The Motley Fool

JUNE 19, 2024

They can supercharge a portfolio, but they often come with a lot of risk. It has more than half of the adult population there as customers and is now the fourth-largest financial institution in Latin America by customer count. The interest-earning portfolio increased 86% to $9.7 Growth stocks come with pros and cons.

Due Diligence 130

Due Diligence Financial Institutions Banks Public Companies 130

The Motley Fool

JANUARY 4, 2024

The New Year is upon us, but investors won't have too much new information until public companies release their next round of earnings. For most companies, it's the fourth quarter, which is the holiday season. That's the best for retail, which trickles down to higher seasonal sales for all kinds of industries.

Financial Institutions 130

Financial Institutions Public Companies Banks Accounting 130

The Motley Fool

JANUARY 1, 2024

When it comes to investing in tech stocks, many investors wrongly focus on share price as a perceived indicator of a given company's value. You should also consider metrics like market cap (the total value of a public company's shares outstanding) relative to the size of a business' total addressable market (TAM).

Financial Institutions 100

Financial Institutions Banks Amortization Depreciation 100

The Motley Fool

DECEMBER 12, 2023

In other words, users who come to SoFi for one service -- say, a loan -- may find that they end up using other products on the app instead of turning to alternative financial institutions. However, I see SoFi as much more than a regular bank and think of it more as a technology company. For the quarter ended Sept.

Due Diligence 130

Due Diligence Financial Institutions Banks Financial Services 130

The Motley Fool

FEBRUARY 9, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The servicing portfolio grew 14% to 992 billion at year-end, which we believe establishes us as the industry's No. 1 servicer.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Portfolios Assets 130

The Motley Fool

MAY 2, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. A Fortune 100 financial services company signed a similar 4-year $10 million pool of funds deal.

Capital 130

Capital Financial Institutions Financial Services Finance 130

Pension Pulse

APRIL 10, 2024

Environment CDPQ is well on track to achieve the targets underpinning the climate strategy it adopted in 2021, including its goal of reaching a net-zero portfolio by 2050 with: $53 billion in low-carbon assets, including $15 billion in Québec, representing an overall increase of $35 billion in low-carbon assets since 2017.

Pension Funds 59

Pension Funds Investing Best Practices Assets 59

Pension Pulse

DECEMBER 21, 2023

Marc-André responded: Yes, the number one pillar was increasing our green assets, second to reduce our carbon intensity in the total portfolio by 60% by 2030 (base year 2017), the third one was the transition envelope to decarbonize highest emitting sectors and the fourth one was exiting out of oil producers.

Mergers and Acquisitions 59

Mergers and Acquisitions Assets Pension Funds Leveraging 59

The Motley Fool

MAY 9, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, you’d have $553,959 !*

Leveraging 130

Leveraging Banks Capital Investors 130

The Motley Fool

OCTOBER 30, 2024

When I go meet with big financial institutions or just regular people who are using crypto, the No. 1 thing I hear and I ask them, why aren't you using it more and they tell me it's regulatory clarity, especially on the institutional side. Alesia Haas -- Chief Financial Officer Good news. Wainwright. Your line is open.

Assets 130

Assets Legal Shareholders Capital 130

The Motley Fool

MAY 16, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We accomplished this by retiring our outstanding balance of commercial paper and continuing to decrease our lease portfolio. Great question.

Resale 130

Resale Consulting Consultants Debt 130

The Motley Fool

FEBRUARY 13, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. These are basically the two main line of the surgical part of our portfolio. Not a laser company, by the way. Alma, it's a public company.

Finance 130

Finance Financing Accounting Capital 130

The Motley Fool

AUGUST 1, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. And so, when we're talking to large financial institutions, what they're saying to us is we want to use you and someone else.

Taxes 130

Taxes Funds Leveraging Liabilities 130

The Motley Fool

FEBRUARY 6, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. So we see lots of public companies that are Bitcoin miners now.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

FEBRUARY 1, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. And just as you think about the offerings, do all of the offerings that DXC currently have make sense to remain in the portfolio? Turning to GIS.

Resale 130

Resale Banks Capital Assets 130

The Motley Fool

MARCH 13, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. This was also our first quarter of GAAP profitability as a public company. We ended the year with 4,035 total employees. Federal vertical.

Leveraging 130

Leveraging Banks Finance Financing 130

The Motley Fool

OCTOBER 24, 2024

These agreements are similar in that they are seeking long-term, carbon-free energy solutions to help power growing data center portfolios and speak to the longer-term demand outlook for data center capacity. But we've been a company now for just reaching our 20 years as a public company.

Debt 130

Debt Capital Leveraging Banks 130

The Motley Fool

MAY 9, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. I'd like to now turn the call over to Ben to discuss our portfolio and leasing activity to start the year. Moving on to our development portfolio.

Legal 130

Legal Capital Banks Debt 130

The Motley Fool

MARCH 13, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Dave, congrats on entering your third year as a public company CFO. Please go ahead. Your line is open. Thank you for taking my question.

Shareholders 130

Shareholders Accounting Companies Financial Institutions 130

The Motley Fool

OCTOBER 14, 2024

Our experience as investors gives us the long view, the F Foolish view acquaints us with great prosperity creating stories, especially look across a portfolio. Facebook is still one of the most important companies in the universe. We followed the share price, we experience highs and lows, sometimes dizzying highs or cavernous lows.

Investing 130

Investing Debt Shareholders Accounting 130

The Motley Fool

FEBRUARY 22, 2025

While most investors probably think of the 13F as a requirement for banks and hedge funds, remember that non-financial institutions also make investments of their own. Other times the investor might exit a position because, frankly, the stock was not inherently strategic to the overall composition to the portfolio to begin with.

Securities and Exchange Commission (SEC) 242

Securities and Exchange Commission (SEC) Hedge Funds Financial Institutions Public Companies 242

The Motley Fool

FEBRUARY 26, 2025

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We are working with multiple financial institutions to automate their quality assurance processes for marketing campaigns.

Leveraging 265

Leveraging Public Companies Capital Accounting 265

The Motley Fool

NOVEMBER 29, 2024

It's often easy for investors to buy or sell shares of companies that trade on major U.S. In addition to Bitcoin being the first decentralized cryptocurrency , MicroStrategy is the first public company to effectively adopt Bitcoin purchasing/investing as an operating model. mortgages offered to borrowers with poor credit).

Financial Institutions 242

Financial Institutions Leveraging Debt Assets 242

The Motley Fool

JANUARY 24, 2025

This combination not only solidifies our position as the largest commercial bank headquartered in Greater Boston and a leading financial institution in New England but also allows us to deliver a broader suite of offerings to our customers, greater opportunities for our colleagues, and even stronger commitment to the communities we serve.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

The Motley Fool

DECEMBER 15, 2024

You should want every public company in America buying Bitcoin. There's support on Wall Street from financial institutions. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Shareholders 246

Shareholders Financial Institutions Public Companies Assets 246

The Motley Fool

NOVEMBER 1, 2024

Well, those present arbitrage opportunities for institutional buyers or people who are just pretty wealthy, like the gold customers of Robinhood, who might have a portfolio they want to hedge. That now you can share, you can just opt in and say yeah, go ahead and send this all to this other financial institution.

Banks 130

Banks Finance Financing Debt 130

The Motley Fool

APRIL 8, 2025

The company's diverse portfolio of businesses and assets includes manufacturing businesses, insurance companies, railroads, energy utilities, pipelines, consumer brands, and stakes in dozens of other public companies. One of the biggest misconceptions about Visa is that the company lends money.

Conglomerates 189

Conglomerates Financial Institutions Leveraging Public Companies 189

The Motley Fool

FEBRUARY 6, 2025

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. In 2024, the public equity portfolio was our boat's stern pair, setting the pace with strong returns. Markel Group's operating income was 3.7

Liabilities 130

Liabilities Asset Management Securities and Exchange Commission (SEC) Shareholders 130

The Motley Fool

NOVEMBER 15, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, you’d have $896,358 !* 11, 2024.

Assets 130

Assets Shareholders Financial Institutions Enterprise Values 130

The Big Picture

FEBRUARY 7, 2023

RITHOLTZ: Whereas all the other public companies had access to capital and managed to get into trouble. RITHOLTZ: So, you go from Lazard to Merrill to JPMorgan, tell us about those other experiences, how do they compare to Lazard which seems much more unique, being in a public company versus a partnership. RITHOLTZ: Sure.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103