Private Equity Wire

FEBRUARY 16, 2024

Quilvest Capital Partners (Quilvest), a dedicated global mid and lower mid-market alternatives investment manager with over $7bn in AUM, has successfully listed one of its earliest portfolio companies, BBB Foods (BBB), on the New York Stock Exchange.

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The Motley Fool

DECEMBER 28, 2023

On the one hand, your portfolio should be set up with a long-term focus, free of the vicissitudes of short-term market events. On the other hand, there are more and less attractive entry points for stocks, and an annual evaluation of a portfolio could lead to decisions about how to make a portfolio work better for you.

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The Motley Fool

DECEMBER 15, 2023

Offering outdoor enthusiasts electric SUVs and trucks, Rivian's initial public offering (IPO) in 2021 was one of the most anticipated of the year and the largest of any American company since Meta Platforms in 2012. But hype doesn't necessarily mean it deserves a spot in your portfolio.

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The Motley Fool

MAY 19, 2024

Shortly after Rivian Automotive (NASDAQ: RIVN) raced onto the scene with its initial public offering (IPO) , investors rushed to hitch a ride with the upstart electric vehicle (EV) maker. This EV truck stock has hit one pothole after another Debuting on the public markets on Nov.

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The Motley Fool

JULY 26, 2024

And as the company described before its 2021 initial public offering (IPO) , AST's ultimate goal is to provide this service to as many as 5 billion mobile subscribers, staking out for itself a large share of the "$1 trillion global mobile wireless services market." Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

JULY 2, 2023

Here are three stocks that will be worth adding to your portfolio even when the market takes its next downturn. Walmart has been a market-beating stock over its lifetime as a public company. A $10,000 investment in Walmart at its initial public offering , with dividends reinvested, would now be worth $492,000.

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The Motley Fool

SEPTEMBER 5, 2024

billion from its initial public offering (IPO). Initially, the ride-hailing business planned on selling about 30.8 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.

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The Motley Fool

SEPTEMBER 4, 2024

At the time of the note's publication, Morgan Stanley's target had an implied upside of approximately 41%. Astera Labs had its initial public offering in March and has seen volatile trading throughout its relatively short history as a publicly traded company. What's next for Astera stock?

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The Motley Fool

AUGUST 25, 2024

Diving into Starbucks' stock split record On June 26, 1992, Microsoft debuted as a public company on the Nasdaq at an initial public offering of $17 per share. And if the stock price keeps climbing, your shares could be worth a pretty penny. Since then, the coffee powerhouse has executed six 2-for-1 stock splits.

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The Motley Fool

AUGUST 25, 2024

It revealed many dramatic changes to the portfolio in Q2, and one notable one was its sale of Snowflake (NYSE: SNOW) stock. The Berkshire sale Berkshire invested in Snowflake before its initial public offering ( IPO ) when the company was still private. Warren Buffett's team at Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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The Motley Fool

AUGUST 19, 2024

Since the company's initial public offering ( IPO ) in 1999, the stock has risen nearly 300,000%! 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.

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The Motley Fool

AUGUST 27, 2024

The master limited partnership (MLP) has increased its cash distribution to investors every year since its initial public offering (26 years in a row). A cash flow-generating machine Enterprise Products Partners operates a diversified portfolio of midstream assets. The MLP's payout currently yields more than 7%.

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The Motley Fool

SEPTEMBER 1, 2024

They have lost about 13% of their value since the initial public offering in September 2021. 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. Here's what investors need to know.

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The Motley Fool

AUGUST 21, 2024

But allow me to explain how Buffett thinks about investing and why it consequently makes perfect sense for him to swap out Snowflake for Ulta Beauty in Berkshire's portfolio now. However, one of Buffett's proteges Todd Combs was a Snowflake customer at Geico and was conversing with Snowflake's former CEO Frank Slootman.

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The Motley Fool

SEPTEMBER 7, 2024

And they're far above the initial public offering (IPO) price from December 2021. That's yet another reason to consider adding this fintech enterprise to your portfolio. But that's not the case here. As of this writing, shares are trading just 5% off their all-time high from.

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The Motley Fool

AUGUST 20, 2024

The MLP has now increased its payout every year since its initial public offering (IPO) 26 years ago. It has a diversified portfolio of midstream assets, including pipelines , processing plants, storage terminals, export complexes, and petrochemical plants. Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

JULY 23, 2024

Lineage Logistics, a real estate investment trust (REIT) focused on cold storage facilities, is preparing to go public. billion valuation -- making it the biggest initial public offering (IPO) of 2024 by a wide margin. Carey has been in the midst of a significant portfolio refresh over the past year.

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The Motley Fool

APRIL 25, 2024

The electric vehicle ( EV) battery stock has gradually drifted lower as investor expectations have cooled down following a promising initial public offering (IPO), and revenue expectations are still modest, with analysts calling for $6.5 million in revenue next year.

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The Motley Fool

SEPTEMBER 5, 2024

The hot new name in coffee Dutch Bros is a chain of coffee shops that has recently developed a countrywide expansion strategy along with an initial public offering (IPO). It's based in Oregon and has most of its stores on the West Coast, but it's been opening new stores at a rapid pace and generating increasing revenue.

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Private Equity Insights

OCTOBER 5, 2023

Patient monitoring and respiratory interventions, part of Medtronic’s Medical Surgical portfolio, are among the slower-growing parts of the company. Shares in Johnson & Johnson’s consumer health spinoff Kenvue have fallen 24% since the new company went public in May.

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The Motley Fool

AUGUST 2, 2024

It just went public through an initial public offering (IPO) in April. 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. It made another $850,000 in software service revenue.

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The Motley Fool

AUGUST 23, 2024

Cathie Wood is struggling to get the balance right in her growth stock portfolios. Wood offers up the daily transactions across her half-dozen exchange-traded funds. Ibotta became a broken initial public offering (IPO) at the end of May after disappointing the market with its first financial update as a public company.

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The Motley Fool

AUGUST 28, 2023

There are many pathways to a million-dollar retirement portfolio. average annual return since its initial public offering in 2007. This group currently only allocates about 1% to 2% of their portfolio to alternatives compared to 25% to 30% for institutional investors. That's a very achievable return.

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The Motley Fool

JANUARY 27, 2024

Posting annualized total returns of 26% since its initial public offering in 2009, OTC Markets Group (OTC: OTCM) may be one of the most surprising multibaggers on the publicly traded markets. The 10 stocks that made the cut could produce monster returns in the coming years.

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The Motley Fool

AUGUST 31, 2024

From the company's initial public offering (IPO) in 2005 through 2021, Omega Flex produced total returns more than six times higher than those of the S&P 500 index. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, you’d have $731,449 !*

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The Motley Fool

AUGUST 19, 2024

Before we can determine how many shares you'd have if you had bought one share at Coca-Cola's initial public offering (IPO), we need to take a look at its stock split history. So, let's take a look at the history and what it would mean for an original Coca-Cola shareholder. Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

AUGUST 13, 2024

And since its initial public offering in June last year, this rising restaurant stock is a big winner. 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.

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The Motley Fool

AUGUST 11, 2024

QuantumScape's promising battery technology QuantumScape took the market by storm following its November 2020 initial public offering (IPO). 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.

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The Motley Fool

AUGUST 28, 2024

On top of that, REITs like AGNC tend to use leverage to enhance their returns, often backed by the value of their loan portfolio. Mortgage REITs are high risk, particularly if you're trying to live off the income your portfolio generates. It's up more than 500% since the company's initial public offering.

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The Motley Fool

AUGUST 18, 2024

Sometimes, it's her tried-and-true picks like Tesla and Teladoc Health , and sometimes it's an under-the-radar initial public offering (IPO) stock like Tempus AI. Famed growth investor Cathie Wood loves to invest in disruptive tech stocks, and investors love to see what's on her investing plate.

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The Motley Fool

MARCH 21, 2024

Reddit had its initial public offering (IPO) and began trading on the stock market this morning, and shot higher out of the gate. 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.

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The Motley Fool

JULY 20, 2024

Investors had high hopes for Dutch Bros when it went public in 2021 at a time of unprecedented initial public offering (IPO) activity and wild investor sentiment. That bull market popped, and many hot stocks have dropped into bargain territory. Here's why you might want to add Dutch Bros stock to your buy list.

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The Motley Fool

MAY 4, 2024

Annaly's value is effectively based on its portfolio of mortgage securities. Add in the use of leverage, often backed by the mortgage securities in the portfolio, and all of the risks at play here can get amplified during rough times. That's just not the case here, because Annaly is actually a total return investment. What's going on?

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The Motley Fool

JUNE 17, 2024

Coca-Cola Coca-Cola is a classic dividend stock for three simple reasons : It owns a portfolio of evergreen beverage brands, it generates consistent earnings growth through good times as well as economic downturns, and it's raised its dividend annually for 62 consecutive years. Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

JUNE 16, 2024

From their initial public offering in September 2019 to their peak in January 2021, shares of Peloton Interactive (NASDAQ: PTON) skyrocketed by 550%. That monster run would've turned a $155,000 initial investment into $1 million at its all-time high in about 16 months.

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The Motley Fool

MARCH 26, 2024

MKTX Revenue (TTM) data by YCharts Despite this nearly 10-fold revenue increase since its initial public offering (IPO), the company has seen its share of the U.S. One culprit leading to this market share loss has been the rise of portfolio trading in the U.S. corporate bond and Eurobond markets decline in recent years.

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The Motley Fool

AUGUST 29, 2024

The good thing for investors like us is that we know the dozens of stocks that make up the stock portfolio of his iconic holding company. stock portfolio. Nu has risen nearly 60% since its initial public offering (IPO). Let's go over some of the ones I'm eyeing these days. company to hit that major mark.

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