The Motley Fool

MAY 8, 2024

Low-cost index investing has witnessed a surge in popularity since the 2008 financial crisis. The lower ownership costs of these funds enable investors to retain a larger share of their capital gains, often resulting in superior returns compared to actively managed funds. Image Source: Getty Images.

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The Motley Fool

NOVEMBER 12, 2024

That would cause its $1.725 billion in March 2029 convertible notes to become an immediate liability -- since its bondholders have the option to be paid back early if its stock is delisted. See 3 “Double Down” stocks » *Stock Advisor returns as of November 11, 2024 Leo Sun has no position in any of the stocks mentioned.

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Securities and Exchange Commission (SEC) Liabilities Accounting Debt 130

The Motley Fool

OCTOBER 11, 2024

Visa (NYSE: V) , one of the world's leading payment network providers, went public in 2008. Visa's rival Mastercard (NYSE: MA) uses the same low-risk business model, but American Express (NYSE: AXP) issues its own cards and takes on those liabilities. Some investors might be reluctant to buy Visa's stock after that historic rally.

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The Motley Fool

SEPTEMBER 20, 2023

Buffett is known for making big bets when others are fearful, such as during the 2008 financial crisis, when he invested billions in beaten-down blue chips such as Bank of America and Goldman Sachs. However, investors should always remember that past performance is rarely a predictor of future returns when it comes to stocks.

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The Motley Fool

JUNE 22, 2023

billion In late 2008, commercial real estate company General Growth Properties was spiraling toward bankruptcy. To summarize the situation, General Growth Properties ran into liquidity problems after Lehman Brothers' bankruptcy in 2008. He said the company's liabilities-to-equity ratio was 139 to 1.

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Hedge Funds Investing Leveraging Bidding 236

The Motley Fool

OCTOBER 23, 2024

Mortgage yields alone aren't very high, so Annaly uses borrowing through repurchase agreements or other financial instruments to boost its returns. However, the average cost of its liabilities also increased from 0.79% two years ago to 3.01% last year. It aims to have an economic leverage ratio below 10. NLY data by YCharts.

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The Motley Fool

SEPTEMBER 2, 2024

More importantly, management also added on the conference call that its "customer agreements contain provisions limiting our liability, and we maintain insurance policies intended to mitigate the potential impact of certain claims and have a strong cash position."

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The Motley Fool

NOVEMBER 18, 2024

Furthermore, it has less than $1 million in noncurrent liabilities, meaning that it has a tremendous amount of leeway to borrow money if necessary. See 3 “Double Down” stocks » *Stock Advisor returns as of November 11, 2024 Alex Carchidi has no position in any of the stocks mentioned.

Liabilities 100

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The Motley Fool

OCTOBER 10, 2024

Its Q2 total liabilities were $109.7 To buy or not to buy IBM stock IBM is a good stock to own, given its combination of revenue growth and history of dividend increases. * Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,710 !* Big Blue's balance sheet is in decent shape. billion, with $12.2 billion in debt.

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The Motley Fool

NOVEMBER 5, 2024

Despite shares of the company rallying by 49% on a total return basis (including its juicy 5% yield) over the trailing year, Englander has sent roughly 40% of his fund's stake in AT&T (8,979,263 shares) to the chopping block this year. It's not often that AT&T delivers a nearly 50% total return on a trailing-12-month basis.

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The Motley Fool

OCTOBER 12, 2024

Its current debt liability is $100 million. million in cash and equivalents. * Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,047 !* See 3 “Double Down” stocks » *Stock Advisor returns as of October 7, 2024 Alex Carchidi has no position in any of the stocks mentioned.

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The Motley Fool

AUGUST 28, 2024

This means Intel trades at a 24% discount to the value of its assets minus liabilities. Hence, even with its current struggles, it remains a major presence in the industry. * Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,977 !*

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The Motley Fool

OCTOBER 26, 2024

billion in liabilities. Given its record and the pent-up demand for housing, NVR looks like a good bet to keep beating the market. * Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,777 !* Heading into an expected expansion in the housing market, the company's balance sheet looks strong with $2.5

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The Motley Fool

MAY 29, 2024

In 2008, Washington Mutual was the largest bank failure ever. JPMorgan stood ready to scoop up the bank's deposits, assets, and certain liabilities for $1.9 The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*.

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The Motley Fool

SEPTEMBER 23, 2023

This helps illustrate that the diversity of Microsoft's offerings helped the company continue to grow, despite the worst economic headwinds since 2008. If you subtract long-term debt and operating lease liabilities, there's more than $51 billion in net cash, so Microsoft has plenty set aside for a rainy day.

Securities and Exchange Commission (SEC) 237

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Stakes 237

Cobalt

MAY 3, 2023

W e investigated i nfrastructure fundraising in 2021 and have had a nagging curiosity about the lone peak in 2008 fundraising ever since. We see an inflection point in Q2 2008 when the near ly flat curve of total NAV begins to increase at a rate that is sustained throughout the next decade.

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Cobalt

JANUARY 26, 2024

To investigate this, we pulled the private credit market return over the past few decades from Cobalt’s Market Data to see how these funds responded to changes in the federal rate , and to examine how they may have pivoted to remain profitable. Key Takeaways First, we can identify points of alignment between the two charts.

Legal 52

Legal Liabilities Taxes Finance 52

The Motley Fool

NOVEMBER 4, 2024

* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,169 !* See 3 “Double Down” stocks » *Stock Advisor returns as of November 4, 2024 Also, we have posted our earnings presentation to our website earlier today. Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $407,758 !*

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Liabilities Shareholders Assets Capital 130

Cobalt

FEBRUARY 20, 2024

Key Takeaways While our data on pre-2010 cash flows is sparser, readers who remember the events of 2008 might recoil at the idea of an invulnerable real estate market. Now in 2024, we see the same curiosity play out as it did in 2008, but for different reasons. This blog post is for informational purposes only.

Legal 52

Legal Liabilities Taxes Investors 52

The Motley Fool

NOVEMBER 7, 2024

* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,133 !* See 3 “Double Down” stocks » *Stock Advisor returns as of November 4, 2024 Consistent with previous reporting practices, adjusted production numbers cited in today's call are adjusted to exclude noncontrolling interest in Egypt and Egypt tax barrels.

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Liabilities Taxes Prospects Assets 130

The Motley Fool

JULY 28, 2023

While this is a significant payout, it's below previous estimates by Wall Street that saw liabilities as high at $14 billion. is its lowest since 2008, during the Great Recession. See the 10 stocks *Stock Advisor returns as of July 17, 2023 Courtney Carlsen has no position in any of the stocks mentioned. Its P/E ratio of 11.4

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Legal Liabilities Accounting Stakes 130

The Motley Fool

NOVEMBER 7, 2024

* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,133 !* See 3 “Double Down” stocks » *Stock Advisor returns as of November 4, 2024 Special highlights were the higher margins in our gold operations, driven by the higher gold price and cost discipline. billion while, at the same time, investing $11.2

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Cobalt

MARCH 8, 2023

Ambition and Caution: A Comparison of Buyout and Venture Returns from 1998-2021 Given the wild drawdown in 2022 , we analyze d where seasick institutional investor s could bolster the stability of their portfolio s. Through two separate drawdowns from 1999-2008 , the average buyout fund held above a 1.5x return on its investment.

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Cobalt

OCTOBER 12, 2023

Then , we see positive progression again through the mid – 20 00s until a crash during the f inancial c risis of 2007-2008. The non-USD portfolio generated a much higher average level of returns than the USD sample for the bulk of the 2000s, and then leveled to the USD group around the Great Recession.

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Cobalt

JUNE 14, 2023

As a result, the significance of $2B excess contributions is much greater in 2008 when total contributions and distributions are around $3B. The result is the diminution of the liquidity ratios following the 2008 recession seen in the chart above. Conversely, in 2013 $2B excess distributions are compared to more than $12B total.

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The Motley Fool

AUGUST 3, 2023

See the 10 stocks *Stock Advisor returns as of August 1, 2023 In our insurance operations, we enjoyed double-digit growth in earned premiums and solid underwriting profitability with a combined ratio of 93% for the first half of 2023. Investments also provided excellent returns. and Markel Group wasn't one of them!

Liabilities 100

Liabilities Asset Management Shareholders Capital 100

The Big Picture

MAY 9, 2023

And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. It was the year I made partner, actually, in 2008. I did that for a couple of years. RITHOLTZ: Good timing, yes.

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Liabilities Assets Banks Hedge Funds 118

Cobalt

JULY 17, 2023

Now we’re able to include H2 (Q3 & Q4) in our analysis to measure how 2022 returns stack up to historical trends and to assess how accurate our predictions were back in February. Additionally, this was the lowest third-quarter pace since 2008 to 2010, a stretch of time with sub-3.5% was slightly below the 4% in Q2 2022.

Legal 52

Legal Liabilities Taxes Banks 52

BlueMind

SEPTEMBER 11, 2022

Let’s take an example of a client who has a tendency to always play it safe and prefers taking the less risky approach when it comes to investing, despite the fact they have a high asset and low liability portfolio. Hardly: don’t forget the unexpected and shocking financial crisis of 2008 in the United States which crippled the economy.

Investment Horizon 98

Investment Horizon Exchange-Traded Funds Liabilities Assets 98

The Motley Fool

NOVEMBER 7, 2024

* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,133 !* See 3 “Double Down” stocks » *Stock Advisor returns as of November 4, 2024 Please note and review the related disclaimers located on Slide 2 of our earnings call presentation at our website. The filing includes a 53.1% The filing is based on a 52.5%

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Cobalt

NOVEMBER 2, 2022

Only from 2008 onwards do we see significant distributions. This will often be the case for a nascent, emerging market, as the fund lifecycle may take over five years to produce pertinent returns. From 1999-2007, the Total Value of the region was almost exclusively tied to the NAV of the underlying funds.

Venture Capital 52

Venture Capital Legal Liabilities Taxes 52

The Motley Fool

SEPTEMBER 12, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of September 9, 2024 [Operator instructions] I will now turn the call over to Rodney.

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Liabilities Shareholders Capital Returns 246

The Motley Fool

NOVEMBER 6, 2024

* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,271 !* See 3 “Double Down” stocks » *Stock Advisor returns as of November 4, 2024 Avigal Soreq -- President Thank you. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

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Leveraging Assets Capital Debt 130

The Motley Fool

OCTOBER 30, 2024

* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,204 !* See 3 “Double Down” stocks » *Stock Advisor returns as of October 28, 2024 And now it's my pleasure to turn the call over to Evan. We're also asset managers with an excellent long-term record of invested asset allocation and risk-adjusted returns.

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Taxes Assets Capital Liabilities 130

The Motley Fool

NOVEMBER 12, 2024

* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,465 !* See 3 “Double Down” stocks » *Stock Advisor returns as of November 11, 2024 Steven O'Day, chief medical officer will be participating in the question-and-answer session. The Motley Fool has no position in any of the stocks mentioned.

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The Motley Fool

NOVEMBER 5, 2024

* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $41,999 !* See 3 “Double Down” stocks » *Stock Advisor returns as of November 4, 2024 Maryann T. Our disciplined long-term strategic and quick-hit investments are allocated to projects that we believe will achieve attractive returns. MPC returned $2.7

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The Motley Fool

OCTOBER 17, 2024

* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,847 !* See 3 “Double Down” stocks » *Stock Advisor returns as of October 14, 2024 Huang and TSMC's chairman and CEO, Dr. We ended the third quarter with cash and marketable securities of TWD 2.2 So, that will bring our shareholders the biggest return.

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Securities and Exchange Commission (SEC) Depreciation Liabilities Accounting 130