The Motley Fool

JANUARY 16, 2025

Many investors find themselves overwhelmed by the complexity of analyzing financial statements, understanding competitive advantages, and staying current with market developments. This balanced approach helps protect investors from excessive concentration in any individual company while still capturing the growth potential of market leaders.

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The Motley Fool

MARCH 19, 2025

Warren Buffett is one of the most closely followed investors in the world. Many investors follow those stocks for investment ideas, but they're mostly conservative blue chips that won't skyrocket over the next few months. Chubb's core operating income per share (excluding any tax benefits) grew 30% in 2023 and 13% in 2024.

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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.

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Accounting Private Equity Firms Private Equity Firms Stakes 246

The Motley Fool

NOVEMBER 6, 2024

Is Buffett giving investors a warning that the stock market isn't the place to be right now? We do know that he attributed the initial wave of Apple selling to tax worries, specifically that he expects capital gains tax could be significantly higher in the future. Here's what we know, and what we don't.

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Investors Banks Taxes Stakes 246

The Motley Fool

DECEMBER 9, 2024

Operator instructions] I'd now like to turn the call over to Ken Bond, head of investor relations. Kenneth Bond -- Senior Vice President, Investor Relations Thank you, Rob, and good afternoon, everyone. The non-GAAP tax rate for the quarter was actually 20.1%, which is higher than my 19% guidance. You may begin. Back to you.

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Taxes Banks Investors Liabilities 245

The Motley Fool

NOVEMBER 24, 2024

As a result, the stock could continue to record serious gains, and investors may want to keep this stock on their radar heading into 2025. Still, investors should know its operating loss was $33.8 In the end, investors should be aware of the risk that comes with SoundHound's premium valuation.

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The Motley Fool

JANUARY 17, 2025

They also discuss why individual investors don't have to think in one year increments, finding companies that add real value to the world and how to use the market as a teacher. You can decide whether you want to cash in and increase your tax bill this year or not. People gave investors a million reasons to sell that company.

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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. Palantir is also solidly profitable, with adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) rising 39% year over year to $261.6

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The Motley Fool

NOVEMBER 16, 2024

Uber (NYSE: UBER) has taken investors on a wild ride since its IPO on May 9, 2019. But at its current price of about $71 and enterprise value of $153 billion, Uber's stock still looks reasonably valued at 31 times forward earnings and 17 times next year's adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ).

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Enterprise Values Stakes Amortization Depreciation 245

Private Equity Insights

APRIL 3, 2025

The auction highlights continued investor appetite for platform healthcare assets, particularly in segments backed by recurring public sector contracts. Palamon acquired the company from Carlyle in 2021. HIG Europe also submitted a bid earlier in the process, though its participation in the final stages is uncertain.

Private Equity Firms 162

Private Equity Firms Private Equity Firms Bidding Taxes 162

The Motley Fool

DECEMBER 30, 2024

Here's what investors should know about Shopify and Uber Technologies. Shopify also provides financial solutions for payment processing, bill payments, tax filing, and account management. Investors may be overlooking that opportunity. Patient investors should feel comfortable buying a few shares of Uber stock today.

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Taxes Accounting Investors Capital 244

The Motley Fool

DECEMBER 4, 2024

Being an investor in Roku (NASDAQ: ROKU) could best be described by the opening words of the Charles Dickens novel A Tale of Two Cities : "It was the best of times, it was the worst of times." What does this mean for investors? Since the company's IPO in late 2017, the stock soared as much as 1,940% in less than four years.

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Private Equity Insights

MARCH 27, 2025

Recent changes to international tax regimes, combined with Luxembourgs own reforms, have boosted the countrys appeal. The country is adapting through targeted tax reforms, secondaries market expansion, regulatory clarity, and tech innovation. To meet these demands, Luxembourg is adapting quickly.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Private Equity Managers Buyout 147

The Motley Fool

NOVEMBER 21, 2024

Operator instructions] With that, I'll now turn the call over to Kim Watkins, Intuit's vice president of investor relations. Watkins -- Vice President, Investor Relations Thanks, David. All of those documents are available on the investor relations page of Intuit's website at intuit.com. The future is here and it's AI driven.

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Private Equity Insights

JANUARY 14, 2025

The fund targets wealth channel clients and features lower investment minimums, quarterly liquidity, and 1099 tax reporting. Moreover, it provides individual investors easier access to private equity compared to traditional institutional funds. Source: Markets Media Can’t stop reading? read more Franklin Templeton launches $904.5m

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Funds Leveraging Assets Taxes 147

The Motley Fool

DECEMBER 1, 2024

That's why investors tend to take notice of Buffett's investing moves and what he has to say about investing at a particular point in time. The Oracle of Omaha, as he's often called, recently made a very significant move -- one that investors shouldn't ignore. In recent times, Buffett's actions may speak louder than words.

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Investors Banks Shareholders Taxes 245

The Motley Fool

FEBRUARY 21, 2025

DLocal is far from a "broken" IPO DLocal solves numerous payment pain points for merchants, such as cross-border and localized payments, foreign exchange settlements, and tax management and compliance. Image source: DLocal 2023 investor presentation.

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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.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Hedge Funds Pension Funds 97

The Motley Fool

DECEMBER 22, 2024

Bottom-line earnings per share (EPS) came in 5% higher, partly thanks to a slightly lower tax rate. 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. Am I boring you to sleep yet?

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Prospects Taxes Returns Portfolios 246

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. In real life, investors have to pay taxes. And more often than not, active mutual funds are very tax-inefficient.

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Mutual Funds Funds Taxes Investing 246

The Motley Fool

MARCH 19, 2025

That's why a broadly diversified index fund like the Vanguard S&P 500 ETF (NYSEMKT: VOO) should be at the top of every investor's first shopping list. Here's how this single-ticker investor toolbox can help you build generational wealth. Tax-efficient moves Uncle Sam will want a share of your gains at some point.

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Taxes Exchange-Traded Funds Accounting Funds 228

Private Equity Insights

MARCH 19, 2025

Regional investor Unexo has taken a minority stake, backed by Caisse Rgionale de Crdit Agricole Atlantique Vende. Cerea Partners was advised by Lamartine Conseil on M&A, KPMG France on tax, Kea & Partners for due diligence, Finaxeed on M&A, and Oderis Consulting for ESG due diligence.

Stakes 162

Stakes Due Diligence Bidding Consulting 162

The Motley Fool

OCTOBER 19, 2024

Franklin famously said, "In this world, nothing is certain except death and taxes." Well, it turns out that while none of us can avoid death, you can avoid some taxes in retirement and retirement planning. And that is a good thing, because creating a retirement plan that avoids taxes to the extent possible is smart. What to do?

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Taxes Accounting Funds Returns 244

The Motley Fool

FEBRUARY 7, 2025

ETF Index , have started gaining traction among investors. The company's effective tax rate also increased, impacting net earnings, due to adjustments in deferred tax benefits. Investors should watch how Cboe manages its expenses amidst its expansion efforts, especially in new markets like crypto derivatives.

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Taxes Assets Returns Investors 130

The Motley Fool

DECEMBER 15, 2024

Wall Street is full of some of the sharpest investors in the world. The strategy will produce after-tax returns better than about 98% of actively managed mutual funds over the long run. A clever investor may be able to outperform the market relatively consistently while managing a small sum of money. Image source: Getty Images.

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Mutual Funds Funds Taxes Investing 240

The Motley Fool

OCTOBER 14, 2024

To capitalize on this trend, investors should buy high-yield dividend stocks and ETFs again. Continuously writing covered calls also isn't a tax-effective strategy because the seller books the premiums as capital gains with each options expiration. First, their dividends can't be taxed on the federal level.

Taxes 246

Taxes Exchange-Traded Funds Asset Management Assets 246

Private Equity Insights

FEBRUARY 28, 2025

While economic conditions led to modest growth in advisory and tax services, the firms audit practice achieved strong performance gains throughout the year. The professional services firm is said to be in discussions with potential buyers and is working with advisers from Rothschild to evaluate its options.

Private Equity Firms 162

Private Equity Firms Private Equity Firms Investing Professional Services 162

The Motley Fool

OCTOBER 21, 2024

It creates steady cash flows without requiring active involvement, allowing investors to focus on other aspects of their lives or pursue additional opportunities. These funds typically boast lower turnover rates compared to actively managed alternatives, a characteristic that substantially reduces investors' tax liabilities.

Liabilities 246

Liabilities Taxes Exchange-Traded Funds Stock Market 246

The Motley Fool

JANUARY 23, 2025

ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Faten Freiha -- Vice President, Investor Relations Good morning. This is Faten Freiha, VP of investor relations. Our fourth quarter adjusted effective tax rate was 25.4%, compared to 22.3% We demonstrated our dedication to improving volumes.

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The Motley Fool

NOVEMBER 2, 2024

Here's why investors might want to buy before that date. Its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) jumped 20% to $3.8 Because of that, investors might get a better price if they buy before Energy Transfer reports earnings. The midstream giant will likely report strong results.

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Mergers and Acquisitions Taxes Amortization Depreciation 245

The Motley Fool

NOVEMBER 3, 2024

One of the biggest benefits of saving in traditional retirement accounts like a 401(k) or IRA is the upfront tax break you receive. You won't owe any income taxes on contributions in the year you make them. But you can't defer those income taxes forever. That can give you extra cash now, enabling you to save more for retirement.

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Taxes Accounting Funds Investors 246

The Motley Fool

MARCH 6, 2025

Cracker Barrel finds its footing Sometimes, investors have such low expectations for a business that anything positive can send its shares soaring. But weighed against investors' low expectations, the company's results looked relatively strong. I believe that's the situation with Cracker Barrel now. For its fiscal Q2, which ended Jan.

Enterprise Values 130

Enterprise Values Amortization Depreciation Earnings Before Interest 130

The Motley Fool

NOVEMBER 7, 2024

The slide presentation that accompanies this call is available on the Investor Relations section of the Genworth website, investor.genworth.com. 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.

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The Motley Fool

DECEMBER 20, 2024

It is now my pleasure to turn the call over to Beth Roberts, senior vice president, investor relations. Beth Roberts -- Senior Vice President, Investor Relations Thank you. consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now and Carnival Corp.

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Securities and Exchange Commission (SEC) Leveraging Debt Assets 246

The Motley Fool

NOVEMBER 10, 2024

One thing that attracts many investors to telecom stocks are the great dividend yields offered by many companies in the industry. However, there's much less of a tax drag on the transaction. For long-term investors, T-Mobile's ability to reduce its share count today will increase the potential dividend it pays in the future.

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Shareholders Returns Capital Taxes 234

The Motley Fool

MARCH 11, 2025

EBITDA = Earnings before interest, taxes, depreciation, and amortization. Investors should focus on Limbach's progress in integrating its acquisitions and expanding its ODR footprint. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor. EBITDA $20.8

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Leveraging Amortization Depreciation Earnings Before Interest 130

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. For long-term Roth IRA investors, this heightened short-term volatility may be worth accepting in exchange for greater growth potential. The fund's beta of 1.11

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