The Motley Fool

MAY 5, 2024

Here's a rundown of three of the bigger positions held by Buffett's Berkshire Hathaway that would probably be at home in your portfolio as well. Take corporate fundraising and M&A ( mergers and acquisitions ) as an example. Those write-offs may be as bad as things are going to get for the bank's loan portfolio this cycle.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Banks Investment Banks 130

The Motley Fool

SEPTEMBER 11, 2024

Today, its shares trade for just $7.20 -- 74% below their initial public offering price, and down 97% from their all-time high. It began trading on the New York Stock Exchange in 2021 after going public via a reverse merger with a special purpose acquisition company ( SPAC ).

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering New York Stock Exchange Earnings Before Interest 130

The Motley Fool

JUNE 8, 2024

Here's why they could be great portfolio additions for just about anyone who wants to pump up their passive-income stream. So far this year, two unnamed portfolio companies filed for initial public offerings ( IPOs ). Hercules isn't resting on any laurels. per share. Altria Group Altria Group is the U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Venture Capital Capital 130

The Motley Fool

FEBRUARY 17, 2024

That's why chip design companies like Broadcom just completed its mega-merger with the big cloud software management business VMware , and why networking hardware giant Cisco Systems has submitted a bid to purchase Splunk to bet on cloud and network monitoring services. Should you invest $1,000 in Dynatrace right now?

Mergers and Acquisitions 246

Mergers and Acquisitions Initial Public Offering Bidding Debt 246

The Motley Fool

JANUARY 18, 2024

Since its initial public offering (IPO), the company has grown its dividend at a 15% compound annual rate, the 13th fastest pace in the S&P 100 (the top 100 publicly traded stocks in the country). There's additional upside potential from acquisitions. However, it has a long history of making accretive acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Returns Portfolios 130

The Motley Fool

APRIL 23, 2024

Investment banks reported earnings growth of double-digit percentages in the first quarter, driven by strong initial public offering ( IPO ) markets and a pick-up in debt underwriting. For example, mergers and acquisitions ( M&A ) were down, and advisory revenue fell 28%.

Investment Banks 130

Investment Banks Investment Banking Banks Mergers and Acquisitions 130

The Motley Fool

MAY 8, 2024

Here are three banks that can make solid additions to your portfolio today. It also said its Mexico consumer business was on track for a planned initial public offering (IPO) by 2025. Citigroup Citigroup (NYSE: C) is one of the United States' largest banks, holding nearly $1.7 trillion in assets.

Banks 130

Banks Mergers and Acquisitions Initial Public Offering Debt 130

The Motley Fool

JUNE 11, 2024

Not only that, but it also earns money from its massive investment portfolio, which has been raking in more cash thanks to higher interest rates. At the end of the first quarter, Progressive's investment portfolio was valued at $69 billion and earned $612 million in net investment income, an increase of 47% from last year.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Investment Banks Investment Banking 130

The Motley Fool

MARCH 5, 2024

Popular trading platform Webull just announced that it is pursuing an initial public offering ( IPO ). Going public through a non-traditional route One thing that sticks out about Webull's proposed offering is its non-traditional route to the public exchanges. billion enterprise value.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Investors Enterprise Values 130

The Motley Fool

FEBRUARY 9, 2024

Powered by this surprising growth story, Casey's inside sales now account for roughly 62% of the company's gross profit , helping its stock rise by over 28,000% since its 1986 initial public offering. Let's have a closer look. With 63% of convenience stores in the U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Accounting Returns 130

The Motley Fool

MARCH 16, 2024

In 2022, rising interest rates created an air of uncertainty around markets , including those for initial public offerings (IPOs) and mergers and acquisitions, both bread-and-butter businesses for investment bankers. This rising consumer debt could create a massive opportunity for Lending Club.

Banks 130

Banks Mergers and Acquisitions Initial Public Offering Investment Banks 130

The Motley Fool

DECEMBER 6, 2023

According to financial analytics firm Refinitiv, dealmaking like initial public offerings (IPOs) and mergers and acquisitions (M&As) was at an all-time high that year. Ares Capital also invests heavily in first-lien and second-lien loans, which make up 43% and 17% of its portfolio, respectively.

Investors 246

Investors Collateral Mergers and Acquisitions Initial Public Offering 246

The Motley Fool

AUGUST 5, 2024

On July 30, Amazon disclosed via a filing with the Securities and Exchange Commission (SEC) that it owned shares of 10 public companies as of the end of the second quarter. Its 10-stock portfolio was worth $2.53 Amazon's stock holdings Stocks are listed in order of their value in Amazon's portfolio as of the end of the second quarter.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Companies Mergers and Acquisitions Initial Public Offering 100

Private Equity Wire

JULY 17, 2023

VVHC is anchored by a science-first, diversified investment strategy and is led by Managing Directors Lori Hu and Christine Brennan, who have previously led numerous investments in companies that have exited through mergers and acquisitions (M&A) or initial public offerings (IPO).

Mergers and Acquisitions 52

Mergers and Acquisitions Initial Public Offering Funds Assets 52

American Investment Council

JULY 23, 2024

“Even the bottom 25th percentile of private equity returns exceeds the media public equity return,” the report said. The study reported that 88% of public funds had PE exposure, representing 14% of the portfolio in dollar terms. PE is the third biggest allocation among public funds. of its portfolio.

Returns 59

Returns Pension Funds Mergers and Acquisitions Initial Public Offering 59

The Motley Fool

APRIL 26, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The second is our anticipated merger with Cambridge Trust, which demonstrates how we are capitalizing on opportunities.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Assets Banks 130

Private Equity Wire

JUNE 27, 2023

VVHC is led by managing directors Lori Hu and Christine Brennan, who possess deep combined investing and operational experience, having led numerous investments in companies that have exited through mergers and acquisitions (M&A) or initial public offerings (IPO).

Mergers and Acquisitions 40

Mergers and Acquisitions Initial Public Offering Funds Portfolios 40

Insight Partners

SEPTEMBER 19, 2023

Plan for mergers and acquisitions (M&A): Assign a dedicated team to ensure the research and preparation are completed before public announcements. Editor’s note: Templafy and BlueOcean are Insight Partners portfolio companies. Foster strategic partnerships: Partnerships can amplify your brand voice.

Mergers and Acquisitions 52

Mergers and Acquisitions Leveraging Initial Public Offering Prospects 52

Pension Pulse

SEPTEMBER 4, 2024

Sean Klimczak, global head of Blackstone Infrastructure and Nadeem Meghji, global co-head of Blackstone Real Estate, said: “Prior to AirTrunk, Blackstone’s portfolio consisted of US$55bn (€49.8bn) of data centres including facilities under construction, along with over US$70bn in prospective pipeline development.”

Investing 59

Investing Asset Management Stakes Assets 59

The Motley Fool

SEPTEMBER 9, 2024

Sirius XM is the final inning of its merger with Liberty Media's Sirius XM tracking stock , Liberty Sirius XM Group (NASDAQ: LSXMA) (NASDAQ: LSXMB) (NASDAQ: LSXMK) , which is expected to stop trading after the closing bell on Sept. This merger is being undertaken to create a unified class of Sirius XM common stock.

Mergers and Acquisitions 246

Mergers and Acquisitions Initial Public Offering Stock Exchanges Investors 246

Pension Pulse

MAY 11, 2023

A month ago, Reuters reported that KKR closed its largest ever European buyout fund at $8 billion: KKR & Co Inc (KKR) said on Tuesday it had closed its sixth and largest European private equity fund at $8 billion, a significant boost for the investment firm at a time of market volatility and sinking interest in major acquisitions.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Buyout Pension Funds 52

The Motley Fool

NOVEMBER 28, 2023

The company has delivered those strong returns by steadily expanding its portfolio of income-producing real estate. Carey has raised its payout every year since going public. It spun off a big chunk of its office portfolio to investors by creating Net Lease Office Properties. Unfortunately, that's about to change.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Returns Portfolios 130

The Motley Fool

AUGUST 19, 2024

We did an IPO, initial public offering before anyone else did. We had a certain what we call platform acquisitions. Once we went public, capital was not really a constraint any longer for us. The acquisitions that we made brought in talent. We only had 12 stores when we did our initial public offer.

Initial Public Offering 130

Initial Public Offering Capital Banks Mergers and Acquisitions 130

The Motley Fool

JULY 15, 2023

I'm going to turn to you on this one first Bill because I feel like your portfolio has been full of these things over the years. Bill Mann for you can you think of any really successful mega mergers? Bill Mann: Mergers of equal? Maybe some really weird derivative, maybe something people couldn't invest in anymore.

Investing 130

Investing Mergers and Acquisitions Companies Capital 130

Pension Pulse

MAY 22, 2024

per cent return of its reference portfolio. The reference portfolio, made of 85 per cent global equity and 15 per cent Canadian bonds, benefited last year from stock price surges in the seven largest U.S. The pension fund's returns over the past 10 years have also fallen short of the reference portfolio, but only by 0.3

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

MARCH 27, 2024

Truth Social gains again There wasn't any specific news out on Trump Media, which went public on Tuesday through a special purpose acquisitions company (SPAC) merger with Digital World Acquisition Company (Nasdaq: DWAC). Image source: Getty Images.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Accounting Returns 130