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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Private Equity Insights

NOVEMBER 28, 2023

Fashion company Shein has confidentially filed to go public in the United States, according to two sources familiar with the matter, in what is likely to be one of the most valuable China-founded companies to list in New York. The fast-fashion giant’s move to go public in the U.S.

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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. As of the time of this article, SoFi stock is down 26% from its initial public offering (IPO).

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The Motley Fool

JUNE 28, 2024

million If you had invested $1,000 in Home Depot 's (NYSE: HD) initial public offering in 1981, set your dividends to reinvest, and not touched that investment since then, you'd have a position worth more than $28 million today. Walmart is a safe stock that offers security for a diversified portfolio. Walmart: $4.8

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The Motley Fool

MARCH 22, 2024

Reddit (NYSE: RDDT) just went public in the most anticipated initial public offering (IPO) of 2024 so far, creating a new option for investors who want social media exposure in their portfolio. Should you invest $1,000 in Reddit right now?

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Securities and Exchange Commission (SEC) Portfolios Initial Public Offering Returns 130

The Motley Fool

NOVEMBER 29, 2024

If you were lucky enough to buy a share at its initial public offering (IPO), you'd have a lot more shares today, and you'd be richer. 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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Initial Public Offering Returns Investors Portfolios 170

The Motley Fool

OCTOBER 10, 2024

It became the first publically traded company to purchase Bitcoin (CRYPTO: BTC) in 2020, and has been the second-best performing S&P 500 stock since then, including outperforming the likes of Nvidia. After going public in 1998, its stock surged alongside other dot-com stocks, prompting management to issue a 2-for-1 stock split.

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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

OCTOBER 31, 2024

Electric-vehicle maker Lucid Group has lost 75% of its value since its initial public offering (IPO) and trades more than 95% off its high. The lesson is to only put a small portion of your portfolio into speculative names and not all your eggs in one basket. The dichotomy is depicted below. NOW data by YCharts.

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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

OCTOBER 2, 2024

But how have the shares performed since the company went public roughly three years ago? High hopes for an upstart EV maker Rivian held its initial public offering ( IPO ) on Nov. With new mass-market models on the way, we could see Rivian's valuation soar over the coming years.

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The Motley Fool

NOVEMBER 23, 2024

Whether you prefer growth stocks, value stocks, dividend stocks, or a mixture of investments in your portfolio, price should only be one factor you consider when determining which businesses to add. Dividends can be a great way to increase your returns with time while giving you extra capital to reinvest or keep in your portfolio.

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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

NOVEMBER 27, 2024

That may surprise some, given how fast the company's sales have grown since its 1997 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

SEPTEMBER 30, 2024

A meager investment of $100 in Netflix stock, made on its initial public offering (IPO) date of May 23, 2002, would be worth nearly $60,000 as of this writing. Clearly, the stock has been a fantastic winner since its IPO, but how has it performed over the last 10 years? Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

SEPTEMBER 27, 2024

Since its initial public offering ( IPO ), the stock has offered massive returns for its investors and a critical lesson for those not around to benefit. Growth and lessons from Intel When Intel launched its IPO on Oct. 13, 1971, it introduced the stock at a pre-split price of $23.50

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The Motley Fool

NOVEMBER 9, 2024

Since the company launched its initial public offering (IPO) in 1986, its stock has risen more than 434,000%! 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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Initial Public Offering Returns Investors Portfolios 188

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

NOVEMBER 26, 2024

The chart below shows the stock's performance since its 2016 initial public offering. 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. TTD data by YCharts.

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The Motley Fool

NOVEMBER 26, 2024

He is on a selling spree this year, trimming several long-standing holdings in Berkshire's portfolio. The cloud computing company faces a number of challenges, and its stock barely delivered any gains during its four-year stint in Berkshire's portfolio. every year , Snowflake was a drag on its portfolio, to say the least.

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The Motley Fool

NOVEMBER 24, 2024

Nonetheless, it waited until 2004, when it had grown to approximately 7,500 global locations, before launching its initial public offering (IPO) in July of that year. The company has focused on expansion since after its founding in Ypsilanti, Michigan, in 1960. DPZ Total Return Level data by YCharts.

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The Motley Fool

NOVEMBER 13, 2024

Taking flight with a stock shortly after it debuts on the public markets can be an endeavor fraught with risk -- something that early investors in Joby Aviation (NYSE: JOBY) could probably tell you from firsthand experience. Is now a good time to hop aboard with an investment in Joby? Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

OCTOBER 26, 2024

According to public filings, Citadel bought 6.6 million shares of Kenvue around the time of its initial public offering. It's entirely possible that Citadel bought Kenvue as a hedge against other opportunities in its diverse portfolio. Category Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Shares owned 6.6

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The Motley Fool

OCTOBER 23, 2024

Since the company's initial public offering in September 2017 to July 2021, shares skyrocketed by 1,940%. and yet another reason to consider adding Roku to your portfolio. Roku (NASDAQ: ROKU) was once one of the best-performing stocks out there. It's been a totally different story since that all-time record was reached.

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Initial Public Offering Accounting Portfolios Returns 245

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

NOVEMBER 2, 2024

An outperforming Warren Buffett stock Warren Buffett must have seen the potential in Nu Holdings when Berkshire Hathaway emerged as an investor around the time of the company's initial public offering in 2021. A lot has changed in the past three years, with Berkshire Hathaway's current position in Nu stock valued at $1.7

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Initial Public Offering Banks Stakes Portfolios 245

The Motley Fool

NOVEMBER 29, 2024

Since its initial public offering (IPO) in mid-2012, Palo Alto shares have soared 2,080% as the company has been a key player in the evolving cybersecurity market. This is typically the purview of a company with years of strong operating and financial results, and Palo Alto fits the bill.

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The Motley Fool

NOVEMBER 16, 2024

Investors follow the buys and sells for its equity portfolio, which typically owns around 45 stocks and is worth nearly $294 billion right now. If you have $300 to spend and don't yet own Amazon stock, it's a stock that could fit almost any kind of portfolio. Buffett didn't get there by chasing growth stocks.

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The Motley Fool

NOVEMBER 9, 2024

Realty Income boasts a diverse portfolio of more than 15,450 properties spanning the U.S., This structure means tenants are responsible for property taxes, maintenance, and insurance, allowing Realty Income to offer lower rents while ensuring steady cash flow that results in a reliable, predictable income stream for income-focused investors.

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The Motley Fool

NOVEMBER 29, 2024

billion with 23 new portfolio companies and 51 existing portfolio companies. Ares Capital has significantly outperformed the S&P 500 in total returns since its initial public offering (IPO) in 2004. In the third quarter of 2024, Ares made new investment commitments of around $3.9

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The Motley Fool

NOVEMBER 26, 2024

The business kicked into a higher gear of growth after filing an initial public offering in 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.

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The Motley Fool

OCTOBER 10, 2024

Most investors should strive to have a well-balanced and diverse portfolio, but almost every investment strategy can also benefit from incorporating a handful of well-chosen growth stocks. The trick, of course, is finding the right growth stocks to invest in. Consider when Nvidia made this list on April 15, 2005.

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Initial Public Offering Returns Investors Portfolios 246

The Motley Fool

OCTOBER 2, 2024

Alibaba: 12% of portfolio E-commerce giant Alibaba (NYSE: BABA) is the largest position in Tepper's Appaloosa Holdings. billion portfolio and was valued at $756 million at the end of the second quarter of 2024. In this case, it would be the Chinese government and central bank. Here are Tepper's three largest Chinese equity positions.

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Investors Initial Public Offering Prospects Portfolios 246

The Motley Fool

DECEMBER 2, 2024

One would think that a two-year bull market with high valuations would lead to a wave of initial public offerings. 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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Companies Initial Public Offering Private Companies Capital 130

The Motley Fool

OCTOBER 26, 2024

The value of its mortgage security portfolio is, effectively, the value of the company. It would be very hard for most investors to fully track what it is doing within its portfolio. The current yield is kind of middle of the road if you go all the way back to the company's initial public offering.

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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

OCTOBER 8, 2024

The apartment-focused real estate investment trust (REIT) has delivered a 3,880% total return since its initial public offering (IPO) 30 years ago (nearly 12.8% It has about 9,000 units across its portfolio that it could redevelop in the future by updating the kitchens and bathrooms. annualized).

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