Private Equity Insights

JANUARY 16, 2025

These funds, which saw rapid growth between 2019 and 2021, provide fresh capital to high-potential assets, ensuring continued value creation. By leveraging their expertise and resources, firms like Audax Private Equity have implemented operational initiatives that have driven recovery, even in challenging industries.

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The Motley Fool

NOVEMBER 15, 2024

A great example is our partnership with Stagwell, which is continuing to adopt a growing number of solutions within our product suite as they are driving better results when leveraged together. Our clients can leverage this data to layer added insights onto campaigns. And Tinuiti, one of the leading performance agencies in the U.S.,

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Capital Prospects 246

The Motley Fool

NOVEMBER 26, 2024

To top it all off, Chevron has an elite balance sheet with very low leverage. A bolder bet on higher oil prices Berkshire's history in Occidental Petroleum, commonly known as Oxy, dates back to 2019 when Berkshire helped Oxy fund the purchase of fellow exploration and production (E&P) company Anadarko Petroleum.

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Stakes Leveraging Banks Debt 245

The Motley Fool

JANUARY 21, 2024

Loaded up before the pandemic Chevron announced it would be buying Anadarko Petroleum in April 2019. While that's hardly an uncommon after-effect of a large acquisition, leverage can be both a powerful tool for good and a huge burden. Buffett was in the mix at this point, helping to fund Occidental's offer.

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Leveraging Debt Investors Returns 246

The Motley Fool

DECEMBER 22, 2024

The company is obviously generating terrific operating leverage and margin expansion. That margin is extremely difficult for non-membership-based retailers to compete with, and it's also why Costco continues to attract more and more customers, generating operating leverage on its existing real estate. to 1.9%, that would be a 5.6%

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Leveraging Accounting Companies Investing 130

The Motley Fool

DECEMBER 1, 2023

Metric FY 2019 FY 2020 FY 2021 FY 2022 9M FY 2023 Revenue growth 10% (73%) (66%) 538% 94% Passengers carried growth 4% (73%) (65%) 542% 79% Occupancy rate 107% 101% 56% 75% 100% Data source: Carnival. billion in fiscal 2019 -- with a positive adjusted EBITDA of $4.1 It ended fiscal 2019 with $9.7 billion in net income.

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Enterprise Values Debt Amortization Depreciation 243

The Motley Fool

DECEMBER 15, 2024

He's commented on the position a lot since he first started buying shares in 2019. Put simply, Occidental has a lot of leveraged upside in a rising-price environment. Just as Occidental has leveraged upside in a rising-price environment, it also has leveraged downside in a falling-price environment.

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Leveraging Capital Debt Portfolios 239

The Motley Fool

JULY 12, 2023

Cornell's ILR Labor Action Tracker logged 417 strikes and seven lockouts across the US in 2022 -- up 52% from 2021 -- as historically low unemployment rates have boosted workers' leverage for improving wages and benefits. UAW leaders recently laid out their top bargaining issues ahead of contracts that expire in September.

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Leveraging Companies Investing 246

The Motley Fool

SEPTEMBER 27, 2023

Just because the application is in the majority of the Fortune 500, investors do not, and can not, know to what extent ChatGPT is being leveraged. To get an idea of how serious its technology is, consider that companies such as Cisco , Lockheed Martin , and Novartis are all leveraging Palantir across their organizations.

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The Motley Fool

MAY 14, 2024

It also owns the popular Pandora streaming app it acquired in 2019 to have some skin in the digital space beyond the mobile app for streaming its flagship satellite radio broadcasts. Outside of the 2019 spike fueled by the Pandora acquisition, organic growth has been in the single digits for nine consecutive years.

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The Motley Fool

APRIL 20, 2024

The preceding table shows that they have significantly outperformed the Nasdaq Composite since 2019. Since 2019, Costco's annual revenue has risen 71%, with operating income up 59%. Data by YCharts Costco (NASDAQ: COST) and Apple (NASDAQ: AAPL) are attractive investment options.

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Leveraging Returns Companies Portfolios 246

The Motley Fool

SEPTEMBER 2, 2023

billion in 2019 and hit a nadir of $1.6 billion, which is still materially below 2019 levels. Leverage has also been reduced, with debt-to-earnings before interest, taxes, depreciation, and amortization ( EBITDA ) at roughly 3.2 To be fair, capital spending has fallen. It peaked at $4.2 billion in 2022.

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Companies Amortization Depreciation Earnings Before Interest 246

The Motley Fool

DECEMBER 4, 2024

Work is underway to edit our assortment, leverage our scale, and deliver newness and trend-right high-quality product at an amazing value, while at the same time improving your store experience and optimizing our cost structure. We last had this calendar in 2019 and have used that experience to build our fourth quarter plan this year.

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Leveraging Capital Amortization Depreciation 130

The Motley Fool

MAY 11, 2024

Enterprise ended the quarter with leverage of 3x. It defines leverage as net debt adjusted for equity credit in junior subordinated notes (hybrids) divided by adjusted EBITDA. Prior to the COVID-19 pandemic in 2019, the company spent $4.3 Based on its distributable cash flow, it had a distribution coverage ratio of 1.7x

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Depreciation Enterprise Values Leveraging Debt 241

The Motley Fool

AUGUST 21, 2024

was founded in 1944 and held its initial public offering (IPO) in May 2019 at $27 per share. In recent years, Parsons' management has "transformed the company into a high-value solutions provider that differentiates by leveraging software and cutting-edge technology," as CEO Carey Smith highlighted in the company's Q2 earnings release.

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The Motley Fool

SEPTEMBER 4, 2024

PetSmart, Petco, and Tractor Supply 's Petsense all enjoyed the advantage of not only already being established brands at the time, but were able to leverage and combine their brick-and-mortar businesses with their online ones established in the meantime. It seems crazy on the surface. The thing is, the plan is working.

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Liabilities Leveraging Returns Portfolios 246

The Motley Fool

JULY 2, 2024

Total paid subscriptions for Disney+ and Hulu have topped 167 million worldwide (excluding its Hotstar service in India), even though Disney+ only launched in late 2019. In 2019, Disney spent $71 billion acquiring most of the content owned by Fox. That's a vast improvement from its $659 million loss in the prior-year period.

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Debt Leveraging Assets Returns 233

The Motley Fool

SEPTEMBER 10, 2023

In addition, closed-end funds can use leverage to attempt to generate outsized returns and dividends for investors. Using leverage Finally, let's look at leverage, specifically how the fund has increased borrowing through reverse-repurchase agreements whereby an asset is sold under an agreement to repurchase it at a higher price.

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Funds Leveraging Assets Debt 246

The Motley Fool

OCTOBER 8, 2023

Lastly, it continued to rack up steep losses while increasing its leverage with more convertible debt offerings. First, it repeatedly reduced its production targets as it grappled with supply chain constraints. Second, it issued several safety-related recalls. With an enterprise value of $17.5

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Portfolios Enterprise Values Leveraging Debt 246

Private Equity Professional

JANUARY 8, 2025

In late 2023, TPG bought Angelo Gordon , and going even further back, Eldridge Industries acquired a majority stake of Maranon Capital in 2019. Banks have also taken the plunge to offer product and garner revenue lost within their traditional lending and leveraged finance practices (most notably broadly syndicated loans or BSL).

Mergers and Acquisitions 100

Mergers and Acquisitions Financing Finance Banks 100

The Motley Fool

DECEMBER 22, 2023

In 2019, the drugmaker forged a partnership with Atomwise, a private biotech dedicated to discovering new medicines using AI, wherein it agreed to pay as much as $550 million in milestone awards and up-front fees.

Leveraging 246

Leveraging Stakes Returns Investors 246

The Motley Fool

AUGUST 6, 2023

Kroger Berkshire Hathaway first purchased Kroger (NYSE: KR) in late 2019, and similar to Apple, the idea came from one of Buffett's lieutenants. For comparison, Kroger's net leverage ratio at the end of its fiscal first quarter 2023 was a much-healthier 1.3 Image source: The Motley Fool. times EBITDA. times EBITDA.

Stakes 246

Stakes Debt Leveraging Shareholders 246

The Motley Fool

APRIL 27, 2024

Metric Fiscal 2019 Fiscal 2020 Fiscal 2021 Fiscal 2022 Fiscal 2023 Stock Buybacks $66.1 AAPL Net Total Long Term Debt (Quarterly) data by YCharts Apple doesn't rely on leverage to operate its business. Therefore, Apple's true "cash position" is even better than its leverage ratios would indicate. billion on buybacks and $72.5

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Stock Market Stock Market Leveraging Banks 246

The Motley Fool

OCTOBER 29, 2024

Last quarter, we achieved our Trifecta financial goals, and we now expect to also achieve a double-digit reduction in carbon intensity compared to 2019, one year ahead of our original expectation. Our leverage was below 3.5 The year is up about 26% versus 2019 levels. During the quarter, we refinanced $3.5 We're at higher rates.

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Leveraging Capital Debt Shareholders 130

The Motley Fool

MARCH 24, 2024

leverage ratio , which falls in the middle of its 2.75-3.25 While MPLX doesn't have quite as high a credit rating, at BBB, its leverage ratio is only slightly higher at 3.3, While MPLX doesn't have quite as high a credit rating, at BBB, its leverage ratio is only slightly higher at 3.3, target range. which is well below the 4.0

Leveraging 246

Leveraging Amortization Depreciation Earnings Before Interest 246

The Motley Fool

JUNE 16, 2024

Its revenues more than doubled from fiscal 2019 to fiscal 2023, soaring from $4 billion to $9.6 This updated set of targets was a follow-up to Lululemon's first Power of Three plan, which it debuted in 2019. Lululemon has grown steadily over the years, and is also a veritable free-cash-flow machine. billion in 2018 to $6.25

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Leveraging Stakes Prospects Debt 243

The Motley Fool

NOVEMBER 22, 2024

The remaining 50 basis points were driven by ROD leverage. SG&A as a percentage of net sales was 33.4%, leveraging 130 basis points versus last year's reported rate and 110 basis points versus last year's adjusted rate primarily due to lower advertising costs in the quarter. Now, let me turn to SG&A. SG&A was $1.3

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Shareholders Returns 130

The Motley Fool

APRIL 19, 2024

It forged a partnership with OpenAI in 2019, investing $1 billion in the AI start-up when it needed a funding source, and it invested another $10 billion in OpenAI in early 2023, shortly after that company launched ChatGPT, bringing its grand total to an estimated $13 billion that it has invested in OpenAI.

Companies 246

Companies Investors Investing Leveraging 246

The Motley Fool

JULY 20, 2024

For Rivian, this will provide additional funding to develop the more affordable R2 SUV due in the first half of 2026 and enable it to leverage volumes of supplies to cut costs. Rewind the tape Let's rewind the clock back to 2019. Any cash infusion like that is huge.

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Leveraging Stakes Returns Capital 246

The Motley Fool

MAY 17, 2024

With greater scale the company can afford to advertise more aggressively as well as exercise leverage with its distributors and retail partners. billion worth of net income in pandemic-crimped 2020, down a modest 14% from 2019's bottom line. billion was within sight of 2019's $10.5 In this vein, Coca-Cola earned nearly $7.8

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Shareholders Leveraging Stakes Portfolios 246

The Motley Fool

OCTOBER 8, 2023

Carnival (NYSE: CCL) is one of the companies that's still being affected by the pandemic, both by the aftereffects of restrictions and by the financial leverage it took to get through the pandemic. In fiscal 2019, occupancy was 106.9%, so pushing any higher than today seems unlikely.

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Enterprise Values Debt Leveraging Funds 246

The Motley Fool

FEBRUARY 8, 2024

CFO Monish Patolawala noted in earnings calls that "volume gives us the best leverage." By leverage, he means the ability to grow margins as sales increase. In 2019, it attempted to restructure the business by reducing its segments from five to four. Image source: Getty Images.

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Leveraging Legal Shareholders Portfolios 244

The Motley Fool

MAY 12, 2024

This combination has helped Chevron's upstream earnings per barrel continually rise, from roughly $7 per barrel in 2019 to around $10 per barrel today. Improved well performance is coming even as unit costs remain flat. Chevron's capital management, meanwhile, is exemplary, something Buffett no doubt admires.

Stakes 246

Stakes Shareholders Assets Leveraging 246

The Motley Fool

SEPTEMBER 8, 2024

From fiscal 2019 to fiscal 2024, revenue grew at a compound annual rate of 48%. Zscaler's cooling revenue growth, rising expenses, high leverage, ongoing dilution, and premium valuation all make it a tough stock to recommend. Zscaler went public in 2018. Is it the right time to buy Zscaler?

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Initial Public Offering Debt Leveraging Accounting 246

The Motley Fool

OCTOBER 24, 2024

Berkshire has held a stake in Amazon since 2019. Its ability to leverage its e-commerce dominance to develop other profitable business opportunities is why Amazon stock is worth holding for the long term. Amazon Amazon (NASDAQ: AMZN) is another valuable brand that can help you build wealth over the long term.

Stakes 246

Stakes Leveraging Shareholders Returns 246

The Motley Fool

OCTOBER 26, 2024

Since the company's 2019 initial public offering, the stock has gained over 800%, significantly outperforming the S&P 500 index. There is also an expectation the company can leverage its growing scale and subscription-based business model to boost margins and cash flows.

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Initial Public Offering Leveraging Shareholders Capital 245

The Motley Fool

JULY 14, 2023

It is because they are leveraged -- they buy securities and then borrow against them to purchase more. Warren Buffett says leverage is one of the few ways smart investors go broke. Some funds offer incredible yields, sometimes 10% or more. Have you wondered how they do this? What's an investor to do? billion to $12.2

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Leveraging Accounting Debt Financing 245