The Motley Fool

NOVEMBER 19, 2024

MicroStrategy's Bitcoin portfolio is equal to about a third of the company's enterprise value of $73.3 So why is this enterprise software company still so bullish on Bitcoin? Prior to 2020, most investors knew the company as a slow-growth provider of data mining and analytics software. billion, and about 1.4%

Companies 246

Companies Financial Institutions Enterprise Values Liabilities 246

The Motley Fool

DECEMBER 3, 2024

In case you missed it, institutional funds recently disclosed their latest equity holdings for the third quarter of the year in their 13F forms filed with the Securities and Exchange Commission (SEC). The SEC requires funds managing more than $100 million in assets to file these forms within 45 business days after the close of each quarter.

Securities and Exchange Commission (SEC) 241

Securities and Exchange Commission (SEC) Due Diligence Companies Stock Exchanges 241

Private Equity Insights

JANUARY 9, 2025

True Religion announced on Tuesday that private equity firm Acon Investments has acquired a majority stake in the company. The US-based clothing company will maintain its independence following the acquisition. has raised $265m in a funding round led by Greycroft. has raised $265m in a funding round led by Greycroft.

Private Equity Firms 264

Private Equity Firms Private Equity Firms Investing Depreciation 264

The Motley Fool

JANUARY 15, 2025

Just consider how quantum computing exchange-traded fund (ETF) Defiance Quantum ETF (NASDAQ: QTUM) is dropping like a rock. The problem is that D-Wave isn't the only publicly traded quantum computing stock -- there are many companies and they're all very different in how they manage the development of their quantum computers.

Companies 242

Companies Exchange-Traded Funds Investors Funds 242

The Motley Fool

JANUARY 16, 2025

Low-cost exchange-traded funds (ETFs) offer a simpler path to diversification and staying invested for the long term. The Vanguard family of funds, in particular, stands out for its industry-leading low expense ratios. The fund's low 2.2% Looking at longer-term results, the fund has generated a 12.5% VTI data by YCharts.

Portfolios 246

Portfolios Exchange-Traded Funds Stock Market Management Fees 246

Private Equity Insights

JANUARY 15, 2025

Ogunlesi will help the company secure the infrastructure needed to advance artificial intelligence development. The company warned that $175bn in global AI investment funds could flow to China-backed projects without action. OpenAI has added Adebayo Ogunlesi, CEO of Global Infrastructure Partners, to its board.

Private Equity Firms 246

Private Equity Firms Private Equity Firms Startups Venture Capital 246

The Motley Fool

NOVEMBER 11, 2024

During the June-ended quarter, Citadel's hedge fund made a number of eye-opening moves in Wall Street's hottest artificial intelligence (AI) stocks. No company at scale comes close to offering what Palantir can , which provides a degree of safety to its cash flow. It's why the analysts at PwC expect AI to add $15.7

Hedge Funds 246

Hedge Funds Stakes Asset Management Assets 246

The Motley Fool

JANUARY 27, 2025

2 is building up a healthy emergency fund in a savings account -- and not just any savings account. If you don't yet have an emergency fund, then open a high-yield savings account and set up automatic deposits. And if you already have an emergency fund, well done! But make sure you're earning a competitive APY.

Exchange-Traded Funds 230

Exchange-Traded Funds Debt Accounting Banks 230

The Motley Fool

DECEMBER 6, 2024

Election Day, monthly economic data reports, and earnings season -- the six-week period each quarter where a majority of S&P 500 companies announce their operating results -- make it easy for a meaningful announcement to go unnoticed. According to the company, sales in fiscal 2024 (ended June 30) surged 110% to just shy of $15 billion.

Stakes 245

Stakes Asset Management Bidding Assets 245

The Motley Fool

JANUARY 3, 2025

Nvidia (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) are very popular stocks among individual and institutional investors, but two highly successful hedge fund managers aggressively bought one and sold the other in the third quarter: Ken Griffin of Citadel Advisors purchased 4.7 million shares of Nvidia, nearly tripling his stake.

Hedge Funds 246

Hedge Funds Stakes Asset Management Prospects 246

The Motley Fool

DECEMBER 22, 2024

Betting on American companies Before introducing this asset, though, it's important to explain how it reflects one key part of Buffett's strategy : betting on solid American companies. A look at Buffett's portfolio over time supports this idea, with this top investor piling into companies that drive the U.S.

Assets 240

Assets Portfolios Exchange-Traded Funds Investing 240

The Motley Fool

NOVEMBER 15, 2024

The following exchange-traded fund (ETF) is arguably the best building block around. The fund replicates and follows the Dow Jones U.S. In other words, a share of SCHD means you own tiny pieces of these 103 individual companies. The remaining industries represent less than 10% of the fund, including technology at just 8.8%.

Funds 245

Funds Exchange-Traded Funds Accounting Returns 245

The Motley Fool

DECEMBER 3, 2024

The S&P 500 is a powerful representation of today's market, including the 500 companies that fuel the economy. In order to make it into this benchmark, most of a company's shares must be available for trading, market cap should be $18 billion or more, and the company must be profitable. Can it keep up the momentum?

Companies 243

Companies Shareholders Funds Investors 243

The Motley Fool

OCTOBER 31, 2024

Between earnings season -- the six weeks every quarter where a majority of S&P 500 companies report their operating results -- and weekly economic reports, investors can become overwhelmed and allow important data to slip through the cracks. To be upfront, 13Fs are far from perfect.

Stakes 246

Stakes Hedge Funds Asset Management Assets 246

The Motley Fool

DECEMBER 11, 2024

Billionaire Warren Buffett has always had a thing for companies that return capital to their shareholders. Buffett's company Berkshire Hathaway owns several high-yielding stocks in its portfolio. Berkshire and a private equity company called 3G Capital bought Heinz. The company pays about $450 million in dividends per quarter.

Exchange-Traded Funds 237

Exchange-Traded Funds Debt Shareholders Capital 237

The Motley Fool

DECEMBER 28, 2024

Ark Investment Management operates several exchange-traded funds (ETFs) focused on innovative technology stocks. Wood has invested in AI start-ups like xAI, OpenAI, and Anthropic through the Ark Venture Fund since making that prediction last year, so she's backing up her words with decisive action. Where to invest $1,000 right now?

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Financial Services Banks 246

The Motley Fool

JANUARY 23, 2025

Naturally, investors are focused on semiconductor companies like Nvidia , cloud companies like Amazon , and software companies like Palantir. companies in the utilities sector. Southern Company: 6.8% The average expense ratio across all index funds and mutual funds was 0.36% in 2023, according to Morningstar.

Funds 246

Funds Mutual Funds Investing Shareholders 246

The Motley Fool

NOVEMBER 28, 2024

Let me explain why this fund deserves consideration as a Roth IRA anchor holding, and how it compares to Warren Buffett's preferred S&P 500 index fund. The fund achieves this stellar performance by focusing on 234 growth-focused companies from within the S&P 500, selected based on factors like earnings expansion and momentum.

Funds 234

Funds Taxes Returns Portfolios 234

The Motley Fool

NOVEMBER 10, 2024

Exchange-traded funds (ETFs) can provide you with many excellent options for the long term, and you don't have to feel locked in and focus strictly on growth stocks or just dividend stocks. The fund includes stocks that have excellent track records of increasing their dividend payments over the years. Its yield of 2.5%

Investors 246

Investors Funds Exchange-Traded Funds Prospects 246

The Motley Fool

JANUARY 16, 2025

Spanning the roughly six decades the Oracle of Omaha has been CEO of Berkshire, he's overseen a cumulative gain of better than 5,385,000% in his company's Class A shares (BRK.A). However, one transaction stands out as altering which stocks and exchange-traded funds (ETFs) Berkshire Hathaway owns. Warren Buffett.

Portfolios 246

Portfolios Asset Management Exchange-Traded Funds Buyout 246

The Motley Fool

DECEMBER 19, 2024

His Pershing Square Capital Management hedge fund owns only 10 stocks. Two of them focus on AI -- and they belong to the same company -- Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). of the hedge fund's total portfolio. One objection to my bullish take on Alphabet is that the company faces serious regulatory threats.

Hedge Funds 246

Hedge Funds Investors Prospects Funds 246

The Motley Fool

OCTOBER 31, 2024

Artificial intelligence should be the biggest catalyst in over a decade for electric utilities, and the index fund is an easy way to capitalize on that opportunity. companies from the utilities sector. Southern Company: 7% Duke Energy: 6.6% Many companies listed above are well positioned to benefit. Dominion Energy: 3.6%

Funds 246

Funds Prospects Shareholders Capital 246

The Motley Fool

NOVEMBER 21, 2024

Investors hoping to benefit from the AI boom are focused on technology companies. companies that come from the utilities sector. Southern Company: 7.2% and its status as the second-largest nuclear power company in terms of generation capacity. That means the index fund moved 72 basis points (i.e., Duke Energy: 6.7%

Funds 246

Funds Mutual Funds Investing Shareholders 246

The Motley Fool

NOVEMBER 30, 2024

Both companies play important roles in the burgeoning artificial intelligence (AI) economy, but several billionaire fund managers sold some of their Palantir stakes and bought more shares of Nvidia during the third quarter. Nvidia is the second largest position in Citadel's portfolio, excluding options contracts and index funds.

Stakes 245

Stakes Shareholders Prospects Portfolios 245

The Motley Fool

DECEMBER 19, 2024

Specifically, he dumped one of Wall Street's hottest AI stocks with a seemingly impenetrable moat in favor of another scorching-hot AI company. 17), and Druckenmiller's fund opened its nearly 770,000-share stake in Palantir at some point during the fourth quarter of 2023. 3), the company recorded $12.2

Stakes 246

Stakes Assets Asset Management Banks 246

The Motley Fool

NOVEMBER 3, 2024

That's phenomenal growth for one of the biggest companies in the world, and one that some regard as mature. The company's shares jumped 5% following the report, but here's why it could trigger more gains in the broader market. Alphabet's report shows how many avenues for growth remain for companies valued in the trillions of dollars.

Stock Market 246

Stock Market Stock Market Funds Exchange-Traded Funds 246

The Motley Fool

DECEMBER 15, 2024

Professional fund managers tend to be highly educated, hard-working, and extremely smart. But it doesn't take a highly complex trading plan to come out ahead of 98% of professional mutual fund managers over the long run. If you want to beat the professionals, your best bet is to buy a broad-based index fund and just hold onto it.

Mutual Funds 240

Mutual Funds Funds Taxes Investing 240

The Motley Fool

FEBRUARY 28, 2025

This streak puts the company in the elite group of Dividend Kings , companies with 50 or more years of annual dividend increases. The company paid a whopping $8.4 The company ended the year with $10.8 That marks the 63rd year in a row that Coca-Cola has increased its dividend. dividend yield. Then youll want to hear this.

Finance 223

Finance Financing Shareholders Portfolios 223

The Motley Fool

JANUARY 13, 2025

A couple of comments about this quote: First, while Nvidia AI Enterprise is the company's operating platform to create AI agents, it's not exclusively devoted to agentic AI. Second, the list of companies using Nvidia's technology to develop AI agents is not meant to be all-inclusive. trillion in 2023. trillion, $4.2 trillion, $3.6

Consultants 245

Consultants Consulting Returns Investors 245

The Motley Fool

FEBRUARY 21, 2025

That's changed in recent years, however, and today some of his biggest positions are technology companies. This iconic company is an artificial intelligence all-star Most people don't think of Amazon (NASDAQ: AMZN) as an AI company. Many AI companies run their own models, though some use open-source models.

Stakes 217

Stakes Companies Investors Funds 217

The Motley Fool

JANUARY 20, 2025

Many of these companies are structured as master limited partnerships (MLPs), which pass through their profits to their unitholders and as such don't pay corporate taxes. In the past, companies often had a structure of a general partner (GP) and limited partner (LP) that ultimately was more beneficial to the GP.

Taxes 246

Taxes Enterprise Values Leveraging Amortization 246

The Motley Fool

JANUARY 5, 2025

Jensen Huang is the CEO of Nvidia (NASDAQ: NVDA) , a company whose chips power the vast majority of artificial intelligence (AI) systems. And certain Wall Street experts see huge returns on the horizon for Nvidia and Tesla shareholders: Equity analyst Beth Kindig believes Nvidia could be a $10 trillion company by 2030.

Shareholders 246

Shareholders Accounting Returns Investors 246

The Motley Fool

FEBRUARY 14, 2025

Although the data is potentially stale for active hedge funds, it offers a glimpse into which stocks, industries, sectors, and trends are piquing the interest of top money managers. In his six decades as Berkshire's chief, he's overseen a nearly 5,700,000% aggregate return in his company's Class A shares (BRK.A). CEO Warren Buffett.

Securities and Exchange Commission (SEC) 228

Securities and Exchange Commission (SEC) Legal Hedge Funds Stakes 228

The Motley Fool

JANUARY 12, 2025

As CEO of ARK Invest, Wood has made a name for herself mostly from her high-conviction narratives around up-and-coming (albeit sometimes speculative) companies looking to disrupt legacy incumbents. When it comes to artificial intelligence (AI), no other company has garnered the kind of following that Nvidia has. AMD data by YCharts.

Exchange-Traded Funds 246

Exchange-Traded Funds Stakes Prospects Investors 246

The Motley Fool

DECEMBER 4, 2024

While many investors chase high yields, the truly successful focus on companies that can sustain and grow their payouts over decades. This approach provides two key benefits: growing income to help maintain purchasing power during retirement and the potential for long-term capital appreciation as these companies reinvest in their businesses.

Shareholders 238

Shareholders Funds Portfolios Returns 238

The Motley Fool

DECEMBER 18, 2024

Among the companies vying to capture this massive potential, Archer Aviation (NYSE: ACHR) , valued at $3.88 Namely, the company has forged an exclusive partnership with defense technology innovator Anduril while completing a strategic $430 million capital raise that solidifies its top-tier position within the industry.

Capital 236

Capital Prospects Companies Returns 236

The Motley Fool

FEBRUARY 4, 2025

Investing consistently over many years is the key to building a healthy retirement fund, and the longer you give your money to grow, the less you'll need to save each month to see significant progress. Also, if you're earning a company match through your 401(k), that could instantly double your contributions.

Return On Investment 204

Return On Investment Stock Market Stock Market Funds 204