The Motley Fool

JUNE 12, 2024

It can be accomplished easily by buying stakes in a few exchange-traded funds ( ETFs ), which give investors exposure to a wide range of companies in a single investment. Its top 10 holdings make up just over 23% of the fund. The S&P 500 index tracks 500 of the largest public companies in the U.S.,

Exchange-Traded Funds 246

Exchange-Traded Funds Consulting Consultants Public Companies 246

The Motley Fool

DECEMBER 29, 2023

Few public companies dominated the headlines in 2023 more than Microsoft (NASDAQ: MSFT) , whether it was its involvement with OpenAI's Chat GPT, its successful $69 billion acquisition of Activision Blizzard, or antitrust probes. Microsoft has dealt with many antitrust concerns as a public company, paying billions in fines.

Public Companies 243

Public Companies Debt Prospects Shareholders 243

Private Equity Insights

JUNE 29, 2023

The confirmation comes exactly a week after news of the acquisition bid first came to light, and some two years after SAP spun the business out as an independent publicly traded company, having bought it back in 2018 for $8 billion just as Qualtrics was originally planning its IPO. billion in equity and $1 billion in debt.

Private Equity Firms 200

Private Equity Firms Private Equity Firms Bidding Public Companies 200

The Motley Fool

APRIL 20, 2024

Well, to put it simply, these funds raise capital from ultrahigh-net-worth individuals called accredited investors. In turn, large investment firms gain access to opportunities that aren't typically found on public exchanges. Let's dig into the fund, and assess whether investing like a billionaire is right for you.

Accredited Investors 235

Accredited Investors Venture Capital Initial Public Offering New York Stock Exchange 235

The Motley Fool

OCTOBER 21, 2024

Englander and his team run a very active hedge fund, with thousands of positions and close to $216 billion in AUM, as of the midpoint of 2024. Millennium's 13F shows that 5,444,678 shares of Coca-Cola were purchased by the fund's brightest investment minds, including Englander.

Stakes 246

Stakes Hedge Funds Public Companies Asset Management 246

The Motley Fool

SEPTEMBER 8, 2024

Although Berkshire is known for its public equity investments in companies like Apple and Coca-Cola , the value of the rest of the business is actually much higher. In fact, Berkshire's holdings in public companies are worth about $320 billion compared to the $1.026 trillion market cap for Berkshire as a whole.

Banks 240

Banks Mergers and Acquisitions Exchange-Traded Funds Venture Capital 240

The Motley Fool

MAY 30, 2024

Chipotle Mexican Grill (NYSE: CMG) has long been a primary holding of Pershing Square Capital Management, the fund managed by billionaire Bill Ackman. His fund first bought the stock during the second half of 2016, and it has earned considerable returns since that time. In total, Pershing Square has purchased 2.9 However, close to 2.2

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Investing Shareholders Public Companies Stakes 234

The Motley Fool

AUGUST 27, 2024

One of the best aspects of putting your money to work on Wall Street is there are thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from. Last year, the investment advisors at Hartford Funds released a lengthy report extoling the virtues, and outperformance, of dividend stocks.

Companies 243

Companies Investors Exchange-Traded Funds Conglomerates 243

The Motley Fool

SEPTEMBER 13, 2023

Looking back over the past eight years that PayPal (NASDAQ: PYPL) has been a public company, it hasn't been the success investors were hoping for. A little history and context When I talk about PayPal going public, I mean for the second time. Let's see what that means and if it can change. The pandemic changed all that.

Initial Public Offering 244

Initial Public Offering Investing Public Companies Banks 244

The Motley Fool

MARCH 28, 2025

Its adjusted funds from operations missed analyst expectations , and the same can be said about its guidance for the year ahead. This is something that it has now done 130 times since going public 31 years ago. This is still a timely pick here. Despite the soft quarter, it still boosted its monthly dividend last month.

Public Companies 231

Public Companies Capital Portfolios Returns 231

The Motley Fool

SEPTEMBER 11, 2024

The co-founder, CEO, and investment manager of the Ark Invest family of exchange-traded funds is getting into good groove in recent weeks. Her largest fund is up 17% since bottoming out last month. Tempus is generating real revenue, rising 25% in its first quarterly report as a public company.

Exchange-Traded Funds 246

Exchange-Traded Funds Public Companies Stakes Accounting 246

The Motley Fool

MAY 11, 2024

In many ways, Berkshire Hathaway is more like a mutual fund than a traditional company. That's largely because of Warren Buffett's influence on the company. The company ended the first quarter with around $182 billion in cash on its balance sheet. That's larger than the market cap of most public companies.

Mutual Funds 246

Mutual Funds Public Companies Shareholders Funds 246

The Motley Fool

AUGUST 27, 2024

Most of the exchange-traded funds held by Ark Invest -- where she is the co-founder, CEO, and investment manager -- are underwater in the otherwise buoyant 2024. It's not stopping her from taking big bets on disruptive companies. Shopify DraftKings is currently the second-largest holding across all of Wood's funds at Ark.

Exchange-Traded Funds 246

Exchange-Traded Funds Taxes Public Companies Stakes 246

The Motley Fool

JUNE 15, 2023

^SPXTR data by YCharts The Fidelity Government Market Money Market Fund invests in short-term government securities, while the S&P 500 is an index of the largest U.S. public companies, and the Nasdaq-100 is a collection of the largest players on that tech-heavy platform.

Exchange-Traded Funds 246

Exchange-Traded Funds Investing Education Banks 246

The Motley Fool

DECEMBER 1, 2024

Investment management firm Vanguard has a low-cost exchange-traded fund (ETF) that targets megacap value stocks. Looking beyond Berkshire Hathaway's public equity portfolio The Vanguard Mega Cap Value ETF is chock-full of excellent value stocks, many of which pay dividends. of Berkshire's public equity portfolio.

Banks 246

Banks Exchange-Traded Funds Investing Public Companies 246

The Motley Fool

DECEMBER 2, 2023

You'll typically get to choose between market cap-based funds (large, mid, or small), your company's stock (if it's a public company), a handful of bond options, and target-date funds assembled based on your projected retirement year. For many people, those options are good enough; for others, not so much.

Taxes 246

Taxes Mutual Funds Education Exchange-Traded Funds 246

The Motley Fool

DECEMBER 24, 2023

Growth stocks rebounded sharply in 2023, and that was good news for star investor Cathie Wood and her Ark Investment Management family of exchange-traded funds. Here's everything you need to know about this top-performing Ark Invest ETF and why Wood is so optimistic about the exchange-traded fund's long-term prospects.

Exchange-Traded Funds 246

Exchange-Traded Funds Public Companies Prospects Funds 246

The Motley Fool

OCTOBER 4, 2024

While over 60% of Americans own stocks , most of that is through buying into funds that own multiple stocks. For most people, investing in stocks through vehicles such as exchange-traded funds (ETFs) is a great option. The direct ownership of stocks accounts for a little over 20%. as ranked by market capitalization (market cap) ).

Exchange-Traded Funds 245

Exchange-Traded Funds Public Companies Portfolios Returns 245

The Motley Fool

JANUARY 23, 2024

Last year, a study released by the Hartford Funds, in cooperation with Ned Davis Research, found that dividend-paying companies delivered an annualized return of 9.18% between 1973 and 2022. That compared to an annualized return of 3.95% for non-paying companies over the same five-decade stretch.

Debt 245

Debt Public Companies Capital Assets 245

The Motley Fool

MAY 28, 2024

With thousands of publicly traded companies and exchange-traded funds to choose from, there's an investment strategy that fits the goals and risk tolerance of just about every investor. Enterprise doles out its dividend quarterly and has been increasing its base annual distribution since becoming a public company in July 1998.

Exchange-Traded Funds 246

Exchange-Traded Funds Public Companies Capital Returns 246

The Motley Fool

APRIL 24, 2024

Revenue growth accelerated to 35% year over year in the 2023 fourth quarter, and SoFi delivered its first generally accepted accounting principles (GAAP) profit as a public company, as promised, with $48 million in net income. Pagaya has a broad network of 100 funding partners to buy the loans it approves, and it raised $6.6

Banks 243

Banks Financial Services Accounting Public Companies 243

The Motley Fool

AUGUST 29, 2023

The stock can be purchased at a solid price After the moves, Ark funds as a whole still have a 3.2% At that price and weight, Ark funds held around $625 million in Shopify shares. The beginning of its Shopify selling was perfectly aligned with Shopify's Q1 results, when the company disclosed it was selling its logistics business.

Public Companies 245

Public Companies Finance Financing Funds 245

The Motley Fool

SEPTEMBER 9, 2024

At their core, they're capital providers to early-stage businesses looking for funding to get their operations off the ground. Furthermore, some BDCs, such as Ares Capital, offer more sophisticated financing solutions -- making them appealing to larger public companies as well. BDCs are pretty interesting. Well, not exactly.

Mergers and Acquisitions 246

Mergers and Acquisitions Venture Capital Debt Business Development Companies 246

The Motley Fool

OCTOBER 10, 2024

six weeks packed full of operating results from public companies), can make it easy for important data to fly under the radar. A 13F provides a clear snapshot of which stocks and exchange-traded funds (ETFs) the top money managers purchased and sold in the latest quarter. Image source: Getty Images. and global economy.

Stakes 246

Stakes Exchange-Traded Funds Asset Management Funds 246

The Motley Fool

JULY 26, 2023

The master limited partnership (MLP) has increased its distribution to investors for 25 straight years, its entire history as a public company. That's several times the rate an investor would earn in an S&P 500 index fund ($15 of annual dividend income at the current 1.5% It uses the money to fund expansion projects ($2.1

Capital 246

Capital Leveraging Public Companies Assets 246

The Motley Fool

SEPTEMBER 1, 2023

It tracks 500 of the most valuable public companies in the U.S. It has become the benchmark for the stock market, with professional money managers using its returns to judge their own funds' performances. Various financial institutions license the right to assemble funds that mirror the S&P 500. by market cap.

Financial Institutions 246

Financial Institutions Banks Public Companies Investment Banking 246

The Motley Fool

AUGUST 23, 2023

While each billionaire's fund has its own goals and strategy, they know how to pick winners. Recently, David Tepper's Appaloosa Management and George Soros' Soros Fund Management have been buying Amazon (NASDAQ: AMZN) stock, and Appaloosa and James Simons' Renaissance Technologies have been buying Uber Technologies (NYSE: UBER) stock.

Bidding 237

Bidding Public Companies Taxes Funds 237

The Motley Fool

MARCH 2, 2024

When considering the company's potential to expand to the other 34 states (and possibly beyond), Dutch Bros could maintain this growth pace for years. Profitability Additionally, the rise in revenue led to a milestone Dutch Bros had not previously experienced as a public company -- profitability.

Debt 243

Debt Public Companies Shareholders Funds 243

The Motley Fool

DECEMBER 14, 2023

In other words, Ark identifies eight sources of potential demand that could make Bitcoin more valuable in the future, as detailed below: Corporate treasuries: The cash and cash equivalents held by public and private companies. Remittances: Funds sent from one person to another. But some of Ark's assumptions appear plausible.

High Net Worth Individuals 246

High Net Worth Individuals Hedge Funds Investing Assets 246

The Motley Fool

OCTOBER 22, 2024

Admittedly, 13Fs have a drawback -- they're filed up to 45 calendar days following the end to a quarter, which means they're likely providing stale information for active hedge funds. During the second quarter, Yass's fund jettisoned 52,497,275 shares of Nvidia's stock, which reduced its stake by 73% from the March-ended quarter.

Stakes 246

Stakes Hedge Funds Buyout Asset Management 246

The Motley Fool

AUGUST 30, 2024

Her largest exchange-traded fund is trading 15% lower this year, a rough contrast to a winning year for many growth investors. Tempus delivered decent financials in its first quarterly report as a public company last week. Cathie Wood is having a rough year as the co-founder, CEO and investment manager of Ark Invest.

Exchange-Traded Funds 246

Exchange-Traded Funds Amortization Depreciation Earnings Before Interest 246

The Motley Fool

FEBRUARY 2, 2024

The master limited partnership (MLP) recently finished its 25th year as a public company operating in the sector. It has increased its distribution every single year since coming public, which is no small task in the volatile sector. The MLP used those funds to invest in its growth projects, repurchase units, and repay debt.

Leveraging 246

Leveraging Public Companies Capital Debt 246

The Motley Fool

JANUARY 14, 2024

In CRISPR's case, the company is well-funded, and it isn't carrying significant obligations on its books. The downside of an all-cash deal, however, is that investors would have to buy shares of the acquiring company to still profit from CRISPR's growth -- assuming the acquirer is a public company. As of Sept.

Investors 246

Investors Liabilities Buyout Shareholders 246

The Motley Fool

JUNE 16, 2023

In nearly 25 years as a public company, it has never generated a full year of profits and never generated a full year of positive cash flow. That's because Plug's business has been entirely subsidized by secondary stock offerings to raise more money to fund the next big thing. Buy or not?

Public Companies 244

Public Companies Shareholders Funds Investors 244

The Motley Fool

OCTOBER 5, 2024

In this essay, Buffett stated that the market value of all public companies as a percentage of gross national product (GNP), which is now more widely known as gross domestic product (GDP) , is "probably the single best measure of where valuations stand at any given moment."

Stock Market 246

Stock Market Stock Market Conglomerates Exchange-Traded Funds 246

The Motley Fool

AUGUST 8, 2023

But for others, it's precisely why exchange-traded funds (ETFs) exist. For instance, if you want to mirror the performance of a major index, there are index funds. Exchange-traded funds offer a number of advantages, such as instant diversification or concentration with the click of a button. Image source: Getty Images.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Assets Funds 246

The Motley Fool

JULY 10, 2024

Meanwhile, a reverse-stock split is aimed at increasing a company's share price, often with the goal of meeting continued listing standards on a major stock exchange. Although some reverse-stock splits can be long-term winners, most investors tend to focus their attention on public companies conducting forward splits.

Initial Public Offering 236

Initial Public Offering Public Companies Stock Exchanges Prospects 236