The Motley Fool

DECEMBER 29, 2024

million financial services products like bank accounts, investment accounts, and credit cards have been opened in that period. In fact, they are the two largest fintech investments I own in my portfolio (in full disclosure, SoFi is the bigger position). billion in customer deposits.

Banks 246

Banks Accounting Financial Services Stock Market 246

The Motley Fool

JANUARY 2, 2024

Strikingly, the famous moneyman has delivered incredible returns while largely avoiding the time-honored practice of portfolio diversification. billion portfolio is concentrated in just two stocks. of Berkshire Hathaway's portfolio be invested in Apple (NASDAQ: AAPL) stock. of the company's portfolio. of Berkshire's $367.5

Portfolios 246

Portfolios Banks Conglomerates Financial Services 246

The Motley Fool

NOVEMBER 24, 2024

A year ago, 90% of revenue came from the automotive industry, but in the latest quarter, the largest sector was only 25% as restaurants, financial services, insurance, and healthcare have all increased their share. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

Amortization 246

Amortization Depreciation Earnings Before Interest Taxes 246

Private Equity Insights

APRIL 9, 2025

The firm plans to support further investment in technology and operations to scale GetixHealths offering in a market increasingly seeking integrated and tech-enabled healthcare financial services.

Capital 147

Capital Buyout Bidding Financial Services 147

Private Equity Insights

MARCH 19, 2025

Hannover Re will reduce its holding from 20% to 10%, while Generali Financial Holdings will remain invested. The sale follows Viridiums abandoned attempt to acquire a $20bn life insurance portfolio from Zurich last year.

Mergers and Acquisitions 147

Mergers and Acquisitions Buyout Bidding Stakes 147

The Motley Fool

DECEMBER 28, 2024

ai's software is especially popular in industries that aren't normally known for developing cutting-edge technology, like energy, manufacturing, and financial services. Now, it offers over 100 ready-made AI applications for businesses, which can help them accelerate their adoption of this revolutionary technology.

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Financial Services Banks 246

Private Equity Professional

NOVEMBER 21, 2024

Over the years, private equity has shifted from a focus on leverage and financial engineering to an ever-increasing emphasis on creating value through operational improvements within their portfolio companies. This shift includes enhancing management practices, investing in technology upgrades, and creating new sources of revenue.

Mergers and Acquisitions 113

Mergers and Acquisitions Best Practices Consultants Consulting 113

Private Equity Insights

JANUARY 9, 2025

In line with its established strategy and previous funds, Vistria Fund V will focus on investing in US-based healthcare, knowledge and learning solutions, and financial services companies. The fund aims to leverage the firms extensive network, operational expertise, and trusted partnerships to drive value.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Leveraging 130

The Motley Fool

OCTOBER 4, 2024

So let's explore f intech company SoFi Technologies (NASDAQ: SOFI) , which I think this is a rare example of a stock in Ark's portfolio where the share price and the underlying fundamentals are disconnected. SoFi has reimagined the concept of financial services. This can be a time-consuming and frustrating process.

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Initial Public Offering Financial Services Banks Prospects 245

The Motley Fool

AUGUST 15, 2024

What's holding SoFi back is its significant personal loan portfolio and related charge-offs. On a positive note, personal loans 90 days or more past due was 0.64% of the portfolio in the quarter, down from 0.72% in the first quarter. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

Financial Services 246

Financial Services Banks Accounting Debt 246

Private Equity Professional

APRIL 3, 2025

MEI Rigging & Crating , a portfolio company of Olympus Partners , has acquired Northeast Riggers , a provider of machinery moving and industrial storage services. Olympus acquired MEI Rigging & Crating in August 2023 from Dorilton Capital. The firm was founded in 1988 and is based in Stamford, Connecticut.

Financial Services 130

Financial Services Business Services Capital Portfolios 130

The Motley Fool

JUNE 20, 2024

You can do far worse than leaning on his portfolio of publicly traded investments to find the next potential addition or two for your portfolio. Nu Holdings (NYSE: NU) and Sirius XM (NASDAQ: SIRI) are among the current holdings of Buffett's Berkshire Hathaway stock portfolio. There are dozens of candidates.

Financial Services 246

Financial Services Banks Accounting Investment Banks 246

The Motley Fool

APRIL 28, 2024

Financial services is an industry desperate for some innovation. Fintech businesses that operate at the intersection of technology and finance, such as Stripe , Chime, Plaid, and others, have brought some much-needed disruption to legacy financial services. Image source: Getty Images.

Mergers and Acquisitions 246

Mergers and Acquisitions Financial Services Banks Prospects 246

Private Equity Wire

JANUARY 8, 2025

Major players like Blackstone, KKR, Carlyle, and Ares Management have built substantial portfolios in this space, as institutional investors increasingly seek alternatives to traditional debt instruments.

Hedge Funds 98

Hedge Funds Asset Management Assets Debt 98

The Motley Fool

JUNE 19, 2024

And could adding it now help investors build a millionaire-maker portfolio? The bank of the future SoFi is an all-digital financial services company that serves its customers through an easy-to-use, all-in-one app. Investors should consider adding SoFi stock to their portfolios for years of gains.

Banks 246

Banks Financial Services Financing Finance 246

The Motley Fool

MAY 3, 2024

However, it did get a strong boost from its technology platform and financial services segment. In financial services, SoFi saw strong net interest income growth, which doubled from last year to nearly $120 million. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*.

Investors 245

Investors Financial Services Banks Accounting 245

The Motley Fool

JULY 22, 2024

massive portfolio. A Buffett bank stock with lots to like Capital One (NYSE: COF) is one of just a few bank stocks that are still in Berkshire's portfolio, after many were sold in the wake of the mid-2023 banking turmoil. There's also the massive stock portfolio, with many of its positions hand-selected by Buffett himself.

Banks 244

Banks Financial Services Capital Portfolios 244

Private Equity Wire

JANUARY 7, 2025

He advises clients who operate within a variety of sectors, including life sciences and healthcare, technology, as well as financial services. Tuhin has extensive experience in cohesively working with the management teams of clients’ European-based portfolio companies.

Law Firms 97

Law Firms Venture Capital Legal Taxes 97

The Motley Fool

MAY 13, 2024

In the first quarter, its net charge-off (NCO) ratio was 3.45% on its $15 billion personal loan portfolio, an increase from 2.97% in the first quarter of last year. In the first quarter, SoFi's financial services segment raked in $150 million, or 86% more revenue than it did in the same period last year. annually through 2030.

Banks 236

Banks Financial Services Leveraging Accounting 236

The Motley Fool

JANUARY 23, 2024

What's interesting is that Ripple's focus on financial services preceded the rise of other promising networks, like Ethereum and Solana. Both Ethereum and Solana might find that if they achieve greater adoption, particularly in financial services, they could give Ripple a run for its money for cross-border transactions.

Financial Institutions 246

Financial Institutions Financial Services Banks Legal 246

The Motley Fool

MAY 15, 2024

Growth + profits = a great business SoFi is an all-digital financial services app that offers lending, banking, and other services. The financial services segment is the fastest-growing right now, and it's expected to increase 75% year over year in 2024. Or should you avoid it?

Banks 244

Banks Financial Services Leveraging Accounting 244

Private Equity Wire

NOVEMBER 6, 2024

Alperovich has extensive experience advising private equity sponsors and their portfolio companies on a broad range of transactions, including mergers and acquisitions, leveraged buyouts, minority and growth investments, joint ventures, carve-outs and divestitures, restructurings, SPACs and de-SPACs, and investments in general partners.

Leveraged Buyouts 96

Leveraged Buyouts Mergers and Acquisitions Buyout Asset Management 96

The Motley Fool

APRIL 27, 2024

Some of Berkshire's strong gains can be attributed to high-flying stocks in its investment portfolio. Nu operates a digital financial services platform that serves nearly 94 million customers in Brazil, Colombia, and Mexico. It ranks as the fifth-largest financial services company in Latin America based on number of customers.

Stakes 246

Stakes Conglomerates Financial Services Shareholders 246

The Motley Fool

AUGUST 28, 2024

SoFi is disrupting traditional banking SoFi is a full financial services platform that offers lending services, banking products, and more on its digital app. SoFi has been expanding its business to encompass a wider array of services. Together, financial services and tech platform contribution profit was $86 million.

Financial Services 246

Financial Services Banks Accounting Shareholders 246

The Motley Fool

NOVEMBER 1, 2024

Right now, SoFi is Wood's fourth-largest position across her portfolio of exchange-traded funds (ETF) -- and she isn't the only one on Wall Street who remains optimistic. Why the future looks bright To me, it's pretty clear that SoFi's approach to building a robust financial services operation is coming to fruition.

Banks 246

Banks Exchange-Traded Funds Financial Services Portfolios 246

The Motley Fool

MAY 30, 2024

Every bank and financial services company has gone digital, and you can do all of your financial management in a single app through virtually every bank. It operates a winning model Management calls its model the financial service productivity loop. So what makes one company stand out? Image source: SoFi.

Banks 246

Banks Financial Services Accounting Public Companies 246

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. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

Financial Institutions 246

Financial Institutions Banks Financial Services Leveraging 246

The Motley Fool

JULY 29, 2024

The digital answer to financial services SoFi has done an impressive job working its way up from a student loan cooperative to a major U.S. But financial services have been the standout recently, increasing 42% year over year in the first quarter. Is this a bargain buy or a value trap ? Image source: SoFi.

Financial Services 245

Financial Services Banks Public Companies Debt 245

The Motley Fool

APRIL 9, 2024

The financial services industry is hyper competitive. Let's break down how the company is bringing innovation to the financial services world and assess if now is a good opportunity to scoop up some shares. It's not uncommon for people to use a variety of services for their financial needs.

Banks 244

Banks Financial Services Legal Prospects 244

The Motley Fool

AUGUST 14, 2024

Rippling through the financial services sector To be quite frank, the vast majority of cryptocurrencies out there are utterly useless, and many are even scams. The financial services sector is one of the biggest and most powerful in the world. This was well below the original request of $2 billion.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Financial Institutions Financial Services Banks 246

The Motley Fool

MAY 16, 2024

The company's financial services segment outperformed with adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) that soared 50.3% of its total loan portfolio. to a well-diversified portfolio looks like a smart move for most growth-seeking investors. trailing free cash flow.

Conglomerates 243

Conglomerates Amortization Depreciation Earnings Before Interest 243

The Motley Fool

SEPTEMBER 30, 2024

The company's diverse healthcare portfolio also provides stability and above-average growth potential. Its diverse snack and beverage portfolio provides resilience during economic downturns and shocks. J&J offers a 3.07% yield and a 72.70% payout ratio. Coca-Cola stock pays a 2.7% yield with a 76.80% payout ratio.

Shareholders 246

Shareholders Financial Services Prospects Portfolios 246

The Motley Fool

AUGUST 25, 2024

Nu is a Brazil-based digital bank that offers a wide array of financial services in three Latin American countries, and it appeals to a broad base of customers through its low rates, easy-to-use platform, and modern technology. It has diversified to cover bank accounts, lending products, and other financial services.

Banks 244

Banks Financial Services Accounting Debt 244

The Motley Fool

SEPTEMBER 7, 2024

That business is Sony's financial services division. The conglomerate is planning to execute a partial spinoff of this segment, officially known as Sony Financial Group, Inc. Details of Sony's spinoff Sony's decision to spin off its financial services division makes sense. SFGI), in October 2025. for Sony stock.

Financial Services 225

Financial Services Conglomerates Venture Capital Shareholders 225

The Motley Fool

FEBRUARY 26, 2024

19, Capital One (NYSE: COF) announced it would acquire Discover Financial Services (NYSE: DFS) in an all-stock transaction valued at over $35 billion. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. Discover Financial Services is an advertising partner of The Ascent, a Motley Fool company.

Capital 246

Capital Investors Financial Services Banks 246

The Motley Fool

NOVEMBER 7, 2024

Then there are all the other financial services people are looking for that SoFi offers, such as checking accounts and investing solutions. It's achieving profits at scale Management has worked to transform SoFi from a student loan specialist into a full financial services app focusing on capital-light, fee-based products.

Financial Services 246

Financial Services Banks Accounting Returns 246

The Motley Fool

JULY 28, 2024

A lesser-known segment of Sony's business is its presence in the financial services industry. However, Sony's management has deemed the financial services unit as a non-core part of the business. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

Conglomerates 244

Conglomerates Financial Services Assets Returns 244