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. Relais Desserts is the seventh investment from Cerea Capital III, which completed its first close in 2022.

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The Motley Fool

OCTOBER 8, 2024

I own many investments that generate passive income. I'm very comfortable with my outsized investment in the high-yielding MLP. It repaid debt, which steadily drove down its leverage ratio. Today, Energy Transfer has a strong investment-grade balance sheet with a leverage ratio in the lower half of its 4.0-to-4.5x

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The Motley Fool

OCTOBER 16, 2024

It's still a speculative stock, but I think it could easily turn a modest $500 investment into a few thousand dollars over the next few years. With a manageable debt-to-equity ratio of 1.6 If you're looking to invest a small amount into a speculative SPAC-driven space stock, I believe Rocket Lab USA checks all the right boxes.

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The Motley Fool

AUGUST 14, 2024

Perhaps because of my friends, I've become more focused on low-risk investing. So far, these seven high-return, low-risk investments make the most sense to me. Money market funds A money market fund is a mutual fund that invests in low-risk securities. Instead, they're an investment product sold through brokers.

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The Motley Fool

OCTOBER 28, 2024

It's a relatively small real estate investment trust (REIT) focused on investing in the long-term healthcare industry. It invests in skilled nursing and assisted living facilities operated by other healthcare companies. The healthcare REIT's investments have paid big dividends for its investors throughout the years.

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The Motley Fool

NOVEMBER 7, 2024

life insurance business; and Kelly Saltzgaber, chief investment officer, will also be available to take your questions. Should you invest $1,000 in Genworth Financial right now? if you invested $1,000 at the time of our recommendation, you’d have $892,313 !* Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

SEPTEMBER 23, 2024

With yields this high, an investment of about $9,550 spread between them is enough to secure $1,000 in annual dividend payments. Ares Capital Ares Capital is a business development company ( BDC ), which means it can legally avoid paying income taxes by distributing nearly all its profit to shareholders as a dividend. at recent prices.

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The Motley Fool

AUGUST 24, 2024

net wealth, there are others about those who face homelessness, debt, and extreme financial stress. Make the most of tax-advantaged accounts such as IRAs or 401(k)s. HSAs are rare in that they offer a triple tax benefit. You can make tax-free contributions. Your investments then grow tax free.

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Debt Taxes Banks Finance 246

The Motley Fool

JULY 13, 2024

They do their best to avoid debt Most millionaires eliminate all other debt besides a mortgage on their home. That means not carrying credit card debt from month to month or financing a new boat, ATV, or vacation whenever the whim strikes. They do everything within their power to pay off debt as soon as possible.

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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.

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Private Equity Firms Private Equity Firms Hedge Funds Pension Funds 97

The Motley Fool

JULY 21, 2024

And he was able to pad his numbers with an extremely timely investment in Nvidia (NASDAQ: NVDA). In the fourth quarter of 2022, Druckenmiller bought over 580,000 shares of Nvidia for his investment firm Duquesne Family Office. He likely made a generalized bet because he has too much money to invest. Driven Brands has $2.9

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The Motley Fool

DECEMBER 9, 2024

Should you invest $1,000 in Oracle right now? if you invested $1,000 at the time of our recommendation, youd have $872,947 !* 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.

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The Motley Fool

OCTOBER 28, 2024

Carrying credit card debt High-interest credit card debt can be an easy trap to fall into, especially if you're struggling to make ends meet. Financially literate people know how easily debt can pile up when you're paying 20% interest. That $100 purchase can turn into thousands in credit card debt over time.

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The Motley Fool

MARCH 27, 2025

Sign Up For Free Rapidly repaying debt Occidental Petroleum made a needle-moving acquisition last year, closing its $12 billion purchase of CrownRock. The only concern was the debt it took on to close the deal. billion of existing debt and issued $9.1 billion of new debt to fund the purchase. Start Your Mornings Smarter!

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Debt Amortization Depreciation Shareholders 241

The Motley Fool

FEBRUARY 13, 2025

An investment in Crocs (NASDAQ: CROX) is starting to feel like a pair of its signature shoes: There may still be holes in the business model, but comfort is winning over polarizing fashion aesthetics. Where to invest $1,000 right now? billion in borrowings after paying back another $323 million of debt.

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Debt Amortization Depreciation Earnings Before Interest 147

The Motley Fool

FEBRUARY 19, 2025

Life Insurance business; Kelly Saltzgaber, chief investment officer; and Samir Shah, CEO of CareScout Services, will be available to take your questions. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. We had a total estimated pre-tax statutory loss for our U.S.

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The Motley Fool

SEPTEMBER 9, 2024

billion in 2020 and investing $550 million in Celsius Holdings in 2022. Another factor contributing to PepsiCo's lower market capitalization is its higher debt burden. billion in net debt , whereas Coca-Cola has $24.8 billion net debt. Excluding the tax payment, Coca-Cola's debt has decreased by 15.8%

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The Motley Fool

AUGUST 8, 2024

After staring at the brink of bankruptcy, a debt restructuring deal rescued the stock. The company has now reported an earnings before interest, taxes, depreciation, and amortization ( EBITDA ) profit and positive net income for each of the first two quarters in 2024. Also, most of that debt has interest rates between 12% and 14%.

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The Motley Fool

OCTOBER 29, 2024

Should you invest $1,000 in First Solar right now? if you invested $1,000 at the time of our recommendation, you’d have $861,121 !* Tax expense for the third quarter was $14 million, compared to $28 million in the second quarter. The 10 stocks that made the cut could produce monster returns in the coming years.

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The Motley Fool

NOVEMBER 6, 2024

For its smokeable segment, revenue net of exercise taxes rose 1.2% Revenue net of excise taxes in its oral products segment, meanwhile, rose 5.8% Overall revenue net of excise taxes rose 1.3% It ended the quarter with net debt of $23.3 Its debt-to- EBITDA leverage is in good shape at 2.1 Cigar volumes fell 1.6%.

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The Motley Fool

OCTOBER 2, 2024

The remaining 70% stake in DIRECTV has been generating dividends for AT&T, but it also locked up capital that could have been used to pay down debt to invest in the wireless or fiber networks. billion in pre-tax quarterly distributions. The cash could also be useful as AT&T invests in its fiber network.

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The Motley Fool

OCTOBER 31, 2024

Also, if you take on business debt through a business loan or credit card, you won't be held personally liable for those debts. Tax flexibility: By default, LLCs are considered "pass-through entities," which means profits and losses are reported on your personal income tax form. LLC: Which is right for you?

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The Motley Fool

SEPTEMBER 30, 2024

We were smack-dab in the middle of paying off debt and found the idea of facing more medical expenses discouraging. HDHPs have lower monthly premiums Lower monthly premiums mean more money can be used for other goals, like paying off debt or building an emergency fund. Voluntary contributions are tax-deductible.

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The Motley Fool

JULY 2, 2024

Your financial habits will help or hurt your retirement goals Chances are, it will be difficult to prioritize IRA contributions if you're deep in debt and struggling to pay the bills. It's easier to save and invest when your finances are in order. For example, let's say you set aside $7,000 annually in an IRA for 40 years.

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Exchange-Traded Funds Taxes Debt Finance 243

The Motley Fool

APRIL 8, 2024

Your net worth is calculated by adding up all of your assets -- cash savings, investments, home value, and other property -- and subtracting your liabilities -- your mortgage balance, student loans, credit card debt, and any other money you might owe. Debt isn't inherently bad. The same is often true for student loans.

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The Motley Fool

SEPTEMBER 5, 2024

billion in consolidated debt and only $12.6 billion in earnings before interest, taxes, depreciation, and amortization ( EBITDA ), and $31.3 billion in net debt in 2026. Should you invest $1,000 in Boeing right now? if you invested $1,000 at the time of our recommendation, you’d have $650,810 !*

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Amortization Depreciation Debt Earnings Before Interest 246

The Motley Fool

DECEMBER 18, 2024

Where to invest $1,000 right now? The oil company has been slowly monetizing that position to raise cash to repay debt. The fuel to grow Western Midstream expects to invest $750 million to $850 million on capital projects this year to maintain and expand its midstream infrastructure. Occidental owns a 44.8%

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The Motley Fool

APRIL 22, 2024

If you're not sure a CD is the right investment for you, here are three reasons they might not be. The stock market could make more financial sense Generally speaking, if you're investing for a future that's still a few decades away, you're going to get better long-term returns from the stock market than CDs.

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Taxes Banks Accounting Stock Market 246

The Motley Fool

MAY 6, 2024

Highly profitable, but watch debt levels Portillo's is not only a high-volume restaurant concept but also highly profitable. With minimal cash on the balance sheet and over $600 million in debt and tax receivable liabilities with its old private equity owners, the stock has an enterprise value of approximately $1.5

Enterprise Values 246

Enterprise Values Initial Public Offering Debt Taxes 246

The Motley Fool

SEPTEMBER 20, 2024

If you keep investing in a diversified portfolio of stocks and leave your money alone to grow throughout your working life, you're likely to build up a significant nest egg for retirement. Let's look at why this is a mistake and how your money can grow with the power of long-term investing.

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Taxes Debt Accounting Prospects 246

The Motley Fool

MAY 28, 2024

billion after-tax goodwill write-down of its VillageMD investment in an admission that it greatly overpaid for the business. billion in net debt, not including operating leases, an ill-advised investment was not a good use of cash. The latter metric takes into account its net debt and takes out non-cash items.

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Debt Enterprise Values Amortization Depreciation 246

The Motley Fool

OCTOBER 7, 2024

Guidance for fourth-quarter adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $114 million came in below analyst expectations of $116 million based on net yield growth guidance of 5% compared with last year, which management says was very strong. The large debt is the hole in the Carnival investment thesis.

Debt 245

Debt Amortization Depreciation Earnings Before Interest 245

The Motley Fool

OCTOBER 9, 2024

This purchase meant a massive increase in IBM's total debt. So large was that debt that a failure would have likely led to doubts about IBM's future. Additionally, the income tax benefit that ignited the 37% net income growth is a one-time event. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,710 !*

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Consulting Consultants Taxes Debt 244

The Motley Fool

SEPTEMBER 19, 2024

It's trading for 26 times trailing earnings, and given its debt-bloated balance sheet, that multiple jumps to nearly 60 if you swap out market cap for enterprise value as the numerator. Carnival and its peers had to load up on debt at high rates or sell new shares at low prices to stay afloat. Should you invest $1,000 in Carnival Corp.

Enterprise Values 245

Enterprise Values Debt Taxes Leveraging 245

The Motley Fool

NOVEMBER 10, 2024

However, there's much less of a tax drag on the transaction. Share repurchases incur a 1% tax (paid by the business); qualified dividends are taxed at the long-term capital gains tax rate (paid by the shareholder). They're still working to pay down debt, which eats up a lot of cash flow.

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Shareholders Returns Capital Taxes 234

The Motley Fool

NOVEMBER 21, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $378,269 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,369 !*

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Taxes Accounting Leveraging Capital 130

The Motley Fool

JULY 14, 2024

Contributions to traditional IRAs (often called contributory IRAs) are typically tax-deductible for the year in which they're made -- you'll simply owe taxes on this money as it's withdrawn from these accounts. Of course, both kinds of accounts are allowed to grow without incurring any tax liabilities as they do.

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