The Motley Fool

OCTOBER 9, 2024

Following months of speculation about when the Federal Reserve would cut rates, investors seemed to take a "sell the news" approach in September. Renewable energy projects that are often financed for decades based on interest rates should become more economical as rates fall, but stocks dropped when rates did drop. According to data provided by S&P Global Market Intelligence , Plug Power (NASDAQ: PLUG) jumped 20.2% in September, Bloom Energy (NYSE: BE) fell 11.3%, and Sunnova Energy (NYSE: NOVA)

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Private Equity Professional

OCTOBER 9, 2024

he intersection of private equity (PE) and healthcare presents unique opportunities and challenges. Aligning the goals of financial performance and patient care excellence is critical to the success of any post-acquisition strategy. However, these goals may initially present as opposing priorities. The key to creating an environment that supports both individualized patient care and financial success lies in a third component, one that serves to bridge the gap – operational consistency.

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The Motley Fool

OCTOBER 9, 2024

Well that was quick! Just five days ago, Arcadium Lithium (NYSE: ALTM) stock began an impressive run higher on rumors that British mining giant Rio Tinto Group might be interested in buying the company. (Or maybe buying Albemarle instead -- no one was 100% sure.) On Monday, the stock soared 36% more when Rio Tinto confirmed that Arcadium was its target.

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The Big Picture

OCTOBER 9, 2024

 ATM: Valuation is an exercise in faith with Aswath Damodaran. (October 9, 2024) Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation.

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The Motley Fool

OCTOBER 9, 2024

Under Warren Buffett's leadership as CEO, the Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) investment company has delivered a compound annual return of 19.8% since 1965. That would have been enough to turn an investment of $1,000 back then into a whopping $44.7 million today. By comparison, the same investment in the S&P 500 would have grown to just $338,311 over the same period.

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Financial Times M&A

OCTOBER 9, 2024

Alliance with soft-drink maker comes a week after LVMH clinched a 10-year deal with Formula One

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The Motley Fool

OCTOBER 9, 2024

Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) represent two different ways to invest in the booming artificial intelligence (AI) market. Nvidia is the world's leading producer of high-end GPUs, which are used to process complex AI tasks in data centers. Broadcom's chipmaking business sells the networking and optical chips for transferring all of that data.

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The Motley Fool

OCTOBER 9, 2024

Realty Income (NYSE: O) knows how to make money for its investors. The real estate investment trust (REIT) has delivered a 14.3% compound annual total return since its listing on the New York Stock Exchange in 1994. That has enabled it to grow a $10,000 investment 30 years ago into more than $555,000. The REIT should have no trouble growing the wealth of its investors in the future.

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AltAssets

OCTOBER 9, 2024

Benelux-focused private equity firm Mentha Capital has raised €153m for the region’s first buyout fund solely targeting companies contributing to achieving climate and environmental goals. The post Mentha beats target for region’s first dedicated climate, sustainability-focused buyout fund appeared first on AltAssets Private Equity News.

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The Motley Fool

OCTOBER 9, 2024

The art of exchange-traded fund (ETF) investing often revolves around simplicity and cost-effectiveness. Many investors find success with a straightforward two-fund portfolio, combining broad market exposure through funds like Vanguard Total Stock Market ETF or the Vanguard S&P 500 ETF (NYSEMKT: VOO) with a bond fund like Vanguard Total Bond Market ETF (NASDAQ: BND).

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AltAssets

OCTOBER 9, 2024

MBK Partners has refused to up its $12.8bn offer for Korea Zinc, having already increased its bid twice in an attempt to fight off a Bain Capital-backed company share buyback scheme. The post Deal Roundup: MBK refuses to up $12.8bn Korea Zinc offer, Partners Group’s KinderCare eyes $2.75bn IPO valuation appeared first on AltAssets Private Equity News.

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The Motley Fool

OCTOBER 9, 2024

Auto stocks have struggled in 2024 as investors wonder how much a weaker consumer could affect the sales and financing of vehicles. But recent data shows that General Motors (NYSE: GM) is holding its own in the auto business and is taking share in EVs. In this video, Travis Hoium goes through the data and trends for this auto giant. *Stock prices used were end-of-day prices of Oct. 7, 2024.

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Private Equity Wire

OCTOBER 9, 2024

Blue Owl Capital is set to acquire IPI Partners, a digital infrastructure investment firm, for approximately $1bn as the firm looks to benefit from the growing demand for data centres driven by the rapid adoption of generative AI, according to a report by Reuters. The acquisition of the Chicago-based business, which is a joint-venture between investment manager ICONIQ Capital and private equity firm Iron Point Partners, will be financed through a combination of 80% equity and 20% cash, and will

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The Motley Fool

OCTOBER 9, 2024

The global cannabis market stands on the cusp of a remarkable period of growth. Industry projections suggest it could grow from $57 billion in 2023 to $444 billion by 2030. This potential 7.7-fold increase over seven years translates to a compound annual growth rate of 34%, dwarfing the growth rates of many traditional industries. Against this backdrop of industrywide potential, Canadian marijuana titan Aurora Cannabis (NASDAQ: ACB) has emerged as an unexpected bright spot in 2024.

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Financial Times: Moral Money

OCTOBER 9, 2024

Also in today’s newsletter, a new report from mining-focused investors

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Investors 86

The Motley Fool

OCTOBER 9, 2024

Investors should take every prediction from Wall Street analysts with a grain of salt, because they don't always get things right. However, Tom Lee from Fundstrat Global Advisors has made some stellar calls over the last couple of years: He predicted the S&P 500 (SNPINDEX: ^GSPC) index would soar to 4,750 in 2023 (while many other analysts were bearish), and it ended the year at 4,769.

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Financial Times M&A

OCTOBER 9, 2024

Firm is also weighing IPO while world’s largest money manager seeks to boost its presence in alternative investments

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Investing 85

The Motley Fool

OCTOBER 9, 2024

Shares of Meta Platforms (NASDAQ: META) have enjoyed a remarkable run on the market in the past year, surging 85% on the back of impressive growth in its revenue and earnings. There is a good chance that this technology giant's stock could continue running higher thanks to the strength in the digital ad market where it appears to be gaining a bigger share.

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Private Equity Wire

OCTOBER 9, 2024

VSS Capital Partners (VSS), a private investment firm investing in the healthcare, education, and business services industries, has completed a platform investment in private equity sector management consulting firm Treya Partners (Treya). Founded in 2006 and headquartered in San Francisco, Treya specialises in procurement value creation, strategic sourcing, and spend management advisory services for mid-market PE-backed corporate clients.

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The Motley Fool

OCTOBER 9, 2024

David Tepper is a billionaire known for owning the NFL's Carolina Panthers team and co-founding the hedge fund Appaloosa Management. Each quarter, intuitional investors managing more than $100 million are required to file a form 13F. These filings reveal which stocks "smart money" portfolio managers bought and sold during the most recent quarter. According to Appaloosa's latest 13F, the firm dumped 84% of its stake in semiconductor stock Nvidia (NASDAQ: NVDA) in the second quarter.

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AltAssets

OCTOBER 9, 2024

Iberian investment house Henko Partners has completed its second successful fundraise through a €175m final close, reaching its hard cap. The post Henko Partners hauls in €175m for Fund II, more than double size of debut fund appeared first on AltAssets Private Equity News.

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The Motley Fool

OCTOBER 9, 2024

For almost 60 years, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) CEO Warren Buffett has been on a pedestal. During that time, he's watched his company grow into a trillion-dollar business, as well as delivered a cumulative return for his company's Class A shares (BRK.A) that tops 5,600,000%! One of the reasons the Oracle of Omaha is so widely followed on Wall Street -- aside from his company's outsized returns since the mid-1960s -- is his willingness to share the characteristics he looks for

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AltAssets

OCTOBER 9, 2024

US private equity house Lindsay Goldberg is back in the fundraising market with eyes on up to $4.5bn for its sixth flagship investment vehicle. The post Lindsay Goldberg back fundraising, eyes up to $4.5bn for latest flagship fund appeared first on AltAssets Private Equity News.

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The Motley Fool

OCTOBER 9, 2024

The S&P 500 (SNPINDEX: ^GSPC) has advanced 19% this year, and the Magnificent Seven stocks are responsible for nearly half of those gains. But most credit goes to Nvidia , and to a lesser extent Meta Platforms. The other five members of the illustrious group have underperformed, none more so than Tesla (NASDAQ: TSLA) and Microsoft (NASDAQ: MSFT).

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Private Equity Wire

OCTOBER 9, 2024

The winners of the Private Equity Wire US Awards 2024, which recognise excellence among private equity fund managers and service providers in the US across a wide range of categories, were announced at an exclusive ceremony and networking event today (9 October), at The Penn Club, New York. Voting for the awards was conducted via an online poll of the entire Private Equity Wire userbase, with participants asked to make their choice from a short-list of firms in each category.

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The Motley Fool

OCTOBER 9, 2024

In a move that stole some thunder from the big robotaxi event that Tesla (NASDAQ: TSLA) has scheduled for Thursday evening, Alphabet 's (NASDAQ: GOOGL) (NASDAQ: GOOG) Waymo unit last week announced a major robotaxi-related deal with South Korean automaker Hyundai. While a lot of the recent news coverage around Alphabet has focused on the antitrust and anticompetitiveness probes into the company, self-driving-focused Waymo is quietly becoming a potentially important asset for it.

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AltAssets

OCTOBER 9, 2024

Apollo Global has anchored a new $1.6bn continuation fund from SCI Capital to reinvest in two of the latter firm's existing portfolio businesses. The post Apollo invests $1.6bn in SCI Capital continuation fund for Morton Salt, Reddy Ice appeared first on AltAssets Private Equity News.

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The Motley Fool

OCTOBER 9, 2024

Nvidia (NASDAQ: NVDA) stock has delivered stunning returns once again in 2024 following a blistering performance last year, but a closer look at the company's price chart will tell us that it has lost momentum over the past three months. Nvidia stock has remained flat during this period because of doubts surrounding the company's artificial intelligence (AI) -related prospects and its ability to continue delivering eye-popping growth.

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Private Equity Wire

OCTOBER 9, 2024

Offshore law firm Ogier has appointed Dennis Li as a partner in its Hong Kong office, bringing in expertise in investment funds – including hedge and private equity funds – and digital assets. Li joins Ogier from Travers Thorp Alberga, where he served as counsel. Specialising in fund formation and digital assets, Li’s experience also covers real estate, and cryptocurrency funds.

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Assets Law Firms Funds Investing 81

The Motley Fool

OCTOBER 9, 2024

Should investors follow the advice of big names on Wall Street? One challenge in doing so is that sometimes analysts have very different takes. Fortunately, there's some agreement on other occasions. Consider these two companies: Block (NYSE: SQ) and Intellia Therapeutics (NASDAQ: NTLA). Both are among picks by Cathie Wood, CEO of a famous investment management firm.

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Financial Times - Banking

OCTOBER 9, 2024

New chief Georges Elhedery is working on restructuring that could save as much as $300mn

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The Motley Fool

OCTOBER 9, 2024

For almost two years, artificial intelligence (AI) has been the top trend powering Wall Street's major stock indexes higher. But over the last nine months, excitement surrounding stock splits has played an equally important role in boosting the value of select market-leading companies. A stock split gives publicly traded companies the option of superficially adjusting their share price and outstanding share count by the same magnitude.

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Private Equity Wire

OCTOBER 9, 2024

Investment banks, which faced significant losses on risky merger and acquisition (M&A) loans due to a spike in global interest rates, are now aggressively returning to the leveraged buyout (LBO) market — one of the most profitable sectors in finance, according to a report by Bloomberg. Traditional lenders and private credit firms are signalling to private equity sponsors, that they’re ready to provide over $15bn in debt for a single high-yield transaction.

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The Motley Fool

OCTOBER 9, 2024

Nvidia (NASDAQ: NVDA) stock was up 239% last year, and it's up a further 158% in 2024. In dollar terms, the company added a whopping $2.7 trillion to its market capitalization over that two-year stretch, and it's now the second-most valuable company in the world. Nvidia generates substantial revenue and earnings growth to support the incredible gains in its stock.

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A Wealth of Common Sense

OCTOBER 9, 2024

Today’s Animal Spirits is brought to you by Global X and CME Group: See here to learn more about Global X’s suite of ETFs See here for more information on CME Group’s valuable educational materials and trading tools On today’s show, we discuss: Why U.S. jobs numbers get revised (no, it’s not a conspiracy) America’s Young Men Are Falling Even Further Behind Unemployment is historical.

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Education 76

The Motley Fool

OCTOBER 9, 2024

For quite some time, the view surrounding Palantir Technologies (NYSE: PLTR) was stuck somewhere between a generational software developer or an " AI imposter ," depending on whom you ask. One of the biggest reasons for this polarizing viewpoint is that many investors simply do not understand what Palantir actually does. Juxtaposing industry buzzwords such as "AI" and "data-driven insights" will only get you so far.

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AltAssets

OCTOBER 9, 2024

Braemont Capital, the investment firm launched by former RedBird Capital partner Robert Covington in 2021, has hired former Levine Leichtman global fundraising head Lindsay Grider. The post Ex-Levine Leichtman global fundraising head Grider joins Braemont Capital appeared first on AltAssets Private Equity News.

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