The Motley Fool

JULY 23, 2024

Year in and year out, we are obsessively focused on creating value for our shareholders. For example, our strategic partnership with Moody's meaningfully expand the reach of our sustainability content among banks, insurance companies and corporates. All of this enables us to drive compounding growth and profitability for shareholders.

Hedge Funds 130

Hedge Funds Assets Asset Management Capital 130

Pension Pulse

JANUARY 31, 2024

Let us not forget the US$15-trillion in bailouts, government guarantees of bank liabilities and special central bank liquidity schemes that saved a global economy brought to its knees. For example, Amy Stone of Barron's recently discussed Blackstone’s gigantic private credit fund, BCRED, stating this: The fund, which launched on Jan.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

AUGUST 8, 2024

So we deliver on our commitments, which we have achieved not just every quarter as a public company, but every quarter as a private company as well. To be candid, it's not easy to be public company, but we have made a great accomplishment in this past year since our IPO. We delivered on our promises to the shareholders.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Public Companies Shareholders Returns 130

The Big Picture

AUGUST 8, 2022

And then I got more interested in kind of governance but governance in the narrow sense, corporate governance and contract, which was all about the problems between shareholders and managers. ADMATI: We’re at the mercy of these private companies. RITHOLTZ: Because they’re private companies. ADMATI: Yes.

Banks 81

Banks Debt Financing Finance 81

The Motley Fool

APRIL 30, 2024

Our unique financial performance and profile positions us well to continue advancing our growth strategy and look for opportunities to drive value for shareholders. So in conclusion, we're off to a great start to the year along with strong outlook for the balance of the year and well-positioned to continue to drive value for shareholders.

Assets 130

Assets Banks Liabilities Shareholders 130

The Motley Fool

AUGUST 9, 2023

Please note our SEC filings to date, as well as our shareholder letter discussing our second quarter performance are available at investors.applovin.com. Please be sure to review the reconciliations of our GAAP to non-GAAP financial measures in our shareholder letter available on our investor relations site.

Bidding 100

Bidding Leveraging Shareholders Liabilities 100

The Motley Fool

JANUARY 30, 2024

billion at an average price of about $117 per share, creating enormous value for our shareholders. 90% of MSCI's run rate in 2023 was comprised of clients purchasing from more than one of our product lines, whether in Index, Analytics, Private Assets or ESG and Climate. MSCI's client-centricity underlies our consistent execution.

Assets 130

Assets Hedge Funds Capital Taxes 130

The Motley Fool

OCTOBER 30, 2024

Are there assets that we could bring in that could enhance our revenue growth in the near term but also that still create value for shareholders. We have a whole team of people that look at both public and private companies. But we are active in that, but we are also disciplined fiduciaries of shareholder money.

Assets 130

Assets Shareholders Debt Capital 130

Pension Pulse

JULY 4, 2023

The company is still in talks with its shareholders about raising as much as £1 billion in fresh funds following a £500 million injection agreed last year. Its largest shareholder is Canadian pension fund Ontario Municipal Employees Retirement System (Omers), which holds a nearly 32 per cent stake.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

The Motley Fool

NOVEMBER 1, 2023

Jamie is a world-class CFO, who joins us with decades of experience in both senior finance and operations roles at a number of different Fortune 100 and private companies, including GE and Cargill, and was most recently CFO of EY. But let me be clear, notwithstanding those realities, this is a growth company with great prospects.

Leveraging 100

Leveraging Assets Financing Finance 100

The Motley Fool

SEPTEMBER 7, 2023

Our disciplined approach to capital allocation remains the same with priorities that include making strategic investments in our business to drive long-term profitable growth, both organically and through acquisitions, returning cash to shareholders through dividends, and share repurchases and maintaining our leverage goals.

Taxes 130

Taxes Leveraging Capital Accounting 130

The Motley Fool

FEBRUARY 15, 2024

During his time here, he was instrumental in our growth from a small pre-revenue private company to a public company with over $700 million in revenue. We raised the convert with the -- recognizing that there was a window where valuations for private companies were down, and they still are.

Banks 130

Banks Accounting Leveraging Private Companies 130

The Motley Fool

OCTOBER 30, 2024

Excluding a $9 million gain from a past investment in a private company, which was sold in the quarter, corporate adjusted EBITDA was a loss of approximately $4 million. Returning to the company as a whole. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Leveraging 130

Leveraging Accounting Capital Companies 130

The Motley Fool

JULY 25, 2023

I'm confident that by staying focused and disciplined in our operations and financial management, MSCI will be able to deliver for our clients and our shareholders. We only buy assets to create shareholder value, you know, in the short, medium, and long term. And with that, let me turn the call over to Andy. I mean, we don't love it.

Assets 100

Assets Banks Capital Portfolios 100

The Motley Fool

FEBRUARY 1, 2024

We remain committed to our capital deployment priorities of managing our investment-grade credit rating, investing appropriately in the operations of the company, and returning capital to shareholders. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Resale 130

Resale Banks Capital Assets 130

The Motley Fool

JANUARY 23, 2024

We will maintain our disciplined approach to investing capital to enhance the long-term value of the company, which includes returning capital to our shareholders through both dividends and share repurchases on a consistent basis. Thank you to the entire D.R. I've -- we've seen you look at some deals. billion to 1.5

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Resale Leveraging Taxes 130

Pension Pulse

FEBRUARY 22, 2024

CDPQ's own public equities portfolio saw its performance "driven by growth stocks, as well as by large positions in Quebec companies, which performed well." The private equity portfolio was affected by interest rate hikes as well as by an increase in financing costs, which affected certain private companies.

Returns 59

Returns Pension Funds Assets Debt 59

The Motley Fool

OCTOBER 23, 2024

We think that that is a part of the virtuous cycle of net lease getting ahead of capital raising needs, and if shareholders make money and we have to take a penny or two of dilution due to the treasury method, we are perfectly happy with that scenario. Hobby Lobby, which is a private company with effectively no -- no long term debt.

Debt 130

Debt Capital Leveraging Assets 130

The Big Picture

DECEMBER 5, 2023

And oftentimes lenders, if there’s, if it’s a debt-free business goes to selling shareholders. But as part of that, of course you want to capitalize the company with undrawn lines of credit. Did you see like what was the fixed rate world like on the private side when things were dirt cheap? Sold a ton of it.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Motley Fool

OCTOBER 31, 2023

This signals our confidence in MSCI's long-term prospects and our commitment to be a compounder for shareholders. Our product lines are increasingly interconnected, which means our work in private assets reinforces our work in climate and vice versa. We recently capitalized on two opportunistic strategic acquisitions.

Assets 100

Assets Hedge Funds Capital Leveraging 100

The Motley Fool

AUGUST 20, 2023

So, as a team, we're really excited that where we are in our sort of juncture today allows us to go forward and build an even better, larger, and a more compelling business for our shareholders. How is that going to translate into numbers that are loved by our shareholders? So, with that in mind, how are we going to do this?

Leveraging 130

Leveraging Banks Taxes Capital 130

The Motley Fool

SEPTEMBER 8, 2023

As economic uncertainty persists, the strength of our model is enabling us to deliver value for our customers, continue to invest in our associates, and deliver consistent shareholder return. Before we open up the floor to your questions, let me provide a brief update on our pending merger with Albertsons Companies.

Banks 130

Banks Shareholders Capital Education 130

The Big Picture

JUNE 13, 2023

And all our historical backers, shareholders, they actually kept on supporting the business. But I also learned along the way that you rarely die, I mean as a company, from your P&L or from your assets, but you always die from your liabilities. Coming back to my comment, again, it’s your liability side.

Banks 59

Banks Asset Management Assets Capital 59

Sara Grillo

FEBRUARY 13, 2023

First of all, Secondary market trading doesn’t really impact the company. Your money goes to a different shareholder. Secondly, The ”bad companies” who are the offenders already have enough capital. And there’s no kind of… The publicly listed companies are actually usually returning money to shareholders.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

AUGUST 1, 2024

These capital market levers allow us to deploy intelligent leverage to increase our Bitcoin holdings in a manner which we believe has created shareholder value. billion in equity in a manner that we believe to be accretive to existing shareholders; and debt financing, we had $3.8 Equity issuances; we have issued $3.2

Debt 246

Debt Leveraging Shareholders Capital 246

Zajac Group

JANUARY 24, 2025

In terms of equity compensation, a tender offer can refer to an organized transaction that allows shareholders of private company stock to sell before an initial public offering (IPO). This is why it is so important, if you own shares in a private company, to seriously consider participating in a tender offer.

Private Companies 52

Private Companies Companies Taxes Liabilities 52

The Motley Fool

NOVEMBER 5, 2024

I hope you've had a chance to review both the shareholder letter that went out last night, as well as the investor day, we'll be covering a lot of that material in today's question session. So a lot of time, a lot of work has been done here, integrating two companies very, very quickly, ecstatic about the progress that's been made.

Shareholders 130

Shareholders Assets Banks Capital 130

The Motley Fool

NOVEMBER 6, 2024

In summary, we believe we're well positioned to succeed in any economic environment, and our leadership team is hyper focused on compounding growth to drive long-term shareholder value. The other thing I'll say on the quarters, right, is historically, we've always run this company as a private company, as a full-year basis company.

Leveraging 130

Leveraging Capital Assets Due Diligence 130

Zajac Group

APRIL 1, 2025

This may lead to an inappropriate amount of risk within your portfolio, leaving you overexposed to the ups and downs of a single companys performance. To properly manage the tax liability and strategize how your RSUs will play a role in your portfolio, youll need to understand the full lifecycle of your RSUs. Read more about PSUs here.

Taxes 52

Taxes Liabilities Education Legal 52

The Motley Fool

DECEMBER 25, 2024

Two investments worth watching: Nebius and Cambria Foreign Shareholder Yield ETF. Other companies though around the globe were also affected. While we're still trying to find out the ultimate financial liability of it all, it also showcased just how vulnerable our software systems are to changes in code or worse hacks or cyber attacks.

Shareholders 130

Shareholders Debt Companies Capital 130

The Motley Fool

NOVEMBER 6, 2024

This quarter, my first, as the CFO of SolarEdge, was characterized by a thorough analysis of the company's financial situation and its assets and liabilities in relation to our business outlook. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Assets 130

Assets Taxes Debt Liabilities 130

The Motley Fool

JANUARY 29, 2025

billion in total returns to our shareholders through year-end just since we launched our program in '22. 25, I'd expect it to be probably more ratable during the course of the year as we think about it and approach shareholder returns. This outsized cash generation has allowed us to return a cumulative $31.4

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Accounting Leveraging 130

The Motley Fool

OCTOBER 30, 2024

And finally, we returned $9 billion to shareholders through dividends and share repurchases. In closing, we remain focused on strategically investing in the long-term opportunities that we believe drive shareholder value. Our losses on investments accounted for under the equity method were as expected. dollar basis.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Accounting Taxes 130

The Motley Fool

OCTOBER 29, 2024

Our private capital fund indices cover more than 13,000 funds that represent more than $11 trillion in AUM and we believe they can help us become a standard setter in private assets. MSCI already supplies carbon emission data on more than 60,000 private companies and more than 7,500 private equity and private debt funds.

Asset Management 130

Asset Management Assets Hedge Funds Pension Funds 130

The Motley Fool

FEBRUARY 20, 2025

A good example of our multiproduct wins in Q4 is EcoGlobal Logistics, a Forbes top 200 private company and a leading provider of technology-enabled transportation and supply chain management services. RingCentral has been a 20% market shareholder, plus or minus a few basis points for the last number of years, four, five years plus.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Portfolios Debt 130

The Motley Fool

FEBRUARY 27, 2025

Over the last year since joining Macerich, I have become increasingly confident in our mission to operate and own thriving retail centers that bring our communities together and create long-term value for our shareholders, partners, and customers. Now the net result of that, you may see some quarters when it goes up, but it also may go down.

Debt 130

Debt Assets Asset Management Leveraging 130

Pension Pulse

FEBRUARY 25, 2025

With the deal, the Caisse is adding to its roster of renewable energy investments and flexing its muscle under its dual mandate, which is to promote Quebecs economic development while earning the best possible returns for shareholders. The transaction continues a wider trend of renewable energy companies being taken private.

Pension Funds 59

Pension Funds Shareholders Legal Stakes 59