The Motley Fool

MAY 6, 2024

The Federal Reserve may have just given retirees the biggest indication yet that their 2025 cost-of-living adjustment (COLA) may be quite substantial. The Fed is tasked with a dual mandate: to maximize employment while maintaining stable prices. Over the past three years, it's been in a battle with ongoing inflation. Its biggest goal right now is to push inflation below 2%.

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American Investment Council

MAY 6, 2024

Washington, D.C. – The American Investment Council (AIC) released a report today, authored by PitchBook , highlighting the growing role of private credit in serving small and middle-market businesses. “Private credit is playing a crucial role in supporting businesses and delivering impressive returns for investors, especially in uncertain times,” said Drew Maloney, President & CEO of the American Investment Council. “The industry’s resilience and flexibility are filli

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The Motley Fool

MAY 6, 2024

Social Security payments get an annual cost-of-living adjustment (COLA) to protect the buying power of benefits from inflation. COLAs depend on how the CPI-W (a subset of the Consumer Price Index ) changes in the third quarter, meaning the three-month period running from July through September. For example, the CPI-W rose 3.2% in the third quarter of 2023, which led to a 3.2% COLA for Social Security benefits in 2024.

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FinSMEs

MAY 6, 2024

Opmed.ai, a Boston, MA-based provider of an AI optimization platform for healthcare, raised $15M in Series A funding. The round was led by NFX and Grove Ventures, with participation from Secret Chord Ventures, the Impact investor Sir Ronald Cohen, and Unbox Ventures. The company intends to use the funds to expand operations and development efforts. […] The post Opmed.ai Secures $15M in Series A Funding appeared first on FinSMEs.

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The Motley Fool

MAY 6, 2024

Over the last 20 years, Chipotle stock has put up monster returns. Posting a total return level of 7,000% since its initial public offering (IPO), the stock has crushed the S&P 500 's 459% return over that same time frame. Through strong same-store sales and unit volume growth, Chipotle has been able to consistently grow revenue and earnings over the last 20 years, rewarding shareholders in the process.

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FinSMEs

MAY 6, 2024

Stella Automative AI, a Tampa, FL-based provider of automotive artificial intelligence technology, raised $19.7M in Series A funding. The raise included both newly invested capital and outstanding convertible notes that converted into this Series A issuance. Backers included Reynolds and Reynolds, Qvale Auto Group, OREMOR Automotive Group, Mills Automotive Group, Bowers Automotive Group, MileOne Autogroup, […] The post Stella Automotive AI Raises $19.7M in Series A Funding appeared first o

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The Big Picture

MAY 6, 2024

It’s taken me months to organize all of my research for my next book project; it’s a lot of stuff, some dating back to 2000. Much of it reflects the bad ideas and numbers, and worse advice, that float around Wall Street. A lot of it has not aged well. But every now and then, something I saved turned out to be prescient — not because it was lucky, but because it contained a well-considered insight that has stood the test of time.

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The Motley Fool

MAY 6, 2024

Very often, dividend investors focus on dividend yield as a key selection metric. To some extent that makes sense, but it can miss important company-specific issues that might lead you to avoid a stock. That's exactly why dividend investors looking for an exchange-traded fund (ETF) need to examine Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD). Here's what you need to know.

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FinSMEs

MAY 6, 2024

Anetac, a Los Altos, CA-based startup protecting companies from blind spots of service accounts in hybrid environments, raised $16M in funding. The round was led by Liberty Global with participation from Shield Capital, GP Ventures, Anetac CEO Tim Eades and Jason Witty. The company intends to use the funds to elevate its service offerings to […] The post Anetac Raises $16M in Funding appeared first on FinSMEs.

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The Motley Fool

MAY 6, 2024

Peloton Interactive (NASDAQ: PTON) went public in 2019 at $29 per share. The company's at-home exercise equipment, fitted with digital screens and streaming capabilities, proved to be incredibly popular when the COVID-19 pandemic struck in 2020. Sales soared as lockdowns and social restrictions kicked in, and Peloton stock hit a record high of $171 in early 2021.

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FinSMEs

MAY 6, 2024

Zanskar Geothermal & Minerals, a Salt Lake City, UT-based geothermal exploration company, closed a $30M funding round. The round was led by Obvious Ventures with participation from previous investors such as Munich Re Ventures, Union Square Ventures, Lowercarbon Capital, Safar Partners, and First Star Ventures, as well as newcomer Clearvision Ventures.

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The Motley Fool

MAY 6, 2024

Apple (NASDAQ: AAPL) posted its latest earnings report on May 2. For the second quarter of fiscal 2024 (which ended on March 31), the tech giant's revenue fell 4% year over year to $90.8 billion but exceeded analysts' estimates by $190 million. Net income dipped 2% to $23.6 billion, but the company's $43.3 billion in buybacks boosted its diluted EPS by a penny to $1.53 and cleared the consensus forecast by $0.03.

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FinSMEs

MAY 6, 2024

Orange, Inc., a Tokyo, Japan-based manga localization technology company, raised JPY 2.92 billion (approximately USD 19.5m ) in pre-series A financing. The round was led by Shogakukan, Globis Capital Partners, ANRI, SBI Investment, JIC Venture Growth Investments, Miyako Capital, Chiba Dojo Fund, Mizuho Capital, Mitsubishi UFJ Capital, and GFR Fund. The funds will be used to develop […] The post Orange Raises USD 19.5M in Pre-Series A Financing appeared first on FinSMEs.

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The Motley Fool

MAY 6, 2024

Investing in the stock market is a fantastic way to build wealth, and exchange-traded funds (ETFs) can offer a simple way to make a lot of money with little effort. An ETF is a basket of securities bundled together into a single investment. Some ETFs track large market indexes, such as the S&P 500 , while others follow particular industries or other niche sectors of the market.

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Financial Times M&A

MAY 6, 2024

Spanish lender says the offer by its larger rival undervalues the company

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The Motley Fool

MAY 6, 2024

At the moment, there's seemingly no hotter trend than artificial intelligence (AI). Utilizing software and systems in place of humans, and allowing these systems to evolve over time without human intervention in order to become more proficient at their tasks, gives AI a broad use-case that covers almost every sector and industry. But what's arguably been an even more-trusted group of stocks for Wall Street and investors is companies enacting stock splits.

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A Wealth of Common Sense

MAY 6, 2024

Today’s Talk Your Book is sponsored by Franklin Templeton Digital Assets: On today’s show, we spoke with Christopher Jensen, Director of Digital Assets Research for Franklin’s Digital Asset Investment Strategies Group and co-lead of the Digital Asset Investment Strategy Investment Committee to discuss the digital asset landscape. On today’s show, we discuss: The resiliency of Bitcoin The global.

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The Motley Fool

MAY 6, 2024

You'll often hear that if you want to collect Social Security benefits in retirement, you'll need to work and pay into the program for many years. And while that is true, there's a way to qualify for Social Security without ever working a day in your life -- collecting spousal benefits. Spousal benefits are something you may be entitled to if you're married to someone who's eligible for Social Security or are divorced from someone in that same boat.

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Portfolios Returns Investors Investing 246

Financial Times: Moral Money

MAY 6, 2024

Dissecting the claim that responsible investors should consider a fiercely criticised sector

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Investors 102

The Motley Fool

MAY 6, 2024

Retiring comfortably doesn't happen by accident. It often takes years of dedicated work and savings. Fortunately, our friend, compounding , is there to help us out. Most wealthy people invest their money to grow it instead of stuffing every dollar into a savings account. If you surveyed 100 millionaires, you'd probably meet very few who got that way without investing in something that appreciated in value over the years.

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Private Equity Professional

MAY 6, 2024

TruFood Manufacturing, a contract manufacturer of snack foods and a portfolio company of Mubadala Capital, has completed its merger with Bar Bakers. Mana Tree Partners co-invested in this transaction alongside Mubadala Capital. TruFood is a contract manufacturer of branded and private-label nutrition bars, protein bars, chocolate molded products, and baked goods that are sold at… This content is for members only.

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The Motley Fool

MAY 6, 2024

Companies seeking to dominate the artificial intelligence (AI) market keep popping up like weeds. That includes many start-ups most haven't heard of and likely never will. These relatively small companies can be incredibly innovative, but it's hard -- and risky -- to try to profit from the AI boom by investing in privately held start-ups. Thankfully, there is no shortage of established corporations on the market that should benefit from the rise of AI.

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Private Equity Professional

MAY 6, 2024

Saw Mill Capital has sold Wolf-Gordon, a designer and supplier of wallcoverings, to Charger Investment Partners. Wolf-Gordon’s products – used in commercial renovation and remodeling applications – include wallcoverings, upholstery and drapery textiles, specialty paints and dry-erase coatings, and are sold to the hospitality, healthcare, education, corporate, food service and retail sectors.

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The Motley Fool

MAY 6, 2024

Meta Platforms (NASDAQ: META) and Snap (NYSE: SNAP) went in opposite directions after their latest earnings reports. Meta's stock tumbled after the company followed up its first-quarter earnings beat with a light revenue forecast for the second quarter and a commitment to higher spending on its new AI initiatives. Snap saw its stock soar after it posted a strong first-quarter report and stable guidance for the second quarter.

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Earnings Before Interest Amortization Depreciation Taxes 246

Private Equity Professional

MAY 6, 2024

Atlas Holdings has sold NPX One, a manufacturer and seller of polystyrene trays, to Breck Partners. In 2015, Atlas formed Novipax to acquire the North American foam tray and absorbent pad businesses of publicly traded Sealed Air (NYSE: SEE). In December 2020, Atlas sold Novipax to ACON but retained the company’s trays business, which manufactures… This content is for members only.

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The Motley Fool

MAY 6, 2024

Tellurian (NYSEMKT: TELL) has been going through a brutal stretch. Surging interest rates and tumbling natural gas prices have caused its stock price to crater. Shares of the natural gas company are down more than 90% from their peak a couple of years ago. However, a couple of catalysts could be just over the horizon. Here's a look at whether investors should buy shares of the liquefied natural gas (LNG) project developer ahead of these looming catalysts.

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Bidding Assets Funds Returns 246

Private Equity Professional

MAY 6, 2024

HALO Dream, a portfolio company of Transom Capital Group, has acquired BreathableBaby, a designer and manufacturer of juvenile safe sleep products. Transom acquired HALO Dream (then Aden & Anais) in June 2023. BreathableBaby manufactures and sells cribs and toddler beds; crib mattresses and pads; toddler sheets, pillowcases and pillows; infant bedding including sheets and mattress… This content is for members only.

Capital 100

Capital Portfolios Companies 100

The Motley Fool

MAY 6, 2024

Warren Buffett is the largest holder of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) stock. He owns around 227,416 shares of Class A stock, and 276 shares of Class B stock. These stakes combine for a value of roughly $136 billion, representing a 31.6% voting interest in the company. Who is the second-largest shareholder of Berkshire Hathaway? That depends on exactly what you're looking at.

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Shareholders Stakes Returns Portfolios 246

Private Equity Wire

MAY 6, 2024

DecisionPoint Systems, a retail in-store solutions and services provider focused on point-of-sale systems, will merge with an affiliate of Barcoding Holdings, a portfolio company of Pennsylvania-based private equity firm Graham Partners, in a $78.5m all-cash transaction. Under the terms of the deal, which is expected to close in July, DecisionPoint stockholders will receive $10.22 per share in cash, representing an approximate 27% premium over the closing price of $8.05 on 30 April 2024, and a y

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Private Equity Firms Private Equity Firms Shareholders Portfolios 98

The Motley Fool

MAY 6, 2024

It's been a long three years for Walt Disney (NYSE: DIS) shareholders. As recently as 2021, with COVID-19 raging and much of America stuck working and studying from home, Disney stock hit an all-time high near $190 a share as investors saw demand skyrocket for the company's new Disney+ streaming service. A series of movie flops, culture war kerfuffle, and the stubborn unprofitability of direct-to-consumer streaming, however, soon soured investors on Disney stock.

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Debt Shareholders Returns Capital 246

Private Equity Wire

MAY 6, 2024

Connecticut-based private equity firm Atlas Holdings has sold NPX One, a US manufacturer and supplier of polystyrene trays for fresh protein, to Dallas-based private equity firm Breck Partners. Terms of the transaction have not been disclosed. Atlas acquired the assets which comprise NPX One with its purchase of Sealed Air Corporation’s North American foam trays and absorbent pads (TAP) businesses in 2015, which was renamed Novipax.

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The Motley Fool

MAY 6, 2024

Roku (NASDAQ: ROKU) had a very difficult stretch operationally that started in the second quarter of 2022 due to a weak advertising market. Over the next year, the company consistently reported negative adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) until it broke the streak in the third quarter of 2023. Since then, Roku has been back on track, reporting positive adjusted EBITDA and generating positive free cash flow.

Enterprise Values 246

Enterprise Values Earnings Before Interest Amortization Depreciation 246

Private Equity Wire

MAY 6, 2024

With inflation remaining stubbornly high and the Federal Reserve seemingly set to keep interest rates higher for longer, private credit fundraising has fallen to the lowest level seen since 2020, according to a report by Bloomberg. The report cites a survey by data provider Preqin in revealing that managers across the private debt space raised $30.6bn in the first three months of this year — around 14% lower than the the average $35.8bn seen in every first quarter since 2017.

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Debt Funds Investing 96

The Motley Fool

MAY 6, 2024

Lam Research (NASDAQ: LRCX) has been on a tear since the start of 2023, more than doubling in value in that span of time and setting fresh all-time-highs. And all of this comes in the middle of a downturn for Lam's segment of the semiconductor market. What gives? Lam, along with its chip manufacturing equipment peers like ASML Holding and Applied Materials , is benefiting from nations across the globe funneling incentives toward domestic semiconductor production.

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