital 242

The Motley Fool

DECEMBER 19, 2024

Should you invest $1,000 in Lennar right now? if you invested $1,000 at the time of our recommendation, youd have $790,028 !* debt to total capital ratio. Please note that Lennar assumes no obligation to update any forward-looking statements. The 10 stocks that made the cut could produce monster returns in the coming years.

Assets 242

Assets Debt Capital Banks 242

The Motley Fool

NOVEMBER 7, 2024

life insurance business; and Kelly Saltzgaber, chief investment officer, will also be available to take your questions. Should you invest $1,000 in Genworth Financial right now? if you invested $1,000 at the time of our recommendation, you’d have $892,313 !* Consider when Nvidia made this list on April 15, 2005.

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Legal Debt Shareholders Taxes 130

The Motley Fool

OCTOBER 31, 2024

Representing Prudential on today's call are Charlie Lowrey, chairman and CEO; Rob Falzon, vice chairman; Andy Sullivan, head of international businesses, and PGIM, our global investment manager; Caroline Feeney, head of US businesses; Yanela Frias, chief financial officer; and Rob Axel, controller and principal accounting officer.

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Liabilities Assets Capital Shareholders 130

The Motley Fool

OCTOBER 28, 2024

Not to mention, you'll have proven to have the investment chops to take on more assets, earning more money in the future. Due to the overwhelming amount of capital held and traded by institutional investors relative to small retail investors, the vast majority of the time the person on the other side of the trade is another professional.

Mutual Funds 246

Mutual Funds Funds Taxes Investing 246

The Motley Fool

FEBRUARY 19, 2025

Life Insurance business; Kelly Saltzgaber, chief investment officer; and Samir Shah, CEO of CareScout Services, will be available to take your questions. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. In addition to our speakers, Jamala Arland, president and CEO of our U.S.

Liabilities 130

Liabilities Legal Taxes Debt 130

The Motley Fool

NOVEMBER 19, 2024

This growth forecast and high demand for AI products and services mean it isn't too late to invest in companies leading the AI revolution. And by the way, with this amount, you could choose to invest in one of these players or all three.) So even after this year's big gain, Nvidia still represents a great investment for the long term.

Investing 246

Investing Shareholders Return On Investment Accounting 246

The Motley Fool

NOVEMBER 15, 2024

With a market capitalization of roughly $140 billion and a price-to-sales (P/S) multiple of 53, I have to say that Palantir stock has gotten out of hand. If you've read my prior pieces about Palantir then you'll know that I am incredibly optimistic about the company's future and I fully intend to remain a shareholder.

Leveraging 246

Leveraging Prospects Shareholders Returns 246

Private Equity Wire

DECEMBER 2, 2024

Activist investment firm Metage Capital has called on HarbourVest Global Private Equity (HVPE) to either introduce quarterly render offers to address its significant share price discount or liquidate its £3.4bn ($4.3bn) portfolio, according to a report by CityWire. Metage, which holds 0.9%

Stakes 95

Stakes Shareholders Assets Capital 95

The Motley Fool

MARCH 16, 2025

Ares Capital (NASDAQ: ARCC) , a business development company (BDC) that pays out most of its profits as dividends, went public in October 2004 at $15 a share. Therefore, a $10,000 investment in its IPO would be worth about $119,000 today, paying out approximately $10,450 in annual dividends. Where to invest $1,000 right now?

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The Motley Fool

DECEMBER 20, 2024

Should you invest $1,000 in Carnival Corp. if you invested $1,000 at the time of our recommendation, youd have $800,876 !* And with ROIC ending 2024 at 11%, comfortably above our cost of capital, we are already delivering long-term value for our shareholders as we lay the foundation we'll build upon in 2025 and beyond.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Debt Assets 246

Private Equity Wire

NOVEMBER 18, 2024

A high-stakes clash between private equity titans KKR and Bain Capital over a $4bn buyout of Fuji Soft is reshaping the landscape of mergers and acquisitions (M&A) in Japan, and could become a blueprint for more aggressive dealmaking in the country, according to a report by the Financial Times. The reputational stakes are incredibly high.”

Mergers and Acquisitions 96

Mergers and Acquisitions Bidding Buyout Stakes 96

The Motley Fool

MARCH 11, 2025

Combined with a 40% increase in net capital expenditures, these factors pose challenges amid the retail landscape's volatility. The company declared a 10% increase in quarterly dividends and initiated a new $3 billion share repurchase program, underscoring its commitment to shareholder value.

Leveraging 130

Leveraging Shareholders Capital Accounting 130

Private Equity Wire

DECEMBER 5, 2024

A consortium led by private equity firms Starwood Capital Group and Warburg Pincus has made a HKD55.19bn ($7.09bn) bid to take Hong Kong-based real estate investment firm ESR Group private, according to a report by Reuters citing a company announcement on Wednesday. The offer represents a 55.7% The consortium stated that 51.2%

Initial Public Offering 98

Initial Public Offering Private Equity Firms Private Equity Firms Bidding 98

The Motley Fool

OCTOBER 19, 2024

Trust in superior capital allocation Capital allocation in the oil space can be difficult because a company's survival is often prioritized over shareholder profits. All this is to say that capital allocation is key when it comes to identifying profitable oil stocks. of the company. CVX Return on Equity data by YCharts.

Leveraging 246

Leveraging Shareholders Debt Capital 246

Private Equity Professional

JANUARY 14, 2025

Arcline Investment Management has acquired Rotating Machinery Services (RMS) from Cortec Group. Arcline , based in New York City, focuses on control investments in companies with recurring revenue models across sectors such as defense and aerospace, industrial and medical technology, life sciences, and specialty materials.

Enterprise Values 26

Enterprise Values Shareholders Capital Funds 26

The Motley Fool

NOVEMBER 9, 2024

Understanding dividends and capital allocation To understand why dividends are so fundamental to our image of a blue chip stock, we have to first understand why companies pay them in the first place. A dividend is a way for a company to pass along earnings directly to its shareholders.

Mergers and Acquisitions 246

Mergers and Acquisitions Shareholders Capital Prospects 246

The Motley Fool

MARCH 6, 2025

Two factors have weighed on the real estate investment trust's ( REIT ) stock price: interest rates and portfolio changes. Where to invest $1,000 right now? It spun off a portion of its office portfolio to shareholders by creating office REIT Net Lease Office Properties. It invested a total of $1.6 In addition, W.P.

Shareholders 130

Shareholders Assets Portfolios Funds 130