The Motley Fool

NOVEMBER 26, 2024

Berkshire began building a stake in early 2021, but the real jump came in the first quarter of 2022. To top it all off, Chevron has an elite balance sheet with very low leverage. stake in the company. Although the deal made Oxy, once again, more leveraged, it could pay off as long as oil prices remain around current levels.

Stakes 245

Stakes Leveraging Banks Debt 245

Private Equity Insights

JANUARY 16, 2025

Investcorp plans to support Epipolis expansion by leveraging its expertise and resources to drive operational efficiencies and market growth. read more Sagard launches first private equity fund for retail investors Sagard, a global alternative asset manager, launched its first private equity fund designed for.

Stakes 147

Stakes Asset Management Leveraging Assets 147

Private Equity Insights

FEBRUARY 9, 2024

billion) for a credit fund for Australia and New Zealand, as it seeks to capitalize on opportunities created by banks retreating from leveraged lending. The Ares Asia Direct Lending fund, the company’s first leveraged buyout vehicle for the region, has deployed over A$1.04 billion) for a credit fund for Australia and.

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

The Motley Fool

AUGUST 20, 2024

It allows the MLP to retain billions of dollars in cash flow to fund expansion projects, repurchase units, and maintain a strong balance sheet. times leverage ratio. Because of that, it can borrow money at lower rates and better terms to fund its operations and expansion. The MLP has A-rated credit and a low 3.0

Mergers and Acquisitions 246

Mergers and Acquisitions Initial Public Offering Stakes Taxes 246

The Motley Fool

AUGUST 23, 2023

Its 578,000-share/$42 million stake only makes up about 0.01% of the Berkshire Hathaway investment portfolio's present value; Buffett sold most of the position in 2013, shortly after the spinoff. Capital One Buffett is a big fan of credit card company stocks, owning stakes in Visa as well as Mastercard. He's also holding nearly 12.5

Stakes 245

Stakes Conglomerates Banks Capital 245

The Motley Fool

JANUARY 21, 2024

Buffett acknowledged in last year's shareholder letter that stakes in Coca-Cola (NYSE: KO) and American Express (NYSE: AXP) , which Berkshire Hathaway has held for decades, have provided it with billions of dollars in unrealized gains from share price appreciation that was partially powered by their growing dividends. billion, or $8.49

Stakes 246

Stakes Conglomerates Shareholders Leveraging 246

Private Equity Wire

MARCH 14, 2024

Sagard, a global multi-strategy alternative investment fund with over $25bn in AUM across venture capital, private equity, private credit, real estate and royalties, is to acquire a 40% stake in US-based CLO manager HalseyPoint. HalseyPoint was launched in July 2019 to issue and manage CLOs.

Stakes 95

Stakes Venture Capital Leveraging Financial Services 95

The Motley Fool

AUGUST 31, 2024

But he really made headlines when he sold nearly half of Berkshire's remaining stake last quarter. million shares for Millenium Management's $216 billion portfolio, increasing the fund's stake in the stock by 68%. He also established positions in several leveraged ETFs focused on Apple. Israel Englander bought 5.16

Conglomerates 246

Conglomerates Taxes Stakes Leveraging 246

The Motley Fool

MAY 11, 2024

Home Depot enjoys leverage with suppliers and can sell at lower prices due to its massive size. REITs must pay most of their taxable income to shareholders, so they often rely on borrowing to fund expansion. Meanwhile, the stock trades at just 13 times its funds from operation , which REITs use instead of earnings.

Stakes 246

Stakes Leveraging Stock Market Stock Market 246

The Motley Fool

FEBRUARY 21, 2024

million stake in the company. Back in 2017, the chipmaker's GPU Ventures arm joined Samsung and 10 other investors in a $75 million funding round for the start-up. It might be a promising speculative play for long-term investors, but its high valuation, high leverage, and persistent losses could limit its near-term gains.

Investing 246

Investing Stakes Amortization Depreciation 246

The Motley Fool

NOVEMBER 26, 2023

He started the Bezos Earth Fund to fight climate change and protect nature in 2020. The sales from earlier this month appear to be a simple tax-planning maneuver by Bezos to fund his charitable giving plans. Bezos is funding his space exploration company, Blue Origin, with his Amazon stake. of his holdings.

Investors 246

Investors Taxes Bidding Leveraging 246

Private Equity Insights

DECEMBER 5, 2023

Ares Management Corporation (NYSE: ARES) (“Ares”), a leading global alternative investment manager, announced today that it has raised approximately $3.3bn of real estate secondaries capital, which comprises the Landmark Real Estate Fund IX (“LREF IX” or the “Fund”), General Partner commitments and affiliated vehicles. Europe and Asia.

Funds 130

Funds Private Equity Firms Private Equity Firms Stakes 130

Private Equity Wire

JANUARY 14, 2025

A challenging economic environment, characterised by weak growth forecasts, political instability, and geopolitical risks, along with the strength of the US dollar, has driven US private equity funds to focus on certain European countries, according to Neil Barlow, Partner at law firm Clifford Chance.

Leveraging 75

Leveraging Buyout Private Equity Firms Private Equity Firms 75

The Motley Fool

JULY 22, 2023

I agree with that optimism and intend to regularly add to my stake in this life sciences landlord while it's still on sale. It trades at around 19 times its adjusted funds from operations ( FFO ), and its dividend at the current share price yields 3.4% -- near a historical high for the company. While its leverage ratio of 5.2

Leveraging 246

Leveraging Stock Market Stock Market Stakes 246

The Motley Fool

APRIL 26, 2024

The business has grown in recent years under CEO Brian Niccol by embracing concepts like drive-thrus (which it calls Chipotlanes) and leveraging the power of digital ordering and delivery, which it mastered during the height of the pandemic. We'll get an update soon as hedge funds are due to report first-quarter activity by mid-May.

Hedge Funds 246

Hedge Funds Leveraging Stakes Debt 246

The Motley Fool

AUGUST 14, 2024

A young Warren Buffett bought his first shares of Berkshire Hathaway, which was a struggling textile maker at the time, for his fund in 1962. Berkshire Hathaway's operating earnings notably exclude any gains or losses from its closely watched investment portfolio , which includes nearly 50 stocks and exchange-traded funds (ETFs).

Conglomerates 246

Conglomerates Enterprise Values Exchange-Traded Funds Leveraging 246

The Motley Fool

SEPTEMBER 22, 2024

One of the more high-profile hedge funds is Ken Griffin's Citadel. Last quarter, Citadel reduced its stake in Nvidia (NASDAQ: NVDA) by 79% -- dumping 9,282,018 shares. More importantly, the company's operating leverage has improved dramatically in the form of margin expansion and consistent profitability.

Hedge Funds 246

Hedge Funds Stakes Prospects Leveraging 246

The Motley Fool

DECEMBER 22, 2023

Besides reinforcing the savings habit, regularly buying shares of well-selected stocks can leverage the power of compounding to turn small investments into a big nest egg over time. Investing early in your career can pay huge dividends later in life. Grocery and home improvement stores lead the way with 9.7%

Initial Public Offering 244

Initial Public Offering Leveraging Stakes Shareholders 244

The Motley Fool

MARCH 30, 2024

Maybe you're even considering a stake in The Procter & Gamble Company (NYSE: PG) but can't quite convince yourself to take the plunge. With a bigger lineup of market-leading products, P&G also enjoys a great deal of leverage with its retail partners like Walmart and Kroger. How about dividend income?

Stakes 246

Stakes Leveraging Prospects Portfolios 246

The Motley Fool

FEBRUARY 4, 2024

Bezos amassed his fortune as the founder of Amazon (NASDAQ: AMZN) , and he still holds about a 10% stake in the company. One way to leverage Bezos' favorite metric is to identify stocks that are increasing free cash flow per share. How can investors use this metric?

Shareholders 245

Shareholders Investing Leveraging Stakes 245

Private Equity Insights

OCTOBER 12, 2023

(together with parallel vehicles, the “Fund” or “Fund VI”). Fund VI closed with more than $1.9bn of aggregate capital commitments, significantly surpassing its initial fundraising target. Source: CISION PR Newswire Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Leveraging 130

The Motley Fool

JANUARY 25, 2024

The founder, CEO, and main stock-picker for the Ark Invest family of exchange-traded funds has been busy adding to some of her positions this week. It offers an operating system that leverages machine learning algorithms and searchable biology and chemistry relationships to help speed up the development of potential treatments.

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Stakes Portfolios 246

The Motley Fool

SEPTEMBER 25, 2024

These filings can be helpful as they provide a glimpse into what the companies' sophisticated investors, such as hedge fund managers, are buying and selling. Last quarter, Point72 sold about 600,000 shares of Amazon (NASDAQ: AMZN) stock -- reducing its stake by 16%. million shares. Should you follow Cohen's moves?

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Asset Management Leveraging 246

The Motley Fool

JULY 20, 2024

For Rivian, this will provide additional funding to develop the more affordable R2 SUV due in the first half of 2026 and enable it to leverage volumes of supplies to cut costs. This led to Ford selling off what was a substantial stake in Rivian at the time, which weighed on Rivian's stock price for a couple of quarters.

Leveraging 246

Leveraging Stakes Returns Investors 246

The Motley Fool

SEPTEMBER 5, 2024

These funds are essentially interest-free capital. It also allows it to manage its leverage effectively, boosting returns on equity in what otherwise is a low profit industry. According to the most recent filings, Berkshire's Chubb stake is currently worth around $6.9 Chubb also manages to pay a 1.3%

Leveraging 245

Leveraging Stakes Portfolios Capital 245

Private Equity Wire

MARCH 19, 2024

Pan-European mid-market private equity investor Oakley Capital has acquired a majority stake in medical software provider Horizons Optical via its Oakley Capital Origin Fund I from Madrid-based Sherpa Capital. Horizons’s CEO, Santiago Soler, will continue to lead the company and retain a significant share in the business.

Stakes 88

Stakes Capital Leveraging Funds 88

The Motley Fool

SEPTEMBER 9, 2024

Realty Income If you're looking for a stock that pays a recurring monthly dividend, it makes sense to own a stake in a company that charges its customers on a recurring monthly basis. There's another great reason to consider stepping into a stake in Stag Industrial. Enter Realty Income (NYSE: O). This year should be no exception.

Stakes 246

Stakes Shareholders Leveraging Portfolios 246

The Motley Fool

JULY 17, 2023

When a company is privately held, it typically raises funds from sophisticated investors such as venture capitalists or private equity firms. These institutions buy an ownership stake in the form of equity in the company in exchange for investment capital. For Nvidia, an ownership stake in Arm could mean a lot going forward.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

Private Equity Insights

NOVEMBER 28, 2023

Pantheon, a leading global private markets investor, is pleased to announce the successful closing of Pantheon Global Secondaries Fund VII and associated vehicles (PGSF VII), its latest flagship global private equity secondaries offering, with commitments totalling $3.25bn.

Funds 130

Funds Deal Flow Financing Finance 130

The Motley Fool

JUNE 22, 2023

Billionaire Bill Ackman manages hedge fund Pershing Square Capital Management, and he's comfortable with the idea of contrarian investing. When he finally exited his stake in 2014, Ackman says he made $1.6 Among the problems that Ackman saw was an enormous amount of leverage.

Hedge Funds 236

Hedge Funds Investing Leveraging Bidding 236

The Motley Fool

JULY 8, 2024

However, some hedge fund billionaires sold Nvidia stock during the first quarter, while purchasing shares of Palantir Technologies (NYSE: PLTR) and/or Super Micro Computer (NASDAQ: SMCI) , two supercharged AI stocks with year-to-date returns of 59% and 198%, respectively. Meanwhile, Bacon started a small position in Super Micro Computer.

Hedge Funds 189

Hedge Funds Stakes Leveraging Capital 189

The Motley Fool

DECEMBER 15, 2023

Cathie Wood -- the founder and CEO of ARK Invest -- is a widely followed investor on Wall Street thanks to her strategy of investing in disruptive and innovative companies, and this strategy has reaped rich rewards in 2023 as her flagship exchange-traded fund, the ARK Innovation ETF has gained an impressive 60% this year.

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Stakes Funds 246

The Motley Fool

JANUARY 3, 2024

Cathie Wood kicked off the new trading year with three fresh purchases for her Ark Invest family of exchange-traded funds. Its Recursion OS platform is an operating system that leverages machine-learning algorithms and trillions of searchable relationships across biology and chemistry to help speed up the the advancement of future treatments.

Exchange-Traded Funds 246

Exchange-Traded Funds Enterprise Values Leveraging Stakes 246

Private Equity Insights

JULY 21, 2023

The Seoul-based online fashion platform Musinsa has raised $130 million in a series C funding round headed by the global investment firm KKR. Last October, KKR took a minority stake in the skin care and body care company SkinSpirit. percent stake in Wella to IGF Wealth Management for $150 million.

Companies 130

Companies Funds Mutual Funds Private Equity Firms 130

The Motley Fool

JULY 23, 2023

According to TeleGeography as reported by Rest of World , the Big Tech giants only owned a stake in one cable in 2010, but by 2021 they owned a stake in more than 30. Sharing isn't Caring: In 2018, Google announced it was abandoning the traditional cable consortium funding model and would fully fund and own any new cables it laid.

Stakes 246

Stakes Leveraging Private Companies Financing 246

The Motley Fool

OCTOBER 17, 2024

This substantial war chest allows Intellia to aggressively advance its pipeline without immediate funding concerns. While research and development expenses remain high due to ongoing clinical trials, Intellia has smartly leveraged collaborations to share costs and risks.

Leveraging 241

Leveraging Stakes Returns Investors 241

The Motley Fool

MAY 18, 2024

Their large stake in the REIT has likely been why the company has paid consecutive dividends for over 30 years. Funds from operations stagnated, and it had to take on more debt than most investors would be comfortable with. They're leveraged (they have a lot of cash but lend most of it out) and very tied to the overall economy.

Banks 236

Banks Leveraging Stakes Portfolios 236