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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A Wealth of Common Sense

SEPTEMBER 1, 2024

I enjoy slicing and dicing historical stock market returns. I’m not naive enough to assume this helps predict the future. However, studying the past can provide a baseline to help set expectations when it comes to risk and a potential range of outcomes. Here’s a different way to look at returns over various time horizons for the S&P 500 going back to 1993: This is how to read this chart: Pick a starting.

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AltAssets

SEPTEMBER 6, 2024

UK venture capital fundraising has slumped in the first half of 2024, with the industry currently on track for a more than 51% decline in capital for the full year compared to 2023. The post UK VC fundraising slumps, trends favour smaller vehicles, emerging managers: PitchBook appeared first on AltAssets Private Equity News.

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Private Equity Wire

SEPTEMBER 6, 2024

Infrastructure investment specialist Infranity has launched its commingled Enhanced Return Debt strategy which, together with co-investments, has already exceeded half of its target, reaching €1.585bn in capital commitments. The Enhanced Return Debt Fund (ERDF) has received significant seed capital from Generali Group and strong support from recurring investors.

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The Motley Fool

SEPTEMBER 6, 2024

Shares of Broadcom (NASDAQ: AVGO) dropped 10.4% on Friday, following the semiconductor and infrastructure software maker's release on the prior afternoon of its report for the third quarter of fiscal 2024 (ended Aug. 4). The decline was likely largely driven by guidance for fourth-quarter revenue being a bit lower than Wall Street had expected. In the current environment for artificial intelligence (AI) stocks that have run up considerably, simply meeting or slightly beating Wall Street's estima

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A Wealth of Common Sense

SEPTEMBER 6, 2024

I bought a Peloton exercise bike during the early days of the pandemic. It’s convenient and the technology is pretty neat.1 But I never would have purchased shares in the company. I have a rule of thumb that anything new that’s fitness-related is a fad. I’ve seen far too many fad diets and fancy exercise equipment or videos come and go over the years.

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Private Equity Wire

SEPTEMBER 6, 2024

Sycamore Partners, a private equity firm specialising in consumer, distribution and retail-related investments, has acquired Playa Bowls, a rapidly expanding franchise restaurant concept, from Tamarix Equity Partners and other investors. Since its inception in 2014, Playa Bowls has grown to become the No1 player in the superfruit bowl shop segment in the US with over 250 locations across 22 states, offering a diverse and healthy menu including acai, pitaya, mango, green and coconut bowls, juices

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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

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 104

AltAssets

SEPTEMBER 6, 2024

Slauson & Co, a venture capital investor aiming to back entrepreneurs from backgrounds the VC industry has historically overlooked, has raised $100m for its sophomore fund. The post Economic inclusion-focused VC Slauson & Co seals $100m for second fundraise appeared first on AltAssets Private Equity News.

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Private Equity Wire

SEPTEMBER 6, 2024

Kain Capital, a private equity firm focused on the technology enablement of healthcare services companies, has formed a new subsidiary, Kain Analytics, to advance tech, data and workflow automation for companies in the healthcare ecosystem. Led by Kain’s Chief Technology Officer Ashish Gupta, the Kain Analytics team comprises staff who honed their experience at companies like Google, DE Shaw and ChenMed.

Capital 98

Capital Private Equity Firms Private Equity Firms Best Practices 98

The Motley Fool

SEPTEMBER 6, 2024

The last five years have been incredible for Nvidia (NASDAQ: NVDA) investors as shares of the semiconductor specialist have taken off in stunning fashion thanks to the terrific growth in its revenue and earnings, and a couple of solid catalysts in the form of video gaming and artificial intelligence (AI). An investment of just $100 in shares of Nvidia five years ago is now worth a whopping $2,850.

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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

AltAssets

SEPTEMBER 6, 2024

Asset management major AXA IM Alts has acquired investment platform CAPZA, increasing its position from majority shareholder to full ownership by 2026. The post Deal Roundup: AXA IM Alts buys CAPZA, Patria eyes Latin American rainforest reforestation appeared first on AltAssets Private Equity News.

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Asset Management Shareholders Assets Investing 98

Private Equity Wire

SEPTEMBER 6, 2024

Rexall Pharmacy Group and online health retailer Well.ca are set to return to Canadian ownership after Toronto-based private equity firm Birch Hill Equity Partners announced a deal to acquire both brands from healthcare services company McKesson Corp, according to a report by The Canadian Press. Texas-based McKesson is selling the businesses to focus on its oncology and biopharma divisions.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Portfolios Returns 98

The Motley Fool

SEPTEMBER 6, 2024

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. Despite its importance, estate planning isn't the easiest process. That's the downside. The silver lining, however, is that it's a blessing to be in a position to need estate planning. It generally means you have assets and loved ones you're eager to care for even after you're gone.

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High Net Worth Individuals Legal Education Assets 246

Investment Writing

SEPTEMBER 3, 2024

Financial Blogging’s paperback version is on sale direct from the author for shipment within the U.S. as long as supplies last. If you live in the U.S., you can buy a paperback copy of Financial Blogging: How to Write Powerful Posts That Attract Clients for only $27 including shipping. Email me your shipping address so I can send you a PayPal invoice and confirm that you’re eligible for this offer.

Prospects 99

Prospects Companies Investing 99

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

Private Equity Wire

SEPTEMBER 6, 2024

Copilot Capital, a new $200m pan-European private equity fund backed by global investment firm The Friedkin Group, has made a majority investment in SecureFlag, an software company focussed on cybersecurity training. UK-based SecureFlag specialises in providing hands-on, secure coding training for developers and engineers involved in software development.

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The Motley Fool

SEPTEMBER 6, 2024

Image source: Getty Images When I was growing up, store-brand products were never "cool." Store brands, also known as private label products, had a reputation for low quality, with no colorful logos or clever cartoon mascots. But Costco has changed the game of private label. Many Costco members find that they actually prefer the distinctive selections of Costco's store brand, called Kirkland Signature.

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Financial Services Companies Finance Financing 246

Million Dollar Round Table (MDRT)

SEPTEMBER 3, 2024

By Ming-Fong Huang, CFP, AFP Usually, we define prospects as people we talk to face-to-face; however, people are often too busy to meet. If we redefine prospects by redefining our network, we can grow the number of prospects exponentially. Connect on social media Start by asking for your prospects’ social media information and connect with them there.

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Prospects 95

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.

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Capital Funds Debt Investing 98

Private Equity Wire

SEPTEMBER 6, 2024

HPS Investment Partners, the private credit manager spun out of JPMorgan Chase & Co in 2016, has opened discussions with potential investors about an initial public offering at a valuation of over $10bn, according to a report by Bloomberg. The report cites unnamed sources familiar with the matter as confirming that the firm could make its financials public as early as next week.

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The Motley Fool

SEPTEMBER 6, 2024

Nvidia (NASDAQ: NVDA) was among the tech stocks plunging today after the Bureau of Labor Statistics reported cooler-than-expected job growth in August. Just 142,000 jobs were added last month, below expectations at 161,000, and readings from June and July were revised downward as well. The news led investors to believe that the economy was weakening faster than expected, which could be particularly damaging for growth and tech stocks like Nvidia that are relying on billions in infrastructure spe

Returns 246

Returns Investors Portfolios Investing 246

Financial Times: Moral Money

SEPTEMBER 1, 2024

Sector’s shares have soared and asset managers in debate on whether investing in it can be seen as sustainable

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Asset Management Funds Assets Investing 109

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.

Capital 98

Capital Investors Buyout Funds 98

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.

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Capital Investing Legal Capital Investments 98

The Motley Fool

SEPTEMBER 6, 2024

Image source: The Motley Fool/Upsplash OK, so you have some money in the bank. Let's say it's divided, as it is for most U.S. families, between checking , savings, and some retirement and money market accounts. But how much total does the average American have in the bank? As of 2022, the average American family had a combined total of $62,410 in the bank, divided between the sorts of accounts listed above, according to the Federal Reserve's Survey of Consumer Finances.

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Banks Accounting Finance Financing 246

Financial Times: Moral Money

AUGUST 31, 2024

Experts warn of ties between Big Tech and philanthropic bodies with groups that set corporate climate standards

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AltAssets

SEPTEMBER 6, 2024

Continuim Equity Partners, the manufacturing and industrial investor launched by former PMC Mezzanine exec George Pilafas, has beaten its Fund II hard cap through a $247m final close. The post Continuim beats hard cap with $247m Fund II final close appeared first on AltAssets Private Equity News.

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Funds Investors Buyout Investing 95

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 Finance 98

The Motley Fool

SEPTEMBER 6, 2024

The biggest news of the week in energy was that Brent crude oil prices fell by 7% to $71.32 per barrel, which sent most energy stocks into a tailspin. The price drop was largely driven by the release of relatively weak U.S. economic data. The ISM manufacturing reading was just 47.2%, indicating a contraction in manufacturing orders. On Friday, we learned just 142,000 jobs were added in the U.S. in August, well below the 161,000 expected, and revisions subtracted another 86,000 jobs from estimate

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Returns Companies Investors Portfolios 246

Financial Times M&A

SEPTEMBER 5, 2024

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

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Conglomerates 110

AltAssets

SEPTEMBER 4, 2024

Nordic SME investor Equip Capital has divested its portfolio companies Rush and iteam into a new continuation fund with €306m in commitments. The post Equip Capital raises €306m continuation vehicle for two Fund I companies, returns almost entire cost of first fund appeared first on AltAssets Private Equity News.

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