The Motley Fool

APRIL 1, 2025

billion after assuming some tax benefits. With potential cost-saving synergies injecting growth into the acquired brand's bottom line, Celsius is picking up the female-focused Alani Nu at discounted multiples of sales and adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) to its own slower growing business.

Amortization 241

Amortization Depreciation Earnings Before Interest Taxes 241

The Motley Fool

MARCH 19, 2025

All three companies dominate their respective markets with very wide moats. Amazon Amazon, the world's largest e-commerce and cloud infrastructure company, accounts for 0.70% of Berkshire's portfolio. Chubb's core operating income per share (excluding any tax benefits) grew 30% in 2023 and 13% in 2024. of its portfolio.

Conglomerates 245

Conglomerates Financial Institutions Banks Stakes 245

The Motley Fool

OCTOBER 30, 2024

While artificial intelligence (AI) and stock-split euphoria have played a role in sending the market to new highs, it's Wall Street's trillion-dollar companies that have been the foundation of this rally. A little over 76% of the company's $84.7 Image source: Getty Images. Image source: Getty Images. or global economy.

Companies 246

Companies Taxes Accounting Public Companies 246

The Motley Fool

MARCH 13, 2025

The point of Buffett holding investments for so long is that it allows the company's competitive advantages to play out and increase the stock's value as it inevitably wins against its competitors over time. You just need to make sure that you're not buying at the points of a coin's life when there's a baked-in hype tax.

Investing 234

Investing Bidding Assets Taxes 234

The Motley Fool

JANUARY 21, 2025

The beginning of the year is a common time to get raises, because companies typically have a new budget to work with. If you're concerned about taxes being higher in the future, locking in tax-free withdrawals now is a smart move. A couple thousand dollars more today could easily be worth tens of thousands after a decade or two.

Taxes 130

Taxes Accounting Funds Capital 130

The Motley Fool

FEBRUARY 21, 2025

The Uruguay-based company connects merchants to more than 2 billion people in 40 countries (and counting) through more than 900 different local payment methods. The company went public in 2021, but its shares remain 81% below their all-time highs. The company went public in 2021, but its shares remain 81% below their all-time highs.

Initial Public Offering 233

Initial Public Offering Shareholders Prospects Taxes 233

The Motley Fool

OCTOBER 30, 2024

Investor optimism about artificial intelligence (AI) is rising, while global tensions could boost demand for the company's military targeting and analytics software. The company made a name for itself in the aftermath of the Sept. The company's current fundamentals don't justify its price tag. Valuation is another major concern.

Amortization 246

Amortization Depreciation Earnings Before Interest Stakes 246

The Motley Fool

DECEMBER 9, 2024

The non-GAAP tax rate for the quarter was actually 20.1%, which is higher than my 19% guidance. Even as higher tax rate lowered EPS by $0.02, we still hit the high end of my constant currency guidance. due to an investment loss in another company that we are partial owner of. Absolutely, we did better.

Taxes 245

Taxes Banks Investors Liabilities 245

Private Equity Insights

JANUARY 7, 2025

A Blackstone-led investor group is acquiring a majority stake in US accounting firm Citrin Cooperman, valuing the company at over $2bn, according to sources cited by the Financial Times on Tuesday. The firm is a trusted advisor to more than 15,000 clients globally through its tax, advisory and accounting services.

Accounting 246

Accounting Private Equity Firms Private Equity Firms Stakes 246

The Motley Fool

JANUARY 16, 2025

This comprehensive approach ensures investors gain exposure to both established market leaders and emerging growth companies, from large-cap stalwarts to promising small-cap enterprises. By minimizing portfolio changes, the ETF reduces transaction expenses and potential tax implications, allowing investors to retain more of their returns.

Portfolios 246

Portfolios Exchange-Traded Funds Stock Market Stock Market 246

The Motley Fool

NOVEMBER 21, 2024

On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. Right now, we’re issuing “Double Down” alerts for three incredible companies, and there may not be another chance like this anytime soon. Second, we're disrupting the assisted tax category.

Taxes 130

Taxes Accounting Leveraging Capital 130

The Motley Fool

NOVEMBER 20, 2024

One great example: Unlike most huge companies, Berkshire Hathaway doesn't hold quarterly conference calls with analysts. Buffett has built Berkshire's cash stockpile to more than $325 billion -- the largest level in the company's history by far. companies to U.S. And what is the legendary investor thinking these days?

Investors 246

Investors Shareholders Stock Market Stock Market 246

The Motley Fool

DECEMBER 30, 2024

The data analytics company is now worth $180 billion, but certain Wall Street analysts expect Shopify (NYSE: SHOP) and Uber Technologies (NYSE: UBER) to surpass that figure before year's end in 2025. The stock price needs to increase 29% next year for the company's market value to reach $180 billion. Revenue increased 26% to $2.1

Taxes 244

Taxes Accounting Investors Capital 244

The Motley Fool

NOVEMBER 24, 2024

The company's platform delivers strong advancements in this technology, and it has already seen widespread adoption in some fields. million for the quarter, meaning expenses more than doubled what the company generated in revenue. However, the recognition of voice inputs has always been OK at best, and the response quality also varied.

Amortization 246

Amortization Depreciation Earnings Before Interest Taxes 246

The Motley Fool

NOVEMBER 16, 2024

The mobility and delivery services company went public at $45, but its stock sank below that price on the first day and dropped to an all-time low of $14.82 But instead of completely exiting those higher-growth markets, it retained equity stakes in most of those companies. on March 18, 2020. million shares. million shares.

Enterprise Values 245

Enterprise Values Stakes Amortization Depreciation 245

Private Equity Insights

APRIL 3, 2025

Palamon acquired the company from Carlyle in 2021. The sale process, led by Morgan Stanley, is expected to value the business at approximately 800m900m. MyDentist, which operates from around 600 locations across the UK, is currently owned by Palamon Capital Partners.

Private Equity Firms 162

Private Equity Firms Private Equity Firms Bidding Taxes 162

The Motley Fool

DECEMBER 22, 2024

Let's see how the company and stock are positioned just before 2025. Bottom-line earnings per share (EPS) came in 5% higher, partly thanks to a slightly lower tax rate. In the spring of 2023, the company launched a generative AI platform called watsonx. Where to invest $1,000 right now? Am I boring you to sleep yet?

Prospects 246

Prospects Taxes Returns Portfolios 246

The Motley Fool

OCTOBER 29, 2024

Today, the company issued a press release announcing its third quarter 2024 financial results. Furthermore, we were also proud to make our debut as Times Magazine's World's best companies in 2024 list. Tax expense for the third quarter was $14 million, compared to $28 million in the second quarter. You may begin.

Taxes 246

Taxes Liabilities Capital Leveraging 246

Private Equity Insights

MARCH 19, 2025

The investment supports Relais Desserts expansion plans, with Cerea Partners aiming to scale the companys boutique network across western France. The fund focuses on high-growth food industry businesses, with portfolio companies including automation specialist AB Process Ingnierie and bakery chain Sophie Lebreuilly.

Stakes 162

Stakes Due Diligence Bidding Consulting 162

The Motley Fool

MARCH 28, 2025

Before doing anything RMD-related for tax year 2024, there are five easily avoidable mistakes you'll want to make sure you sidestep. Your broker, custodian, or retirement plan administrator will give you a year-end tax form 5498, which tells you the amount you should use to determine your yearly RMD based on the IRS' RMD calculation table.

Taxes 245

Taxes Accounting Assets Funds 245

Private Equity Wire

JANUARY 20, 2025

International hedge funds and private equity firms are increasingly investing in Lloyds of Londons tax-exempt investment vehicle, as the 300-year-old UK institution expands its efforts to attract global investors, according to a report by the Financial Times. This has drawn increasing attention from alternative fund managers.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Hedge Funds Pension Funds 97

The Motley Fool

FEBRUARY 4, 2025

He bought 5% of the entire company through Buffett Limited Partnership in the 1960s prior to taking his position as the CEO of Berkshire Hathaway. That said, the company is pushing its premium cards to more consumers while raising the annual fees across its lineup. of the company. Combined, they account for about 28.4%

Portfolios 234

Portfolios Stakes Investing Shareholders 234

The Motley Fool

MARCH 19, 2025

It holds shares of about 500 American companies, reflecting the components of the S&P 500 (SNPINDEX: ^GSPC) market index. Tax-efficient moves Uncle Sam will want a share of your gains at some point. That's a tax deduction on the input end, but a potentially heavy tax load after retirement.

Taxes 228

Taxes Exchange-Traded Funds Accounting Funds 228

The Motley Fool

FEBRUARY 7, 2025

Recently, the company has focused on diversifying its products to cater to evolving market demands, notably expanding into digital assets. The company completed the integration of its operations in Australia and Japan onto the Cboe technology platform. Additionally, new product offerings, such as a Mini Bitcoin U.S.

Taxes 130

Taxes Assets Returns Investors 130

Private Equity Insights

APRIL 3, 2025

Insight acquired Dotmatics in 2017 and has since scaled the Boston-based company through strategic investments and bolt-on acquisitions. The deal underscores growing appetite from strategic buyers for high-growth software businesses in the life sciences sector, particularly those offering digital R&D and AI-powered solutions.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Taxes Finance 147

The Motley Fool

APRIL 1, 2025

More often than not, the joke is on you as the company cuts its payout, and you lose money. All three companies have excellent records of increasing their high-yielding payouts, which seems likely to continue. It owns a diversified portfolio of properties secured by long-term net leases with many of the world's leading companies.

Taxes 200

Taxes Banks Portfolios Capital 200

American Investment Council

MARCH 24, 2025

Includes State by State data on PE-backed jobs, companies, investment WASHINGTON, D.C. Generates Significant Tax Revenue Private equity contributed $337 billion in federal, state, and local taxes. Approximately two-thirds were federal taxes ($223 billion), with the remainder paid to state and local governments ($114 billion).

Private Equity Firms 78

Private Equity Firms Private Equity Firms Taxes Investing 78

The Motley Fool

OCTOBER 28, 2024

And in an ironic twist, the less competitive you are, the better you'll be able to stick with a strategy that can lead you to after-tax returns that beat 98% of professionally managed mutual funds. But fund managers don't work for free and the companies they work for aren't non-profits. In real life, investors have to pay taxes.

Mutual Funds 246

Mutual Funds Funds Taxes Investing 246

The Motley Fool

NOVEMBER 7, 2024

life insurance companies reported an estimated pre-tax loss of $18 million, driven by unfavorable mortality and higher new claims, as well as lower benefit from legal settlements. life insurance companies to continue to operate as a closed system, leveraging existing reserves and capital to cover future claims and other obligations.

Legal 130

Legal Debt Shareholders Taxes 130

Private Equity Wire

DECEMBER 24, 2024

Despite Sixth Street taking control, Wingstop UK’s three co-founders will reportedly maintain a minority stake in the company. in revenue for the year ending 31 March 2024, and recording a pre-tax profit of 3.5m. By the end of 2024, the companys revenue is projected to exceed 150m.

Stakes 98

Stakes Private Equity Firms Private Equity Firms Taxes 98

The Motley Fool

NOVEMBER 2, 2024

It's an important date for the master limited partnership (MLP) because it precedes the company's next earnings report and distribution payment. The company is coming off an excellent second quarter. The company is coming off an excellent second quarter. And the company closed its highly accretive $3.1

Mergers and Acquisitions 245

Mergers and Acquisitions Taxes Amortization Depreciation 245

The Motley Fool

NOVEMBER 11, 2024

Tax-advantaged retirement accounts are wonderful financial vehicles that can help you build wealth and plan for retirement. IRAs and 401Ks allow you to invest with pre-tax dollars, allowing the wonders of compound interest to grow your nest egg until it can help support you when you are no longer working. There is a limit, however.

Accounting 241

Accounting Taxes Funds Companies 241

The Motley Fool

FEBRUARY 13, 2025

Shares of Upstart Holdings (NASDAQ: UPST) were surging this week after the company delivered smashing results in its fourth-quarter earnings report. It also expects an adjusted earnings before interest, taxes, depreciation, amortization ( EBITDA ) margin of 18%, and GAAP net income of at least breakeven. Then youll want to hear this.

Amortization 147

Amortization Depreciation Earnings Before Interest Taxes 147

The Motley Fool

NOVEMBER 12, 2024

The rule change could also be valuable to those paying off student loan debt if their employer's 401(k) has a provision that enables the company to make matching contributions to the employee's retirement account when the employee makes qualifying student loan payments. Medical withdrawals are also tax-free at any age.

Taxes 244

Taxes Accounting Debt Funds 244

The Motley Fool

NOVEMBER 24, 2024

Make the most of tax-advantaged accounts Tax-advantaged accounts can make it a little easier to save for retirement. Some companies will match a percentage of what you put in, which is extra money for your golden years. You put in post-tax dollars and can then make tax-free withdrawals once you've retired.

Accounting 242

Accounting Taxes Finance Financing 242

The Motley Fool

NOVEMBER 28, 2024

Since withdrawals in retirement are tax-free, housing aggressive growth investments in a Roth can maximize the benefits of long-term capital appreciation. The fund achieves this stellar performance by focusing on 234 growth-focused companies from within the S&P 500, selected based on factors like earnings expansion and momentum.

Funds 234

Funds Taxes Returns Portfolios 234

The Motley Fool

OCTOBER 31, 2024

Generally, a sole proprietorship (meaning a company owned by just one person who does all or most of the work on the business) will choose between remaining a sole proprietorship, which requires no paperwork at all, and an LLC. However, they can also be taxed as an S corporation or C corporation, which can help reduce self-employment taxes.

Legal 246

Legal Liabilities Taxes Startups 246