The Motley Fool

SEPTEMBER 5, 2024

Each year, Social Security benefits get a cost-of-living adjustment (COLA) to help retired workers and other recipients keep up with rising prices. The Social Security Administration will announce the official 2025 COLA on Thursday, Oct. 10, shortly after the Labor Department publishes September inflation data. Unfortunately, all evidence suggests the 2025 COLA will be a combination of bad news and worse news for Social Security recipients.

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Education 246

Private Equity Professional

SEPTEMBER 5, 2024

Nashville-based private equity firm LFM Capital has launched American Automation Group (AAG) as a new platform investment, acquiring Southern Tooling , Inc. and Tuttle, Inc. as its first two companies. Southern Tooling specializes in designing, building, and integrating automated equipment, robotic controls, and programmable logic controllers (PLCs) used in the medical, automotive, and industrial sectors.

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Private Equity Firms Private Equity Firms Enterprise Values Capital 130

The Motley Fool

SEPTEMBER 5, 2024

Savvy investors often look to billionaire portfolios for quality dividend stock ideas. Ray Dalio, founder of Bridgewater Associates, has a stellar reputation for spotting promising investments. Despite Dalio's retirement in 2022, his influence remains evident in the hedge fund's recent moves. In the second quarter of 2024, Bridgewater Associates purchased shares of three tier 1 dividend stocks: ExxonMobil (NYSE: XOM) , Medtronic (NYSE: MDT) , and Microsoft (NASDAQ: MSFT).

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Hedge Funds Funds Shareholders Returns 246

Private Equity Professional

SEPTEMBER 5, 2024

Speyside Equity Advisers has completed the $45 million carveout of Reed Minerals from publicly traded Enviri Corporation (formerly Harsco Corporation). Reed Minerals is a provider of abrasive blasting media used for surface preparation and roofing granules for roofing shingle manufacturing. The company’s abrasive products, sold under the Black Beauty brand, are known for their low dusting and low free silica attributes.

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Legal Consulting Consultants Funds 130

The Motley Fool

SEPTEMBER 5, 2024

Image source: Upsplash/The Motley Fool Shopping at Aldi could be a good way to save money on your grocery bills. Aldi is known for its competitive prices. And if you have a larger household, buying food at Aldi could be a less expensive way to keep your fridge stocked. But Aldi isn't necessarily the best grocery store for everyone. Here are a few signs you shouldn't shop there. 1.

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Financing Finance 246

Private Equity Professional

SEPTEMBER 5, 2024

Turnspire Capital Partners has completed its acquisition of the nutraceuticals business from specialty chemicals company Ashland, Inc. The Ashland unit will now operate under the name Pharmachem Innovations. Pharmachem Innovations (no URL is yet available) offers a broad portfolio of nutritional ingredients and custom formulation services to companies in the health and wellness sectors.

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Capital Portfolios Return On Investment Companies 130

A Wealth of Common Sense

SEPTEMBER 5, 2024

The OG financial blogger Barry Ritholtz joined me on the show this week to discuss questions about what the next recession will look like, creating an investment plan for a banker with cash on the sidelines, paying down a low interest rate mortgage and how to sell your automobile. Further Reading: The Minsky Market 1It’s pretty obvious but red for losses of 2% or worse and green for gains of 2% or more. 2All 3 have.

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Stock Market Stock Market Investing 105

The Motley Fool

SEPTEMBER 5, 2024

If there's any company that needs a big win right now, it's ailing semiconductor giant Intel (NASDAQ: INTC). Fresh off a disastrous earnings report that sent the stock tumbling and raised questions about the company's long-term strategy, Intel could have an ace up its sleeve with Lunar Lake. Massive battery life gains Intel launched its Meteor Lake laptop chips last year, which included built-in AI accelerators and improved power efficiency.

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Returns Companies Investors Portfolios 246

Mainsail

SEPTEMBER 5, 2024

Investment to support product innovation and customer success, helping financial services firms meet their digital communications archiving and regulatory compliance needs Austin, TX – September 05, 2024 – MirrorWeb , a leader in the digital communications archiving, supervision, and surveillance software space, today announced a $63 million growth equity investment from Mainsail Partners.

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Capital Financial Institutions Financial Services Investors 98

The Motley Fool

SEPTEMBER 5, 2024

Wells Fargo analyst Matthew Akers shocked the market this week when he dropped his price target on Boeing (NYSE: BA) to $119 (down from $185) and cut his rating to underweight from equalweight. The new target represents a 26% discount to the current price. Should investors take Akers' update as valid and consider selling the stock? Boeing gets a downgrade An analysis of Akers' report suggests his reasoning is sound, and there are serious questions about Boeing's free cash flow ( FCF ).

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Earnings Before Interest Amortization Depreciation Debt 246

AltAssets

SEPTEMBER 5, 2024

Startup accelerator and venture capital investor Sparklabs has raised $50m for a new fund dedicated to AI investments across the globe. The post Saudi Arabia, Asia-focused AI investor SparkLabs seals $50m fund close appeared first on AltAssets Private Equity News.

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Venture Capital Startups Funds Investors 98

The Motley Fool

SEPTEMBER 5, 2024

Investors in artificial intelligence (AI) can't seem to get enough of big tech companies in the " Magnificent Seven. " Even other stocks in the sector such as Super Micro Computer , Broadcom , and Taiwan Semiconductor have started to emerge as more-mainstream choices in the AI realm. One stock that was once flying high but has since lost altitude during the past several months is computer maker and data-storage company Dell Technologies (NYSE: DELL).

Prospects 246

Prospects Returns Investors Capital 246

AltAssets

SEPTEMBER 5, 2024

Private equity major Warburg Pincus has raised more than $4bn for its debut structured investment fund, more than double its initial $2bn target. The post Warburg Pincus raises more than double its target with $4bn-plus close of first structured capital fund appeared first on AltAssets Private Equity News.

Capital 98

Capital Funds Debt Investing 98

The Motley Fool

SEPTEMBER 5, 2024

Nvidia (NASDAQ: NVDA) has dominated stock market headlines over the last year, and for good reason. The inventor of graphics processing units (GPUs) is leading the AI revolution as its chips have been in high demand ever since OpenAI unveiled ChatGPT in late 2022. Nvidia's revenue has grown triple digits in each of its last five quarters, and the stock has jumped over 600% since the start of 2023, despite its recent pullback.

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Stock Market Stock Market Returns Companies 246

AltAssets

SEPTEMBER 5, 2024

Growth equity firm Springcoast Capital Partners has named former Oaktree Capital managing director Jennifer Spreadlove as its first head of investor relations. The post Springcoast Capital brings in ex-Oaktree IR specialist Spreadlove as its first investor relations head appeared first on AltAssets Private Equity News.

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The Motley Fool

SEPTEMBER 5, 2024

Investors love a good stock split, and here's why. While these maneuvers don't change the value of a company, they do bring down the per-share price of high-flying stocks, making the purchase of full shares more accessible to a broader range of investors. In a 10-for-1 stock split of a stock trading for $1,000, for example, you would only have to invest $100 to get a share of the company post-split.

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Returns Investors Accounting Companies 246

Private Equity Wire

SEPTEMBER 5, 2024

Baird Capital has sold its investment in end-of-life aircraft services provider, ecube Solutions Limited (ecube), to Unical Aviation Inc (Unical), an aftermarket parts supplier to the global aerospace industry backed by Platinum Equity. From locations in St Athan, Wales, Arizona, US, and Castellon, Spain, ecube has grown to become the world’s leading end-of-life aircraft service provider, supporting Circular Economy demands through the re-use and recycling of critical components.

Capital 98

Capital Investing Legal Capital Investments 98

The Motley Fool

SEPTEMBER 5, 2024

Wall Street analysts don't always make accurate predictions, but Tom Lee from Fundstrat Global Advisors has put together a string of impressive calls over the last couple of years. He said the S&P 500 index would hit 4,750 in 2023, and it closed the year at 4,769. He then predicted the S&P would hit 5,200 in 2024, which was the most bullish target on Wall Street at the time, and it surpassed that level within the first three months.

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Stock Exchanges Debt Returns Portfolios 246

Private Equity Wire

SEPTEMBER 5, 2024

Park Square Capital, a European private credit specialist, has successfully raised €3.4bn ($3.8bn) for its latest direct-lending fund, European Loan Partners II, which will lend to private equity-owned mid-market businesses across Europe, according to a report by Bloomberg. The report quotes the firm’s managing partner Robin Doumar as confirming that the new fund includes a joint venture with Sumitomo Mitsui Banking Corp.

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Funds Deal Flow Banks Financing 98

The Motley Fool

SEPTEMBER 5, 2024

Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Warren Buffett's holding company, owns several dozen publicly traded companies. It's a wise move to start tracking this portfolio. Because Buffett is such a long term investor, there aren't as many changes to the portfolio as you'd typically expect. But there was a recent purchase worth several billion dollars that deserves attention.

Leveraging 245

Leveraging Stakes Portfolios Capital 245

Private Equity Wire

SEPTEMBER 5, 2024

Goldman Sachs’ private equity investment firm, Petershill Partners, has sold an 18% stake in hedge fund LMR Partners for up to $258m in a move aimed at addressing investor concerns about the accuracy of the firm’s asset valuations, according to a report by The Times. Listed investment vehicle Petershill, which is majority-owned by Goldman Sachs, stated that the sale price was “marginally above” the $195m valuation of the stake at the end of last year.

Hedge Funds 98

Hedge Funds Stakes Private Equity Firms Private Equity Firms 98

The Motley Fool

SEPTEMBER 5, 2024

Apple (NASDAQ: AAPL) used to be an outsize position of Warren Buffett and his team at Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Although it's still his largest by a decent margin, recent sales of the stock may have some investors questioning whether this will last for much longer. Berkshire has been dumping Apple stock quarter after quarter and now has less than half of its Apple shares remaining.

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Taxes Shareholders Capital Returns 244

AltAssets

SEPTEMBER 5, 2024

New York-based buyout house Bregal Sagemount has raised almost $800m for its new fund targeting opportunistic credit and direct lending deals. The post Bregal Sagemount brings in $800m for private credit fundraise appeared first on AltAssets Private Equity News.

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Buyout Funds Debt Investing 97

The Motley Fool

SEPTEMBER 5, 2024

An exclusive report from Reuters on Wednesday appeared to paint a picture of turmoil at Intel 's (NASDAQ: INTC) nascent foundry. According to multiple sources, test wafers for semiconductor giant Broadcom that had run through Intel's upcoming Intel 18A manufacturing process came back flawed enough for Broadcom to conclude that Intel 18A was not ready for high-volume production.

Returns 244

Returns Companies Portfolios Investors 244

AltAssets

SEPTEMBER 5, 2024

Baird Capital’s private equity team has sold end-of-life aircraft services provider ecube to Platinum Equity-backed trade buyer Unical Aviation. The post Deal Roundup: Baird seals ecuve sale to Platinum portfolio company, Windrose buys into AI virtual care assistant appeared first on AltAssets Private Equity News.

Companies 97

Companies Portfolios Buyout Capital 97

The Motley Fool

SEPTEMBER 5, 2024

Social Security can go a long way in retirement, but for many older adults, it's not enough to make ends meet. Whether your savings are falling short or you simply want to extend your career, working in retirement can be a smart way to maximize your income. However, if you're working while collecting benefits, there's a sneaky rule that could affect the size of your checks.

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The Big Picture

SEPTEMBER 5, 2024

I have known Josh for nearly 15 years. Despite his writing in public that entire time, hosting two weekly shows on our YouTube channel , and showing up on CNBC three times a week, you don’t know him. Public persona aside, he is surprisingly private. I know him as well as anyone besides Sprinkles and maybe Batnick. I am going to share three things about Josh that you don’t know.

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Bidding Hedge Funds Mutual Funds Assets 91

The Motley Fool

SEPTEMBER 5, 2024

Struggling biotech Novavax (NASDAQ: NVAX) was a hot buy a few years ago as it was in the midst of developing a vaccine for COVID-19. Ultimately, it did produce an approved vaccine, but it was a bit late and did not end up generating nearly as much in revenue as it could have if it had obtained approval much earlier. And since 2022, a sell-off has ensued, with the stock losing more than 91% of its value.

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Prospects Returns Investors Portfolios 243

Financial Times M&A

SEPTEMBER 5, 2024

Chinese conglomerate Fosun selling former storied brand five years after its collapse

Conglomerates 110

Conglomerates 110

The Motley Fool

SEPTEMBER 5, 2024

Tesla (NASDAQ: TSLA) has been talking about robotaxis for years, but it has yet to launch one on public streets. Two companies have launched robotaxis, and even Uber (NYSE: UBER) is getting behind their efforts. In this video, Travis Hoium explains why Tesla is falling behind. *Stock prices used were end-of-day prices of Aug. 30, 2024. The video was published on Sept. 3, 2024.

Returns 243

Returns Portfolios Investors Investing 243

Financial Times M&A

SEPTEMBER 5, 2024

Planned exit awaits state approval and would mark a major U-turn for FTSE 100 consumer goods giant

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The Motley Fool

SEPTEMBER 5, 2024

The highest monthly Social Security benefit that can be paid to a recipient in 2024 is $4,873, which corresponds to nearly $58,500 in annual retirement income. While this would certainly be a nice amount of inflation-protected income to have in retirement, the unfortunate reality is that few retired workers get the maximum. To receive the maximum possible benefit, there are a few steps that you'll need to follow, but fewer than 1% of Americans who receive Social Security can check all three of t

Taxes 243

Taxes 243

Financial Times M&A

SEPTEMBER 5, 2024

Japanese company says Canadian rival ‘grossly undervalues’ group with proposal of close to $15 per share

Companies 89

Companies 89

The Motley Fool

SEPTEMBER 5, 2024

Shares of Okta (NASDAQ: OKTA) were pulling back last month after the cloud-based identity software specialist posted disappointing results in its fiscal 2025 second-quarter earnings report toward the end of the month. Okta's growth rate has slowed substantially since the end of the pandemic, following challenges with its integration of Auth0 and multiple security breaches.

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Accounting Returns Investors Companies 242