A Wealth of Common Sense
JUNE 23, 2024
I posted the following on Twitter this week: It’s turning into another banner year for the U.S. stock market (so far). Here’s a good follow-up question on these numbers: This is a legitimate concern. Since 2020 the S&P 500 has compounded at more than 14% per year. That’s not just a pandemic phenomenon either. Since the start of 2009, the S&P 500 has seen returns of 14.5% per year.
The Motley Fool
JUNE 28, 2024
There's no secret to it. The market was awash with speculation over a potential takeover bid from German industrial giant Bosch following a Reuters article on the matter. The German company is reportedly looking at bidding for Whirlpool (NYSE: WHR). The speculation highlights the value case for the stock Investors and industry management can look at companies differently.
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The Big Picture
JUNE 27, 2024
I’ve been observing how radically unusual various sentiment readings have been for a few years now. It made little sense to me that the post-pandemic era saw sentiment levels far below major dislocations such as the ‘87 crash, the 9/11 terrorist attacks, the Dotcom implosion, or the 08-09 great financial crisis. We have tried to identify the causal factors by considering social media , increases in partisanship , ignorance, even trolling of pollsters.
FinSMEs
JUNE 28, 2024
EvolutionaryScale, a NYC-based artificial intelligence powered biology startup, raised $142m in seed funding. The round was led by Nat Friedman, Daniel Gross and Lux Capital, with participation from Amazon Web Services (AWS) and NVentures, the venture capital arm of NVIDIA, as well as angel investors. The company intends to use the funds to expand operations and […] The post EvolutionaryScale Raises $142M in Seed Funding appeared first on FinSMEs.
A Wealth of Common Sense
JUNE 28, 2024
I came across a bunch of charts in the past few weeks about Europe’s economic and market struggles. Let’s take a look. These charts that show how the biggest companies in the U.S. stock market are as big or bigger than some of the biggest economic powers in Europe always get me: The UK has something like 1,900 stocks on the London exchange.
The Motley Fool
JUNE 28, 2024
Image source: Getty Images There are different guidelines out there when saving for retirement. But generally speaking, experts say you should aim to save 15% or more of your income annually for your senior years. Social Security will only replace about 40% of a typical wage in retirement, and that's without benefit cuts, which might happen if lawmakers can't fix the program's financial problems.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
FinSMEs
JUNE 27, 2024
Orby AI, a Mountain View, CA-based technology company which specialises in generative AI solutions for the enterprise, raised $30M in funding. The round was led by New Enterprise Associates (NEA), Wing VC and WndrCo with additional participation from Pear VC. The Series A financing followed a seed funding round co-led by NEA and Pear VC. […] The post Orby AI Raises $30M in Funding appeared first on FinSMEs.
A Wealth of Common Sense
JUNE 25, 2024
Here’s a headline you only see during a bull market: This is from the article: “It’s a new way of making money,” Nova told Fortune. “New possibilities for people: that you don’t have to, in this day and age, work as hard. Work smarter, not harder.” Following the stars has worked out for Nova. She quit her job as a tarot reader and astrology consultant this year to day-trade, fin.
The Motley Fool
JUNE 28, 2024
Believe it or not, we're nearly halfway through this decade. The healthcare sector could be in store for monumental changes over the next few years. These changes should present great opportunities for investors to make money. But where should they put their money? I predict these could be the best-performing healthcare stocks through 2030 (listed by descending market cap). 1.
Million Dollar Round Table (MDRT)
JUNE 23, 2024
By Elke Rubach, LL.M., CLU Sometimes during your career as a financial advisor, you may feel like you’re struggling, and working harder isn’t getting you anywhere but more frustrated and tired. When this happens, my advice is to take a day off, sit down and don’t think about anything. This is your time to disconnect and hit the reset button. This gives you space to think about what’s at the root of your challenges as well as to think back to why you wanted to be a financial advisor.
FinSMEs
JUNE 28, 2024
Synthpop, a NYC-based provider of an AI-driven platform for healthcare workflows, raised $5.6M in Seed funding. The round was led by Peterson Ventures, with participation from defy.vc, Zelda Ventures, Think+ Ventures, and OVO Fund. The company intends to use the funds to hire additional engineering team members, enhancing their ability to provide agile software development […] The post Synthpop Raises $5.6M in Seed Funding appeared first on FinSMEs.
A Wealth of Common Sense
JUNE 27, 2024
A reader asks: I was listening to WAYT and Josh mentioned and Michael seemed to agree that the small cap premium no longer exists (since the 1980s). I was hoping that this question can be discussed and dissected: What is this premium? Why doesn’t it exist anymore? How do you know? Is it still worth being owning small caps? My uneducated opinion was that small caps historically performed on par, if not better, than t.
The Motley Fool
JUNE 28, 2024
If you're like most investors, you're angling to find that stock that will turn $1,000 into a cool million. It's not an easy feat, but it has been done before, and it's likely to happen again. And some of the stocks that have accomplished this feat may surprise you. 1. Home Depot: $28.3 million If you had invested $1,000 in Home Depot 's (NYSE: HD) initial public offering in 1981, set your dividends to reinvest, and not touched that investment since then, you'd have a position worth more than $2
Private Equity Wire
JUNE 26, 2024
European private equity major EQT, through its EQT Infrastructure VI fund, has agreed to acquire storage services provider Constellation Cold Logistics from Arcus Infrastructure Partners. EQT’s investment is expected to help Constellation expand within existing and new markets, both organically and through European M&A. The transaction is expected to close this October, after which EQT Infrastructure VI is expected to be 40-45% invested.
FinSMEs
JUNE 25, 2024
Bright Machines, a San Francisco, CA-based company which specializes in intelligent, software-defined manufacturing, raised $126M in Series C funding. The round, which brought the total amount to over $400M, consisted of $106M BlackRock with participation from NVIDIA, Microsoft, Eclipse, Jabil and Shinhan Securities, and $20M in venture debt from J.P.
Top 1000 Funds
JUNE 24, 2024
The investment committee at the $94 billion State Teachers Retirement System of Ohio (STRS Ohio) has narrowly voted to block bonuses to investment staff.
The Motley Fool
JUNE 28, 2024
One of the biggest themes in the markets for the last two years has been artificial intelligence (AI). Naturally, famed entrepreneur Elon Musk has found himself at the center of the AI revolution -- and he just gave investors a big reason to seriously consider both Dell Technologies (NYSE: DELL) and Super Micro Computer (NASDAQ: SMCI). Let's explore how Musk is working with these AI leaders, and assess if these stocks are good buys right now.
Private Equity Wire
JUNE 28, 2024
Chicago Public School Teachers’ Pension & Retirement Fund has allocated $30m to private equity funds following its 20 June board meeting, according to a report by Pensions & Investments. The $12.5bn pension fund has allocated $20m to the Mesirow Private Equity Co-Investment Fund IX managed by Mesirow Financial, having previously committed $20m to Mesirow Private Equity Fund VIII-B in 2021.
FinSMEs
JUNE 28, 2024
Feon Energy, a Woburn, MA-based battery electrolyte startup spun out of Stanford University, raised $6.1M in Seed funding. The round was led by Fine Structure Ventures, with participation from Eight Roads, Foothill Ventures, MassVentures, EPS Ventures, and Valkyrie Fund. The company intends to use the funds to expand its R&D team, scale up its high-throughput molecular […] The post Feon Energy Raises $6.1M in Seed Funding appeared first on FinSMEs.
Financial Times M&A
JUNE 28, 2024
The lack of exit options for investments has forced some executives to reconsider more swashbuckling strategies
The Motley Fool
JUNE 28, 2024
Image source: Getty Images When it comes to small business financing, SBA loans are like the Swiss Army knife in your entrepreneurial toolkit. Flexible, supportive, and designed with small business owners in mind, these loans can be a game-changer for your company's growth. But navigating the world of SBA loans can feel like trying to solve a Rubik's Cube -- confusing at first but incredibly satisfying once you get the hang of it.
Private Equity Wire
JUNE 27, 2024
US healthcare-focused private equity firm Martis Capital Management has opened an office in Miami, marking its third location after Washington, DC and San Francisco. As part of the opening in Coconut Grove, Martis has added Beth Dresdale as a principal on its value creation team and David Muckey as a director on its investment team. Dresdale was previously a principal at Incline Equity Partners.
FinSMEs
JUNE 25, 2024
Compredict, a Darmstadt, Germany-based company which specializes in AI-powered solutions for software-defined vehicles, raised $15M in Series B funding. The round was led by Woven Capital, Toyota’s growth fund, with participation from existing investor Shift4Good. The company intends to use the funds to expand its global footprint, diversify its product offerings, and enhance large-scale deployment capabilities. […] The post Compredict Raises $15M in Series B Funding appeared first o
Financial Times M&A
JUNE 24, 2024
KPS deal to sell Eviosys comes as dealmakers have struggled to exit a growing stockpile of ageing investments
The Motley Fool
JUNE 28, 2024
Image source: Upsplash/The Motley Fool There's an old joke that it's impossible to get through a Target run without spending at least $100. I've certainly managed to spend less. But to be fair, the last time I went, my bill came to just over $100 courtesy of my kids being with me and wanting extra things on top of what my shopping list contained. As a general rule, I don't tend to do a lot of shopping at Target.
Private Equity Wire
JUNE 27, 2024
Growth capital investor BGF has invested £11.5m in UK leisure and hospitality EPOS solution provider Tevalis. The deal was led by Rob Johnson and James Baker from BGF’s Yorkshire and North East team. As part of the deal, Rob Caul has been appointed as a non-executive chair. Caul previously founded, scaled and oversaw HR software business Kallidus through multiple rounds of PE investment.
FinSMEs
JUNE 26, 2024
Ario, a Palo Alto, CA-based AI-powered assistant for parents, raised $16M in Seed funding. Backers included Wing Venture Capital, Floodgate, Bain Capital Ventures, Moxxie, and angels. The company intends to use the funds to expand operations and development efforts. Led by CEO Sumit Agarwal, Ario is an AI life assistant that takes care of mundane […] The post Ario Raises $16M in Seed Funding appeared first on FinSMEs.
Financial Times M&A
JUNE 25, 2024
Investment could revive speculation about takeover scenarios among world’s biggest luxury groups
The Motley Fool
JUNE 27, 2024
Several factors determine how much you collect in Social Security benefits every month, and you might have more control over them than you think. One of the biggest factors impacting your benefit is when you claim Social Security because the earlier you claim, the smaller your benefit. The difference between claiming as early as possible at age 62 and waiting until your benefits max out at 70 can be as much as 77%.
Private Equity Wire
JUNE 24, 2024
Swiss impact investor Blue Earth Capital has announced a $16m (€14.9m) loan to Samunnati, an agricultural financing firm based in Chennai, India, according to a report by Impact Investor. Samunnati offers financing, market linkages, and advisory services to over 6,000 farmer collectives and 3,500 agricultural enterprises across 28 Indian states. Founded in 2015 by Urs Wietlisbach, co-founder of Partners Group, Blue Earth Capital is owned by Swiss non-profit Blue Earth Foundation.
FinSMEs
JUNE 25, 2024
Upword, a Santa Monica, CA-based emerging knowledge management solutions provider, raised $3M in Pre-Seed funding. Backers included Telefonica (Wayra X), Go Ahead Ventures, and Goodwater Capital. The company intends to use the funds for further development of the new product as well as expansion into additional markets. Led by CEO and Founder Roee Barak, Upword […] The post Upword Completes $3M Pre-Seed Funding appeared first on FinSMEs.
Financial Times: Moral Money
JUNE 28, 2024
The $10.
The Motley Fool
JUNE 27, 2024
More than 5,700 companies are listed on the New York Stock Exchange and the Nasdaq Stock Exchange, the two largest trading platforms for U.S. securities. Some of those companies are grouped into indexes that measure different aspects of the domestic stock market. Certain indexes are quite broad, while others are rather niche. The three most popular U.S. stock indexes are in the black this year.
The Motley Fool
JUNE 27, 2024
Nvidia (NASDAQ: NVDA) is the hottest company on the planet right now -- and it's not even close. Indeed, the chip specialist is at the heart of the artificial intelligence (AI) revolution, and investors can't seem to get enough. Just days ago, Nvidia's market cap rocketed past $3.3 trillion and briefly overtook Microsoft as the most valuable company in the world.
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