The Motley Fool

FEBRUARY 5, 2025

Counteracting that charge in Q4, Intel did receive a $560 million benefit as well, because of a successful challenge of a 2009 European Commission legal ruling. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $302,501 !* That equates to over $0.16 reported.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Legal Stakes 147

Private Equity Wire

JANUARY 9, 2024

Founded in 2009, Crosta & Mollica ‘reimagines’ Italian classics across multiple categories including pizza, gelato and aperitivo snacks. Perwyn were advised by Gowling WLG (legal), Spayne Lindsay (corporate finance), EY (financial & tax), OC&C (commercial) and Deloitte (structuring).

Legal 75

Legal Investing Taxes Financing 75

The Motley Fool

OCTOBER 18, 2023

Mercedes is accepting legal liability for when it's Level 3 autonomous driving system drive pilot is active. Is Tesla planning to accept legal liability for FSD? Elon Musk Well, there's a lot of people that assume we have legal liability judging by the lawsuits. And if so, when? We're going to build it.

Liabilities 246

Liabilities Banks Legal Taxes 246

The Motley Fool

AUGUST 12, 2024

Pfizer has raised its payout every year since 2009, but a market concerned about slowing sales is pressuring its stock price lower. It's structured as a business development company ( BDC ), which means it can legally avoid income taxes by returning at least 90% of profits to investors as dividends. dividend yield.

Business Development Companies 100

Business Development Companies Legal Capital Stakes 100

The Motley Fool

DECEMBER 17, 2023

Bitcoin has been around for nearly 15 years, created in early 2009 by the anonymous Satoshi Nakamoto. dollars in place of its own currency and made the cryptocurrency legal tender in 2021. Wood's arguments sound logical, but there are a few things investors should remember before jumping on the bandwagon here.

Exchange-Traded Funds 130

Exchange-Traded Funds Legal Assets Taxes 130

Walkner Condon Financial Advisors

MARCH 16, 2023

This caused a fear over the weekend that we might see a repeat of 2007-2009. This explainer will lay out what happened, what the response was and why this is not like 2007-2009. Is this like 2007-2009? What happened at Silicon Valley Bank (and the other banks that failed): An old-fashioned bank run! In our view, no.

Banks 98

Banks Financial Institutions Startups Assets 98

Cobalt

AUGUST 6, 2024

pacing throughout the year, the lowest since 2009. The information contained in this blog post is not legal, tax, or investment advice. This reinforces that Natural Resource saw decreasing fortunes through the decade, even as many other industries thrived. This trend continued to an even larger extent into 2020, with only 7.6%

Investment Horizon 52

Investment Horizon Investing Legal Liabilities 52

Cobalt

MARCH 18, 2024

The largest exception in the chart is from 2009 – 2011 during the financial crisis, when average commitments dropped rapidly (down nearly 50% from 2008). From 2000 – 2009, LPs with credit investments averaged 1.7 The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Cobalt

SEPTEMBER 12, 2023

The main market divergences between NAV and dry powder were in 2009 and 2020. The information contained in this blog post is not legal, tax, or investment advice. Key Takeaways Let’s look at the difference in dates. This gives credence to the sustainability of this wave of investment — as long as dry powder reserves remain.

Legal 52

Legal Liabilities Taxes Assets 52

Cobalt

AUGUST 11, 2023

The main market divergences between NAV and dry powder were in 2009 and 2020. The information contained in this blog post is not legal, tax, or investment advice. Key Takeaways Let’s look at the difference in dates. This gives credence to the sustainability of this wave of investment — as long as dry powder reserves remain.

Legal 52

Legal Liabilities Taxes Assets 52

Cobalt

JANUARY 26, 2024

The trough and peak in North American private credit returns between Q2 2008 and Q3 2009 clearly align with the 2008 recession and accompanying sharp drop in the Federal Funds Rate. The information contained in this blog post is not legal, tax, or investment advice. This blog post is for informational purposes only.

Legal 52

Legal Liabilities Taxes Financing 52

The Motley Fool

FEBRUARY 7, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $333,669 !* This outperformance resulted from $0.005 in higher other income and $0.025 in lower operating expenses, driven entirely by lower-than-anticipated core property insurance claims and lower final tax valuations.

Debt 189

Debt Leveraging Assets Bidding 189

Ballast Advisors

AUGUST 18, 2023

Although retirees’ confidence remained higher than workers’ — a historical trend — just 27% of retirees were very confident, down from 33% last year and the lowest percentage since 2009. does not provide investment, tax, legal, or retirement advice or recommendations. Broadridge Investor Communication Solutions, Inc.

Taxes 52

Taxes Education Legal Accounting 52

Zajac Group

FEBRUARY 10, 2025

If you dig even deeper, you may also think about tax implications, including the alternative minimum tax and qualified holding periods. But the basics of equity compensation and tax aside, theres something else you might want to be mindful of something that is a bit more difficult to define or quantify.

Financing 52

Financing Finance Taxes Legal 52

Pension Pulse

MARCH 7, 2024

Since 2009, CPP Investments has been a majority shareholder in Boldyn (with an 86% position) and has committed approximately C$3.5 The MCIG fund, including Broadcast Australia, was acquired by the Canada Pension Plan Investment Board in 2009. DLA Piper acted as legal advisor to Boldyn Networks. and globally. globally by 2030.

Education 59

Education Investing Shareholders Legal 59

The Motley Fool

SEPTEMBER 14, 2023

Collateralized loan obligations from the Great Recession of 2007-2009, part of it is what causes the booms and busts. You get a bust, like we saw, for example, in the housing crisis in 2007-2009. What is legally called the fiduciary standard. William Bernstein: Exactly. Loans start becoming much safer.

Investors 130

Investors Financing Finance Banks 130

The Motley Fool

MAY 1, 2024

General and administrative expenses were $63 million, up 15% over the first quarter of 2023, primarily due to increased transaction volume, an effort to improve our NPS, coupled with higher severance and legal expenses. The net of tax impact on earnings of the provision is $11.4 Our GAAP net loss for this quarter was $15.6

Accounting 130

Accounting Liabilities Legal Leveraging 130

The Motley Fool

OCTOBER 31, 2023

I would pick that one because I think they're as close to a monopoly as you could find a legal monopoly in their niche. I feel a legal responsibility to talk about the stock each year. Well, it subsequently fell below $1 a share in 2009 when everything's melting down. Many very high quality candidates said, no, I can't do that.

Legal 130

Legal Banks Portfolios Companies 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. So, I was basically — I’ve seen banking since I started looking at it in 2009, 2010 and then becoming involved in that, consumed with that lobbying for policy, how I get to …. Twitter is a thing.

Banks 81

Banks Debt Financing Finance 81

The Motley Fool

MARCH 9, 2024

I think one of the things that's fascinating about it too, is we're not legal scholars by any stretch, Matt. I'm sure most people know about and left a few questions out there but it seems like they've gotten back down brass tax, starting to win back the trust. But there have been a lot of behind the scenes drama with OpenAI.

Shareholders 130

Shareholders Legal Companies Taxes 130

The Motley Fool

OCTOBER 4, 2023

Our performance in the first half of the year has us on track to deliver on our goal of low single-digit gross profit growth to lever SG&A for the full year, even when excluding the benefits from this year's legal settlements. And third, we have built guide to help customers evaluate potential tax credits and incentives for EVs.

Depreciation 130

Depreciation Financing Finance Banks 130

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. You were doing some estate planning and other legal services.

Mergers and Acquisitions 64

Mergers and Acquisitions Consulting Consultants Taxes 64

Pension Pulse

NOVEMBER 20, 2023

Up until 2005, Canadian federal income tax legislation restricted foreign investment by Canadian pensions. And this was now possible because the federal tax restrictions on foreign investment that were in place up until 2005 had been removed. China and Russia). Real investment advantages include things like operational leverage (e.g.,

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

The Motley Fool

FEBRUARY 4, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $302,501 !* Our effective tax rate for Q4 was 24.4% For 2025, we estimate our underlying effective tax rate will be in the 25% to 27% range, though it may vary based on discrete items. for GAAP and 24.6%

Leveraging 130

Leveraging Taxes Returns Banks 130

The Motley Fool

FEBRUARY 5, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $307,661 !* federal legalization is taking longer to materialize. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late.

Debt 130

Debt Capital Financing Finance 130

The Motley Fool

FEBRUARY 4, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $302,501 !* increase was primarily driven by higher adjusted EBIT of $0.10, lower net interest expense and taxes of $0.02 Apple: if you invested $1,000 when we doubled down in 2008, youd have $43,181 !*

Resale 130

Resale Consulting Consultants Capital 130

The Motley Fool

OCTOBER 28, 2023

But 3% rates, I mean, that has never happened before in history before 2009. Ron, in a filing, the consumer goods company said it will be spending $25 million on digital forensics and legal work related to the hack, but it may pale in comparison to what they feel in terms of the business impact due to disruptions. Ron Gross: Yeah.

Debt 130

Debt Capital Companies Conglomerates 130

The Motley Fool

JANUARY 28, 2024

David Gardner: We'll now brass tax time onto the financials. But for a lot of the rest of us, yeah, a stock is riskier if we have a hard time understanding what we're reading when we go through their legal well timed disclosures. Didn't you say 2009? Right, Emily, is not part of this? Emily Flippen: You'd think so?

Capital 130

Capital Securities and Exchange Commission (SEC) Shareholders Companies 130

The Motley Fool

AUGUST 12, 2024

But again, that's all in the optionality going forward and how we'll choose it but getting back to the actual legal basis on which we can manage this, I'll pass it to Graham. And you remember, I think the 2009 failure, which was the sort of clay white spot of the pit which they used to call. And the second question I had on tax.

Assets 130

Assets Capital Liabilities Banks 130

The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. This is the first time they’re putting out a product for retail. Really fascinating guy.

Mutual Funds 52

Mutual Funds Financing Finance Assets 52

The Big Picture

OCTOBER 24, 2022

But the career paths from there were either kind of the PhD route, or the legal routes. RITHOLTZ: It’s not March 2009. And you could look around and find Munis running a tax equivalent — NORTON: That’s right. And it was interesting work. It was a demanding work. It was pretty grueling. So that’s good.

Mutual Funds 52

Mutual Funds Assets Taxes Consulting 52

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. Barry Ritholtz : 00:06:24 So how do you, how do you shift from m and a legal work to structuring derivatives at Goldman?

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

OCTOBER 21, 2024

2022 was the worst year for hedge funds since 2009, the s and p 500 down 20% bonds down 14%. He had been a tax lawyer. I think having some understanding of, of the legal framework as, as that’s become, has always become such a big deal to get into, let’s say stress, distress out of favor.

Hedge Funds 59

Hedge Funds Banks Financing Finance 59

The Big Picture

OCTOBER 15, 2024

00:10:16 [Speaker Changed] So, so you found the company in 2009 today, you’re the chairman. And then on top of that, it’s really stressful for a lot of people to get all their clients into these things ’cause there’s just lots more paperwork, lots of messes, lots of legal stuff. How long did that take?

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

Pension Pulse

MAY 24, 2023

Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage. Closed a C$230 million investment in the term loans of Legal Search, a provider of property- and corporate-related search services in Australia, the U.K., and the U.S.

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

DECEMBER 6, 2022

You have the liquidity, the tax efficiency, the transparency. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. I mean, one of our first ETF was our China Consumer ETF that we launched in 2009. BERRUGA: Yeah. Wait, markets go down?

Mutual Funds 64

Mutual Funds Assets Funds Asset Management 64

The Big Picture

AUGUST 15, 2023

So for a taxable investor, hedge funds generally aren’t tax efficient. And when you look at the assets that are invested, the three trillion in hedge funds, I would guess that north of 90% of that are in institutions that don’t pay taxes. And then it’s actually hard to make a legal bet. RITHOLTZ: Right.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52