The Motley Fool

SEPTEMBER 12, 2024

While it's perfectly normal for a hot trend to be captivating the attention of Wall Street and investors, two buzzy trends at the same time are somewhat rare. In addition to investors piling into stocks associated with the artificial intelligence (AI) revolution, they seemingly can't get enough of companies announcing stock splits. A stock split is a tool on the proverbial utility belt for publicly traded companies that allows them to adjust their share price and outstanding share count by the s

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A Wealth of Common Sense

SEPTEMBER 12, 2024

Our resident estate expert, Taylor Hollis, joined me on the show this week to discuss questions about CD rates, how trusts work, how to protect your finances from an illness in the family and paying off student loans with a 401k loan. Further Reading: How Individual Retirement Accounts Changed the Stock Market Forever 1Assets did fall and then stagnated coming out of the Great Financial Crisis but that was a period with.

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Financing Finance Accounting Stock Market 136

The Motley Fool

SEPTEMBER 12, 2024

A recent survey from Nationwide Retirement Institute found that two-thirds of adults don't know Social Security benefits are protected from inflation. Fortunately, retired workers and other Social Security recipients get annual cost-of-living adjustments (COLAs) designed to offset inflation. Those scheduled pay increases protect the purchasing power of benefits.

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Private Equity Professional

SEPTEMBER 12, 2024

Shore Capital Partners has formed Guidant Power as a new electrical safety platform and has acquired its first two businesses with the buys of Rozel Electrical Safety Consultants and BCH Safety. Rozel provides arc flash and NFPA 70E -related engineering and training services. NFPA 70E, more commonly referred to as the National Electrical Code and published by the National Fire Protection Association , is a widely adopted standard in the United States and serves as a reference for electrical desi

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The Motley Fool

SEPTEMBER 12, 2024

For the better part of the last three decades, investors have had a next-big-thing technology, innovation, or trend to captivate their attention. Since the internet completely changed the growth trajectory for businesses in the mid-1990s, we've witnessed massive addressable markets be assigned to genome decoding, business-to-business commerce, China stocks, U.S. housing, nanotechnology, 3D printing, cryptocurrency, blockchain technology, cannabis, augmented/virtual reality, and the metaverse.

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Private Equity Professional

SEPTEMBER 12, 2024

Rotunda Capital Partners has acquired Mama Lycha Foods in partnership with the founding Padilla family. Mama Lycha provides branded Latin American foods and beverage products to over 750 retail customers across 37 US states and 4 Canadian provinces. The company’s more than 600 SKUs of products include snacks, spices, sauces, canned goods, beverages, and dairy items.

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Investing Enterprise Values Finance Financing 130

SEI

SEPTEMBER 12, 2024

Deepened Relationship Highlights Continued Stability, Supports Acquisitions, and Powers Growth

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The Motley Fool

SEPTEMBER 12, 2024

Why do investors love biotech stocks? Because these players often work on game-changing technology that could lead to tomorrow's game-changing treatment -- and potentially blockbuster revenue. As an investor, you often have to be patient, as it takes years for a company to bring a candidate through development and reach the billion-dollar revenue stage.

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Private Equity Professional

SEPTEMBER 12, 2024

Paine Schwartz Partners has added Adam Klein as a managing director on its investment team. Mr. Klein has more than 20 years of investment experience, most recently at Crestview Partners where he focused on private equity investments in North America and Europe, leading the firm’s climate and sustainability efforts. At Crestview, Mr. Klein was a member of the firm’s investment committee, the head of its climate and sustainability investment team, the co-head of its energy vertical, and cha

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Private Equity Firms Private Equity Firms Investment Banks Investment Banking 100

The Motley Fool

SEPTEMBER 12, 2024

Image source: The Motley Fool. Kroger (NYSE: KR) Q2 2024 Earnings Call Sep 12, 2024 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good morning, and welcome to The Kroger Co. second quarter 2024 earnings conference call. [Operator instructions] Please note this event is being recorded. I'd now like to turn the conference call over to Rob Quast, senior director, investor relations.

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Liabilities Shareholders Capital Returns 246

Private Equity Professional

SEPTEMBER 12, 2024

Advent International has closed the sale of CAES Systems to Honeywell in an all-cash transaction for $1.9 billion. CAES provides advanced electronics components, including antenna systems and communication networks, used by aerospace and defense companies and has specific applications in missile defense radars and electronic warfare systems. CAES was founded in 1934 by Sir Alan Cobham and today is headquartered in Arlington, Virginia, with 13 facilities in North America and more than 2,200 emplo

Financial Services 100

Financial Services Capital Assets Portfolios 100

The Motley Fool

SEPTEMBER 12, 2024

With the Federal Reserve's next meeting just days away, the market has been pouring over any relevant economic data to look for clues on the current state of inflation and the economy as the Fed gears up to cut interest rates for the first time since early 2020. The August jobs report sent the market reeling last Friday after it showed the U.S. economy added fewer jobs than expected.

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Funds Returns Investors Investing 246

Financial Times M&A

SEPTEMBER 12, 2024

The active search comes as Pekka Lundmark has failed to revive growth

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Bidding 96

The Motley Fool

SEPTEMBER 12, 2024

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has built its business around two high-prized assets over the years: YouTube and Google Search. The latter, however, is facing some significant headwinds right now. Regulators have been taking a hard look at its dominance and recently found that it acted as a monopoly. And with a rise in artificial intelligence (AI) chatbots, there may be less of a reason for people to rely on search engines at all.

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Prospects Investment Banking Investment Banks Accounting 246

Financial Times M&A

SEPTEMBER 12, 2024

Competition and Markets Authority says deal could lead to higher bills for tens of millions of customers

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The Motley Fool

SEPTEMBER 12, 2024

The most exhilarating investment decisions often involve putting your hard-earned money to work in exciting companies that successfully disrupt industries and increase in value many times over. But not every investment has to be a home run. In fact, role players can act as foundational holdings that form the bedrock of a rock-solid portfolio. American Electric Power (NASDAQ: AEP) , Carrier Global (NYSE: CARR) , and WM (NYSE: WM) don't have the glitz and glam of a high-flying growth stock.

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Enterprise Values Conglomerates Amortization Depreciation 246

Financial Times - Banking

SEPTEMBER 12, 2024

Bespoke banking can never be nine-to-five

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Banks Investment Banking Investment Banks Investing 89

The Motley Fool

SEPTEMBER 12, 2024

The price of Bitcoin (CRYPTO: BTC) is on the rise again -- although, as always, it depends on what time frame you're talking about. Over the past 12 months, its price has surged more than 125%. Yet during the past six months, the price has pulled back by roughly 15%. Looking for the best cryptocurrencies to buy at a discount? These crypto billionaires have some ideas for you.

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Exchange-Traded Funds Venture Capital Banks Finance 246

Financial Times M&A

SEPTEMBER 12, 2024

German lender has decided to ‘put everything under review’ after Italian rival builds 9% stake

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Stakes 85

The Motley Fool

SEPTEMBER 12, 2024

There are a few things that United Parcel Service (NYSE: UPS) , Walt Disney (NYSE: DIS) , and Ford Motor Company (NYSE: F) have in common. They are Wall Street juggernauts, components of the S&P 500. The stocks all pay a dividend; two of the three currently top a 5% yield. They're also out of favor. UPS, Disney, and Ford are trading 22%, 28%, and 29% below their 52-week highs.

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Private Equity Wire

SEPTEMBER 12, 2024

The winners of the Private Equity Wire US Credit Awards 2024, which recognise fund performance and service provider excellence across credit funds, were announced at an exclusive ceremony and networking event today (12 September), at Covene, 101 Park Avenue, 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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Law Firms Debt Capital Taxes 79

The Motley Fool

SEPTEMBER 12, 2024

Financial markets are known for their unpredictable nature, with fluctuating trends and movements. However, investors who exhibit patience and a long-term perspective often encounter lucrative rewards on Wall Street. By focusing on the long term , investors can benefit from the potential growth and stability that come with enduring market cycles and trends.

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Banks Accounting Financial Services Finance 246

Financial Times M&A

SEPTEMBER 12, 2024

Deal for holding in Cornerstone joint venture comes as telecoms groups monetise infrastructure assets

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Stakes Assets 67

The Motley Fool

SEPTEMBER 12, 2024

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has fallen significantly from its previous peak in recent months as concerns about new competition in search, overspending on artificial intelligence (AI) infrastructure, and the broader health of the economy have pressured the stock lower. The stock is now down 22% from its peak in July. Some see a buying opportunity in that sell-off, and one Wall Street analyst recently weighed on with coverage on the stock.

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Stakes Returns Portfolios Investors 245

Axial

SEPTEMBER 12, 2024

Axial is happy to release its 2024 publication of the Top 50 Lower Middle Market Healthcare Investors and M&A Advisors: a list that features Axial’s 50 most active and sought-after members who worked on transactions across various healthcare sectors over the past 12 months (full methodology below). Healthcare has always undoubtedly been one of the backbones of the lower middle market.

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Investors Capital Leveraging Investment Banking 64

The Motley Fool

SEPTEMBER 12, 2024

There's no denying that the past six weeks have been brutal for high-risk, high-upside cryptocurrencies. Given the crypto "flash crash" in early August, many of them are now down anywhere from 30% to 50% for the year. The key, of course, is identifying which of these cryptocurrencies have been unfairly knocked down in price. In theory, some of them should be trading at attractive valuations right now.

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Due Diligence Mutual Funds Exchange-Traded Funds Assets 245

Financial Times - Banking

SEPTEMBER 12, 2024

Banking giants expect low or falling third-quarter growth

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Banks 57

The Motley Fool

SEPTEMBER 12, 2024

A common misconception about investing is that it takes a lot of money to get anything out of it. That couldn't be further from the truth. Yes, large sums can accelerate the wealth-building process. However, consistently investing relatively small amounts can also create a nice nest egg. With $1,000 available to invest right now, I would focus half on a high-dividend stock and the other half on a high-growth company with good long-term potential.

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Investing Debt Portfolios Stock Market 245

SuperAngel.Fund

SEPTEMBER 12, 2024

If you’re a founder, operator, or investor, you NEED to read this book… The book is called Business Jiu Jitsu and it was written by my good friend Jordan Edwards. Jordan is an accomplished author, entrepreneur, and BJJ fighter. He’s both the CEO of Mixology Clothing Company and a Partner at Chart Organization. In Business Jiu Jitsu, Jordan does something really unique: He applies the most important principles of Jiu Jitsu to entrepreneurship, leadership, and everyday life.

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Angel Investors Investors Companies 52

The Motley Fool

SEPTEMBER 12, 2024

If you have access to a 401(k) plan through your employer, you may be inclined to contribute as much money as possible to it. With a traditional 401(k), the more you put in, the more income you can potentially shield from taxes, up to the yearly IRS limit. Plus, many 401(k) plans offer an employer match. So if you contribute enough to yours, you can snag a pile of free money on top of it.

Mutual Funds 244

Mutual Funds Taxes Funds Portfolios 244

Private Capital Investment in Latin America

SEPTEMBER 12, 2024

The post LAVCA Week Update; SP Ventures exits InCeres; 1200VC commits to Lowercarbon appeared first on LAVCA.

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The Motley Fool

SEPTEMBER 12, 2024

Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) is trading near its all-time high, despite a lack of investment opportunities in recent years and several other legitimate investor concerns. On the other hand, there's still a lot to like about Berkshire, and it would be a mistake to let its valuation scare you away. With that in mind, here's a rundown of the reasons for and against investing in Berkshire Hathaway right now, and why I don't think investors are necessarily too late.

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Portfolios Returns Investors Capital 243

Zajac Group

SEPTEMBER 12, 2024

Incentive stock options (ISOs) are known for their preferential tax treatment on the total recognized gain—as long as you meet the holding period requirements for a qualified sale. As a reminder, they aren’t subject to ordinary income tax or payroll tax when exercised. If you hold the exercised options for long enough (two years after the ISOs are granted and one year after exercising), any gain between the strike price and sale price may only be subject to long-term capital gains tax (in the ev

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Taxes Education Legal Liabilities 52

The Motley Fool

SEPTEMBER 12, 2024

Palantir Technologies (NYSE: PLTR) has been around for about 20 years, but the software-as-a-service company only grabbed the world's attention in recent times. This is thanks to its use of artificial intelligence (AI) to help its customers save time and money -- and how this has translated into major earnings growth. Share performance has followed, with the stock climbing in the triple digits over the past year.

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