Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities. While such a simple asset allocation may work for many investors, it is my view that too little thought is given to other diversification tools that may enhance a portfolio by addressing some vulnerabilities that can result when a portfoli

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The Motley Fool

OCTOBER 31, 2024

Shares of Twilio (NYSE: TWLO) rocketed as much as 18% higher on Thursday, powered by an impressive earnings report. The stock cooled down to a still-impressive 16% gain by 3 p.m. ET. Twilio is leaving analyst targets in the dust The Street consensus had called for third-quarter earnings of roughly $0.86 per share on sales near $1.09 billion. Instead, Twilio's revenues rose 10% year over year to $1.13 billion.

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A Wealth of Common Sense

OCTOBER 20, 2024

There are certain financial publications that you can just tell have a European bent to them. They use words with an extra “u” like favourite, glamour, or colour. They use cheque instead of check. And per cent has a space for some reason. The Financial Times and The Economist come to mind. The Economist has a new special report with a series of stories about how America is the envy of the world, economically s.

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Blackstone

OCTOBER 31, 2024

In our view, the intersection of digital infrastructure and the need for power is one of the most exciting and critical investment themes of our time. As AI continues to evolve, the demand for data centers and power will only grow, creating a wealth of opportunities. At Blackstone, we’re committed to being at the forefront of this megatrend, and I believe the next decade will bring tremendous value to investors who recognize the potential in this space.

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The Big Picture

OCTOBER 24, 2024

What do the Great Depression, the Great Financial Crisis, the Stagflationary 1970s, and the upcoming 10-years have in common? If you are a strategist at Goldman Sachs , then a lot. At least if you do forecasts for market returns over the next decade (lol), you may see incredible similarities. ICYMI: David Kostin and his team of strategists see a 72% chance the S&P 500 underperforms Treasuries, and a 33% possibility equities return less than inflation.

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FinSMEs

OCTOBER 31, 2024

Flower, a Stockholm, Sweden-based energy tech company, raised additional €20M in funding, closing the total of Series A at €45M. The round was led by Northzone with additional investment from Giant Ventures, 82an Invest, Sony Innovation Fund, and angel investors Thomas von Koch and Sebastian Knutsson. Northzone General Partner Pär-Jörgen Pärson has also joined Flower’s board.

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The Motley Fool

OCTOBER 31, 2024

The Vanguard Utilities ETF (NYSEMKT: VPU) has returned 30% year to date, outstripping the 23% return in the S&P 500 (SNPINDEX: ^GSPC). The utilities sector rarely outperforms the broader market, but this year has been an exception. Investors have piled into utility stocks on the premise that artificial intelligence will boost energy consumption.

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A Wealth of Common Sense

OCTOBER 15, 2024

The Great Financial Crisis decimated the balance sheets of most Americans. How could it not? Housing prices were down by nearly 30%. The stock market crashed almost 60%. The unemployment rate hit double-digits. It was the worst economic period most of us have ever lived through. The collective net worth of American households reached roughly $66 trillion by the end of 2007.

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Private Equity Wire

OCTOBER 30, 2024

Blackstone has held the final close of the the first series of its evergreen institutional US direct lending fund, Blackstone Senior Direct Lending Fund (BXD), with approximately $22bn of investable capital, including expected leverage. Fundraising exceeded BXD’s original $10bn target and brings Blackstone’s global direct lending platform to over $123bn in assets under management as of the third quarter of this year.

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The Big Picture

OCTOBER 25, 2024

 This week, we speak with Toto Wolff , Team Principal & CEO of the Mercedes-AMG PETRONAS F1 Team. Prior to joining Mercedes, Toto spent time in the investment world, founding his own company Marchfifteen in 1998 and Marchsixteen in 2004. In 2009 Toto combined his passion for racing and business by investing in the Williams F1 Team. He eventually came to be the team’s Executive Director, helping to lead them toward their first win at the Spanish Grand Prix in eight years.

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FinSMEs

OCTOBER 31, 2024

Blue Earth Therapeutics Ltd, an Oxford, UK-based leader in the development of therapeutic radiopharmaceuticals, closed a $76.5M Series A financing. The round was led by Soleus Capital and co-led by Sands Capital Management with existing investor Bracco Imaging SpA also participating. Woodline Partners and PBM Capital also joined in the financing as new institutional investors.

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Top 1000 Funds

OCTOBER 21, 2024

London-based AustralianSuper deputy CIO Damian Moloney oversees the global expansion plans of Australia’s largest superannuation fund. While a global presence has clear benefits for the fund and its members, Moloney’s advice to others contemplating the same is to plan extensively and build early.

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The Motley Fool

OCTOBER 31, 2024

Visa (NYSE: V) shares an effective duopoly in the payment processing market with Mastercard (NYSE: MA). These two companies have been growing for years as consumers increasingly opt for cards over cash, a move that has benefited from the growth of online retail. Visa in particular is quite interesting right now. Despite being near 52-week highs, the stock actually looks quite cheap.

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A Wealth of Common Sense

OCTOBER 24, 2024

We also answered questions about how to write engaging content, defining your audience when writing, how to balance stories vs. numbers in a presentation and more. Further Reading: 50 Ways the World is Getting Better 1The other choices were What I Learned Losing a Million Dollars and The Money Game. The post Am I a Permabull? appeared first on A Wealth of Common Sense.

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Private Equity Wire

OCTOBER 25, 2024

KKR & Co reported robust third-quarter earnings on Thursday, driven by record transaction fees in its capital markets division, surpassing Wall Street expectations, with net income increasing by 57% to $1.24 billion, or $1.38 per hare ahead of analyst forecasts $1.20, according to a report by Bloomberg. KKR’s stock rose by 2.5% to $142 in pre-market trading on the news.

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The Big Picture

OCTOBER 7, 2024

@TBPInvictus here: If you’re not aware of the brouhaha that was stirred about a year or so ago when CA Gov Gavin Newsom signed into law (taking effect April 1, 2024) a new $20 minimum wage for so-called “limited service” (a/k/a fast food or QSR) restaurant workers, read up here , here , or here. In a nutshell, the usual suspects’ heads exploded well before the legislation even took effect, claiming it would lead to widespread devastation in the fast food space: job losses

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FinSMEs

OCTOBER 29, 2024

GMI Cloud, a Santa Clara, CA-based AI-native GPU cloud provider, raised $82M in total Series A funding. The round consisted of $15M in equity funding and $67M in debt financing in a Series A round led by Headline Asia, bringing its total capital to over $93M. Other investors included Banpu Next (BANPU.BK), and Wistron Corporation (3231.TW). The company intends […] The post GMI Cloud Raises $82M in Total Series A Funding appeared first on FinSMEs.

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Financial Times: Moral Money

OCTOBER 3, 2024

Helping investors navigate the complexities behind decarbonising hard-to-abate industries will be essential, given the need to attract more capital

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Financing Finance Capital Investors 127

The Motley Fool

OCTOBER 31, 2024

Electric vehicle (EV) companies like Tesla (NASDAQ: TSLA) have experienced incredible growth over the past decade, but they have suffered from softening demand in major markets like the U.S. and Europe in 2024. Tough economic conditions headlined by high interest rates have pushed consumers to buy cheaper gas-powered cars. Plus, a recent study by Goldman Sachs suggests a lack of rapid charging infrastructure, and falling prices in the used market are becoming a concern as more EVs hit the road.

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A Wealth of Common Sense

OCTOBER 22, 2024

The U.S. stock market has been on fire of late. But it doesn’t feel like we’ve entered the euphoric phase of investor psychology just yet. In fact, many prognosticators have been lowering expectations. Goldman Sachs put out a research piece that posits the S&P 500 could return just 3% annualized over the next 10 years (just 1% after inflation): These are their baseline assumptions and they offer a range o.

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Top 1000 Funds

OCTOBER 16, 2024

Kasper Lorenzen, chief investment officer of Denmark's PFA explains why passive is no longer applicable to the complex equity strategies that do much more than follow an index. He also explains why he believes an AI reset lies around the corner.

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XY Planning Network

OCTOBER 14, 2024

So you’ve set up your books, perhaps in one of our Set-up & Training Workshops ; now what? Keeping your books clean and up to date is essential, especially in the highly regulated financial services industry. Auditors will request a Balance Sheet, P&L, General Ledger, and Reconciliation reports. Having your accounting in a system such as QuickBooks Online allows you to easily pull these reports at a moment’s notice.

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FinSMEs

OCTOBER 31, 2024

MealMe, a San Francisco, CA-based provider of an API for food ordering, raised $8M in Series A funding. The round was led by Mercury Fund with participation from existing investors Palm Drive Capital and Gaingels. The company intends to use the funds to increase store selection while providing developer support and uptime to customers. Founded […] The post MealMe Raises $8M in Series A Funding appeared first on FinSMEs.

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Funds Capital Investors Companies 110

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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Financing Finance Companies Returns 107

The Motley Fool

OCTOBER 31, 2024

The Russell 2000 is an index of approximately 2,000 of the smallest companies listed on U.S. stock exchanges. It has delivered a gain of 10.1% in 2024 so far, which outpaces its average annual return of 8.5% over the past decade. However, the Russell is still trading in a technical bear market, which began in 2022. It needs to climb by 10.4% from here to surpass its previous all-time high, which would mark the official beginning of a new bull era for small caps.

Exchange-Traded Funds 246

Exchange-Traded Funds Debt Stock Exchanges Portfolios 246

A Wealth of Common Sense

OCTOBER 8, 2024

Each year the Bureau of Labor Statistics (BLS) updates consumer expenditure data on how Americans collectively spend and earn their money. These numbers are averages so your personal household budget probably looks different in some ways. Your circumstances — where you live, your standard of living, how much you make, family situation, etc. — often dictate how you spend.

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Finance Financing 131

Insight Partners

OCTOBER 8, 2024

This content originally appeared on BW Healthcare. While the introduction of new technologies has helped drive the evolution of healthcare, few have sparked as big of a transformation in recent years as AI. In the early days, AI in healthcare was often limited to basic data analysis and simple decision support systems. Today, it’s a sophisticated field that’s revolutionizing everything from drug discovery to patient care.

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Private Equity Wire

OCTOBER 21, 2024

ARX Equity Partners (ARX), a lower mid-cap focused private equity firm operating in Central Europe, has secured the first close of its fifth fund, ARX CE V (the Fund), with total subscribed commitments of €78m. The fund, which has a target of €100m and hard-cap of €125m, will continue to execute ARX’s strategy of investing in lower mid-cap SMEs in selected Central European countries, with a focus on B2B businesses operating in areas such as manufacturing and business services, and select sub-sec

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FinSMEs

OCTOBER 30, 2024

Tabs, a NYC-based leader in revenue automation for B2B businesses, raised $25m in Series A funding. The round was led by General Catalyst, with participation from Primary Ventures and Lightspeed. The company intends to use the funds to accelerate product development, with a focus on deepening integrations, enhancing analytics, and expanding its go-to-market activities.

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Investment Writing

OCTOBER 15, 2024

Metaphors are powerful tools for communication. I couldn’t get the phrase “the pebble in the shoe” out of my mind after an advisor mentioned it to me at an annual conference of the Financial Planning Association of Massachusetts back in 2011. Photo by Kaptain Kobold Apparently, speaker Todd Fithian of the Legacy Companies suggested that advisors tackle whatever represents “the pebble in the shoe” for their clients.

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The Motley Fool

OCTOBER 31, 2024

With shares up 2,620% in the past five years and 184% just in 2024 (as of Oct. 25), Nvidia continues to be the talk of the town. The artificial intelligence (AI) hardware maker is benefiting from strong demand for its products and services, driving rapid growth. Nvidia deserves credit for how it dominates the market for AI infrastructure. It's also very hard to overstate just how unbelievable the share price performance has been.

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Investors Capital Companies Investing 246

A Wealth of Common Sense

OCTOBER 13, 2024

Through the end of September, the S&P 500 was up more than 36% in the prior 12 months. That’s a good return. In fact, it’s good enough to put it in the top 10% of one year returns going all the way back to 1926. The stock market is on a heater. Here’s one way to look at how wonderful things have been of late: I calculated the annualized returns over various time frames going way way back.

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Stock Market Stock Market Returns 127

Million Dollar Round Table (MDRT)

OCTOBER 29, 2024

By Ivan Arturo Burbano, CLU, CFP If you’re not delegating, it’s likely you’re spending too much time doing administrative work. This could be holding back your ability to increase your production, expand your business, spend more time with family, and reach your other personal and business goals. When you’re at work, it’s important to spend time with your clients, because that’s how you get paid the most.

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Private Equity Wire

OCTOBER 31, 2024

German private equity firm has completed its sixth exit of the year with the successful stock market debut of portfolio company, Steyr Motors, in the Scale segment of the Frankfurt Stock Exchange under the ticker symbol 4X0. The first quotation was €15.90 per share, giving the business a market capitalisation of €82.7m at the start of trading, after 1,110,000 new and existing Steyr Motors shares were placed with institutional investors in a private placement at a price of €14.00 per share.

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