The Motley Fool

JANUARY 7, 2024

When the risk associated with any individual stock in your portfolio is high, spreading out your investments is essential. The top three stocks in my portfolio make up 32% of the total value. IBM IBM has been in my portfolio for a long time. Ideally, the few big winners will more than offset the many losers.

Portfolios 264

Portfolios Conglomerates Consulting Consultants 264

Private Equity Insights

APRIL 8, 2025

Still, some consultants remain optimistic. Swiss pension funds might consider Swiss private market allocations as a satellite exposure, particularly if their overall home bias is not excessive, said Andreas Rothacher, senior investment consultant at Complementa. The vehicle targets CHF150m (160m) for a first close in Q3 2024.

Pension Funds 147

Pension Funds Private Equity Managers Consulting Consultants 147

The Motley Fool

FEBRUARY 27, 2025

trillion in the coming years, according to global management consulting firm McKinsey & Company. 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. trillion to $4.4

Investors 240

Investors Consulting Consultants Shareholders 240

The Motley Fool

JANUARY 12, 2025

Moreover, AIP has also helped Palantir form a number of strategic alliances with big tech and consulting firms including Oracle , Meta Platforms , Microsoft , Amazon , and Booz Allen Hamilton. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, youd have $832,928 !*

Consulting 246

Consulting Consultants Prospects Investors 246

Private Equity Insights

MARCH 19, 2025

The fund focuses on high-growth food industry businesses, with portfolio companies including automation specialist AB Process Ingnierie and bakery chain Sophie Lebreuilly. The deal underscores continued private equity interest in the premium food sector, as firms seek to scale artisanal brands with strong growth potential.

Stakes 162

Stakes Due Diligence Bidding Consulting 162

The Motley Fool

JANUARY 15, 2025

The Vanguard Mega Cap Growth ETF (NYSEMKT: MGK) offers precisely that -- in fact, more than half of the value of its entire portfolio is tied up in those seven stocks. of the entire value of its portfolio, and each of them features in its top 10 positions: Stock Vanguard ETF Portfolio Weighting 1. Apple 13.21% 2. Amazon 7.16% 5.

Portfolios 239

Portfolios Exchange-Traded Funds Investing Consulting 239

The Motley Fool

JANUARY 29, 2024

Somewhat surprisingly, Hohn had 31% of his portfolio allocated across two stocks as of the September quarter: Visa (NYSE: V) accounted for 14% of his portfolio, and General Electric (NYSE: GE) accounted for 17% of his portfolio. Those credentials make Hohn an interesting case study.

Hedge Funds 244

Hedge Funds Portfolios Investing Consulting 244

The Motley Fool

JANUARY 28, 2024

A yearslong transformation effort has rejiggered the company's portfolio, aligning it on two priorities: Hybrid cloud computing and artificial intelligence. The company's secret weapon is its consulting business. Software drove just one-third of this business, with consulting signings driving the remaining two-thirds.

Consulting 278

Consulting Consultants Banks Leveraging 278

Private Equity Wire

JANUARY 28, 2025

The VCP team, which operates nationally, now has more than 100 years combined experience in board-level operational roles and consultancy. It works alongside LDCs investors and in partnership with the management teams of portfolio businesses to unlock new avenues for sustainable growth.

Consulting 98

Consulting Consultants Banks Portfolios 98

The Motley Fool

MARCH 16, 2024

One of the reasons the trust has been able to make such generous donations is because of the successful investments that make up The Bill & Melinda Gates Foundation Trust's portfolio, which is valued at about $42 billion. Main Street investors can take a cue from the trust and find investment ideas that would benefit their own portfolios.

Portfolios 246

Portfolios Conglomerates Consulting Consultants 246

The Motley Fool

JUNE 15, 2024

Today, more than 41% of Berkshire's equity portfolio is made up of two stocks poised to profit from the artificial intelligence (AI) revolution. Apple's recent foray into generative AI, the pent-up demand, and the stickiness of its product portfolio suggest that the stock is still a buy. Image source: The Motley Fool. trillion and $4.4

Portfolios 246

Portfolios Investors Stakes Consulting 246

Private Equity Insights

FEBRUARY 7, 2025

AESIF offers a diversified portfolio of directly originated, senior secured floating-rate loans to businesses across Western Europe. As of December 31, 2024, it has invested in over 230 portfolio companies across various sectors.

Funds 147

Funds Pension Funds Asset Management Finance 147

Private Equity Insights

MARCH 10, 2025

With Stonepeak now joining forces with KKR, Assuras board acknowledged the consortiums long-term infrastructure investment approach and commitment to expanding Assuras portfolio. The board also noted extensive consultations with major shareholders, which contributed to its stance on the latest offer.

Mergers and Acquisitions 147

Mergers and Acquisitions Bidding Consulting Consultants 147

Private Equity Insights

FEBRUARY 4, 2025

It includes institutional investors such as pension funds, sovereign wealth funds, financial institutions, consultants, and family offices. Since launching its Special Opportunities strategy in 2006, Alchemy has invested over 3bn across approximately 90 transactions.

Pension Funds 130

Pension Funds Funds Financial Institutions Consulting 130

The Motley Fool

SEPTEMBER 7, 2024

of holdings Nvidia (NASDAQ: NVDA) may well be the standard bearer for the AI revolution, so it's only natural it would figure prominently in Laffont's portfolio. trillion to the global economy annually in the coming years, according to estimates compiled by global management consulting firm McKinsey & Company. 4: Nvidia -- 6.6%

Hedge Funds 246

Hedge Funds Portfolios Investing Consulting 246

The Motley Fool

JULY 20, 2024

With a focus on responsible AI, a thriving consulting business, and strong partnerships, IBM is poised to capitalize on growing demand for AI solutions while delivering solid returns to investors. Consulting expertise and responsible AI IBM isn't just an AI innovator; it's a trusted AI advisor.

Consulting 240

Consulting Consultants Returns Portfolios 240

Private Equity Wire

NOVEMBER 12, 2024

Most recently, Grljevic was Group Chief Operating Officer of Talon Outdoor (Talon), a leading, independently-owned global Out-of-Home advertising agency and former Mayfair portfolio company.

Consulting 97

Consulting Consultants Assets Portfolios 97

The Motley Fool

JANUARY 6, 2025

Third, Intuitive Surgical offers consulting services, some of which integrate AI. 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. Consider when Nvidia made this list on April 15, 2005.

Consulting 189

Consulting Consultants Prospects Returns 189

The Motley Fool

OCTOBER 16, 2024

The healthcare REIT's board of directors took these allegations seriously, hiring an outside consulting firm to dig into the matter. In response, the REIT's board of directors hired Wachtell, Lipton, Rosen & Katz, a leading global consulting firm, to assist with a financial forensic audit of its actions.

Hedge Funds 245

Hedge Funds Consulting Consultants Debt 245

The Motley Fool

JULY 24, 2024

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. As we stated last quarter, factors such as interest rates and inflation impacted timing of decision making and discretionary spend in consulting.

Consulting 243

Consulting Consultants Leveraging Taxes 243

The Motley Fool

MARCH 23, 2024

The company has built two platforms, each of which is bolstered by its vast consulting arm. The consulting business is one of IBM's key competitive advantages. While consulting services aren't nearly as profitable as software, both businesses feed into each other.

Consulting 245

Consulting Consultants Returns Capital 245

The Motley Fool

MAY 26, 2024

Second, IBM's consulting business can provide a complete solution to customers who not only want AI software but also guidance and implementation services. IBM's consulting arm can craft solutions combining IBM's products and services as well as the products and services of its strategic partners.

Consulting 245

Consulting Consultants Debt Returns 245

The Motley Fool

FEBRUARY 5, 2024

While it's still nascent, major corporations such as accounting and consulting firm Deloitte have deployed the governance software in its risk management practice. What really sets IBM apart from the competition, however, is its consulting practice. "We The other two-thirds came from deals signed through the consulting arm.

Consulting 245

Consulting Consultants Investors Professional Services 245

The Motley Fool

NOVEMBER 27, 2024

He also stated, "Consulting leaders like Accenture (NYSE: ACN) and Deloitte are taking Nvidia AI to the world's enterprises." Huang mentioned the consulting company's efforts to use AI agents in marketing campaigns. The Nvidia CEO then expounded on Accenture's initiatives in enterprise AI.

Consulting 246

Consulting Consultants Accounting Returns 246

Private Equity Wire

DECEMBER 11, 2024

Grady meanwhile, joins Bowmark from the technology and services team at Raymond James, where he spent four years working on transactions in the software, data and information services sectors.

Investing 98

Investing Consulting Consultants Banks 98

The Motley Fool

FEBRUARY 17, 2024

This is where IBM's consulting division comes into play. Big Blue's consultants help businesses create an AI strategy and implement the technical components. This consultative capability is a competitive advantage. and consulting services for deploying and managing generative AI." billion in sales for the quarter.

Consulting 246

Consulting Consultants Returns Companies 246

Private Equity Professional

NOVEMBER 14, 2024

Limited partners in Fund III include both new and existing institutional investors, such as endowments, foundations, health systems, public pension plans, family offices, fund of funds, advisors, and consultants. Stratus was acquired by Godspeed in October 2022. © 2024 Private Equity Professional | November 14, 2024

Funds 100

Funds Consulting Consultants Education 100

The Motley Fool

JANUARY 29, 2024

At the end of 2021, IBM restructured its business into three simpler reporting segments -- software, consulting, and infrastructure -- and set a goal of generating "sustainable mid-single digit revenue growth" from 2022 to 2024. That's in line with analysts' expectations for 3% growth.

Consulting 246

Consulting Consultants Prospects Returns 246

The Motley Fool

JANUARY 19, 2024

Additionally, the explosive growth of artificial intelligence (AI) apps and functionalities should ramp up spending on segments such as consulting and software. Knock-on effects anticipated Consulting and software won't be the only IBM specialties benefiting from these tailwinds, the Evercore ISI analysts believe.

Consulting 246

Consulting Consultants Returns Portfolios 246

The Motley Fool

JUNE 8, 2024

You can also add other tax-advantaged accounts to your retirement portfolio to help you reach the million-dollar mark. If you've had more than 25 years in the workplace, you've probably picked up skills that you can train others on or provide expertise as a consultant. What stocks should you add to your retirement portfolio?

Exchange-Traded Funds 244

Exchange-Traded Funds Consulting Consultants Leveraging 244

The Motley Fool

DECEMBER 20, 2024

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. Our global portfolio is clearly firing on all cylinders, and I am very proud of what we've been able to accomplish together.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Debt Assets 246

The Motley Fool

OCTOBER 10, 2024

An unbeatable AI history and patent portfolio IBM has been a computing heavyweight since the early days of punch cards and vacuum tubes. The progress may not be obvious to casual observers, but IBM is building an unrivaled portfolio of insights and patented technologies in the AI space.

Consulting 246

Consulting Consultants Portfolios Companies 246

Private Equity Insights

FEBRUARY 5, 2025

The fund attracted both new and existing investors, including sovereign wealth funds, pension funds, insurance companies, consultants, and multi-family offices. Warren Spector, chairman of Balbec, highlighted the strong investor confidence in the firms approach, investment process, and analytics.

Pension Funds 130

Pension Funds Bidding Consulting Consultants 130

The Motley Fool

MAY 5, 2024

According to Acumen Research and Consulting, the quantum computing market could grow at a compound annual growth rate (CAGR) of 36% from 2023 to 2032 -- and early movers like IBM and IonQ could benefit from that secular expansion. This makes them ideal for processing complex machine learning and artificial intelligence ( AI ) tasks.

Consulting 246

Consulting Consultants Returns Capital 246

The Motley Fool

APRIL 9, 2025

While International Business Machines (NYSE: IBM) generates most of its revenue from software and consulting services, the company's hardware business is still an important piece of the puzzle. Beyond an increase in hardware sales, the new mainframe can drive software and consulting sales, particularly related to AI. billion in 2024.

Consulting 189

Consulting Consultants Banks Returns 189

The Motley Fool

SEPTEMBER 6, 2024

You may be able to help your portfolio grow through retirement by adjusting your investment strategy. The 4% rule assumes a portfolio that's 60% stocks and 40% bonds. Consult the pros Retirement planning is a complex topic. These small changes could stretch your nest egg years longer. Have questions?

Consulting 244

Consulting Consultants Finance Financing 244

The Motley Fool

JANUARY 25, 2024

Revenue was up 4% year over year, led by 6% consulting revenue growth. "In IBM might not be the best pure-play investment for artificial intelligence or tech consulting , but the company is a solid player in a number of important areas, and it's a cash-generation machine. IBM earned $3.87 per share in Q4 on revenue of $17.4

Consulting 246

Consulting Consultants Returns Investors 246