The Motley Fool

AUGUST 1, 2024

Blue Owl Capital (NYSE: OWL) Q2 2024 Earnings Call Aug 01, 2024 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good morning, and welcome to Blue Owl Capital second-quarter 2024 earnings call. The company assumes no obligation to update any forward-looking statement.

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

JULY 26, 2023

The master limited partnership (MLP) has increased its distribution to investors for 25 straight years, its entire history as a public company. billion over the past year), maintain a strong balance sheet ($900 million of debt reduction), and return additional capital to investors ($300 million of repurchases). dividend yield ).

Capital 246

Capital Public Companies Leveraging Assets 246

The Motley Fool

MARCH 9, 2024

No public company has gone all-in on Bitcoin (CRYPTO: BTC) quite like MicroStrategy (NASDAQ: MSTR) , which has purchased 193,000 bitcoins since 2020. As a result, the enterprise software company's stock is up over 900%, despite its core business stagnating. As a result, the company's outstanding shares have exploded from 9.7

Debt 130

Debt Leveraging Exchange-Traded Funds Collateral 130

The Motley Fool

OCTOBER 14, 2024

Below, I explore the rise and fall of Stitch Fix and make the case for why I think the company is a solid acquisition candidate for the right partner. This chart explains it all The chart below illustrates Stitch Fix's quarterly revenue since going public. In 2020, these trends completely kicked into a new gear.

Leveraging 130

Leveraging Public Companies Assets Stock Market 130

The Motley Fool

OCTOBER 22, 2024

In its short time as a public company, Cava (NYSE: CAVA) has done a great job satisfying the hunger of its investors. With its 3,530 stores, Chipotle certainly has the scale to better leverage its costs. Cava's return on invested capital (ROIC) of 7.4% Shares have skyrocketed 305% in the past 12 months.

Public Companies 130

Public Companies Leveraging Prospects Debt 130

The Motley Fool

NOVEMBER 25, 2024

Although Starbucks (NASDAQ: SBUX) has been a fantastic investment throughout its history as a public company, it hasn't worked out as well for shareholders recently. And in the past three years, it has produced a total return that would've lost investors 5% of their starting capital.

Shareholders 100

Shareholders Public Companies Leveraging Returns 100

Private Equity Insights

AUGUST 31, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up TPG, formerly Texas Pacific Group, is co-headquartered in Fort Worth and San Francisco and specializes in leveraged buyouts and growth capital. Read more Bain Capital Invests in Sales Tech Startup Apollo.io

Consulting 130

Consulting Consultants Leveraged Buyouts Private Equity Firms 130

The Motley Fool

AUGUST 22, 2024

Costco's unmatched scale results in negotiating leverage with vendors, which benefits customers. Customers must pay annual fees, which have proven pricing power , to shop at the company's warehouses. Time to sell Costco is a wonderful company, a viewpoint that most long-term and quality-focused investors would certainly not argue with.

Shareholders 130

Shareholders Prospects Public Companies Leveraging 130

The Motley Fool

AUGUST 16, 2023

15, in its first quarterly financial report as a public company, the company revealed that record revenue had propelled the business to record profitability as well. million -- a quarterly record for a company that has historically lost money. But if the restaurant is busy, the company starts to gain operating leverage.

Investors 130

Investors Initial Public Offering Public Companies Leveraging 130

The Motley Fool

JANUARY 6, 2024

Formerly known as IBM 's (NYSE: IBM) IT infrastructure-services division, Kyndryl spun out as an independent public company in 2021. The stock still sits 32% below the spin-off date's closing price with a market capitalization of $4.4 How far from the Big Blue tree did the Kyndryl (NYSE: KD) apple fall? Let's take a closer look.

Prospects 246

Prospects Public Companies Leveraging Returns 246

The Motley Fool

DECEMBER 5, 2023

With that in mind, read on for a look at seven AI stocks that can deliver wins for investors looking to capitalize on the future of AI. Microsoft Microsoft 's (NASDAQ: MSFT) Azure cloud infrastructure service is at the heart of the company's AI empire. trillion and made it the world's sixth-largest public company.

Public Companies 245

Public Companies Leveraging Stakes Capital 245

The Motley Fool

AUGUST 25, 2023

A report issued by JPMorgan Chase 's wealth management division in 2013 found that publicly traded companies initiating and growing their payouts between 1972 and 2012 delivered an annualized return of 9.5%. annualized return for the public companies that didn't offer a dividend over the same 40-year stretch. All but $0.1

Debt 246

Debt Initial Public Offering Investing Capital 246

Private Equity Wire

JANUARY 2, 2024

He has extensive experience advising international private equity houses, financial sponsors and public companies on a wide range of transformational transactions, including leveraged buyouts, acquisitions and disposals, GP-led M&A, secondaries transactions, takeovers, mergers, joint ventures, IPOs, restructurings and refinancings.

Mergers and Acquisitions 98

Mergers and Acquisitions Leveraged Buyouts Buyout Stakes 98

The Motley Fool

MARCH 14, 2024

A short track record as a public company Roblox is a classic example of a solid growth stock. The video game company almost doubled its quarterly revenue from $387 million in the first quarter of 2021 to $750 million in the final quarter of 2023, less than three years after it went public in March 2021.

Investors 130

Investors Public Companies Leveraging Shareholders 130

The Motley Fool

JUNE 27, 2024

Mortgage REITs are businesses that aim to borrow money at lower short-term rates and use this capital to purchase higher-yielding long-term assets, such as mortgage-backed securities (MBS). I'm talking about Annaly Capital Management (NYSE: NLY) and AGNC Investment (NASDAQ: AGNC). Image source: Getty Images.

Exchange-Traded Funds 130

Exchange-Traded Funds Banks Assets Capital 130

The Motley Fool

NOVEMBER 5, 2024

As a result, we've delivered positive total operational returns each year since becoming a public company 30 years ago, successfully navigating a variety of economic environments. At the same time, we are making progress toward the establishment of a private capital fund, which I'll touch on later in this call.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

APRIL 24, 2024

Strong growth trends Capitalism creates (and requires) constant innovation. This company went from focusing solely on refinancing student debt to now becoming a full-on digital banking powerhouse. It does still show you that SoFi is likely turning the financial corner as it starts to better leverage its operating costs.

Banks 130

Banks Financial Institutions Shareholders Public Companies 130

The Motley Fool

AUGUST 1, 2024

This outperformance isn't a surprise when you consider that companies doling out a regular dividend are usually profitable on a recurring basis, time-tested, and capable of providing transparent long-term growth outlooks. Ford also has a healthy balance sheet that should allow it to return plenty of capital to its shareholders.

Liabilities 245

Liabilities Debt Public Companies Leveraging 245

Private Equity Wire

FEBRUARY 26, 2024

The opportunistic credit team will build on the work of the special opportunities strategy and leverage the experience and direct origination network across the firm’s leading global credit platform.

Deal Flow 75

Deal Flow Public Companies Leveraging Debt 75

The Motley Fool

NOVEMBER 8, 2024

Led by our employees' commitment to operational excellence and capital discipline, we outperformed on oil, natural gas, and NGL volumes for the quarter, as well as beating expectations on per-unit cash operating costs. And it reflects our confidence in the increasing capital efficiency of our business going forward. We generated $1.6

Debt 130

Debt Shareholders Leveraging Capital 130

The Motley Fool

OCTOBER 11, 2024

And as long observed in markets, information about capital has become almost as important as capital itself. Nonoperating results for the quarter included $108 million of net investment gains, driven primarily by gains linked to a minority investment and unhedged seed capital investments. Earnings per share of $11.46

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

FEBRUARY 28, 2024

SoFi's goal now is to capitalize on this lucrative market. When SoFi provides that, it gains their trust and leverages its accounts to generate fees and revenue, scaling its business and becoming more profitable. This is a group that is educated and earning; more than 90% of SoFi's accounts are direct deposit.

Exchange-Traded Funds 130

Exchange-Traded Funds Banks Financial Services Education 130

The Motley Fool

JUNE 20, 2024

Its stock has been on one of the best runs you'll ever see from a company of its size. It is up nearly 620% in the past two years and over 160% this year, making it the world's third-most-valuable company, with a market capitalization of over $3.2 trillion as of June 17.

Public Companies 130

Public Companies Leveraging Accounting Returns 130

The Motley Fool

MARCH 4, 2024

In particular, a collaboration with Ned Davis Research revealed that companies paying dividends averaged an annual return of 9.18% over a half century (1973-2022). This compared to a considerably more modest average annual return of 3.95% for the public companies that didn't offer a payout over the same period.

Initial Public Offering 130

Initial Public Offering Exchange-Traded Funds Liabilities Banks 130

The Motley Fool

SEPTEMBER 5, 2024

And remember, this company is growing by over 50% year over year. UnitedHealth: Buy this stock for capital gains and dividend growth UnitedHealth Group (NYSE: UNH) is arguably the top dog in America's healthcare system. Most consumers primarily recognize the company's presence in health insurance, but its Optum unit is tremendous, too.

Initial Public Offering 100

Initial Public Offering Conglomerates Consulting Consultants 100

The Motley Fool

OCTOBER 31, 2024

Lyle and I see a number of strengths to leverage and modest challenges that are readily addressable. All capital deployment must be a value creating investment. And as we look forward, we are assessing the optimal capital structure for our business, which has a durable cash flow generating capabilities.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Shareholders Debt 130

The Motley Fool

AUGUST 8, 2023

Whereas gold doesn't offer a dividend, many of the largest precious-metal mining companies do pay a dividend to their shareholders. Further, gold companies can adjust their capital expenditures or growth strategies to alter their key performance metrics. As expected, the income stocks vastly outperformed the non-payers: 9.5%

Exchange-Traded Funds 246

Exchange-Traded Funds Mutual Funds Assets Funds 246

The Motley Fool

OCTOBER 10, 2024

And third, it has enabled the consistent and predictable takedown of just-in-time delivered, fully developed home site that has attracted capital to the structured land banking partnerships that have driven the nearly $20 billion of transactions that have enabled our land life transformation to date. debt-to-total capital ratio.

Assets 246

Assets Capital Debt Shareholders 246

The Motley Fool

MARCH 12, 2024

We will also offer some perspective on our strengthened balance sheet position with the recent divestiture of one of our noncore businesses, which underscores our focused product strategy and our commitment to driving a strong return on invested capital. We have an operational foundation that drives extremely high operating leverage.

Leveraging 130

Leveraging Accounting Capital Debt 130

The Motley Fool

AUGUST 15, 2023

Becoming a public company, while a milestone event, was not the destination but the beginning of the next chapter of our journey. Our Q2 results and ability to capitalize on the opportunities ahead are grounded in our three strategic pillars. In the second quarter of 2023, we delivered CAVA revenue growth of 62%; 18.2%

Leveraging 244

Leveraging Public Companies Companies Debt 244

The Motley Fool

AUGUST 3, 2023

The second quarter of 2023 marked our two-year anniversary as a public company, and I'm extremely proud to announce we have exceeded consensus estimates and raised our outlook every quarter since we've gone public with Q2 continuing this pattern. Good afternoon everyone, and thank you for joining us today.

Leveraging 246

Leveraging Banks Capital Companies 246

The Motley Fool

AUGUST 6, 2024

The power of our global sourcing and acquisition platform was on display this quarter as we deployed capital in the U.S. As this quarter, we began to see a greater number of opportunities available at pricing that aligns with our cost of capital. An additional source of capital in the second quarter was dispositions.

Debt 130

Debt Assets Capital Leveraging 130

The Motley Fool

MAY 9, 2024

Further, we have reduced our capital investment without sacrificing research and development capacity, product innovation, or speed to market in our platform, products, and solutions. For restaurants, we are leveraging technology from Sunday to expand our pay-at-table capabilities, enabling servers to manage more tables simultaneously.

Leveraging 130

Leveraging Banks Capital Investors 130

The Motley Fool

APRIL 5, 2024

The valuation, terrific capital position, and potential make UiPath a desirable stock to keep in the AI basket. The company's newest product, aptly named Artificial Intelligence Platform (AIP), takes it to another level. As companies realize they must leverage AI to keep up with competitors, it will drive demand.

Debt 130

Debt Public Companies Leveraging Accounting 130

Private Equity Wire

AUGUST 22, 2023

Earlier in the year we focused on first lien LBO opportunities for large companies taken private at attractive valuations. Now you are seeing this impact for larger companies. Over the last decade, regulation limiting bank balance sheet risk led to a shift to non-bank lending for smaller and middle market issuers.

Asset Management 52

Asset Management Leveraging Investing Financing 52

The Motley Fool

FEBRUARY 27, 2024

Please note that during the discussion today, the company will present both GAAP and non-GAAP financial measures, including adjusted EBITDA, adjusted net income, tax rate applicable to adjusted net income, adjusted EPS, adjusted EBITDA margin, segment income margin, net debt, and net leverage ratio, as well as constant currency comparisons.

Taxes 130

Taxes Leveraging Capital Companies 130

The Motley Fool

AUGUST 2, 2023

Second, we are on track to separate NCR into two public companies in the fourth quarter of 2023. Over the past three quarters, we have generated over $550 million in free cash flow, allowing us to reduce financial leverage ahead of the separation. And finally, NCR generated $154 million in free cash flow in the quarter.

Banks 100

Banks Leveraging Public Companies Debt 100