The Motley Fool

SEPTEMBER 20, 2024

Shares of Taiwan Semiconductor Manufacturing (NYSE: TSM) have soared over the last year, largely due to the soaring demand for cutting-edge chips capable of handling artificial intelligence (AI) workloads and a rebound in the broader semiconductor sector. TSMC, as the company is also known, is the world's largest contract manufacturer of semiconductors, serving companies like Apple , Nvidia , Broadcom , and AMD.

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Capital Returns Investors Companies 246

Private Equity Info

SEPTEMBER 18, 2024

See the top industries fueling growth to existing platform investments and recent notable acquisitions.

Investing 232

Investing 232

The Big Picture

SEPTEMBER 19, 2024

Marty’s Zweig’s Trading rules 1) The trend is your friend; don’t fight the tape hard return; 2) Let profits run take losses quickly; 3) If you buy for a reason and that reason if discounted or is no longer valid then sell 4) if the values don’t make sense then don’t participate (2 + 2 = 4) 5) The cheap get cheaper the deer get deer; 6) Don’t fight the Fed (less valid than #1); 7) Every indicator eventually bites the dust; 8) Adapt to change; 9) Don’t let your

Returns 120

Returns 120

A Wealth of Common Sense

SEPTEMBER 19, 2024

A reader asks: I know Ben talked about rate cuts and the stock market a few weeks ago but what about the economy? Did Powell just guarantee a soft landing by cutting 50 basis points this week? There are no guarantees in life or the markets, unfortunately. The rate cut helps the soft landing scenario but you never know with these things. Let’s invert this question and start with what Fed rate cuts don’t mean.

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Stock Market Stock Market 122

The Motley Fool

SEPTEMBER 20, 2024

Nvidia (NASDAQ: NVDA) stock jumped 150% in the first half of 2024, but it has been in a slump since mid-July as investors digested some potential headwinds. There was a rumored delay with the company's latest artificial intelligence (AI) chips for the data center, which are responsible for the majority of the company's revenue. Analysts have also questioned how long Nvidia's top customers will continue spending billions of dollars on their AI aspirations.

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Returns Stock Market Stock Market Investors 246

AltAssets

SEPTEMBER 16, 2024

Global Infrastructure Partners is reportedly nearing $20bn for one of the world's biggest ever infra fundraises. The post Global Infrastructure Partners said to near $20bn for latest flagship fund, eyeing $25bn goal in Q1 2025 appeared first on AltAssets Private Equity News.

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Funds Buyout Investing 116

A Wealth of Common Sense

SEPTEMBER 15, 2024

I wrote a post almost 10 years ago about money revelations in my 30s. Here’s an updated version now that I’m approaching my mid-40s (dammit Father Time): 1. Lifestyle creep isn’t always bad. Yes, you need to live below your means, delay gratification and avoid overspending. But I am not a fan of living like a pauper when you’re younger just so you can have more money when you’re older.

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Financing Finance 123

The Motley Fool

SEPTEMBER 20, 2024

Image source: Getty Images If you want to save money for retirement, the best strategy is to start. That's because the sooner you get going, the more time you have for your money to grow. The stock market tends to go up over time, sometimes by a lot; the S&P 500 index is up 18% so far this year, and up 88% in the past five years. If you keep investing in a diversified portfolio of stocks and leave your money alone to grow throughout your working life, you're likely to build up a significant

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Taxes Debt Accounting Prospects 246

Private Equity Wire

SEPTEMBER 18, 2024

Brookfield Asset Management, an alternative asset manager with approximately $1tn of AUM across infrastructure, private equity, real estate, and credit has acquired a 51% stake in fee-related earnings at alternative investment manager Castlelake. Castlelake specialises in asset-based private credit including aviation and specialty finance. As part of the $1.5bn strategic deal, Brookfield Wealth Solutions has committed to invest into Castlelake’s investment strategies and private funds.

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Asset Management Stakes Assets Finance 97

AltAssets

SEPTEMBER 18, 2024

Secondaries-focused private equity major Coller Capital has opened a Canadian office, bringing in Daniel Cohen as head of Canada private wealth to lead the operation. The post Coller Capital expands to Canada, hires Daniel Cohen as head of private wealth in the country appeared first on AltAssets Private Equity News.

Capital 97

Capital Buyout Funds Investing 97

A Wealth of Common Sense

SEPTEMBER 20, 2024

“What do you want to do?” “I want to work in a cool job with cool people.” “OK…doing what exactly?” “um…well…I mean…” This was a conversation that occurred in my senior year of college with the guidance counselor. I knew I wanted to work in finance in some capacity because I liked numbers, but beyond that, I had no plan.

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Finance Financing 121

The Motley Fool

SEPTEMBER 20, 2024

The artificial intelligence (AI) race is still in its early stages, though it might not feel like it, and there's still plenty of time for tech companies to overtake each other. For investors looking for opportunities in the space, it may be appealing to pick a small AI start-up that might grow by leaps and bounds, but larger companies have deeper pockets, making their AI investments (and shifting strategies) much more likely to succeed.

Stakes 246

Stakes Returns Companies Investors 246

Financial Times M&A

SEPTEMBER 17, 2024

Michael Kors among those called to testify as regulators try to block a deal between the owners of Coach and his brand

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Private Equity Wire

SEPTEMBER 19, 2024

Travel technology specialist Hotel Engine has secured a $140m Series C growth investment led by Permira Growth Opportunities II, a fund advised by global private equity firm Permira, giving the company a valuation on $2.1bn. Hotel Engine has used only $20m of outside capital to reach its current valuation, up from $1.3bn at its Series B in November of 2021.

Private Equity Firms 94

Private Equity Firms Private Equity Firms Investing Capital 94

AltAssets

SEPTEMBER 18, 2024

Financial services and healthcare-focused private equity investor Flexpoint Ford has made its second major investor relations hire in two years by bringing in Emily Henry as a managing director. The post Flexpoint Ford brings in Henry as IR managing director, two years after Stein hire as IR head appeared first on AltAssets Private Equity News.

Financial Services 96

Financial Services Investors Buyout Funds 96

The Motley Fool

SEPTEMBER 20, 2024

In a long-anticipated move, the Federal Reserve this week initiated a cut to the federal funds rate. While the magnitude of the cut came as a slight surprise -- analysts expected a smaller 25-basis-point cut compared to the 50-basis-point cut that was announced -- it is still believed to be the first of several additional cuts it will likely vote for over the next few years.

Exchange-Traded Funds 246

Exchange-Traded Funds Funds Returns Banks 246

Blackstone News

SEPTEMBER 20, 2024

The post Global Travel Technology Company OYO to Acquire G6 Hospitality from Blackstone Real Estate appeared first on Blackstone.

Companies 103

Companies 103

Private Equity Wire

SEPTEMBER 20, 2024

Digital Transformation Capital Partners (DTCP), a private investment firm with $3bn in AUM, has appointed Stephan Grillmaier as Head of Capital Formation Real Assets. Based out of London, Grillmaier will also join the firm’s leadership team. With over 20 years of experience in the alternative investments industry, Grillmaier will lead DTCP’s investor relations and fundraising efforts in the real assets space as the firm’s digital infrastructure strategy continues to grow.

Assets 91

Assets Capital Investment Firms Investors 91

AltAssets

SEPTEMBER 20, 2024

Global alternatives manager ICG has followed its hefty $17bn European senior debt fundraise from earlier this month with a new $1.9bn North American private debt vehicle. The post ICG follows giant $17bn European debt raise with new $1.9bn North American vehicle appeared first on AltAssets Private Equity News.

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Debt Funds Buyout Investing 93

The Motley Fool

SEPTEMBER 20, 2024

Retirement benefits may be the most well-known form of Social Security , but there are many different types of benefits available. Married couples could be entitled to extra money each month via spousal benefits. The average spouse of a retired worker collects just over $900 per month, according to data from the Social Security Administration from August 2024, so it pays to take advantage of this type of benefit.

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246

Financial Times M&A

SEPTEMBER 14, 2024

Agreement to be discussed next week could cement Mathias Döpfner’s control over media outlets Politico and Bild

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Private Equity Wire

SEPTEMBER 17, 2024

Kohlberg & Company (Kohlberg), a private equity firm specialising in middle market investing, has held the final closing of its 10th private equity fund, Kohlberg Investors X (Fund X), with $4.3bn in capital commitments. Kohlberg has also raised an additional $1.0bn in commitments for dedicated co-investment vehicles. Over 125 investors participated as limited partners in Fund X, including public pension funds, financial institutions, endowments, consultants, corporate pensions, sovereign we

Companies 96

Companies Private Equity Firms Private Equity Firms Pension Funds 96

AltAssets

SEPTEMBER 20, 2024

Spanish investor A&G is doubling down on sustainable investing with the launch of the new private equity infrastructure fund. The post Spain’s A&G eyes more sustainable infra investing with €150m-plus targeting fundraise appeared first on AltAssets Private Equity News.

Investing 91

Investing Funds Investors Buyout 91

The Motley Fool

SEPTEMBER 20, 2024

Technology continues to shape the world we live in -- so perhaps, not surprisingly, the tech sector remains one the best places to invest. And when a tech company can provide services that are high in demand, this puts it in a special category all its own. Let's look today at two such tech stocks to invest $1,000 in right now -- two companies that are go-to players in the complex process of chipmaking.

Investing 246

Investing Returns Companies Capital 246

Financial Times M&A

SEPTEMBER 15, 2024

Top government officials were unaware of talks with Italian lender that created impression approach was welcome

Bidding 101

Bidding Stakes 101

Private Equity Wire

SEPTEMBER 16, 2024

Funds managed by private investment firm Apollo have acquired a majority interest in Freedom CNG (Freedom), an owner and operator of compressed natural gas (CNG) and renewable natural gas (RNG) fuelling infrastructure in Texas. Founded in 2012, Freedom operates a fast-growing network of high capacity fuelling stations in strategic, highly trafficked locations in the Houston Metro area, providing RNG to customers including leading logistics and transportation companies, refuse companies, municipa

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Legal Investment Firms Funds Companies 97

AltAssets

SEPTEMBER 19, 2024

Headline, the early-stage investor which rebranded from e.ventures three years ago, has raised $865m for its latest fund. The post Headline, formerly e.ventures, raises new $865m fund focused on growth dealmaking appeared first on AltAssets Private Equity News.

Funds 90

Funds Investors Buyout Capital 90

The Motley Fool

SEPTEMBER 20, 2024

There are usually reasons to explain drops in growth stocks. Investors often have a laundry list of reasons they've lost faith in an up-and-coming business, and it's common for these reasons to be strongly grounded in reality. That said, investors are also prone to overreacting by not thinking about the long term, putting quality growth stocks such as Kura Sushi (NASDAQ: KRUS) , Xometry (NASDAQ: XMTR) , and Celsius Holdings (NASDAQ: CELH) on sale.

Prospects 246

Prospects Debt Investors Returns 246

Financial Times M&A

SEPTEMBER 17, 2024

Margrethe Vestager’s comments come as successor told to be ‘more supportive’ of companies

Companies 110

Companies 110

Private Equity Wire

SEPTEMBER 17, 2024

A persistently muted deal landscape, resulting from skyrocketing debt costs and widespread macro-economic uncertainty, have steadily upped the pressure on private equity GPs over the past two years. Among the sources of pressure is the risk of clawbacks – LP claims on GPs’ carried interest in the event of losses. This report dives deeper into how these risks are playing out under current market conditions, and what firms are doing to adapt.

Debt 95

Debt 95

AltAssets

SEPTEMBER 17, 2024

European asset manager Aureliusis reportedly eyeing more than €750m for its latest European Opportunities fund - more than double the size of its predecessor in the strategy. The post Aurelius said to eye big fund size jump with €750m-plus European Opportunities V raise appeared first on AltAssets Private Equity News.

Funds 91

Funds Asset Management Assets Buyout 91

The Motley Fool

SEPTEMBER 20, 2024

There's no denying that artificial intelligence (AI) has generated a lot of buzz since early last year. Recent technological advances have taken these algorithms to the next level, enabling them to generate original content of all stripes, improve productivity, and streamline processes. Companies on the leading edge of this trend have profited from these advances in technology.

Stakes 246

Stakes Companies Returns Investors 246

Financial Times M&A

SEPTEMBER 19, 2024

Senior figures in German government believe Italian lender took ‘stealthy’ approach to stakebuilding

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Private Equity Wire

SEPTEMBER 20, 2024

UK-listed Intermediate Capital Group (ICG) has secured $1.9bn for the latest iteration of its North America-focused private debt strategy, the North American Credit Partners Fund III, which is 50% larger than its predecessor and has already made four investments, according to a report by CityWire. Launched in 2014, the strategy provides debt financing to private equity-backed companies with earnings before interest, tax, depreciation, and amortisation (EBITDA) ranging from $25m to $250m.

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Debt Funds Earnings Before Interest Depreciation 92