The Motley Fool

DECEMBER 30, 2023

I remember reading this study that said most Americans would rather have their taxes audited by the IRS than go a dealership [laughs]. That was the genesis of finding company to run. It was one of the few private companies we were invested in, and that company was a service provider to the old Clear.

Hedge Funds 130

Hedge Funds Debt Financial Services 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. ADMATI: We’re at the mercy of these private companies. RITHOLTZ: Because they’re private companies. But the Sacklers took away a whole bunch of money to private company.

Banks 82

Banks Debt Finance Financing 82

The Big Picture

JULY 11, 2023

I could do my own taxes. If you’re a private company, you don’t have any of those pressures. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes. I find it’s just like, you know what, and it’s funny, this is like a later in life realization. JOHNSON: Exactly.

Mutual Funds 89

Mutual Funds Mergers and Acquisitions Asset Management Assets 89

The Big Picture

OCTOBER 31, 2023

Just really a fascinating history from, from a private company to a public company back to a, a partnership. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. In terms of being that specific.

Hedge Funds 65

Hedge Funds Mutual Funds Funds Due Diligence 65

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 Financing 52

Pension Pulse

MAY 8, 2023

No pension fund wants to invest in private companies that abuse immigrant children. I still don't and when I see these flagrant abuses at private companies, I'd be even tougher on them, lawyering up and using private investigators extensively. In 2007, Taylor won the $1.5M How can this happen?

Due Diligence 52

Due Diligence Education Pension Funds Funds 52

Pension Pulse

JULY 4, 2023

While the consortium that has owned Thames since 2017 has yet to take a dividend out of it, its predecessor – the Australian bank Macquarie – has been widely criticised for its stewardship of the water company between 2006 and 2017. It has faced accusations of “asset stripping” and “ripping off the taxpayer” by not paying corporation tax.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52