The Motley Fool

SEPTEMBER 17, 2023

Within about 90 days, it became apparent to me that we had not done sufficient reversed due diligence on our acquirer. This idea of reversed due diligence is like they're asking a bunch of questions trying to figure out who you are and where you fit with cultures like all those things. We managed to still sign and close.

Due Diligence 130

Due Diligence Capital Mergers and Acquisitions Public Companies 130

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. You know, it was all this like structuring and like tax and legal and accounting stuff. Matt Levine : 00:03:44 You know, I did.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Big Picture

OCTOBER 31, 2023

And what I think distinguishes us at Wellington is that we’re able to utilize our public market investors in the due diligence process in helping us assess. I’m I’m thinking about the tax consequences of what you just said. And so we, we kind of stay very stealth when we’re in the due diligence process.

Hedge Funds 65

Hedge Funds Mutual Funds Funds Due Diligence 65

Pension Pulse

MAY 8, 2023

Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance." But it seems, that diligence failed to find what was obvious to investigators watching a shift change in a parking lot. In 2007, Taylor won the $1.5M Mr. Taylor’s previous honors include the 2015 John W.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. So we’ve, we purchased, and most of the homes were purchased one at a time, independent due diligence, independent construction management to get the home back up to current market standards. The LTV was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

Education 119

Education Finance Financing Taxes 119

The Big Picture

NOVEMBER 25, 2024

Somehow no one in due diligence ever asked them about any of this. And not being able to tell them or show them makes it harder for them to do due diligence to understand how it may have behaved. Alternatives and alternative strategies tend to be less tax efficient, more opaque. I’ve never been introduced.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59