Tucker Advisors

SEPTEMBER 27, 2021

Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual. After all, no one could have predicted those banks would fail, either.

Companies 52

Companies Liabilities Legal Banks 52

The Motley Fool

OCTOBER 31, 2023

I would pick that one because I think they're as close to a monopoly as you could find a legal monopoly in their niche. But two, because if it's the first stock that you're going to own, I like that it helps you get educated on both hardware, one-off-ish sales and software subscription sales. We're downgrading from strong buy to buy.

Legal 130

Legal Banks Portfolios Companies 130

The Big Picture

JULY 2, 2024

Really a, a fascinating combination of legal insight and technology. So we got into Y Combinator the summer of 2016 just off of this legal analytics idea. Okay, I don’t think this legal analytics thing is gonna work out for you. He sounds more like a, a computer science geek than a a, a legal geek.

Legal 59

Legal Hedge Funds Finance Financing 59

The Motley Fool

JUNE 22, 2023

The S&P 500 hit 20% above its October lows, which if you're a technician there that says, hey, we're in a new bull market whether you believe that or not. I think what's fascinating about the stock market lately and it's just been a relentless rise for the market is traders will often call this a lack of breadth in the market.

Mergers and Acquisitions 130

Mergers and Acquisitions Legal New York Stock Exchange Capital 130

The Big Picture

AUGUST 8, 2022

RITHOLTZ: So, that makes the finance sector very different than the rest of the stock market? ADMATI: Well, the banking especially because the creditors in banking are particularly passive. In the financial crisis, let’s remember, Goldman Sachs and Morgan Stanley became bank holding companies. Not in the U.S.

Banks 81

Banks Debt Finance Financing 81

The Big Picture

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. One is if your outperformance is related to an asset class that’s illiquid, when you are too big, you’re going to run out of assets to invest it. RITHOLTZ: Long-Term Capital Management.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

Sara Grillo

MAY 8, 2023

The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap. It would be logical to look at the fair market value of what the carrier spends for the cap. As you say, Well, the fair market value of the 10% cap is what the carrier paid the investment bank to buy the 10% cap.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

JANUARY 24, 2023

So I did my thesis on how leveraged buyouts work from the legal and the business side. It was between corporate law and investment banking. KLINSKY: You know, and what we were doing was basically advising Goldman clients how to take their own family businesses back off the stock market. RITHOLTZ: Oh, really?

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Private Equity Insights

FEBRUARY 10, 2025

MidEuropa-backed Diagnostyka, a leading Polish diagnostic service provider, made its stock market debut on 7 February 2025, achieving a valuation of over 1bn. Rothschild acted as the independent financial adviser, while Citigroup Global Markets, Jefferies, and Santander served as joint global coordinators.

Stock Exchanges 130

Stock Exchanges Private Equity Firms Private Equity Firms Buyout 130

The Big Picture

MARCH 14, 2023

As you pointed out early in my career, I bounced around a bunch of investment banks, and what I learned through time was it was important when I interviewed the investment bank, it was for them to interview me. And so, the investment banking activity started to explode. It was really crazy. I don’t remember.

Banks 64

Banks Portfolios Investment Banks Investment Banking 64

The Big Picture

AUGUST 23, 2022

And so, when you take 20 huge investors and you try to go into a tiny illiquid, almost untraded market and all at once try to buy it, what happens? And so, in the course of a couple of weeks after this “Economist” article, the Russian stock market goes up 500 percent and our $25 million turns into $125 million.

Legal 128

Legal Banks Law Firms Taxes 128

The Motley Fool

JANUARY 22, 2025

Bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to continue in 2025. Two stocks worth watching: Invitation Homes and Duolingo. Where to invest $1,000 right now? If it's a bank, it probably reported in the past week.

Banks 130

Banks Mutual Funds Stock Market Stock Market 130

The Big Picture

DECEMBER 17, 2024

You end up doing investment banking in New York in the mid nineties. None of the consultants would wanted to hire me, but the, somehow the investment banking side found me, or I found them. 00:04:16 [Speaker Changed] So, so let, let’s talk about some of those other ambitions. What was that like?

Mutual Funds 52

Mutual Funds Finance Financing Investment Banks 52

The Big Picture

JULY 31, 2023

HOFFMAN: I moved to New York in 2010, working for a legal trade pub, a competitor of “Bloomberg Law”, “Law 360”, where I was hired, you know, your career is just a series of lucky breaks. At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. RITHOLTZ: Right.

Hedge Funds 52

Hedge Funds Startups Finance Financing 52

The Big Picture

JANUARY 31, 2023

And few do it better than Neil does in terms of putting together a global view of what’s happening in the economy, what’s happening around the world, what’s happening with the Fed, and what’s happening with the stock market. So a lot of the investment banking analysts had already lined up their gig.

Banks 59

Banks Stock Market Stock Market Finance 59

The Motley Fool

MARCH 18, 2025

Two stocks worth watching: Ansys and Starbucks Macro-focused investor Richard Bernstein walks Motley Fool host Ricky Mulvey through the big picture he's seeing, and how tariffs, trade uncertainty, and more flow into what we've seen in the stock market over the past few weeks. It feels like saying the market is wrong.

Stock Market 130

Stock Market Stock Market Banks Taxes 130