The Motley Fool

OCTOBER 23, 2024

Penny stocks, leveraged investments, and early 401(k) withdrawals formed the unholy trifecta, back when I barely knew a bank teller from a brokerage account. Leveraged investments for 25% of my portfolio During the early-2020 stock market boom, I leveraged over a quarter of my investment portfolio.

Due Diligence 130

Due Diligence Leveraging Investing Financial Services 130

The Motley Fool

MAY 9, 2024

In that same study, Hartford Funds found that non-dividend payers had returned investors just 4.27% annually, with more volatility than the S&P 500. Dividend payers display a history of positive cash flows, good capital management, and steady growth, making them solid choices for investors. Recently, the company paid out $0.08

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Initial Public Offering Leveraging Banks Debt 246

The Motley Fool

MAY 15, 2024

Some investors took their gains as SoFi reached its goal of profitability, and SoFi stock is down 30% this year. Growth + profits = a great business SoFi is an all-digital financial services app that offers lending, banking, and other services. One is that investors built up the price based on the potential.

Banks 244

Banks Financial Services Leveraging Returns 244

The Motley Fool

AUGUST 10, 2024

SoFi Technologies (NASDAQ: SOFI) is well known for taking on the financial services industry with a user-friendly focus. Disrupting financial services What SoFi has accomplished in the 13 years since its founding is commendable. And it's doing a wonderful job at winning over customers. It's down 33% in 2024 (as of Aug.

Financial Institutions 246

Financial Institutions Banks Financial Services Leveraging 246

Private Equity Insights

SEPTEMBER 20, 2023

Carlyle and GTCR will be minority investors in CAPTRUST, both individually and collectively. CAPTRUST was founded on the belief that everyone is best served by working with financial advisors that serve as fiduciaries, providing objective, conflict-free advice. Kirkland & Ellis LLP served as legal advisor to GTCR.

Investors 130

Investors Legal Private Equity Firms Private Equity Firms 130

The Motley Fool

NOVEMBER 3, 2024

Investors have worried about the effect of artificial intelligence (AI) on its dominant search position, while the government won an antitrust lawsuit alleging that the company's search engine is an anticompetitive monopoly. As such, I think Alphabet is a no-brainer buy for long-term investors at current levels. billion from $1.2

Stock Exchanges 242

Stock Exchanges Leveraging Debt Financial Services 242

The Motley Fool

MAY 13, 2024

The dip could prove to be an opportunity for long-term investors. One concern among investors is SoFi's growing loan volumes, given the current economic backdrop. Because many fintechs don't have banking charters, Galileo allows them to process payments, such as credit cards or ACH transactions, leveraging SoFi's platform to do so.

Banks 236

Banks Financial Services Leveraging Accounting 236

The Motley Fool

MAY 4, 2024

Tech stocks with massive potential trade at high multiples, and investors have to wonder whether those stocks are worth their current asking prices. Smart investors seek out those rare opportunities where high-growth stocks are trading at dirt-cheap valuations. Investors shouldn't be discouraged.

Banks 246

Banks Financial Services Accounting Leveraging 246

The Motley Fool

NOVEMBER 16, 2024

Warren Buffett is probably the most famous and successful investor living today. The mix leans heavily toward value stocks , and in particular, financial stocks. Nu provides banking, credit, and other financial services in Brazil, Mexico, and Colombia, and it looks poised to continue scoring wins in these markets.

Banks 130

Banks Financial Services Leveraging Portfolios 130

The Motley Fool

NOVEMBER 10, 2024

This is how we've been able to deliver growing dividends for 29 years, making us one of the very few Dividend Aristocrats® (the term Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC)." Enbridge is on track to deliver its 19th straight year of achieving its annual financial guidance.

Leveraging 246

Leveraging Prospects Financial Services Shareholders 246

The Motley Fool

MAY 12, 2024

Meanwhile, its personal accounts that used to offer peer-to-peer payments now offer a full suite of financial services. There are a number of reasons PayPal is losing investor confidence. In a year from now, what investors will want to see is steady sales growth, increasing profitability, and strong innovation.

Leveraging 246

Leveraging Assets Accounting Financial Services 246

The Motley Fool

NOVEMBER 17, 2024

After its e-commerce , digital financial services, and video game businesses all boomed during the pandemic, the post-pandemic hangover and rise in interest rates caused the stock to plunge some 90% from its highs. Investors are rewarding that accordingly. E-commerce and Digital Financial Services top lines are GAAP revenue.

Financial Services 100

Financial Services Earnings Before Interest Amortization Depreciation 100

The Motley Fool

AUGUST 31, 2024

When combined with an asset-light business model and a bit of leverage, the company is able to post consistent returns on equity that most companies can only dream of. Both growth and value investors alike should consider this quality business. Many investors have never heard of Nu despite its $70 billion market cap.

Banks 246

Banks Leveraging Debt Financial Services 246

The Motley Fool

JANUARY 14, 2024

Actually, participation is at its highest rate since the 2008 financial crisis, as shown below. Here are some more interesting investing statistics courtesy of financial services company, Empower. Interestingly, young investors in their 20s have the most significant percentage of cash other than people over 70, at 32%.

Investors 130

Investors Mutual Funds Shareholders Education 130

The Motley Fool

MARCH 6, 2024

Digital financial services are fast-growing and highly profitable Meanwhile, the most underrated part of Sea could be its digital financial services arm, which grew 24.3% This segment is also showing really high operating leverage, with Q4 adjusted EBITDA of $148.5 on 27% loan growth last quarter.

Leveraging 246

Leveraging Financial Services Earnings Before Interest Amortization 246

Private Equity Wire

OCTOBER 25, 2024

International financial services provider Investec Bank’s (Investec) Alternative Investment Management business (IAIM) has entered a strategic partnership with award-winning sustainability services provider Holtara, part of the Apex Group.

Deal Flow 90

Deal Flow Leveraging Financial Services Finance 90

The Motley Fool

SEPTEMBER 9, 2024

Two weeks ago, Wall Street and retail investors alike held their breath as Federal Reserve Chairman Jerome Powell took the stage at the Economic Symposium in Jackson Hole, Wyoming. Taking a look at SoFi's entire business SoFi breaks its business down into three primary segments: lending, technology, and financial services.

Banks 241

Banks Financial Services Leveraging Prospects 241

The Motley Fool

NOVEMBER 17, 2024

Before you buy this financial stock , though, here are three things that investors should know about Mastercard. Business model Because investors associate Mastercard with credit cards, the assumption might be that the business finds borrowers, approves them, and then issues those cards. As of Sept. 30, Mastercard carried $17.6

Initial Public Offering 130

Initial Public Offering Banks Capital Leveraging 130

The Motley Fool

OCTOBER 13, 2024

Shares of Capital One Financial (NYSE: COF) have lined investors' wallets with a fantastic 60% return during the past year. Compared to larger banks that offer credit cards as one of their service offerings, issuing credit cards remains Capital One's core business. The Motley Fool recommends Discover Financial Services.

Capital 130

Capital Banks Financial Services Leveraging 130

The Motley Fool

NOVEMBER 1, 2024

SoFi Technologies (NASDAQ: SOFI) , a provider of online financial services, went public by merging with a special purpose acquisition company ( SPAC ) on June 1, 2021. SoFi ultimately aims to become a "one stop" online bank for financial services, which eliminates the need for different types of banking and investment apps.

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Mergers and Acquisitions Banks Financial Services Earnings Before Interest 130

The Motley Fool

JULY 3, 2024

MercadoLibre offers e-commerce and financial services in Latin America. For example, MercadoLibre is leveraging its user data to build a digital advertising business that has grown its revenue tenfold over the past five years to over $700 million. The stock should appeal to both short- and long-term investors.

Leveraging 130

Leveraging Financial Services Banks Stock Market 130

The Motley Fool

JULY 5, 2024

The financial services sector is one of the largest and oldest industries out there. However, the fintech stock has largely been a disappointment for investors. Investors should be encouraged by the company's long-term growth prospects. There's an opportunity here for long-term investors.

Banks 246

Banks Investing Leveraging Prospects 246

The Motley Fool

SEPTEMBER 25, 2024

The company plans a partial spin-off of its financial services division in 2025. trillion yen when excluding its financial services segment, as opposed to just 2% growth with all divisions included. The one caveat with a Sony investment is assessing whether you want to own shares in its financial services spin-off.

Conglomerates 130

Conglomerates Exchange-Traded Funds Debt Financial Services 130

The Motley Fool

SEPTEMBER 13, 2024

While this action lowers the price of individual shares, making them accessible to more investors, it doesn't necessarily mean Sony stock is a buy. The company plans to execute a partial spin-off of its financial-services business, known as Sony Financial Group (SFG). Consider when Nvidia made this list on April 15, 2005.

Conglomerates 130

Conglomerates Financial Services Leveraging Finance 130

The Motley Fool

APRIL 28, 2024

BDCs are a reliable source of dividend income because these companies are required to pay out at least 90% of their taxable income to investors each year. Rather, many of the companies in Ares' portfolio are lower middle market businesses that go overlooked by investment banks or private equity investors.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

The Motley Fool

JUNE 29, 2023

What happened Wednesday was, if not the most important day for certain banks and financial services providers in the U.S., Happily for investors with assets in those sectors, all 23 institutions involved in this year's tests passed. They just revealed what they believe are the ten best stocks for investors to buy right now.

Financial Institutions 130

Financial Institutions Banks Financial Services Leveraging 130

The Motley Fool

APRIL 6, 2024

As it stands, Ethereum (CRYPTO: ETH) remains more than 20% off its all-time high, presenting a compelling opportunity for investors. It's a burgeoning sector worth over $95 billion today that aims to re-create traditional financial services -- such as lending, borrowing, trading, and investing -- in a decentralized manner.

Leveraging 246

Leveraging Financial Services Finance Financing 246

The Motley Fool

APRIL 8, 2024

The latest advances in this quickly evolving field have created something of an AI gold rush as businesses scramble to determine how best to leverage this nascent technology. Palantir offers three broad-based data analytics software services. As part of the agreement, Palantir will move Foundry workloads to Oracle Cloud.

Hedge Funds 246

Hedge Funds Leveraging Prospects Financial Services 246

The Motley Fool

JANUARY 8, 2024

PayPal (NASDAQ: PYPL) , which is one of the longest-tenured giants in online financial services, has been anything but immune to the rising competition among fintech businesses. Given such a precipitous drop, investors might be wondering if PayPal's best days are long gone. and PayPal wasn't one of them.

Financial Services 246

Financial Services Leveraging Returns Accounting 246

The Motley Fool

MARCH 18, 2024

They can also combine marketing efforts, leverage each other's strengths (like Capital One's local branches) to their advantage, and more. There's also the burden of showing that the merger benefits the public, not just the businesses and their investors, so there is likely to be somewhat of a battle.

Capital 245

Capital Banks Financial Services Leveraging 245

The Motley Fool

AUGUST 7, 2023

SoFi CEO Anthony Noto pointed out the company is benefiting from a combination of strong cross-buying activity and improving operating leverage thanks to its "broad product suite and unique Financial Services Productivity Loop (FSPL) strategy." Over the longer term, SoFi remains one of my highest-conviction stocks.

Earnings Before Interest 246

Earnings Before Interest Banks Amortization Depreciation 246

The Motley Fool

SEPTEMBER 12, 2024

But if you're an investor, it should be. The bank customers have been waiting for Banking is an age-old business, but digital banks have been upending the industry with easy-to-use services that have been attracting millions of customers. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

Banks 130

Banks Leveraging Financial Services Portfolios 130

The Motley Fool

FEBRUARY 28, 2024

That changed in the bear market when investors dumped growth stocks and ran toward safe stocks. It began as a cooperative for student loans, and it grew from there as management recognized the need for a full financial services center geared toward the needs of students and young professionals.

Exchange-Traded Funds 130

Exchange-Traded Funds Banks Financial Services Education 130

The Motley Fool

JULY 26, 2024

Like a typical mutual fund , it pools the money of investors, and its managers decide how to invest that money. Here are some more things to know about hedge funds: Typically, only accredited investors can invest in hedge funds. Investments in hedge funds are often locked up for the first year, with investors unable to sell shares.

Hedge Funds 130

Hedge Funds Mutual Funds Accredited Investors Funds 130

The Motley Fool

JULY 1, 2024

While this clearly is a big move for Discover, I think it can be an even bigger deal than many investors believe. To be clear, I'm not saying that Capital One will leverage its Discover acquisition to the point where it becomes as large of a payment processor as Visa or Mastercard. What does Discover add to Capital One?

Capital 130

Capital Mergers and Acquisitions Banks Financial Services 130

The Motley Fool

JUNE 5, 2024

An overly euphoric base of investors poured into PayPal stock, rocketing shares to a high of $308. He was a former executive at financial services company Intuit and was responsible for much of the company's product road map. Specifically, they instituted a number of new services that leverage artificial intelligence (AI).

Financial Services 130

Financial Services Leveraging Banks Returns 130

The Motley Fool

SEPTEMBER 4, 2024

Shares of this software-as-a-service business currently trade 62% off their all-time high, now at a compelling price-to-sales ratio of 3.1. This might be all the convincing that investors need to buy the stock. Investors should pay very close attention to the company's profitability trends in the quarters and years ahead.

Initial Public Offering 130

Initial Public Offering Leveraging Prospects Financial Services 130