The Motley Fool

OCTOBER 12, 2024

billion in shares through his holding company, Berkshire Hathaway -- a position it has held since Nu's initial public offering (IPO) in 2021. Unless you live in one of these nations, you likely have never heard of Nu -- and certainly have never used its services. The issue for Nu isn't a lack of famous investors.

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The Motley Fool

SEPTEMBER 13, 2023

Its initial public offering (IPO) took place at the height of the bull market, and the share price went through the roof despite the fact that the company had no profits, few products, and little that differentiated it from the masses of other digital banks that were launching.

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The Motley Fool

SEPTEMBER 23, 2024

Since its initial public offering in late 2020, Palantir Technologies (NYSE: PLTR) has been one of the most polarizing stocks on Wall Street. SoFi also has a broad ecosystem of financial services beyond lending. Although its work with the U.S.

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The Motley Fool

JUNE 29, 2024

For years, the region's banking sector was dominated by a handful of powerful incumbents charging customers high fees for simple services. Nu's strategy was simple: Bypass the existing financial system by offering low-cost financial services directly through a smartphone. So far, he hasn't sold a single share.

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The Motley Fool

JULY 17, 2023

Online bank and personal finance specialist SoFi Technologies (NASDAQ: SOFI) managed a smashing initial public offering (IPO) at the height of the previous bull market, benefiting from a moment in time when investors piled money into any new stock that looked exciting. Much of the growth is coming from new customers.

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The Motley Fool

DECEMBER 31, 2023

StoneCo had its initial public offering in 2018 at $24 a share, and it attracted investment from Berkshire Hathaway shortly after. Thanks to very strong growth for the company's payments-processing business and some encouraging momentum for its credit unit, the fintech's share price climbed above $94 in February 2021.

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The Motley Fool

MAY 9, 2024

of its investment portfolio), healthcare (12.5%), financial services (11.4%), and commercial and professional services (10.2%). Ares Capital has delivered excellent returns since going public two decades ago, navigating challenging markets during the 2008 Great Recession and the 2020 pandemic-induced recession.

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The Motley Fool

DECEMBER 18, 2023

Block Few companies are as close to the cutting edge of financial services as Block (NYSE: SQ) , which owns Square; Cash App; the Afterpay buy-now-pay-later (BNPL) service; the Tidal streaming service; TBD, a decentralized platform targeting Bitcoin and DeFi; as well as other smaller businesses.

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The Motley Fool

AUGUST 12, 2023

Chipotle Mexican Grill 's over 4,000% gains since its initial public offering (IPO) in 2006 show what's possible. With its popular online bank accounts, swelling deposit base, and rapidly improving profitability, SoFi is set to claim a sizable portion of the multi-trillion-dollar financial services market.

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The Motley Fool

DECEMBER 9, 2023

If you had invested $1,000 following the company's initial public offering (IPO) you would have $1.5 Additionally, the company's fintech segment, Mercado Pago, offers a number of different financial services as well as hardware devices including point-of-sale (POS) systems. Image source: Getty Images.

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The Motley Fool

OCTOBER 3, 2024

This fast-growing business has what it takes to deliver more wins Keith Noonan : Nu Holdings is a Brazil-based banking and financial technologies company that provides services in Mexico and Colombia in addition to its home country. of Berkshire Hathaway's total stock portfolio.

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The Motley Fool

NOVEMBER 16, 2024

Nu Holdings: The rare growth pick Buffett doesn't typically take chances on young tech stocks, but he invested in Nu even before it went public as it stormed across Brazil, opening up new options for the underbanked population. Like American Express, Nu has some elements of a bank stock, but it's not a standard bank stock.

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The Motley Fool

NOVEMBER 26, 2023

Berkshire started that position at StoneCo's initial public offering in 2018, sold a few shares near the all-time highs in 2021, and holds on to 76% of the original investment today. The Oracle of Omaha would not hang on to this investment if he and his assistants thought the growth story was over. UiPath: $18.40

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The Motley Fool

MARCH 13, 2024

Sea Limited (NYSE: SE) minted a lot of millionaires in the first four years after its initial public offering (IPO) in October 2017. The Singapore-based e-commerce and gaming company went public at $15, and its shares soared to an all-time high of nearly $367 on Oct.

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The Motley Fool

OCTOBER 23, 2024

It was the first company of its kind, and it now offers more than 40 turnkey and customizable AI applications to organizations in 19 different industries, including oil and gas, financial services, and manufacturing. ai can deliver finished applications to customers within six months of an initial meeting. Because C3.ai

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The Motley Fool

JUNE 27, 2024

Sea Limited Sea Limited (NYSE: SE) operates three core businesses: digital entertainment (Garena), e-commerce (Shopee), and digital financial services (SeaMoney). Sea Limited demonstrated its financial strength by reporting its first annual profit since its initial public offering in 2017.

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The Motley Fool

AUGUST 21, 2023

Nu Holdings operates Nubank, one of the world's largest platforms for digital financial services. Nu Holdings received an investment before its initial public offering (IPO) from Warren Buffett's Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Between July 2021 and July 2022, over 5.7

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The Motley Fool

OCTOBER 22, 2024

Annaly has declared $26 billion in dividends since its initial public offering in 1997, and it's averaged around a 10% yield over the last two decades. To begin with, most middle-market companies lack access to basic financial services. Annaly Capital Management: 12.8%

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The Motley Fool

JULY 28, 2024

Founded in 2013, the business provides various financial services, like checking accounts, credit cards, loans, brokerage services, and insurance products, all via a digital app. What's noteworthy is that Berkshire Hathaway has owned Nu shares since its initial public offering in December 2021.

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The Motley Fool

DECEMBER 6, 2023

Riley Financial's lofty 17.3% Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. dividend yield comes with big question marks B. The company was a big beneficiary of the blistering investment activity seen in 2021.

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The Motley Fool

JANUARY 22, 2024

The Alphabet umbrella structure lets the company try new and entirely different business ideas without confusing consumers expecting the Google brand to focus on online services. All in all, Alphabet offers a compelling case for investors looking for a blend of stability and forward-thinking growth. for five years and 23.3%

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Private Equity Insights

APRIL 26, 2024

billion to buy AssetMark Financial in a deal that would take the wealth management platform private more than five years after its initial public offering. The acquisition, announced on Thursday, will help expand GTCR’s footprint in the financial services industry.

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The Motley Fool

MAY 20, 2024

Since its initial public offering in 2015, this top fintech stock has doubled the gain of the Nasdaq Composite Index. Block still makes the vast majority of its money from the hardware, software, and financial services that it offers merchants via Square, as well as from the features that Cash App provides to customers.

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The Motley Fool

APRIL 1, 2024

For example, one name that they have in common dabbles in AI-driven financial services, but it has nearly tripled in 52 weeks and trades at 56 times earnings, so there's no "beaten-down" quality and we wouldn't call it a "no-brainer" buy today. (If Everyone is excited about AI stocks, stock splits, and initial public offerings.

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The Motley Fool

APRIL 10, 2025

Since its 1994 initial public offering (IPO), Capital One has delivered a 4,100% total return for investors, even after the recent declines -- more than double the return of the S&P 500 (SNPINDEX: ^GSPC) over the same period. Matt Frankel has positions in Capital One Financial.

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The Motley Fool

SEPTEMBER 4, 2024

The financial services company raised its rating from equal weight to overweight and maintained a one-year price target of $55 per share on the stock. At the time of the note's publication, Morgan Stanley's target had an implied upside of approximately 41%. Astera Labs had closed out Tuesday's trading price at $39.11

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The Motley Fool

JULY 16, 2023

But digging deeper, it's clear that he is very fond of businesses in the financial services space. Among the financial stocks Buffett and Berkshire favor, Visa (NYSE: V) , Mastercard (NYSE: MA) , and American Express (NYSE: AXP) really stand out. would show this. Berkshire 's portfolio is chock full of these kinds of holdings.

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The Motley Fool

SEPTEMBER 7, 2024

Investors might be looking at the financial services industry for potential buying opportunities. It offers various financial services products, like checking accounts, a brokerage platform, credit cards, and insurance, all via its mobile app. Perhaps it's a good idea to look outside of the U.S.

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The Motley Fool

DECEMBER 15, 2024

However, regulatory changes in the country paved the way for upstarts like Nu, which had its initial public offering in 2021. In the past few months, it has launched NuCel , a mobile phone service, in a bid to diversify away from financial services. Buy, sell, or hold Nu?

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Private Equity Insights

SEPTEMBER 13, 2023

The further participation from private equity firms suggests that Perfios, which operates in 18 geographies, is at least beginning to prepare for its initial public offering. (Perfios was valued at $413m post-money in a ~$82m round in February last year, per Tracxn.)

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Private Equity Insights

DECEMBER 12, 2023

has confidentially filed for an initial public offering, people familiar with the matter said. General Atlantic is also active in consumer, health care and financial services. Bloomberg News reported last year that it was considering going public. and Airbnb Inc.,

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The Motley Fool

OCTOBER 3, 2024

This beaten-down fintech could soar Keith Noonan (StoneCo): StoneCo (NASDAQ: STNE) is a Brazil-based company that provides payment processing and other financial services for small and medium-sized businesses. StoneCo had its initial public offering in 2018. The company also sells retail management software.

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The Motley Fool

MARCH 14, 2025

Dutch Bros (NYSE: BROS) is a specialty beverage chain that started in 1992 but just completed its initial public offering in 2021. These markets have relatively low e-commerce penetration, as many people living in them don't even have access to basic financial services like bank accounts.

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The Motley Fool

MARCH 11, 2025

SoFi has branched out from its roots as a lending co-op and offers a slew of financial services including bank accounts and investing tools. It also strives to create a differentiated model, offering alternative services like a fund where users can invest in SpaceX.

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The Motley Fool

DECEMBER 12, 2024

Shares of the online brokerage and financial services platform are up roughly 200% year to date, propelled by a sharp rebound in customer trading activity and accelerating profitability. The scenario has been great news for Robinhood Markets (NASDAQ: HOOD) , which has emerged as a big winner in this bull market.

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The Motley Fool

FEBRUARY 12, 2024

The move pushed the financial services company's stake in Peloton to roughly 7.8%. Even more striking, the company's share price is down roughly 81% from market close on the day of its initial public offering (IPO) and 97% from the high that it hit when pandemic-related conditions created a "next-big-thing" buzz around the stock.

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The Motley Fool

MARCH 11, 2025

This leading financial stock has been a major winner, rising 7,600% since its initial public offering (IPO) in 1972. Amex has a strong brand in the financial services industry. Add in dividends, and the total return is even better at 17,100%. Where to invest $1,000 right now?

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