The Motley Fool

MAY 3, 2024

We are actively gathering year-end financial information for our entire portfolio, and with most of the data already collected, the weighted average debt service coverage ratio remains over two times, with most of the collaterals in our portfolio generating more than twice their annual debt service payments. Those are two examples.

Debt 130

Debt Banks Assets Capital 130

The Big Picture

AUGUST 8, 2022

So, until the financial crisis of 2007 and 2009 or however you go — you actually time it, I was in this finance bubble. Any kind, collateral, non-collateral. They don’t have collateral. RITHOLTZ: And does that shield the company from liability? So, that was that and then comes the financial crisis.

Banks 81

Banks Debt Financing Finance 81

The Big Picture

AUGUST 15, 2023

And the question was if you can find other areas of investment that can generate the types of returns you need for your liability stream, diversification becomes the free lunch. SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

SEPTEMBER 26, 2023

You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. You joined in 2007. But, but fast forward to June of 2007, you know, oaktree in the distressed debt landscape is, is really, you know, second to none.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

JUNE 20, 2023

RITHOLTZ: It’s a liability on the books. MORGENSON: It can be collateralized loan obligations, now it’s big private debt. In 2007, firms extracted — the private equity firms extracted $20 billion from companies in the form of dividend recapitalizations. MORGENSON: Maybe, but still. It is money for nothing.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

The Motley Fool

NOVEMBER 7, 2024

And they all sit on a massive amount of properties and collateral that needs to either be financed, sold. 10-year go back -- and I'm dating myself here, but go back to 2004 to 2007, the 10-year sat in a band between 2004 and 2007 of 4 to 4.50, and we had a very, very healthy market. And at the same time, a 4 to 4.50

Taxes 130

Taxes Assets Financing Finance 130