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. So, that was that and then comes the financial crisis. I was teaching corporate finance. I did research, theoretical research.

Banks 81

Banks Debt Financing Finance 81

The Big Picture

AUGUST 15, 2023

So I worked at a private equity firm, that middle market private equity firm Yale had money with. 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. This is the summer of 2007.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

JUNE 20, 2023

The current book is called “These Are the Plunderers, How Private Equity Runs and Wrecks America” That’s a little bit of a sensationalistic headline. When we spoke, the focus and conversation really emphasizes the largest of the large private equity firms. And that’s why we’re focusing on them.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

The Motley Fool

NOVEMBER 7, 2024

And if you look at '21 into '22 into '23, there was significant M&A activity of either public-private or public-public as it relates to large REITs and as well as private equity firms buying publicly traded companies. And at the same time, a 4 to 4.50

Taxes 130

Taxes Assets Financing Finance 130