Private Equity Info

APRIL 3, 2024

Private Equity Info founder and managing partner Andy Jones recently joined Cornerstone International Alliance managing director Nick Olsen on his podcast, The M&A Mastermind. The conversation provides valuable insights for sell-side M&A professionals, with advice for nurturing relationships to increase referral activity, and avoiding the temptation to accept lower-quality deals when business is slow.

Investment Banks 262

Investment Banks Investment Banking Banks Investing 262

The Motley Fool

APRIL 5, 2024

Image source: The Motley Fool/Upsplash In 2021, Dollar Tree caused an uproar when it raised its standard price from $1, as the store name implies, to $1.25. The retail giant then rolled back its prices to $1 in 2023, a move that coincided with cooling inflation. But now, Dollar Tree has announced that it will be adding a host of new products to its inventory lineup this year.

Financing 246

Financing Finance 246

Private Equity Professional

APRIL 2, 2024

Vance Street Capital has acquired Keltec Technolab, a provider of aftermarket filtration components. The buy of the company is Vance Street’s seventh platform investment out of its third fund, Vance Street Capital III LP. Keltec designs and manufactures more than 12,000 SKUs of filtration products including air/oil separators, air filters, oil filters, exhaust mufflers, coalescing… This content is for members only.

Capital 246

Capital Funds Companies Investing 246

A Wealth of Common Sense

APRIL 2, 2024

Millennials around my age group graduated into the teeth of the Great Financial Crisis. The labor market stunk and not just for a short while. The unemployment rate in America averaged nearly 7% from 2006 through the end of 2015: It was hard for young people to find work. And if you did find a job it probably wasn’t something you actually wanted to do.

145

145

Private Equity Insights

APRIL 5, 2024

Pet care company Rover Group said private equity firm Blackstone will take it private in a $2.3 billion all-cash deal. The company’s shareholders will receive $11 per share at a premium of 29.4% from the last close price. Blackstone approached Rover directly about a potential deal without the company being up for sale, people familiar with the matter said.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Debt Shareholders 130

The Motley Fool

APRIL 5, 2024

Tesla (NASDAQ: TSLA) was the world's largest electric vehicle (EV) company as measured by sales up until the final quarter of 2023. That's when China-based BYD snatched the title away. And growing competition is just the latest challenge the company faces. Tesla stock trades down 33% in 2024 already, but it has been sliding since late 2021 and now sits 59% below its all-time high.

Investors 246

Investors Companies Returns Investing 246

The Motley Fool

APRIL 5, 2024

Amazon 's (NASDAQ: AMZN) stock has risen nearly 80% over the past 12 months. The e-commerce and cloud leader grappled with a post-pandemic slowdown and tough macro headwinds in 2022, but its core businesses have been stabilizing. Amazon still remains a few dollars below its record high of $186.12 set on July 8, 2021. But could it rally even more and set new all-time highs over the next 12 months?

Leveraging 246

Leveraging Returns Investors Portfolios 246

The Motley Fool

APRIL 5, 2024

An effort by Caterpillar (NYSE: CAT) to help the railroad industry stem its emissions got a boost Friday, and its stock price is going along for the ride. Shares of the heavy equipment manufacturer were up by 3% as of 2 p.m. ET after Canadian National Railway (NYSE: CNI) announced the purchase of its first hybrid mainline locomotive. Charging into a new market Caterpillar is best known for its massive construction and mining machines, but for nearly a decade, it has also owned Progress Rail Serv

Returns 246

Returns Investors Portfolios Investing 246

The Motley Fool

APRIL 5, 2024

One of the most disappointing international stocks over the past five years undoubtedly has been Chinese e-commerce, logistics, and technology infrastructure company Alibaba (NYSE: BABA). While the S&P 500 has risen over 80% over that time, Alibaba stock is down nearly 60%. Over that period, Alibaba has been able to grow both revenue and earnings.

Initial Public Offering 246

Initial Public Offering Prospects Stock Market Stock Market 246

The Motley Fool

APRIL 5, 2024

The cryptocurrency market is soaring. It's now valued at close to $2.6 trillion. This is a huge gain from the start of 2023. The bullish sentiment has lifted Bitcoin to near all-time highs. Not all cryptocurrencies are benefiting as much. Ripple (CRYPTO: XRP) currently sits 85% below its peak price, which was set in January 2018. But at a market cap of $32 billion, this remains on the radar of digital asset investors hoping for things to turn around.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Financial Institutions Legal Banks 246

The Motley Fool

APRIL 5, 2024

As Bernstein analyst Toni Sacconaghi wrote in a note to investors on Tuesday, Tesla 's (NASDAQ: TSLA) first-quarter deliveries were "brutal." Deliveries fell about 9% year over year and 20% sequentially. These poor results likely have many investors reevaluating their investment theses on the stock. While some may excuse this lull in Tesla's sales in anticipation of a potential reacceleration in the electric-car company 's vehicle-delivery trends in future quarters, others may conclude it's a re

Financing 246

Financing Finance Banks Returns 246

The Motley Fool

APRIL 5, 2024

A Roth IRA's biggest appeal is the tax-free withdrawals it promises in retirement. It could save you a fortune compared to deferring taxes if you expect your income to remain roughly the same or rise after leaving the workforce. But some don't realize that tax-free withdrawals aren't a guarantee. In some situations, you could owe taxes on your Roth IRA funds if you're not careful.

Taxes 246

Taxes Education Accounting Funds 246

The Motley Fool

APRIL 2, 2024

Walmart (NYSE: WMT) and Alibaba (NYSE: BABA) are two of the world's largest retailers. Walmart operates more than 10,500 stores and warehouse clubs across 19 countries and a wide range of e-commerce websites. Alibaba owns Taobao and Tmall, the two largest e-commerce marketplaces in China, several overseas marketplaces, and more than 300 brick-and-mortar supermarkets.

Initial Public Offering 246

Initial Public Offering Stakes Returns Companies 246

The Motley Fool

APRIL 2, 2024

Leading companies that are involved in artificial intelligence (AI) technology have already driven big gains for investors over the last year, but it's not too late for investors to capitalize. Almost every industry will eventually benefit from the increases in productivity that AI brings, and investors are just seeing a tiny bit of what this technology will do for businesses and consumers in the decades to come.

Shareholders 246

Shareholders Capital Returns Investors 246

The Motley Fool

APRIL 5, 2024

It's easy to hate on Icahn Enterprises (NASDAQ: IEP) stock these days. Over the past 12 months, shares have lost more than two-thirds of their value. Some investors believe a turnaround is just around the corner. Others believe the stock should be left for dead. Is Icahn Enterprises a buy, sell, or hold right now? Don't expect many dividends The first thing many investors notice about Icahn Enterprises stock is its 30% dividend yield.

Stakes 246

Stakes Assets Portfolios Returns 246

The Motley Fool

APRIL 5, 2024

Hedge fund billionaire Dan Loeb compared artificial intelligence (AI) to the industrial revolution in a letter to clients written last year. The industrial revolution was a characterized by a dramatic increase in economic output as machines replaced human workers. AI promises a similar step-function increase in productivity across virtually every industry.

Hedge Funds 246

Hedge Funds Investing Consulting Consultants 246

The Motley Fool

APRIL 2, 2024

Over the last 30 years, no next-big-thing trend or innovation has come close to rivaling the advent of the internet. However, artificial intelligence (AI) has the potential to do for businesses in this generation what the internet did for corporate America three decades ago. By the turn of the decade, analysts at PwC foresee AI, which relies on software and systems in place of human oversight, increasing global gross domestic product by $15.7 trillion.

Conglomerates 246

Conglomerates Accounting Returns Companies 246

The Motley Fool

APRIL 2, 2024

Crypto stocks and cryptocurrencies in general have posted big gains in 2024. Many believe the run has just begun. You can, of course, opt to simply buy cryptocurrencies like Ethereum and Bitcoin. But there are other ways to profit from the rise of crypto. There are two crypto stocks in particular that could skyrocket in value over the coming months and years.

Banks 246

Banks Accounting Returns Companies 246

The Motley Fool

APRIL 1, 2024

In February, as it does regularly, Fidelity released information on its customers with 401(k) accounts and how they're doing. This is always kind of a big deal because Fidelity is a behemoth among 401(k) administrators that companies hire to manage their workers' retirement savings. Specifically, Fidelity noted that as of the end of 2023, the number of 401(k) accounts with balances of $1 million or more was 422,000, up a hefty 21% over the previous quarter.

Accounting 246

Accounting Taxes Funds Investing 246

The Motley Fool

APRIL 1, 2024

Social Security is more vital to millions of Americans than many people appreciate. As of December, it was serving nearly 68 million Americans with retirement benefits, disability benefits, and survivor benefits, and those benefits made up roughly 30% of the income of folks over 65. Even more eye-opening is this tidbit from the Social Security Administration: "Among Social Security beneficiaries age 65 and older, 12% of men and 15% of women rely on Social Security for 90% or more of their income

Taxes 246

Taxes Funds Investing 246

The Motley Fool

APRIL 1, 2024

Warren Buffett likes dividends. Sure, his own Berkshire Hathaway doesn't pay dividends and has never done so. However, Buffett has ensured Berkshire's portfolio is loaded with dividend stocks. Berkshire has positions in 12 stocks that offer dividend yields at least twice the yield of the S&P 500 (my criterion for a high yield). Here is every high-yield dividend stock Buffett owns -- ranked from worst to best.

Conglomerates 246

Conglomerates Prospects Financial Services Shareholders 246

The Motley Fool

APRIL 2, 2024

I'm self-employed, so I'm on my own when it comes to saving for retirement. I don't have a pension plan or a 401(k) match to help me retire more comfortably. So I take a reasonably cautious approach with my retirement account. I strive to make investments that I firmly believe will grow my retirement nest egg over the long term. That's why I focus on dividend stocks.

Accounting 246

Accounting Assets Capital Returns 246

The Motley Fool

APRIL 2, 2024

Tesla (NASDAQ: TSLA) , once a darling of the stock market, saw its shares reach an impressive all-time high of $409.97 in November 2021. However, since then the stock has been quite turbulent and is currently trading nearly 56% below its all-time high. The reason? Much of this drawdown can be attributed to weak electric vehicle (EV) demand amid a high-interest rate environment, a slowdown in China's EV market, and the company's declining margins due to multiple price cuts.

Stakes 246

Stakes Stock Market Stock Market Companies 246

The Motley Fool

APRIL 2, 2024

Enbridge (NYSE: ENB) has been an exceptional investment over the decades. The Canadian pipeline and utility operator has delivered more than an 11% compound annual total return over the past 20 years. That has outpaced the S&P 500 and its nearly 10% annualized total return, and its peers in the utilities and midstream sectors, with about 8% average annual total returns.

Enterprise Values 246

Enterprise Values Investing Earnings Before Interest Amortization 246

The Motley Fool

APRIL 1, 2024

Image source: The Motley Fool/Upsplash It's widely recommended to invest with retirement accounts because of their tax benefits. With traditional 401(k)s and individual retirement accounts (IRAs) , your contributions are tax-deductible in the year you make them. With Roth 401(ks) and Roth IRAs , you don't need to pay taxes on your withdrawals in retirement.

Accounting 246

Accounting Taxes Funds Returns 246

The Motley Fool

APRIL 1, 2024

Shares of Home Depot (NYSE: HD) finished lower today as investors seemed to give a thumbs-down to its deal to buy SRS Distribution, a leading specialty-trade company that will help it expand its presence in the pro market. The stock closed down 4.1%. Image source: Home Depot. Home Depot makes a big move Home Depot will acquire SRS Distribution for $18.25 billion, including debt, and will pay for the deal with cash on hand in debt.

Earnings Before Interest 246

Earnings Before Interest Amortization Depreciation Debt 246

The Motley Fool

APRIL 2, 2024

Amazon (NASDAQ: AMZN) began as an online bookseller when it was founded in 1994. E-commerce remains the company's largest source of revenue, but it has also expanded into other areas of the technology sector, including cloud computing, streaming, digital advertising, and now artificial intelligence (AI). AI could be one of the greatest financial opportunities in history, and Amazon is tackling it from multiple angles.

Returns 246

Returns Investors Capital Companies 246

The Motley Fool

MARCH 31, 2024

Investing can be tedious. That's especially the case when you want to buy multiple stocks. It's not difficult, but it can take a while. That's where exchange-traded funds (ETFs) come in handy. You can buy many stocks in one fell swoop. With the so-called "Magnificent Seven" stocks powering the overall stock market, some investors could be interested in scooping up all of them.

Exchange-Traded Funds 246

Exchange-Traded Funds Stock Market Stock Market Funds 246

The Motley Fool

MARCH 31, 2024

Image source: Getty Images Sam's Club boasts more than 69 million members, many of whom know precisely what they want to buy before entering the warehouse club. While it's good to have a plan, it's important to update it occasionally. If you're a Sam's Club member who finds themselves picking up the same items every week, it's possible you're missing out.

Consulting 246

Consulting Consultants Financing Finance 246

The Motley Fool

MARCH 31, 2024

Making money in the stock market doesn't have to be difficult or complicated. It can get that way, however, if you try to get too greedy or aggressive. If you're willing to stay the course and buy and hold investments that you're willing to be patient with, it's not impossible by any means to grow a $10,000 portfolio to $1 million or more by the time you retire.

Exchange-Traded Funds 246

Exchange-Traded Funds Stock Market Stock Market Returns 246

The Motley Fool

MARCH 31, 2024

By the time the stock market next opens, April will be here. With that month comes the standard April 15 filing deadline for U.S. income taxes. As of March 15 -- one month before the deadline -- the average taxpayer getting a refund will see a decent $3,109 payment headed their way. Although in most cases, a refund simply represents a repayment of previously overpaid taxes, it still feels nice to get that cash back.

Taxes 246

Taxes Legal Returns Capital 246

The Motley Fool

MARCH 31, 2024

Image source: The Motley Fool/Upsplash Everybody needs to save for retirement. Whether you're doing this already or are about to start, you probably want to build your retirement savings as efficiently as possible. There's a smart strategy you can follow to help with this, but nearly half of Americans haven't tried it. The best way to save for retirement is through retirement accounts.

Taxes 246

Taxes Accounting Funds Capital 246

The Motley Fool

MARCH 31, 2024

Many seniors retire with little to no savings and wind up heavily reliant on the benefits they receive from Social Security. That's not a good thing, though, because those monthly benefits generally will not come close to replacing your pre-retirement paycheck in full. That's why it's so important to do your part to save independently. Now Motley Fool research finds that the median retirement savings balance among Americans aged 55 to 64 is $185,000 as of 2022, while the median balance among tho

Investing 246

Investing 246

The Motley Fool

APRIL 1, 2024

Image source: Getty Images Saving money is the sort of thing I feel perpetually compelled to do. But it's not always easy. Whether it's my home, my car, or my kids, I feel there's always some sort of unexpected expense that pops up and rains all over my savings plans. That's why I try my best to compensate by upholding savvy personal finance habits that naturally lend to savings.

Financing 246

Financing Finance Banks 246