The Motley Fool

JULY 6, 2024

Gates isn't the only centibiliionaire funding the nonprofit. The foundation's trust includes an equity portfolio valued at around $46 billion today, but over two-thirds of that amount, about 68%, is invested in just three stocks. Microsoft has become a leader in AI, thanks in part to its investment in ChatGPT creator OpenAI.

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The Motley Fool

AUGUST 14, 2024

What makes Berkshire Hathaway a resilient investment? A young Warren Buffett bought his first shares of Berkshire Hathaway, which was a struggling textile maker at the time, for his fund in 1962. Its wholly owned insurance underwriting and insurance-investment subsidiaries generated 40% of its total operating earnings in 2023.

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Conglomerates Enterprise Values Exchange-Traded Funds Leveraging 246

The Motley Fool

AUGUST 20, 2024

It also invested considerable funds in short-term bonds, where they may stay for the foreseeable future. However, that still leaves the company open to finding more lucrative investments than Apple, and these artificial intelligence (AI) stocks could bring higher returns. Should you invest $1,000 in Monday.com right now?

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The Motley Fool

OCTOBER 15, 2024

They are rare, but unicorn investments like Amazon , decades ago, have gone on to turn modest sums into fortunes. SoundHound AI's investment potential will depend on how much it can expand into new applications. Amelia is a conversational AI company for enterprises with nearly 200 customers across various industries. Absolutely.

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The Motley Fool

OCTOBER 19, 2024

Here's how the numbers break down: Average Enterprise Value-to-Sales Ratio (EV/S) From: 2004-2013 2014-2023 2003-2023 Boeing 0.9 Data on its average enterprise value-to-sales ratio for 2014 is missing because the company changed its fiscal year in 2015, skewing the data somewhat. General Dynamics 1.0 Lockheed Martin 0.8

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Enterprise Values Finance Financing Investors 241

The Motley Fool

JULY 6, 2023

The widely followed founder, CEO, and chief investment officer of Ark Invest aggressively added to her exchange-traded funds' portfolios on Wednesday after the markets reopened from their observance of Independence Day. And it's the fourth-largest position overall across Ark Invest's ETFs.

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Enterprise Values Exchange-Traded Funds Return On Investment Accounting 246

Private Equity Professional

SEPTEMBER 20, 2023

Hartford Funds has launched Hartford Schroders Private Opportunities Fund (HSPOF), a new fund for accredited investors that will invest in private equity. Sectors of interest include healthcare, technology, consumer,… This content is for members only.

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The Motley Fool

DECEMBER 15, 2023

MicroStrategy (NASDAQ: MSTR) and Riot Platforms (NASDAQ: RIOT) represent two different ways to invest in Bitcoin 's (CRYPTO: BTC) rally of about 150% this year. That's more than 40% of MicroStrategy's current enterprise value of $9.4 But as investors focus on its BTC investments, its core software business remains sluggish.

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The Motley Fool

OCTOBER 15, 2024

MicroStrategy (NASDAQ: MSTR) and Marathon Digital (NASDAQ: MARA) represent two different ways to invest in Bitcoin (CRYPTO: BTC). MicroStrategy was once a slow-growth enterprise software company, but it went all-in on Bitcoin by buying the world's top cryptocurrency during the past four years. That's 35% of its enterprise value of $4.83

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Private Equity Professional

NOVEMBER 20, 2023

Shorehill Capital has held a final, oversubscribed closing of its second fund, Shorehill Private Equity II LP, with $260 million in capital commitments, exceeding its $250 million target.

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The Motley Fool

DECEMBER 17, 2024

His hedge fund, Pershing Square Capital, invests in high-quality businesses with stocks that Ackman feels have become mispriced relative to their intrinsic value. He then uses his sway as a large shareholder to influence management and unlock value. billion portfolio is invested in just three companies.

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The Motley Fool

NOVEMBER 12, 2024

Inflation and elevated interest rates made hydrogen projects more expensive to fund and even less appealing. Both of these stocks are volatile, but they have the potential to turn a modest $200 investment into a few thousand dollars over the next few years. With an enterprise value of $2.67 Image source: Getty Images.

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The Motley Fool

NOVEMBER 24, 2023

By some measures, though, Semtech stock could be a great long-term value. Is the stock worth investing in right now? As for the cost of acquiring Sierra Wireless, Semtech paid an enterprise value of $1.2 At the end of July, Semtech reported cash and short-term investments of $148 million, and total debt of $1.86

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Enterprise Values Debt Investors Companies 246

The Motley Fool

JUNE 20, 2023

At its peak, UiPath had an enterprise value of $41.3 But today, UiPath only trades at about $19 per share, with an enterprise value of $8.8 Assuming you had $50,000 to invest right now, could UiPath generate a 20-bagger return to become $1 million? on May 24, 2021. Image source: Getty Images.

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Enterprise Values Initial Public Offering Exchange-Traded Funds Returns 246

The Motley Fool

FEBRUARY 6, 2024

The Ark Invest co-founder, CEO, and stock picker has seen some of her largest positions take a hit. Ark's largest exchange-traded fund is down 14%, a sharp contrast to the modest ascent by the general market. The shares are trading at an enterprise value that is a reasonable 2.5 times trailing revenue.

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Exchange-Traded Funds Enterprise Values Funds Returns 245

The Motley Fool

JANUARY 9, 2024

With an enterprise value of $810 million, its stock might seem cheap at three times its 2024 sales, but its ongoing production issues could make it difficult for it to match those estimates. With an enterprise value of $6.7 Should you invest $1,000 in Nikola right now? billion to support its growth through 2025.

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Mergers and Acquisitions Enterprise Values Returns Investors 246

Private Equity Professional

OCTOBER 29, 2024

Nautic Partners has announced the close of its latest fund, Nautic Partners XI LP (“Fund XI”), with $4.5 We believe our success and growth is due to our ability to consistently execute our investment strategy while maintaining our culture. Nautic used Evercore Private Funds Group as its Fund XI placement agent.

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The Motley Fool

OCTOBER 8, 2023

The pandemic overhang Improving operations is good, but below you can see that Carnival's enterprise value (market cap plus debt) is still about the same as it was before the pandemic. CCL Enterprise Value data by YCharts However, it's worth noting that Carnival didn't generate $2.4 billion last quarter.

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Enterprise Values Debt Leveraging Funds 246

Private Equity Professional

OCTOBER 1, 2024

OceanSound Partners has held an oversubscribed, hard cap, and final close of OceanSound Partners Fund II LP with $1.5 Fund II closed at its revised hard cap and substantially above its original hard cap of $1.3 billion, and above its $780 million first fund which closed in February 2022. billion of capital commitments.

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The Motley Fool

JANUARY 20, 2024

At its peak, its enterprise value reached $70 billion -- or 25 times the revenue it would go on to generate in 2021. Today, Twilio's stock trades at about $72 with an enterprise value of $10 billion -- which is just over 2 times the sales it's expected to generate in 2024. Should you invest $1,000 in Twilio right now?

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Enterprise Values Returns Investors Accounting 242

The Motley Fool

SEPTEMBER 12, 2024

The most exhilarating investment decisions often involve putting your hard-earned money to work in exciting companies that successfully disrupt industries and increase in value many times over. But not every investment has to be a home run. Its Chubb fire & security business was sold for an enterprise value of $3.1

Enterprise Values 246

Enterprise Values Conglomerates Earnings Before Interest Amortization 246

The Motley Fool

MAY 15, 2024

While oil stocks have fallen out of favor for most investors, they rank as two of Buffett's top holdings (fifth- and sixth-largest, respectively), comprising nearly 10% of its investment portfolio. However, Chevron is by far the largest, with a nearly $320 billion enterprise value compared to Occidental's at over $80 billion.

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Debt Enterprise Values Leveraging Portfolios 246

Private Equity Insights

AUGUST 11, 2023

CapitaLand Investment Limited (CLI) has successfully secured about S$1.3 billion (US$950m) equity commitment from global institutional investors for three of its private funds recently, bringing its total equity raised to S$3.2bn to date this year. This divestment is also in line with our disciplined capital recycling efforts.

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The Motley Fool

MAY 4, 2024

Musk has straight up said who shouldn't be investing in Tesla stock, and that's what we'll explore. But in the first quarter of 2024, Musk didn't mention these things when talking about who should or shouldn't be investing in Tesla. To reiterate, Musk said one should only invest in Tesla stock if they believe it can solve autonomy.

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Investing Enterprise Values Stakes Investors 189

Private Equity Wire

JUNE 18, 2024

Pritzker Private Capital, the Chicago-based private equity firm founded by heirs to the Pritzker family fortune, is targeting $3bn for its fourth buyout fund, Pritzker Private Capital IV, according to a report by Buyouts Insider. PPC III was earning a 1.4x gross multiple and an 18.8

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The Motley Fool

NOVEMBER 28, 2023

From an investment standpoint, Tesla's $700 billion market cap makes it a Goliath. billion in cash, investments, and a small available loan. That means the business is well funded for the near term -- potentially the next four to six quarters. TSLA EV to revenue (forward) data by YCharts; EV = enterprise value.

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Enterprise Values Shareholders Accounting Companies 243

Private Equity Insights

JULY 14, 2023

Alpine Investors, a Certified B Corp private equity firm focused on investments in software and services companies, has completed fundraising for Alpine Investors IX (Fund IX) at the fund’s hard cap of $4.5bn in limited partner capital commitments. Fund IX, which had an initial fundraising target of $3.75bn, was oversubscribed.

Private Equity Firms 130

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The Motley Fool

APRIL 16, 2024

There aren't many fund managers as widely followed as Cathie Wood. The Ark Invest co-founder and CEO became a rock star in 2020 when her aggressive investing style yielded explosive returns. Ark Invest's Wood is buying ahead of the report. Should you invest $1,000 in Roku right now? What's she buying these days?

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Exchange-Traded Funds Enterprise Values Consulting Consultants 246

The Motley Fool

NOVEMBER 19, 2024

billion and a market value of $24.5 MicroStrategy's Bitcoin portfolio is equal to about a third of the company's enterprise value of $73.3 It's also taking on a lot more debt and issuing more shares to fund those purchases. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,183 !*

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Companies Enterprise Values Financial Institutions Liabilities 246

The Motley Fool

MAY 16, 2024

Consequently, some small-cap stocks are currently trading at negative enterprise values -- a rare occurrence. Identifying potential winners Here are four small-cap value stocks that could rebound sharply in response to rate cuts later in 2024 or early 2025. Should you invest $1,000 in Archer Aviation right now?

Exchange-Traded Funds 246

Exchange-Traded Funds Enterprise Values Finance Financing 246

Private Equity Professional

MAY 30, 2024

Riata Capital Group (RCG) has closed its second fund, RCG Equity Fund II LP, above its hard cap with capital commitments of $285 million.

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Enterprise Values Funds Capital Companies 100

The Motley Fool

MARCH 28, 2024

While shareholders end up with more shares, their ownership percentage and the total worth of their investment stay the same. If the company executes a 2-for-1 stock split, you would then own 20 shares valued at $50 each, while your total investment value would remain at $1,000. Why would a company split its stock?

Exchange-Traded Funds 246

Exchange-Traded Funds Prospects Debt Enterprise Values 246

The Motley Fool

OCTOBER 7, 2024

However, at the end of the second quarter, the value of the average funded account on Robinhood Markets was only $5,773, so smaller retail investors are still scooping up a lot of stocks. That's 37% of the company's enterprise value of $37.2 Should you invest $1,000 in MicroStrategy right now?

Enterprise Values 242

Enterprise Values Debt Portfolios Stock Market 242

Private Equity Professional

MAY 14, 2024

Fundraising for Fund IV began in January 2024. Vance Street, headquartered near Los Angeles in Pacific Palisades, makes control investments in North American-based companies with enterprise values of $30 million… This content is for members only. Visit the site and log in/register to read.

Enterprise Values 100

Enterprise Values Funds Capital Companies 100

Private Equity Insights

NOVEMBER 2, 2023

Charlesbank Capital Partners is aiming to raise $1.25bn for its third opportunistic credit fund, looking to invest in new corporate loans as well as to purchase them from other private credit shops to take advantage of market dislocations. The fund has already deployed $900m, according to one of the people.

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Funds Private Equity Firms Private Equity Firms Collateral 130

The Motley Fool

FEBRUARY 7, 2024

Cathie Wood trounced the market in 2020, with her aggressive investing style helping Ark Invest's family of exchange-traded funds outperform. He feels that the recent corporate governance concerns related to CEO Elon Musk could get in the way of Tesla making long-term investments, as well as its ability to innovate.

Exchange-Traded Funds 246

Exchange-Traded Funds Enterprise Values Stakes Debt 246

The Motley Fool

FEBRUARY 6, 2024

At the same time, China's so-called "national team" of largely state-controlled investment funds is said to be planning to buy more shares of Chinese companies in an effort to prop up stock prices. billion in net cash, this stock already sells for an enterprise-value-to-free-cash-flow ratio of only 6.4,

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Enterprise Values Stock Market Stock Market Debt 246