The Motley Fool

AUGUST 9, 2024

For nearly six decades, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) CEO Warren Buffett has been dazzling Wall Street with his investing prowess. Since taking over the role as Berkshire's chief in the mid-1960s, the aptly named "Oracle of Omaha" has overseen a cumulative return in his company's Class A shares (BRK.A) of greater than 5,180,000%, and has practically doubled up the average annual total return, including dividends, of the benchmark S&P 500.

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A Wealth of Common Sense

AUGUST 9, 2024

A lot of people are turning bearish on housing prices. Cullen Roche and Nick Maggiulli, two financial voices I respect, both predicted in recent weeks that housing will be the worst-performing asset class over the next decade. Their case makes sense. We pulled forward a decade’s worth of returns in the first part of the 2020s: Prices are high.

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The Motley Fool

AUGUST 9, 2024

Medical Properties Trust (NYSE: MPW) has offered a double-digit dividend yield for over a year. That big yield was a sign that the market didn't believe the real estate investment trust (REIT) would be able to maintain its dividend level, even after cutting it by nearly 50% last August. The market's skepticism proved to be correct. The healthcare REIT is indeed reducing its dividend again.

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Private Equity Wire

AUGUST 9, 2024

Single-family office Leon Capital Group has partnered with iCapital, a global fintech platform that provides the wealth management industry with access to alternative investments. Until recently, Leon primarily used its balance sheet and only allowed co-investment from fellow single-family offices. With the partnership, Leon’s fund offering will be available on iCapital Marketplace, providing wealth managers and HNWIs with access to real estate, healthcare, credit and other alternative in

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The Motley Fool

AUGUST 9, 2024

Many seniors get most or all of their retirement income from Social Security. Because of this, the program's annual cost-of-living adjustments, or COLAs, are extremely important. The purpose of the Social Security COLA is to help ensure that benefits keep pace with inflation. And those COLAs are calculated based on inflation data -- specifically, from the third quarter of the year.

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Financial Times M&A

AUGUST 9, 2024

The $1bn cash injection comes as entrepreneur’s telco empire is struggling with mounting debts

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Private Equity Wire

AUGUST 9, 2024

LGT Capital Partners is expanding its semi-liquid open-ended solutions with the addition of two new private equity and private credit vehicles, allowing investors to invest efficiently in the firm’s fully funded structures and the LGT Endowment. LGT has raised over $2bn in assets for the new investment vehicles, which provide institutional investors and wealth management clients with access to private markets strategies and liquidity.

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The Motley Fool

AUGUST 9, 2024

The automotive industry is evolving rapidly, and it's forcing companies like Ford Motor Company (NYSE: F) to adapt on the fly. Just six years ago former Ford CEO, Jim Hackett, made an announcement that Ford would cease all passenger car production in North America other than the prized Mustang. Six years ago it made sense for the folks at the Blue Oval to focus almost entirely on SUVs and trucks, which brought in majority of profits, and leave the low-margin passenger car business to competitors

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AltAssets

AUGUST 9, 2024

Global Alternative Investment Management LLC ("Global Alts") has successfully closed its latest venture capital fund, as it marks a significant investment in Groq, an AI-innovator which specialises in producing high-speed generative AI chips. The post Global Alternative Investment Management LLC closes venture capital fund targetting Groq investment first appeared on AltAssets Private Equity News.

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The Motley Fool

AUGUST 9, 2024

One of the biggest movements in the pharmaceutical industry right now is developing medications for weight loss. Glucagon-like peptide-1 (GLP-1) agonists such as Ozempic, Wegovy, Rybelsus, Saxenda, Mounjaro, and Zepbound are transforming how diabetes and obesity are treated. What's amazing is that all of the medications listed above are manufactured by just two companies: Novo Nordisk (NYSE: NVO) and Eli Lilly (NYSE: LLY).

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AltAssets

AUGUST 9, 2024

Valor Equity Partners, a PE investment with $17.5bn AUM, has closed its flagship fund at $2.35bn in commitments. The fund, Valor Equity Partners VI, was significantly oversubscribed from its $2bn target, according to the company. The fund received firm support from existing and new limited partners, including multinational corporations, sovereign wealth funds, family offices, endowments, […] The post Valor Equity Parters closes its flagship fund on $2.35bn first appeared on AltAssets Priva

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The Motley Fool

AUGUST 9, 2024

Spousal Social Security benefits sound pretty straightforward: You marry a qualifying worker, sign up for benefits, and receive monthly checks. This is all true, but it leaves out a few important details that retired couples and those nearing retirement need to know. Here are three key rules to keep in mind when planning your retirement budget and applying for spousal Social Security benefits.

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Accounting 246

Private Equity Wire

AUGUST 9, 2024

Mid-market private equity firm Sentinel Capital Partners has closed the merger of its portfolio company TranSystems with Gannett Fleming, another transportation infrastructure service firm and a portfolio company of OceanSound Partners. Terms of the transaction were not disclosed. TranSystems provides engineering, architecture, and design consulting solutions for US transportation end markets.

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The Motley Fool

AUGUST 9, 2024

One of the clear and present trends driving the market since early last year is that of artificial intelligence (AI). Investors need only review the list of the world's most valuable companies to see this paradigm shift on full display. Indeed, seven of the top 10 are major players in the race to adopt generative AI, with others climbing the ranks at a breathtaking pace.

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Private Equity Wire

AUGUST 9, 2024

Anduril Industries, a defence technology start-up, has raised $1.5bn in a fundraising round led by Founders Fund, the venture capital firm founded by Peter Thiel, and Sands Capital, which values the California-based start-up at $14bn. Anduril will use the proceeds to accelerate the production of autonomous weapons for the US military and its allies, as investment in the sector surges in response to the ongoing conflict in Ukraine.

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The Motley Fool

AUGUST 9, 2024

The Hershey Company (NYSE: HSY) makes many of the candy brands you'll find in every convenience store, but historically high cocoa prices are taking a toll on the business. Cocoa prices have nearly tripled since 2022, making it more costly to make candy, which is hurting Hershey's bottom line. Hershey expects full-year earnings to be flat this year, and the weak outlook for growth has caused the stock to fall 28% from previous highs.

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Financial Times M&A

AUGUST 9, 2024

European media group Mediahuis and Lord Maurice Saatchi set to fall out of auction

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The Motley Fool

AUGUST 9, 2024

Fool.com contributor Parkev Tatevosian explains what the Super Micro Computer (NASDAQ: SMCI) stock split could mean for investors. *Stock prices used were the afternoon prices of Aug. 6, 2024. The video was published on Aug. 8, 2024. Should you invest $1,000 in Super Micro Computer right now? Before you buy stock in Super Micro Computer, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Super Micro Com

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Private Equity Wire

AUGUST 9, 2024

Private equity buyout activity made a resurgence in the first half of the year, with direct lending emerging as a crucial component in the current market topography, according to the latest data from Mergermarket and Debtwire. The H1 2024 Buyout Highlights reports reveal that in the US, buyouts surged to $146bn from $108bn in H1 2023, led by Truist Insurance’s $12.3bn acquisition by Stone Point Capital, Clayton Dubilier & Rice, and Mubadala Investment.

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The Motley Fool

AUGUST 9, 2024

The stock market's jitters are spreading quickly. Just a few weeks after major market indexes peaked, stocks are plunging with the Nasdaq Composite (NASDAQINDEX: ^IXIC) already having entered a correction (a decline of more than 10% from a recent peak). Stocks fell sharply for the third straight day on Monday as investors wrestled with downbeat economic data and a shock in Japan after the Nikkei fell double-digits as the Bank of Japan surprised investors with a rate hike.

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AltAssets

AUGUST 9, 2024

Creative Planning, one of the largest independent wealth management firms in the U.S., is reportedly seeking to raise between $1bn and $4bn, according to a report by Citywire. The post Creative Planning eyeing capital rise of up to $4bn first appeared on AltAssets Private Equity News. The post Creative Planning eyeing capital rise of up to $4bn appeared first on AltAssets Private Equity News.

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The Motley Fool

AUGUST 9, 2024

The stock market's recent sell-off has some investors concerned about their investments and even the overall health of the U.S. economy. But over many people's investing lifetimes, markets will sometimes go up and sometimes go down, and changes can happen rather quickly. If the recent volatility has you looking for more stable investments, consider a few established cash-generating companies that have a long history of dividend payments.

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Private Equity Wire

AUGUST 9, 2024

Earnings data compiled by Bloomberg has revealed that listed PE firms are amassing significant capital ahead of a resurgence in dealmaking, with seven major firms reporting a combined $722bn in dry powder as of 30 June, a 9% increase from the previous year. Anticipated Federal Reserve interest rate cuts are also expected to further boost the firms’ deal-making capabilities.

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The Motley Fool

AUGUST 9, 2024

Fool.com contributor Parkev Tatevosian discusses what these comments could mean for Palantir (NYSE: PLTR) stock investors. *Stock prices used were the afternoon prices of Aug. 6, 2024. The video was published on Aug. 8, 2024. Should you invest $1,000 in Palantir Technologies right now? Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Palantir Technologies

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Returns Portfolios Investors Investing 242

Financial Times: Moral Money

AUGUST 9, 2024

Also in today’s newsletter, US nuclear energy sector primed for a political boost

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The Motley Fool

AUGUST 9, 2024

Any big move that Warren Buffett makes could be a front-page headline, and the investing community was buzzing over the weekend with the news that Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) sold almost half =its Apple stock in the second quarter. That came on the heels of other large sales in the portfolio. Let's see what's happening, and why Buffett might be a seller right now.

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Financial Times M&A

AUGUST 9, 2024

Retail investors may be tempted to join investment business’s co-founder and stick around for a while

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The Motley Fool

AUGUST 9, 2024

This month, a sell-off has wiped billions from the stock market, with the Nasdaq Composite down nearly 10% in the last 30 days. Fears of a recession have deeply concerned investors after news broke that the U.S. added 114,000 jobs in July against expectations of 175,000. However, tech's long growth history and reputation for offering stockholders consistent and significant gains over many years make it a compelling place to invest.

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AltAssets

AUGUST 9, 2024

The investment firm that owns Les Schwab Tire Centers is considering its options, including a sale of the tire retail chain that could value it at more than $7bn, including debt, reported Reuters from people familar with the matter. According to the platform, Meritage Group has connected with investment bankers at Goldman Sachs to launch a sale process for […] The post Deal Roundup: Hargreaves Lansdown acquisition deal, Trend Micro explores sale first appeared on AltAssets Private Equity N

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The Motley Fool

AUGUST 9, 2024

The S&P 500 (SNPINDEX: ^GSPC) index soared 15% in the first half of 2024 with almost no volatility. It was practically a dream period for investors. But it has since plunged 8.5% from its all-time high, with most of that drop occurring in August alone on the back of a Japanese currency shock. History suggests the S&P 500 always climbs to new highs given enough time, so corrections are typically a buying opportunity.

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Financial Times M&A

AUGUST 9, 2024

US candy maker wants to diversify its portfolio, but the takeout price is too high

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Portfolios 84

The Motley Fool

AUGUST 9, 2024

Intel (NASDAQ: INTC) stock fell again in Friday's trading. The company's share price closed out the daily session down 3.8%, according to data from S&P Global Market Intelligence. The stock has been getting crushed lately, and its valuation took another hit today after the semiconductor specialist announced that it would be delaying its Intel Innovation conference.

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Returns Investors Companies Portfolios 186

Financial Times M&A

AUGUST 9, 2024

Consortium led by CVC says UK’s biggest DIY investment platform’s rivals offer services at ‘lower cost’

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Bidding Investing 84

The Motley Fool

AUGUST 9, 2024

Shares of Rocket Lab USA (NASDAQ: RKLB) shot up over 15% at one point this week, according to data from S&P Global Market Intelligence. The new rocket launch and space flight company is building on its large ambitions by growing its revenue and backlog for existing launch systems in its second-quarter earnings report. It also announced a progress update for its large Neutron rocket system.

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