Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

2015, 2014 und 2013 sehr unterschiedlich ausgefallen sindm wie man dem Aktienboard von Yahoofür Actua entnehmen kann:.

Net Income
-96,080
-23,556
209,059

In 2016 werden wir vermutlich wieder bei einem Gewinn von 80 Millionen landem, denn der Verkauf von Govdelivery erhhöht den Gewinn iin 2016 schon um 117 Millionen.

In den vier Jahren von 2013 bis 2016 sind somit Gewinne von 180 Millionen angefallen, im Schnitt also 45 Millionen im Jahr - bei einem KGV von 15 wären wir wieder in der Nähe von 700 Millionen, die wir schon auf andere Art und Weise ausgerechnet haben. Und im nächsten Jahr könnte ein Verkauf von Govdelivery, mit dem ich ziemlich fest rechne, zu einer Gewinnerhöhung von mindestens einer Viertelmilliarde Dollar führen - anslchließend wäre dann aber für vielleicht drei Jahre Pause.  

http://www.businessinsider.de/...urance-industry-2016-9?r=US&IR=T  

BOLT Insurance: Choice & Expertise

BOLT understands that the insurance business is complicated. We also appreciate the time demands on both you and your clients. That’s why we efficiently help you refer your clients to a host of our nationally respected insurance carriers to provide them with the right coverage at the right price.

BOLT maintains integrations with auto, home, flood, and other insurance carriers to provide real-time quotes with the support of knowledgeable agents that are licensed across all 50 states. Neither you nor your clients need to make calls or do the research to ensure adequate coverage at preferred rates.

WFG-BOLT Referral Program

Referring your clients to BOLT means never having to send them away to a potential competitor that may offer a bundled service. You can say “YES” and reap the benefits without being licensed or having extensive knowledge of the auto or homeowners side of insurance.

Once you have an interested client, you can start their application and automatically forward an “invitation” they can complete at their convenience. BOLT is linked via your myWFG.com portal so you can make it a favorite in your browser for quick access any time you want to start an invitation referral. When your client completes an application, BOLT takes it from there and finalizes the transaction, including certification and payment. You’ll be able to track progress or re-send invitations if necessary.

How BOLT Referrals Benefit You
1. Say YES – Be the1-stop source for all your clients’ insurance needs
2. Increase client longevity - Strengthen dependency and retention
3. Create a fast path to a $1,000 Earner – Accelerate non-licensed
referral fee income
4. Recurring referral fees – Enjoy compounding annual renewal income

PDF]BOLT Insurance Referral Program WFG & BOLT... - MyWFG
https://www.mywfg.com/.../WFG-Bolt-Program-Highlights-FAQ....

 

http://www.foliodynamix.com/news/...lennials-the-up-and-coming-niche/  

.
A new generation is edging into the workforce and slowly taking over leadership positions.
At the same time, this group is beginning to inherit the wealth acquired by their families.
Coined Millennials, they were born between 1980 – 2000, represent the largest generation
in U.S. history, and as they reach their prime working and spending years, their impact on
the economy is anticipated to be transformative. 1 Millennials now represent the largest
share of the U.S. labor market and are increasingly becoming today’s leaders. 2 They bring
a new perspective on nearly everything, shaped by unprecedented access to technology,
globalization and economic turmoil. It should be no surprise that their attitudes towards
investing are also exceptional.

Millennials seek financial advice, but finding an advisor who understands their unique
fundamentals could be challenging. Advisors must adjust their tactics, offer a wide breadth
of technological solutions and a transparent approach to gain this generation’s trust; thereby
harnessing their wealth.  

A NEW OUTLOOK ON INVESTING

Millennials came of age during the perfect storm of ubiquitous digital access and a global financial crisis. These experiences shaped a new breed of investors. Having grown up in a time of rapid change, millennials have markedly different priorities and expectations from previous generations.] There are several key differentiating factors one must appreciate about this group when seeking their business:

Cash in the Attic. Growing up during the Great Recession influenced Millennials to become fiscally conservative, comparable only to those who lived through the Great Depression.[16] They watched as wealth simply disappeared from their parents’ bank accounts and changed lives. These experiences have contributed to an overall investment approach that is heavily focused on wealth preservation. Millennials commonly hold the belief, “If I invest, I will probably lose, unless I’m extremely careful.”[

Totally Transparent. Having witnessed the aftermath of the collapse of Lehman Brothers and the Bernie Madoff scheme, this generation of skeptics is committed to fiscal integrity. A Merrill Lynch survey found that only 19% of Millennials agree with the notion that advisors have their best interests in mind. They simply lack trust of the financial industry. In fact, according to a recent survey by Goldman Sachs, only 18% of young adults trusted the stock market as “the best way to save for the future.”[18] They require total transparency when monitoring their investments and a deep understanding of their financial strategy.

aus: #8354  

Constantly Connected. Millennials have never existed in a world where the internet
wasn’t in the “palm of their hand.” They naturally turn to online communities to
connect with everyone from handymen to potential spouses. As the first generation
of digital natives, they are accustomed to instant access to price comparisons,
product information and peer reviews. Not only do they expect the ability to
access their investments and financial advisors activity online, but they crave it.

Scholarly & Savvy. Almost two-thirds of Millennials have attended college
compared to almost one-half of Baby Boomers. Robust schooling, in addition
to unprecedented access to information inherent in the Digital Age, equips these
young adults to make more independent, smarter decisions than ever. They are
natural researchers, adept at culling information, parceling out what is valuable and
conducting thorough background checks on everything and everyone they come in
contact with.  

https://www.ehs.com/wp-content/uploads/2016/11/2016-Kumtor.pdf
 

Durststrecke wieder auf den früheren Erfolgspfad mit 30% jährlichem Wachstum zurückkehren könnte:

http://www.investopedia.com/articles/...visors-should-use-fintech.asp  

überzeugt:

If You Can’t Beat Them, Join Them
Driven by client expectations of "quick, easy and transparent," the pace of fintech technology is accelerating, and it will leave financial advisors who don’t adopt it languishing in obsolescence. Financial advisors who adopt automated, digital advice stand to capitalize on the market trend while adding significant value with the human factor. Robo-advise will never replace human interaction required for more complex financial planning. Financial advisors who offer an omni-channel solution, in which clients can choose self-directed, advisor-assisted or advisor-driven engagement, all on demand, stand the best chance of capturing the assets of millennials and anyone else who prefers to have options.


Read more: 4 Reasons Why Financial Advisors Should Use Fintech | Investopedia http://www.investopedia.com/articles/...use-fintech.asp#ixzz4Qr3FdLVF
Follow us: Investopedia on Facebook

 

https://www.boltinsurance.com/profession/mortgage-brokers-insurance/  

https://www.boltinsurance.com/
 

https://www.boltinsurance.com/solution/areas-we-serve/  

https://www.boltinsurance.com/solution/california-business-insurance/  

aber ehe mehr Zahlen kommen eben auch nicht mehr.  

abgeh i                                                                                                                                                                                                                  s                                      t                                                            meines Erachtens ausschließlich durc                                                                                                                                                                                         h das Rückkaufsangebot bestimmt.

Mehr weiß ich nicht                                                                          nicht                                                                                                                                                                                                                                                                                                                                                                                                          
                                         

auf dem Board von Ariva bin, sind sehr häufig irgendwelche Heinzelmännchen am Werk, die die Buchstaben während des A                                      nfer                                                                                                                                                                                                                                                                                   ige                                                                                                                                                                                                                                                                                           n von Postings laufen lassen.  

bei ariva:  

bei Ariva untersuchen, ob die Ursache bei ihnen liegt oder an meinem Computer.

 

“Turning to our businesses starting with slide six. While revenue growth was flattened, BOLT's bookings are pacing much higher. For the quarter, we added 400,000 of ARR from an existing customer and 300,000 in one time bookings. This brings year-to-date ARR bookings to over $3 million, which we should start recognizing as revenue in Q4. I should point out this is dramatically ahead of where we were a year ago, which was in the low six-figure bookings for the first half.”

http://www.actua.com/wp-content/uploads/2016/11/...script_Q3_2016.pdf
 

Here is some additional color on the businesses. BOLT had another good quarter from an operating cash flow perspective, reflecting improvement in bookings where cash in received in advance of revenue and also tight cost controls.

http://www.actua.com/wp-content/uploads/2016/11/...script_Q3_2016.pdf
 

Kirk Morgan, Actua Coporation - CFO [8]
--------------------------------------------------
And I will just add; I think that we were very encouraged by what we saw in the booking especially at BOLT and Folio this quarter. And BOLT over $4.5 million of ARR in 2016, we really begin to be recognized in Q4. But majority of it will be in '17, and so, I think we are setting ourselves up for a good 2017.

http://www.actua.com/wp-content/uploads/2016/11/...script_Q3_2016.pdf  

Erachtens auch diese Schere schließen:

https://www.comdirect.de/inf/aktien/detail/...tedBenchmarks=true&  

der vier Core-Companies von Actua (wobei Govdelivery zwar inzwischen verkauft ist, aber die angesprochenen Bewertungsaspekte trotzdem noch interessant sind).

https://www.valueinvestorsclub.com/idea/ACTUA_CORP/137109  

voll und ganz zu: "The build-out of this business requires mission-critical infrastructure which takes lots of time and money but the completion of such can make the Bolt Platform an integral and sustainable part of the insurance industry with a highly-defensible moat."

Ich hoffe, dass sich die erheblichen Investitionen in Bolt lohnen, über poslitive Ansätze habe ich ja in den letzten Wochen auf diesem Board auch laufend gepostet, weil ich aufgrund der Aussagen beim letzten Conferenc Call etwas zuversichtlicher geowrden bin. Aber wir haben einen jungen sich schnell entwickelnden Insurtechmarkt, der Prognosen sehr schwer macht - Chancen und Risiken liegen hier dicht beieinander.

Nur zur Erinnerung: Neben Microsoft und Google gab es früher auch einmal Unternehmen wie Commodore oder Netscape oder Actua als Internet Capital um die Jahrtausendwende mit einer Marktkapitalisierung von zig Milliarden, um die ich mich bis auf einen winzigen Miniausflug damals glücklicherweise noch nicht gekümmert habe.