CNBC: Investing

JULY 14, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES.

Stock 98

Stock Trading S&P Investment 98

CNBC: Investing

JULY 1, 2025

Industrials and tech take up the lion's share of our list at a combined 40% exposure out of all 11 sectors: Top Industries: Software, Capital Markets, and Aerospace and Defense have been the strongest industries for the first half of 2025: Crypto was another theme within our list that had a great June. billion in net income and $3.3

Stock 82

Stock S&P Investment Media 82

CNBC: Investing

JUNE 9, 2025

billion debt, coupled with high capital expenditures for international galleries, strains cash flow in a rising-rate environment. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

Retail 99

Retail Trading Stock IT 99

CNBC: Investing

JULY 1, 2025

For instance, if OKTA dips to $98, a new $98–$99 spread can be layered on to capitalize on the pullback while keeping risk in check. As OKTA rebounds, traders can ladder into the position, gradually increasing exposure to capitalize on a recovery rally. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

Trading 74

Trading Stock IT M&A 74

CNBC: Investing

JUNE 20, 2025

Josh — During the last earnings season, the hyperscalers all affirmed their guidance for capital expenditures this year. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

Stock 110

Stock Architecture Investment IT 110

CNBC: Investing

JUNE 26, 2025

The Bill and Melinda Gates Foundation, Chase Coleman's Tiger Capital, Henry Ellenbogen's Durable Capital and the famed Seth Klarman protege, David Abrams, are all major shareholders here, as is Baillie Gifford, one of the earliest institutional investors to build a major position in Tesla.

Stock 61

Stock Investors Investment IT 61

CNBC: Investing

JULY 10, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES.

Stock 69

Stock Investment Management Media 69

CNBC: Investing

JULY 15, 2025

Todd Gordon, Founder of Inside Edge Capital, LLC DISCLOSURES: Gordon owns LIF personally and in his wealth management company Inside Edge Capital. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

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CNBC: Investing

JUNE 10, 2025

Todd Gordon, Founder of Inside Edge Capital, LLC DISCLOSURES: Gordon owns IBIT personally and in his wealth management company Inside Edge Capital. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

S&P 134

S&P Portfolio Investment M&A 134

The TRADE

MAY 28, 2024

Start-up crypto prime brokerage FalconX has launched a dedicated foreign exchange desk, leveraging the firm’s existing crypto connectivity, which it gained a Virtual Financial Assets (VFA) license for in 2021. The new global team will be under the leadership of Ben Sebley, Richard Usher and Lux Thiagarajah.

Broker 64

Broker Financial Asset Trading Media 64

CNBC: Investing

JULY 1, 2025

We hold SHAK in two of our portfolios at Inside Edge Capital. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. DISCLOSURES: Gordon owns SHAK personally and in his wealth management company Inside Edge Capital.

IT 73

IT Portfolio Stock Investment 73

Bronte Capital

APRIL 30, 2021

Bluntly - this is the biggest pool of disengaged money on the planet - with large amounts of financial assets held by people of middling to no financial sophistication. Financial institutions in Australia have been fattened on fees from these collected savings. I personally have been a beneficiary.

Securities 100

Securities Banking Bank Accountant 100

Mergers and Inquisitions

MARCH 8, 2023

Commodity trading and investing are appealing for many of the same reasons global macro strategies are appealing: inflation protection, diversification, and potentially higher returns when financial assets perform poorly. If you include family offices, names like Soros, Duquesne, and BlueCrest could also be on this list.

Funds 119

Funds Finance Finance Trading 119

Wall Street Mojo

JANUARY 17, 2024

For issuers, they offer a cost-effective method to raise capital, often with lower interest rates than traditional debt. Convertible Securities vs Warrants Convertible securities and warrants are two components of the capital structure of any company. Convertible securities combine features of both debt and equity instruments.

Securities 98

Securities Investors Shares Financial Modeling 98

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Collateralized Debt Obligation (CDO) (wallstreetmojo.com) The rise and demise Collateralized Debt Obligation assets turned out to be a cyclical process, initially reaching the top because of its inherent benefits, but ultimately collapsing and leading to one of the largest financial crises.

Debt 52

Debt Banking Bank Investors 52

Mergers and Inquisitions

MAY 15, 2024

When interest rates were at ~20% in 1980 and fell substantially over the next few decades, virtually all financial assets benefited: Corporate bonds, equities, and private equity. Private equity firms didn’t have to do much to “buy low and sell high” because they could count on valuation multiples increasing over time.

Private Equity 105

Private Equity Equities Consulting Recruitment 105

IBG

SEPTEMBER 11, 2024

Cleaning Up Your Financials While recasting your financials is a task we perform, “cleaning up” your financials is something that only you can do. As examples: Make sure your inventory and asset records align with what is physically there.

Sale 52

Sale Business Financial Statement Profitability 52

Lake Country Advisors

JANUARY 3, 2025

Talent Acquisition and Intellectual Property Tech purchases go beyond financial gains by offering access to skilled professionals and proprietary innovations. This combination of human capital and intellectual property gives buyers a competitive advantage and supports sustainable growth.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Profitability Acquisitions 52

FineMark

JANUARY 20, 2023

As a result of a normalization of monetary policy and thus a return to a real cost of capital, there will be a greater dichotomy between winners and losers. We hold this duty sacrosanct and are humbled by your continued trust in our ability to grow and safeguard your financial assets.

Economics 52

Economics Portfolio Equities Investors 52

Wall Street Mojo

JANUARY 17, 2024

In case of default, the buyer is free to remove the liability from their balance sheet Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. read more can be more beneficial to the investors.

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

Devensoft

JUNE 6, 2023

What are the cash flow and working capital positions for the company? These are vital factors when it comes to your financial analysis. Working capital is the value of a company’s assets minus its current liabilities. Working capital is the value of a company’s assets minus its current liabilities.

M&A 52

M&A Mergers and Acquisitions Valuation Profitability 52