The Motley Fool

JULY 21, 2023

And when you look at the accounts we've acquired over the last year compared to those we acquired over a comparable period pre-pandemic, the overall revenue being generated by these new accounts is up substantially over 2019. And looking forward, we continue to see opex as a key source of leverage. Turning next to capital on Slide 18.

Accounting 246

Accounting Capital Banks Companies 246

The Motley Fool

OCTOBER 25, 2023

Chris joined us in January of 2019 as vice chairman and CFO and quickly enhanced the finance function, implementing bank-like processes as well as pushing for efficiency gains and deleveraging. And instead we focus on those things we can control, namely process improvement, cost leadership, and operating leverage.

Mergers and Acquisitions 100

Mergers and Acquisitions Taxes Capital Banks 100

The Motley Fool

OCTOBER 15, 2024

If you look at the last five years, so the most recent quarter and you go back to 2019 for the same quarter ended in June, their diluted share count is down almost 42%. They didn't need to leverage their balance sheet in order to do that. She took a company public. What they've done is they've eaten themselves.

Companies 130

Companies Returns Investors Stock Market 130

The Motley Fool

OCTOBER 31, 2023

We believe we can grow this newly acquired business in line with our total company target growth of 15% in the long term by participating in strong market growth and gaining share. We did quite a healthy amount of stock buyback activity in 2021 and 2022 and very little M&A activity, excluding SUALAB in 2019.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Capital Amortization Leveraging 100

The Motley Fool

SEPTEMBER 5, 2024

The company's subscriber count has grown from 192,000 subscribers to over 1 million since the second quarter of 2019. UnitedHealth generates nearly $400 billion in annual revenue, making it one of the world's largest companies. today, yet the dividend consumes only 60% of the company's cash flow.

Initial Public Offering 100

Initial Public Offering Conglomerates Consulting Consultants 100

The Motley Fool

SEPTEMBER 17, 2023

Sunny Vanderbeck is an investor, entrepreneur, best-selling author, and former military leader focused on accelerating the growth of mid-market companies and creating best-in-class built-to-last businesses, as the Co-Founder and Managing Partner at Satori Capital. David Gardner: You were public? We're public company.

Due Diligence 130

Due Diligence Capital Mergers and Acquisitions Public Companies 130

The Motley Fool

JULY 25, 2024

Against this backdrop, we delivered the third consecutive quarter of year-over-year volume growth, and we'll continue to leverage our differentiated portfolio to capitalize on areas of demand strength while maintaining operating and financial discipline. And that share price has been pretty flat since its inception as a public company.

Liabilities 130

Liabilities Capital Assets Taxes 130

The Big Picture

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KKR took a stock exchange company called who Houdaille, private, and it was the first time there’ve been — RITHOLTZ: ’79 or something like that? RITHOLTZ: So talk about building New Mountains in 2019.

Leveraged Buyouts 104

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 104

The Motley Fool

OCTOBER 11, 2024

This approach is yielding profitable growth and operating leverage. As clients increasingly turn to BlackRock, we believe this will result in sustained market-leading organic growth, differentiated operating leverage and earnings and multiple expansion over time. With that, I'll turn it over to Larry.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

JULY 30, 2024

We continue to leverage our broad portfolio of our intellectual property with the licensing of game feature patents, helping to drive non-terminal revenue, up 45% in the second quarter. Net debt leverage was confirmed at 2.9 times, the lowest level in company history. Liquidity of $1.7 Unfortunately, I can't be in both places.

Bidding 130

Bidding Leveraging Debt Shareholders 130

The Motley Fool

FEBRUARY 9, 2024

A key theme for 2023 was operating leverage. If you go back to the WMIH merger in 2018, which is when we became a fully independent public company, our first priority was deleveraging, which we accomplished by refinancing our senior notes and extending our liquidity runway.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Portfolios Assets 130

The Motley Fool

FEBRUARY 8, 2024

2023 was a year of transformational change for our company and for 22,000 Kenvuers around the world. Our teams accomplished a tremendous amount, successfully standing up Kenvue as an independent public company while continuing to drive profitable growth. EMEA and Latin America ended the year strong. times to 2.2.

Taxes 130

Taxes Banks Public Companies Capital 130

The Motley Fool

JULY 20, 2023

Good morning, and thank you for joining our second-quarter earnings call and our very first as a public company. Over the last 135 years, we have established ourselves as the world's largest pure-play consumer health company. With that, it's my pleasure to turn the call over to Thibaut. What are the barriers to adoption?

Taxes 130

Taxes Public Companies Banks Portfolios 130

The Motley Fool

JUNE 25, 2024

Encouragingly, on a per ALBD basis to highlight operational improvement and even with significantly higher fuel prices, adjusted EBITDA not only surpassed the second quarter of 2019, it was also our highest second-quarter mark in over 15 years. I expect it to be even higher because 2019 wasn't very good for them.

Debt 130

Debt Leveraging Portfolios Returns 130

The Motley Fool

FEBRUARY 1, 2024

2023 marked our 25th anniversary as a public company. I mentioned it on the last call, looking at our five largest midstream peers by market cap, since 2019, Enterprise is the only midstream energy company to reduce absolute outstanding -- units outstanding without significant asset sales. In 2019, we averaged 1.85

Capital 130

Capital Debt Assets Banks 130

The Motley Fool

AUGUST 1, 2023

The focus is to leverage FDJ's full suite of eInstant games in Italy and IGT's full suite of eInstants in France. Our actions, coupled with the strong cash flow generation of the business, enabled us to reduce our debt and leverage, greatly improving our credit profile. Net debt leverage of 3.1

Taxes 130

Taxes Leveraging Bidding Capital 130

The Motley Fool

AUGUST 8, 2023

Tom O'Hern -- Chief Executive Officer Yeah, that was just the renewal of a kitchen sink shelf that virtually every public company has available. We're always look at things at multiple leverage points, multiple loan levels, and it's really a function of what that incremental cost of capital is and if it makes sense.

Assets 100

Assets Debt Leveraging Financing 100

The Motley Fool

AUGUST 3, 2023

Preliminary July results reflect net revenues down 2% versus the unprecedented performance of July last year, but July's revenues remained up 11% compared to 2019 pre-pandemic levels. The consumer is healthy, and guest spending levels remain elevated compared to 2019 and even to post-pandemic levels. That's helpful. We're not done.

Capital 100

Capital Leveraging Returns Banks 100

The Motley Fool

AUGUST 23, 2023

Our new Splunk AI system leverages generative AI to provide an immersive chat experience and helps make our search processing language, or SPL, are easier to use by enabling the use of natural language to create SPL queries. In addition, we're applying AI to help teams accelerate time-to-value through assisted intelligence. Hi, Brent.

Leveraging 130

Leveraging Banks Capital Investors 130

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. In fact, my original product invested in biotech in 2019.

Hedge Funds 62

Hedge Funds Mutual Funds Funds Due Diligence 62

The Motley Fool

JULY 31, 2024

And our stock-based comp expense in Q2 was the lowest in our history as a public company. And finally, we reported GAAP net income of $21 million, which marks the first time as a public company that we've ever reported positive GAAP net income. That's still in the sounds optimistic, but it's still relative to 2019.

Legal 130

Legal Capital Public Companies Companies 130

The Motley Fool

AUGUST 20, 2023

It is this next-gen portfolio driving that is our growth transformation and enabling our leverage. This becomes increasingly important with the new SEC rules detailing that all public companies will be required to report material breaches within four business days.

Leveraging 130

Leveraging Taxes Capital Banks 130

The Motley Fool

MARCH 6, 2024

We delivered 57% growth and 21% EBITDA margin, top percentile of public companies out there. It also leverages ODDITY LABS to develop high performing products from our proprietary molecules that truly solve consumer skin issues and concerns. So, to recap, 2023 was a very strong year for ODDITY. It was launched in 2018, I think.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Banks Conglomerates 130

The Motley Fool

FEBRUARY 7, 2024

In fact, 2023 was a historic and record leasing year for Macerich, dating back 30 years as a public company. If we looked at, say, the 2016 through 2019 period, we had some precursor certainly in the fall of tenants that were likely to close, and they were closing in fairly significant routes. Year-end 2023 sales were down 1.8%

Debt 130

Debt Capital Assets Banks 130

Pension Pulse

NOVEMBER 3, 2023

It includes interim targets which hold us accountable now – a 20% reduction of our portfolio carbon footprint by 2025, and 50% by 2030, from our 2019 baseline. We are actively seeking out investments in companies involved in innovative climate solutions, including through an active and dedicated green technologies investment team.

Pension Funds 59

Pension Funds Investing Hedge Funds Assets 59

Pension Pulse

MAY 23, 2024

the tight-knit firmament of private and public companies that drive the province’s economy. It has significant stakes in most of Quebec’s flagship companies, many of which leaned heavily on the Caisse as they grew into industry champions, including Alimentation Couche-Tard, CGI, Intact Financial and WSP Global.

Pension Funds 59

Pension Funds Stakes Banks Financing 59

The Motley Fool

NOVEMBER 9, 2023

From a global view, our industry is nearing the $1 trillion TAM we predicted when we launched as a public company seven years ago. When I first mentioned the massive wave of opportunity in 2019 and 2020, one of the major factors in the size of that wave was the rapidly emerging world of CTV.

Leveraging 189

Leveraging Capital Companies Investors 189

The Motley Fool

NOVEMBER 1, 2023

And four, getting our leverage ratio into the fours by year-end. We ended the year with leverage at 6.57 Recall that adjusted EBITDA for the leverage calculation includes $39 million of allowable increases to reported adjusted EBITDA for nonrecurring E&O and warehouse closure costs that occurred in the third quarter.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Debt Shareholders Leveraging 100

The Motley Fool

MAY 3, 2024

increase in overhead costs due to the timing of various public company fees, and a $0.01 still has 43,000 jobs lost since 2019. And even though you have negative leverage, they're basically buying based on the pound. We expect core FFO per share for the second quarter to be within the range of $1.65 and San Francisco.

Debt 130

Debt Capital Taxes Portfolios 130

The Motley Fool

FEBRUARY 27, 2024

Another example, you know, public company costs have been eliminated for the Magellan company. But when I look at '25 and '26, you know, leverage trend is below 3.5 So, we have a lot of working leverage to grow in that area. Vrathan Reddy -- JPMorgan Chase and Company -- Analyst Great.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Debt 130

The Motley Fool

FEBRUARY 22, 2024

is the post-pandemic phase for our company, our new normal. The capability and infrastructure additions that came from pandemic-era investments give us a foundation for exceptional operating leverage going forward. As I mentioned earlier in the call, we believe our 2024 revenue will be the most diversified since 2019.

Taxes 130

Taxes Liabilities Banks Capital 130

The Motley Fool

FEBRUARY 20, 2024

As we reported last year, between 2015 and 2019, our mean royalty rate was 2.4% And general and administration expenses were over $61 million compared to roughly $56 million in 2022, reflecting good operating leverage supporting the growing business. across 37 partner-initiated discovery programs with downstreams. Happy to take that.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Capital Legal 130

The Motley Fool

MAY 8, 2024

We like to get close to our customers and partners, and it was great to see so many of them at the largest K:LDN ever and our largest in-person event since 2019. We are now lapping investments tied to public company readiness and expect to get more leverage from this line over time. Finally, G&A expense was $29.8

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Portfolios Accounting Financing 130

The Motley Fool

FEBRUARY 27, 2024

In 2023, we began to invest in building a public API to surface the power of the entire Flywire payments platform. Our vision is to extend the StudyLink platform beyond Australia, leveraging Flywire's global clients and team. Rob Orgel -- President and Chief Operating Officer Thanks, Mike. Good afternoon, everyone. For our U.S.

Education 100

Education Securities and Exchange Commission (SEC) Banks Capital 100

The Motley Fool

FEBRUARY 13, 2024

I'm thinking about the digital natives, which drove a lot of growth in 2019, 2020, and '21 versus your enterprise opportunity and your mid-market customers. On the other hand, they might be the first ones to fully leverage AI and deploy it in production. We certainly saw a big slowdown from the digital native over the past year.

Capital 100

Capital Companies Taxes Investors 100

The Motley Fool

JULY 27, 2023

This should support good operating leverage over time. I'd also like to thank our entire finance team for their professional and tirelessly work since we've become a public company. Now, I would also mention, and this bodes well with our OEM customers, now there are 400,000 FSDs on the road since 2019.

Capital 130

Capital Mergers and Acquisitions Taxes Financing 130

The Big Picture

APRIL 18, 2023

I mean, there have been leveraged loans and high yield bonds since the 1980s. You get paid for the incremental risk that you’re taking in a more leveraged capital structure. But I don’t think we’re going to go back to the days of 2019 to 2021. So it’s been a great asset class. BARATTA: Yes.

Private Equity Firms 62

Private Equity Firms Private Equity Firms Assets Financing 62