The Motley Fool

JANUARY 21, 2024

But it's keeping its gains as investors eagerly anticipate the latest updates from public companies and the newest economic data. They provide passive income no matter the state of the market, and they're usually established, reliable companies that are resilient under pressure.

Banks 180

Banks Financial Institutions Accounting Public Companies 180

The Motley Fool

JUNE 19, 2024

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. Buffett isn't much into risky stocks, and Berkshire Hathaway invested in Nu even before it became a public company and before it was profitable. It added 5.5

Due Diligence 130

Due Diligence Financial Institutions Banks Accounting 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

AUGUST 21, 2023

For one, AI has the potential to add lots of value to large companies immediately. Second, the main beneficiaries may not be promotional new startups, but rather already-large public companies with scale and proprietary data, which will be able to automate both customer and employee-facing applications to boost their profits.

Startups 130

Startups Financial Institutions Leveraging Public Companies 130

The Motley Fool

MAY 2, 2024

A Fortune 100 financial services company signed a similar 4-year $10 million pool of funds deal. This customer represents our largest new logo win with a major financial institution. A large financial institution in Latin America signed a 2-year $1.3 We successfully completed six different proof of concepts.

Financial Institutions 130

Financial Institutions Capital Financial Services Financing 130

Pension Pulse

APRIL 10, 2024

57% of its actively managed public companies count at least 30% women on their Boards, an increase of more than 39% in three years, and 30% of its nominee directors are women, thereby meeting the target it set.

Pension Funds 59

Pension Funds Investing Best Practices Assets 59

The Motley Fool

FEBRUARY 9, 2024

If you go back to the WMIH merger in 2018, which is when we became a fully independent public company, our first priority was deleveraging, which we accomplished by refinancing our senior notes and extending our liquidity runway. Now, that's the lowest level of Mr. Cooper's history as a public company. Welcome, Mike.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Portfolios Assets 130

Pension Pulse

DECEMBER 21, 2023

The other part that is very important for us and that's where the puck is heading for institutional investors, is the engagement with our portfolio companies. It's one thing to set objectives, it's another thing to act on them.

Mergers and Acquisitions 59

Mergers and Acquisitions Assets Pension Funds Leveraging 59

The Motley Fool

MAY 9, 2024

In addition to expanding our existing relationships, we also signed five new financial institutions this quarter, further expanding our industry-leading client roster. He brings a wealth of experience and leadership expertise from public companies, particularly around strategic objectives, operational efficiency, and payments.

Leveraging 130

Leveraging Banks Capital Conglomerates 130

The Motley Fool

MARCH 13, 2024

This was also our first quarter of GAAP profitability as a public company. In the fourth quarter, we achieved our first quarter of GAAP profitability as a public company, delivering operating income of $15 million. We ended the year with 4,035 total employees. This included $89 million of stock-based compensation expense.

Leveraging 130

Leveraging Banks Financing Finance 130

The Motley Fool

FEBRUARY 6, 2024

The past year has marked the most transformative in our 25-year history of being a public company as we released MicroStrategy ONE, MicroStrategy AI, MicroStrategy Cloud for Azure, AWS, and now the Google Cloud Platform, and continue to focus on growth in both cloud and AI plus BI.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

FEBRUARY 1, 2024

I got to listen to the great capabilities that we have, and the team briefed me on the work they do with Banco Sabadell, a leading Spanish financial institution. We're a public company. We're going to perform well as a public company. So, that's a process that we're in right now. We're here.

Resale 130

Resale Banks Capital Assets 130

The Motley Fool

FEBRUARY 13, 2024

To address these challenges, we are in the process of establishing approval program with financial institution to improve and expedite the credit decision process. Other companies are -- other companies in this industry are mostly private, but here and there, we hear -- we have some information.

Financing 130

Financing Finance Accounting Capital 130

The Motley Fool

MAY 16, 2024

Many of the world's largest airlines, energy companies, financial institutions, along with government organizations, count on DXC for the systems at the heart of their business. I know that, as you've mentioned, in the short history of this public company, there have been previous restructurings. Great question.

Resale 130

Resale Consultants Consulting Debt 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. So these have been two of our highest ROI investments to date on the policy side.

Assets 130

Assets Legal Shareholders Capital 130

The Motley Fool

OCTOBER 24, 2024

But we've been a company now for just reaching our 20 years as a public company. I'm not suggesting data centers and demand won't be in some of those markets, and there'll be opportunities for one-off builds and contracts with customers.

Debt 130

Debt Capital Leveraging Banks 130

The Motley Fool

AUGUST 1, 2024

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. I think you guys have had as a public company in aggregate. And that includes vendors like the ones that are providing network security like we do at Cloudflare.

Taxes 130

Taxes Funds Leveraging Liabilities 130

Axial

JULY 27, 2023

Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies. ” Industries: Manufacturing, Business Services, Industrials, Media Visit New Direction’s Profile “MS Capital is a sister company to Marshall & Stevens, Inc.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

The Motley Fool

MAY 9, 2024

We have relationships with some of the largest and most experienced operators in the industry, with our leased operating portfolio comprised of 90% multi-state operators and 60% leased to public company tenants. We are also continuing to source new banking relationships to provide additional capital for the company.

Legal 130

Legal Capital Banks Debt 130

The Motley Fool

MARCH 13, 2024

In Q4, we continue to set new customer acquisition records for technology pioneers and multinational industrials to leading financial institutions and federal agencies. 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

Nathan Alderman: I am the compliance lead for The Ascent, which is our personal finance arm, which basically means that I make sure we toe the line with all of the various regulations that our credit card partners and other financial institution partners have. David Gardner: Thank you, Nathan. How long have you been at the Fool?

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. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now.

Securities and Exchange Commission (SEC) 242

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

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

FEBRUARY 26, 2025

We are working with multiple financial institutions to automate their quality assurance processes for marketing campaigns. As I reflect on nearly 4 years as a public company, Zeta's trajectory has never been clearer. In the fourth quarter, we achieved positive GAAP net income for the first time as a public company.

Leveraging 265

Leveraging Public Companies Capital Accounting 265

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. If you're holding Bitcoin and hoping to become a crypto millionaire one day, it means you should fervently hope Bitcoin shareholder activism is a smashing success. Image source: Getty Images.

Shareholders 246

Shareholders Financial Institutions Public Companies Assets 246

The Motley Fool

NOVEMBER 1, 2024

In this scenario, maybe a financial institution can get a more holistic picture of you if they can have access to banking transactions, whatever you want to show them, you make your utility payments on time, for example. This week, the company in headlines for a dubious milestone. Why are banks mad, this or the second example.

Banks 130

Banks Financing Finance Debt 130

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

FEBRUARY 6, 2025

public D&O, we recently announced further actions to move to a single access point for public D&O and large financial institutions coverage based in Bermuda. And in our 38-year history as a public company, we've made very few changes. In our most challenged class, U.S.

Liabilities 130

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

The Motley Fool

NOVEMBER 15, 2024

But what has Reddit been able to figure out about advertising that Twitter was not able to figure out when it was a public company and for the most part a relative underperformer. It was easy to look at Reddit as Twitter 2.0 when I'm talking about Twitter I'm talking about Ye old Twitter, not its current private incarnation is X.

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

The Motley Fool

OCTOBER 9, 2023

But I think right now, generally speaking, I think we're going to see a lot of companies still hanging on the sideline because the conditions are just so difficult right now for those growth companies to get out there and be public companies. I mean, it's such a different life being a public company.

Consultants 130

Consultants Consulting Initial Public Offering Public Companies 130