The Motley Fool

FEBRUARY 26, 2024

The more than 12,000% gain Tesla has delivered to shareholders since its 2010 initial public offering (IPO) is also a reflection of the company attempting to become more than just an EV maker. Between 2019 and 2022, Tesla's automotive revenue more than tripled to $71.5 billion, and its adjusted (non-GAAP) EPS catapulted from $0.01

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The Motley Fool

MAY 14, 2024

billion in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) and $1.2 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. The model works. It expects to generate $2.7

Earnings Before Interest 246

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The Motley Fool

OCTOBER 20, 2024

First, prior to this decline, the company's ratio of enterprise value (EV) to earnings before interest, taxes, depreciation, and amortization (EBITDA) was at an all-time high of 24. Since 2019, MTY has lowered its share count by 1.2% annually -- a nice addition to the cash returned to shareholders with dividends. Not so much.

Mergers and Acquisitions 241

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The Motley Fool

JULY 29, 2024

As a business development company (BDC) , Ares must return at least 90% of its income to shareholders in the form of dividends for its profits to be exempt from taxes. 1 in Private Debt Investor's annual survey every year since 2019. Ares Capital Few stocks offer a dividend as spectacular as Ares Capital (NASDAQ: ARCC).

Debt 246

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The Motley Fool

JULY 8, 2024

Consider Realty Income (NYSE: O) , which has seen its shares fall by almost 35% from their 2019 high. It rents them to tenants as a net lease, meaning the tenants cover the taxes, insurance, and maintenance costs on its properties. Today, shareholders receive almost $3.16 Not every stock has soared in the latest bull market.

Shareholders 188

Shareholders Depreciation Taxes Portfolios 188

The Motley Fool

OCTOBER 8, 2023

New Construct's ROIC formula is net operating profit after taxes (NOPAT) divided by average invested capital. That's important because it suggests their investments are creating value for shareholders after factoring in debt and equity financing. That's evident in ExxonMobil's long-term investment strategy.

Shareholders 245

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The Motley Fool

JANUARY 11, 2024

Management said that net yields in the 2023 fourth quarter, a cruise profit metric, were higher than in 2019, which was itself a strong year, and were higher than expected. That led to earnings before interest, taxes, depreciation, and amortization ( EBITDA ) to rise 5% per unit from 2019 levels despite interim inflation.

Investing 240

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The Motley Fool

NOVEMBER 5, 2024

Buffett took a significant stake in the business when he acquired $10 billion worth of preferred shares in 2019 to help Occidental acquire Anadarko. In his 2023 letter to shareholders, he wrote: "No one knows what oil prices will do over the next month, year, or decade. It currently holds about 27% of Occidental's shares outstanding.

Banks 246

Banks Stakes Enterprise Values Earnings Before Interest 246

Private Equity Insights

JUNE 21, 2023

Swedish private-equity firm EQT said that together with its co-shareholders it has agreed to sell Ellab to Novo Holdings. Wholly-owned by the Novo Nordisk Foundation, Novo Holdings is the controlling shareholder of Novo Nordisk and Novozymes. Source: Market Watch Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Companies Initial Public Offering 130

The Motley Fool

JANUARY 13, 2024

Boeing has gone into damage-control mode in an attempt to preserve its reputation, but the company already grounded its 737 MAX planes for several months after two crashes just months apart in 2018 and 2019. Boeing's revenue plunged after its 737 MAX planes were grounded in 2019. There's a risk of losing more business to rival Airbus.

Taxes 246

Taxes Shareholders Returns Stock Market 246

Private Equity Insights

SEPTEMBER 13, 2023

Avantax shareholders will be cashed out at $26 per share and the tax-focused broker/dealer will operate as separate unit within Cetera. Avantax, the $84bn, tax-focused wealth management firm formerly known as Blucora , will be taken private in an all-cash sale to Cetera Holdings for $1.2bn. The company’s shares jumped to $25.48

Taxes 130

Taxes Consultants Consulting Legal 130

The Motley Fool

SEPTEMBER 26, 2024

In 2019, the company bought Anadarko Petroleum, winning a bidding war with Chevron. It was a smaller deal and should be easier to digest, but it also makes clear that Oxy's push today is about competing with energy industry giants and not returning cash to shareholders via dividends. That's where the story gets complicated.

Bidding 244

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The Motley Fool

AUGUST 28, 2024

In Buffett's 2019 annual shareholder letter, he wrote: We constantly seek to buy new businesses that meet three criteria. Using trailing-12-month earnings against net tangible assets, Ulta Beauty earned approximately 73% pre-tax or 55% post-tax of the net tangible equity capital required to run its business.

Companies 130

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The Motley Fool

SEPTEMBER 16, 2024

Indeed, 2020 was a bumper year for the company, with revenue more than doubling from 2019. And if that's not discouraging enough, shareholders now have to deal with its short-lived tenure in the S&P 500. But this is merely a tax-timing issue. S&P Global has announced that Etsy is getting removed from the index on Sept.

Prospects 246

Prospects Taxes Shareholders Returns 246

The Motley Fool

SEPTEMBER 5, 2024

Pretax loss was $73,000 or breakeven as a percentage of net sales compared to last year's pre-tax loss of $1.5 Income tax benefit was $4,000 or 6.2% of pre-tax loss compared to a benefit of $0.3 of pre-tax loss last year. million or 0.9% of net sales. million or 23.2% million or $0.04 million to $8.7

Taxes 130

Taxes Assets Liabilities Returns 130

The Motley Fool

OCTOBER 17, 2024

Very few public companies offer monthly dividends, and the ones that do are typically real estate investment trusts (REITs) because they are legally required to pay out 90% of their taxable earnings to shareholders. billion in 2019. The stock is valued similarly to its 2019 levels, trading nearly five times its trailing-12-month FFO.

Debt 130

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The Motley Fool

APRIL 1, 2024

shareholders that “when we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever.” He clarified his position in his 2016 letter to shareholders: “It is true that we own some stocks that I have no intention of selling for as far as the eye can see (and we’re talking 20/20 vision).

Enterprise Values 245

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The Motley Fool

OCTOBER 6, 2024

Investors with substantial unrealized capital gains may be willing to give up a few basis points in order to delay taxes by not selling. The ETF tracks an index that ranks and weights securities by fundamentals -- adjusted sales, operating cash flow , and cash returned to shareholders. But there are billions locked into the older ETF.

Stock Exchanges 246

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The Motley Fool

JANUARY 26, 2024

While Tesla is viewed by its shareholders as something of an artificial intelligence (AI), technology, and automaking company rolled into one , I'm going to show you why it's nothing more than a car company that should be valued as such by Wall Street. Image source: Tesla. That's hardly "innovative." While Tesla's side projects (e.g.,

Companies 246

Companies Taxes Shareholders Accounting 246

The Motley Fool

OCTOBER 31, 2024

Buffett clearly still sees a lot of value in owning Apple, and there are many reasons he might have sold it, such as a tax advantage for the company or to have some extra cash with high interest rates. Buffett has famously said that he missed the boat on buying Amazon stock, waiting until 2019 to first buy shares. Amazon is only 0.6%

Portfolios 130

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The Motley Fool

JUNE 25, 2023

Adjusted property earnings before interest, taxes, depreciation, and amortization ( EBITDA ) reached a record $232 million between the two sister hotels. percentage points over pre-pandemic 2019. Wynn's Macao resorts now contend with a casino market that's "structurally different than it was in 2019," according to Billings.

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Shareholders 130

The Motley Fool

SEPTEMBER 18, 2024

million subscribers in 2019, the company last reported 33 million paying users in the second quarter, down 100,000 in the past year. Q2 revenue declined by 3% year over year, while adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) were flat compared to 2023. Compared to a record 34.91

Earnings Before Interest 130

Earnings Before Interest Shareholders Amortization Depreciation 130

Private Equity Insights

JUNE 27, 2023

Management and shareholders have taken up part of the newly issued shares, with the remainder going to unnamed external investors, the company said in a statement. billion in net sales in 2022 with earnings before interest, tax, depreciation and amortisation (EBITDA) of $791 million. The dermatology group posted $3.8

Initial Public Offering 130

Initial Public Offering Pension Funds Private Equity Firms Private Equity Firms 130

The Motley Fool

MARCH 11, 2024

Disney (NYSE: DIS) is going to make sure that it generates positive headlines in March heading into a contested shareholder meeting in early April. It finally posted a quarterly profit for the first time since 2019 during its peak summer season last year, but the more interesting catalyst here is how analysts are asleep at the helm's wheel.

Earnings Before Interest 130

Earnings Before Interest Shareholders Amortization Depreciation 130

The Motley Fool

JANUARY 31, 2024

Founders and CEOs of big companies often have much of their net worth tied up in company stock, and when the company's market value grows, so does the value of shareholders' holdings. That is up from 53% in 2019 and marks the highest household stock-ownership rate recorded in the triennial survey. About 58% of U.S.

Mutual Funds 246

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The Motley Fool

MARCH 3, 2024

In 2019, Block's net income was $375 million. In CEO Jack Dorsey's letter to shareholders, he said that the company would keep a cap on its number of employees at 12,000 "until we feel the growth of the business has meaningfully outpaced the growth of the company." This part of its business was responsible for $4.3

Earnings Before Interest 246

Earnings Before Interest Amortization Depreciation Shareholders 246

The Motley Fool

JULY 7, 2024

He likes to invest in companies with steady growth, reliable profitability, strong management teams, and shareholder-friendly initiatives like dividend payments and stock buyback programs. billion -- even after it sold 13% of its stake (for tax reasons) earlier this year. holding company since 1965. Amazon: 0.5% Apple: 44.5%

Portfolios 246

Portfolios Conglomerates Initial Public Offering Investing 246

The Motley Fool

FEBRUARY 13, 2024

Like many other growing tech companies, Google allocated most of its cash to R&D investments and acquisitions instead of shareholder-friendly buybacks or dividends. From 2019 to 2023, its revenue rose at a CAGR of 17% as its net income grew at a CAGR of 15%. Alphabet, which went public as Google in 2004, has never paid a dividend.

Taxes 130

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The Motley Fool

SEPTEMBER 13, 2024

Although the Oracle of Omaha continues to proclaim Apple is a wonderful company with a solid management team and market-leading share repurchase program , during Berkshire's annual shareholder meeting, he opined that corporate tax rates were liable to climb from where they stand now. 2 holding , Bank of America (NYSE: BAC).

Banks 130

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The Motley Fool

OCTOBER 9, 2024

The conglomerate's success stems from Buffett's simple investment strategy : He likes companies with steady growth, robust profitability, strong management teams, and shareholder-friendly initiatives like stock buyback programs and dividend schemes. That's why investors closely monitor Berkshire's every move.

Conglomerates 246

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The Motley Fool

DECEMBER 11, 2023

But the real story shareholders of this tech giant are following is the rising profitability. Adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) rose 10% in fiscal 2023 to $23.2 YOY = year over year. In all, Broadcom's revenue increased 8% on the year, again mainly driven by AI chip sales.

Earnings Before Interest 244

Earnings Before Interest Amortization Depreciation Shareholders 244

The Motley Fool

FEBRUARY 21, 2024

Its shares have climbed by just 44% since February 2019. This gives the leadership team confidence that 2024 will see adjusted earnings before interest and taxes of $10 billion to $12 billion, better than what it produced in 2023. Look at Detroit automaker Ford (NYSE: F). In the last five years, diluted EPS climbed 3.3%

Earnings Before Interest 246

Earnings Before Interest Taxes Shareholders Capital 246

The Motley Fool

AUGUST 22, 2024

As Buffett wrote of Occidental's CEO Vicki Hollub in a 2023 letter to Berkshire Hathaway shareholders, "Vicki does know how to separate oil from rock, and that's an uncommon talent, valuable to her shareholders and to her country." billion stake). The end to the underlying economic headwind isn't exactly visible on the horizon, either.

Banks 130

Banks Stakes Conglomerates Shareholders 130

The Motley Fool

OCTOBER 23, 2024

In 2019, the company bought Pandora Radio, which comes in both subscription and free ad-supported formats. Cash flows and returns to shareholders Another attribute Buffett likes is high and stable margins, with companies that seek to improve those margins continuously. Sirius is a subscription-based satellite radio platform.

Mergers and Acquisitions 130

Mergers and Acquisitions Debt Stakes Conglomerates 130

The Motley Fool

AUGUST 2, 2024

Its dividend has also grown at an impressive CAGR of 14% between 2019 and 2024. That should mean bigger dividends for shareholders year after year, all of which should also reflect in the stock's price. may want to buy corporate shares though to avoid filing a K-1 tax form and foreign tax withholding.

Taxes 130

Taxes Shareholders Returns Investors 130

The Motley Fool

MAY 11, 2024

He especially likes companies returning money to shareholders through dividends and stock buybacks. Berkshire didn't buy Amazon stock until 2019, and Buffett has often expressed regret for not recognizing the opportunity sooner. Berkshire's incredible run of success stems from a simple strategy. Amazon: 0.5% Today, Amazon's $1.9

Portfolios 246

Portfolios Conglomerates Investing Stakes 246

The Motley Fool

FEBRUARY 17, 2024

annual shareholder meeting last May. Buffett had plenty of good reasons for trimming some positions and exiting others entirely, but it's impossible to ignore the tax consequences of Buffett's sales. As of the end of September, Berkshire's deferred tax liability was about $85 billion. The sales were done purely for tax purposes.

Taxes 130

Taxes Liabilities Stakes Shareholders 130