The Motley Fool

JULY 31, 2024

If you look back in history in just a little bit, taking you backwards, company was started in 2013 with $1 billion of equity capital. I would encourage you to look at some of the public companies that trade out there. There are public company peers out there who have done a great job. So now to Page 3.

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The Motley Fool

FEBRUARY 20, 2024

At the time of our initial public offering in 2013, we were operating just eight markets across four states. Our pre-tax net income for the year was $261.8 Our effective tax rate last year was 23.9%, in line with the guidance we provided on our last call. In 2023, our geographic footprint continue to grow. of revenue.

Debt 130

Debt Capital Taxes Initial Public Offering 130

The Motley Fool

JANUARY 23, 2024

Now, as we get to an apples-and-apples basis, we need to back out from that reportable free cash flow $600 million, our stand-alone and carve-out costs of approximately $300 million, in addition to pension and some variables we're working through with taxes that will all be clear in the Form 10 filing in the middle of February. billion, $7.6

Banks 130

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The Motley Fool

SEPTEMBER 30, 2024

In fact, it's a more tax efficient way for shareholders if the company buys back its own shares as opposed to handing out a special dividend. It was talking about the five biggest public companies in the world on January 1st, of 1999. But in January 2013, my wife said, hey, why not Lowe's? Microsoft was number 1.

Investing 130

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The Motley Fool

FEBRUARY 7, 2024

These trends are consistent with what's been reported over prior quarters, they're driven by improved occupancy growth and rental rate as well as a continued conversion from variable to fixed rent structures with CAM and tax recovery charges. Frankly, that's a gem from the two assets that we acquired back in the 2012, 2013 time frame.

Debt 130

Debt Assets Capital Banks 130

The Motley Fool

OCTOBER 31, 2023

And as a result, we reported a pre-tax loss of $8.5 Another headwind to GAAP EPS was $4 million of unfavorable discrete tax expense. Moving on, the non-GAAP effective tax rate was 18% in Q3 of 2023 and 15% in Q3 of 2022. Given the large movement in exchange rates between the U.S. million for the forward contract.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Amortization Capital Leveraging 100

The Motley Fool

FEBRUARY 1, 2024

2023 marked our 25th anniversary as a public company. Libby is one of our young all-stars who joined the company in 2013 and worked in commercial roles of increasing responsibility across several of our business units before joining the IR team in 2019. And we have liquids, hydrocarbon storage, and export franchise.

Capital 130

Capital Debt Assets Banks 130

The Motley Fool

AUGUST 8, 2023

Generally, these trends were due to improvements in occupancy and from continued conversion of selected leases from variable to fixed rent structures with full base rent and CAM and tax recovery charges. There were only three bankruptcies in the second quarter, and bankruptcies overall remained at their lowest level since 2013.

Assets 100

Assets Debt Financing Finance 100

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 You have the liquidity, the tax efficiency, the transparency. RITHOLTZ: And how about Wind Energy or WNDY, W-N-D-Y, what sort of companies do you hold in that sort of EFT? billion deal. I know GE used to do stuff.

Mutual Funds 64

Mutual Funds Assets Funds Asset Management 64

The Motley Fool

JANUARY 11, 2024

Adobe in 2013 with its Creative Cloud offering, began to shift the model. Is this a company you've studied? Yasser El-Shimy: It is not a company I have studied. In this city when you think of public companies based in Washington, DC, any standout performers come to mind for you? Bill Barker: Yes, I do.

Taxes 130

Taxes Companies Asset Management Assets 130

The Big Picture

JULY 29, 2024

I was a public company, CEO, I enjoyed working with investors. And one thing about being a CEO versus, you know, being a chief solutions officer or chief commercialization officer, you spend a lot of your time outside the company as well as inside the company. So clearly tax loss harvesting is a big one.

Taxes 59

Taxes Mutual Funds Financing Finance 59

The Motley Fool

OCTOBER 14, 2024

This could be a very important year in investing, given what this tech company has gone on to do. Fast forward to 2013. I would retort, look, when sales are growing north of 40% annually, cash flow margins are 50-60%, and there's still a 7-10 year tailwind behind this company? David Gardner: The Facebook. I say, yes.

Investing 130

Investing Debt Shareholders Accounting 130

The Motley Fool

JANUARY 21, 2025

As a reminder, earlier this year, we flagged that changes in the level and timing of tax refunds due to tax law changes, we're probably changing seasonal credit patterns in our card business. You know, we believe that the biggest driver of seasonality, while there are several, the biggest driver of seasonality is tax refunds.

Capital 130

Capital Banks Mergers and Acquisitions Financing 130

The Big Picture

NOVEMBER 21, 2023

They invest primarily in private and public companies. That’s why I think being in Silicon Valley investing, in talking every day with venture capital companies, founders, et cetera, is a huge competitive advantage to us because we see the disruption coming years in advance. You take it out tax free as well.

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

The Big Picture

JULY 31, 2023

And then I don’t know what God smiled on me, but I got hired by the Wall Street Journal in 2013. RITHOLTZ: So you start in 2013, and then you proceed to get some major news stories that you either covered intimately or broke. You know, when I got hired in 2013, M&A was dead. But yeah, some of those were fun.

Hedge Funds 52

Hedge Funds Startups Financing Finance 52

The Big Picture

JANUARY 27, 2025

And so I spent a couple years on the audit side and then actually transferred over to the tax side. So my first four working years were spent in public accounting. I, I referenced earlier we started building our middle market team in 2013. Coopers and Rin Oh, sure. Briefly before it was merged into PricewaterhouseCoopers.

Hedge Funds 59

Hedge Funds Liabilities Assets Leveraging 59

The Motley Fool

OCTOBER 6, 2024

While there are potential advantages and drawbacks to the economic proposals of both candidates, the one plan that's raising a lot of eyebrows on Wall Street is Harris' call to raise the corporate tax rate by a third -- from 21% to 28%. However, increasing corporate taxes might have unintended and/or unforeseen consequences for Wall Street.

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Taxes Debt Stock Market Stock Market 130

The Motley Fool

OCTOBER 8, 2024

Current vice president and Democratic Party presidential nominee Kamala Harris has proposed sweeping changes designed to lower food and drug costs, expand a variety of tax credits for middle-class families, and wants to reduce the federal deficit by raising the corporate tax rate by 33%. Image source: Getty Images.

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Taxes Exchange-Traded Funds Public Companies Stakes 130

The Motley Fool

NOVEMBER 2, 2024

More specifically, Harris wants to quadruple the share buyback tax for public companies from 1% to 4%, increase the ordinary capital gains tax from 20% to 28%, and lift the peak corporate tax rate by a third , from a historically low 21% to 28%. Meanwhile, Trump wants to impose tariffs on U.S.

Taxes 246

Taxes Public Companies Stock Market Stock Market 246