The Motley Fool

APRIL 23, 2024

Nearly one-third of his portfolio is tied up in these companies. That's a pullback from the $32 billion it spent in 2022. It's now leveraging that position to fuel its cloud computing and enterprise software businesses. Thanks to those public filings, we can get a glimpse at exactly how Tepper invests his money.

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Private Equity Professional

FEBRUARY 10, 2025

Trulite Glass has been a portfolio company of Truelink Capital since October 2022, when it was acquired from Sun Capital Partners. We believe this acquisition will allow us to leverage our combined expertise and resources to better serve our customers and drive continued success in the market.

Education 130

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The Motley Fool

MARCH 16, 2024

Mortgage REITs are essentially investment firms that own portfolios of mortgages. The companies generate returns by earning a spread between their funding costs (short-term debt used to buy the MBS) and the yields of the mortgages in their portfolios. These firms then use leverage to boost their returns. 0.50% to 5.25-5.50%

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The Motley Fool

NOVEMBER 15, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Our clients can leverage this data to layer added insights onto campaigns. Consider when Nvidia made this list on April 15, 2005.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Capital Prospects 246

The Motley Fool

JULY 21, 2024

If you want to generate passive income from your portfolio, AGNC Investment Corporation (NASDAQ: AGNC) is one stock that has likely grabbed your attention with its dividend yield of almost 14%. But is AGNC the best dividend stock for your portfolio? For example, rising interest rates have boosted its portfolio yield from 2.6%

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Private Equity Wire

DECEMBER 19, 2024

Led by CLO industry veterans Joseph Rotondo and Jamil Nathoo, the team employs a defensive strategy focused on creating a diversified, downside-protected portfolio of senior secured leveraged loans, primarily targeting larger and more liquid syndicated loans.

Funds 96

Funds Asset Management Leveraging Capital 96

The Motley Fool

MAY 16, 2024

It's a type of ETF known as a leveraged ETF , meaning it uses derivative securities and/or borrowed money to amplify returns to a desired level. If the Nasdaq 100 falls by 1%, you can expect the leveraged ETF to drop by 3%. Also, while a leveraged ETF amplifies gains, it also amplifies losses in tough times. Should you invest?

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Exchange-Traded Funds Leveraging Funds Returns 246

Private Equity Insights

FEBRUARY 5, 2025

The previous iteration of the fund closed in 2022 with over $1.5bn in commitments. Balbec focuses on high-barrier-to-entry markets where it leverages its expertise in sourcing, asset management, capital markets, and proprietary technology to drive strong investor returns. The fund has already called 51% of capital commitments.

Pension Funds 130

Pension Funds Bidding Consulting Consultants 130

The Motley Fool

NOVEMBER 26, 2024

Berkshire began building a stake in early 2021, but the real jump came in the first quarter of 2022. Chevron has invested in quality over quantity, giving it a diversified asset portfolio that can break even at lower oil prices. To top it all off, Chevron has an elite balance sheet with very low leverage. per share per quarter.

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Stakes Leveraging Banks Debt 245

The Motley Fool

NOVEMBER 25, 2024

In fact, our top four Contact Center deals in the quarter came from the channel, which speaks to our progress leveraging this amazing resource to extend our success across geographies and industries. How are you feeling about the AI portfolio for Contact Center generally? billion share repurchase.

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The Motley Fool

FEBRUARY 2, 2024

He noted that the pipeline operator faced "significantly lower commodity prices and natural gas processing margins in 2023 compared to 2022." However, despite those issues, the company reported similar results in 2023, compared to its record-setting year in 2022. The MLP produced $7.5 during the year. billion in cash flow.

Leveraging 246

Leveraging Public Companies Capital Debt 246

Private Equity Wire

JANUARY 13, 2025

Net-asset-value (NAV) loans, which layer additional leverage onto private companies already burdened with significant debt, have come under scrutiny, particularly when buyout firms use them to fund distributions rather than growth. This marks a sharp decline from 24% in 2022.

Investors 98

Investors Buyout Private Equity Firms Private Equity Firms 98

The Motley Fool

FEBRUARY 20, 2025

Adapting to and leveraging new technologies has been in our DNA from the start, and generative AI is pushing the pace of technology innovation faster than ever. in the fourth quarter was up versus last year by about 320 basis points due primarily to leverage from adjusted fixed operating expenses and marketing expenses.

Leveraging 246

Leveraging Securities and Exchange Commission (SEC) Capital Shareholders 246

The Motley Fool

OCTOBER 19, 2024

Want to give you portfolio a big advantage? His portfolio has beaten the market for decades, and choosing from stocks he's already purchased instantly gives your portfolio a leg up on the competition. It could be its leverage to rising oil prices. Buy what Warren Buffett is buying.

Leveraging 245

Leveraging Stakes Financing Finance 245

The Motley Fool

MARCH 17, 2024

Delta Air Lines 2022 2023 Long-Term Target Return on invested capital 8.40% 13.40% Mid-teens Weighted average cost of capital 8% 8% 8% Data source: Delta Air Lines. This is a typical leverage ratio that debt investors use for gauging credit quality, demonstrating Delta's creditworthiness improvement. billion at the end of 2022 to $29.2

Debt 240

Debt Leveraging Amortization Depreciation 240

The Motley Fool

OCTOBER 17, 2024

billion in fiscal 2022 (ended June 30) and increased to $1.87 million in fiscal 2022 to $173.5 million in fiscal 2022 to $173.5 million in fiscal 2022 but has reversed this in fiscal 2024 to a positive cash flow of $184 million. Net sales stayed flat from fiscal 2022 to fiscal 2024 at close to $7.1 million to $158.6

Leveraging 244

Leveraging Prospects Banks Accounting 244

The Motley Fool

MAY 12, 2024

If you want to generate passive income from your investment portfolio, Agree Realty (NYSE: ADC) is one stock to consider. Not only that, but the company pays its dividend monthly, making it an appealing option for investors looking to generate consistent profits from their portfolios. return over the same period.

Debt 245

Debt Leveraging Prospects Shareholders 245

The Motley Fool

DECEMBER 23, 2023

As 2022 got underway, the company was projecting adjusted annual earnings to come in between $12.00 High leverage, slowing sales, and weak margins were all contributing factors. But Stanley Black & Decker has been working to get back on track by reducing leverage, cutting costs, and raising prices, among other things.

Leveraging 246

Leveraging Returns Investors Companies 246

The Motley Fool

JANUARY 9, 2024

The MLP has an elite credit rating (its A-/A3 bond rating is the highest in the midstream sector) thanks to its low leverage ratio. The company's leverage was 3.0 For example, in 2022, the company bought Navitas Midstream Partners for $3.2 times at the end of the third quarter, putting it in the middle of its 2.75-3.25

Investors 246

Investors Leveraging Prospects Assets 246

The Motley Fool

APRIL 23, 2024

billion in 2022. billion of FCF; in 2022, FCF was negative $11.6 And by leveraging AWS, Anthropic should be a unique source of generating leads for Amazon's cloud platform. But more importantly, the company generated positive operating income for these two segments. billion of operating income. AMZN PS ratio data by YCharts.

Leveraging 246

Leveraging Returns Accounting Investors 246

The Motley Fool

DECEMBER 22, 2023

Besides reinforcing the savings habit, regularly buying shares of well-selected stocks can leverage the power of compounding to turn small investments into a big nest egg over time. REITs are income-producing properties whose operators are obliged to pay 90% of their taxable income to shareholders. of the current rent roll, respectively.

Initial Public Offering 244

Initial Public Offering Leveraging Stakes Shareholders 244

The Motley Fool

APRIL 1, 2024

billion it generated in 2022 and up from the $38.4 2022 was a bit of an anomaly for Meta, as a pullback in advertising spending combined with Meta's massive increase in capital expenditures curbed its financial results. by simply integrating similar features into its app and leveraging its network effect.

Leveraging 246

Leveraging Shareholders Capital Returns 246

The Motley Fool

DECEMBER 15, 2024

Meta Platforms: Up 390% from October 2022 Meta's results since 2022 are the outcome of a clear focus by management. Netflix: Up 300% from October 2022 Netflix's growth over the past two years was invigorated by two major changes at the streaming video pioneer. First, the company introduced an ad-supported tier in late 2022.

Leveraging 244

Leveraging Accounting Investors Returns 244

The Motley Fool

DECEMBER 14, 2024

2024 has turned out to be a great year for Roblox (NYSE: RBLX) as its stock price rose 25% year to date (as of writing), reaching a level not seen since 2022. billion in 2022 and $1.2 For instance, bookings have been growing at double digits (and accelerating) since the third quarter of 2022.

Education 244

Education Leveraging Stock Market Stock Market 244

The Motley Fool

JANUARY 5, 2024

In early 2022, Warren Buffett and his investing team at Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) That is, Fraser wanted Citigroup's portfolio to focus on its most promising bets, with managers empowered to make important decisions about the areas they understood best.

Banks 245

Banks Leveraging Buyout Debt 245

The Motley Fool

APRIL 29, 2024

While there are a lot of hedge funds out there, one of the more closely followed portfolios hails from Renaissance Technologies. Let's dig into Renaissance's portfolio and assess the most bullish opportunities from Simons and his team. million shares last quarter, Novo Nordisk is still handily the top position in Simons' portfolio.

Investors 246

Investors Hedge Funds Asset Management Leveraging 246

The Motley Fool

APRIL 12, 2024

But if you seek a bit of leverage to the digital coin's price, you might as well invest in an established miner with identifiable signs of growth. Overall, the company appears to be in a fairly solid financial position, having improved from a net loss of $694 million in 2022 to net income of $261.2 million in 2023.

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Due Diligence Leveraging Stakes Accounting 242

The Motley Fool

OCTOBER 24, 2024

Netflix's current scale is precisely why the business is so profitable, as it can leverage huge content costs. Press pause Since Netflix shares hit their recent low point in the spring of 2022, they have come roaring back, rising 322% in the past 29 months. It reported an impressive 29.6% billion in free cash flow this year.

Leveraging 241

Leveraging Shareholders Portfolios Returns 241

The Motley Fool

OCTOBER 19, 2024

After leveraging its balance sheet to acquire CrownRock -- a shale producer with assets in the Permian Basin -- the company is set to make around $260 million in additional cash flow for every $1 increase in oil prices. If you're bullish, few investment options are superior to Occidental, given its direct leverage to rising prices.

Leveraging 246

Leveraging Shareholders Debt Capital 246

The Motley Fool

OCTOBER 22, 2024

While the path of financial markets is never perfectly smooth and periods of volatility are inevitable, the outlook for agency MBS is decidedly better today than it was in 2022 and 2023. Leverage decreased modestly for the quarter to 7.2 Christopher Jon Kuehl -- Executive Vice President, Agency Portfolio Investments Thanks, Bernie.

Investing 241

Investing Securities and Exchange Commission (SEC) Leveraging Mutual Funds 241

The Motley Fool

AUGUST 7, 2024

Brian Krzanich, who failed to leverage Intel's lead in PCs to expand into the mobile market, stepped down in 2018. Intel's revenue fell 20% in 2022 and dropped another 14% in 2023. Its revenue rose 33% in fiscal 2022 (which ended in March 2022) as the 5G market expanded but fell 1% in fiscal 2023 as that upgrade cycle cooled off.

Initial Public Offering 245

Initial Public Offering Leveraging Capital Returns 245

The Motley Fool

MAY 17, 2024

And that will not only help to support, and justify, the company's higher leverage levels (than midstream peers), but also help to build the foundation for long-term growth. The big risk here might be that you don't take advantage of the fact that Enbridge's stock is down some 30% from its 2015 peak and 20% from its highs in 2022.

Leveraging 243

Leveraging Amortization Depreciation Earnings Before Interest 243

The Motley Fool

MARCH 28, 2025

Each of these stocks trades at a price that's more than fair and could make a great addition to any portfolio, no matter how big or small it is currently. It acquired buy-now-pay-later provider Afterpay in 2022, and it recently integrated the service with its debit card, Cash App Card. Where to invest $1,000 right now? Learn More 1.

Enterprise Values 246

Enterprise Values Leveraging Amortization Depreciation 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

Stock Market 246

Stock Market Stock Market Leveraging Banks 246

The Motley Fool

APRIL 5, 2024

The e-commerce and cloud leader grappled with a post-pandemic slowdown and tough macro headwinds in 2022, but its core businesses have been stabilizing. Its earnings per share ( EPS ) jumped 82% in 2020 and 55% in 2021, but it reported a loss in 2022 as its investment in the struggling EV maker Rivian withered. set on July 8, 2021.

Leveraging 246

Leveraging Returns Investors Portfolios 246

The Motley Fool

OCTOBER 14, 2024

The REIT invested aggressively in expanding its portfolio by partnering with hospital operators that were aggressively expanding their networks. Meanwhile, its hospital portfolio is improving, as it has replaced troubled tenants with financially stronger hospital operators. Its top tenant comprised only 4.4%

Debt 246

Debt Leveraging Portfolios Assets 246

The Motley Fool

AUGUST 14, 2024

Operating Earnings by Segment 2022 2023 Growth Insurance Underwriting ($30 million) $5.43 Berkshire Hathaway's operating earnings notably exclude any gains or losses from its closely watched investment portfolio , which includes nearly 50 stocks and exchange-traded funds (ETFs). billion N/A Insurance Investment Income $6.48 billion $9.57

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Conglomerates Enterprise Values Exchange-Traded Funds Leveraging 246