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

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.

Assets 100

Assets Hedge Funds Capital Leveraging 100

The Motley Fool

MARCH 26, 2024

The other organizational change, as referenced in our earnings release, is that Josh Glover, our president and chief revenue officer, is leaving nCino to pursue an opportunity as president and CRO of a later-stage private company outside of the financial services industry. deferred tax asset, which contributed 3.7

Financial Institutions 130

Financial Institutions Banks Professional Services Leveraging 130

The Motley Fool

NOVEMBER 21, 2024

We've transformed the company from a tax and accounting platform to an AI-driven expert platform. Starting with our consumer platform, Big Bet 3 is focused on helping customers make smart money decisions, take steps to improve their financial health year round, achieve their best tax outcome, and accelerate the receipt of their refund.

Taxes 130

Taxes Accounting Leveraging Capital 130

The Motley Fool

AUGUST 3, 2023

I'm quite proud of our group sales team's excellent work to drive improved sales, including their proactive prospecting process that has expanded our pipeline of leads and increased the pace of bookings going into the second half of the year. The private operators we talked to have benefited from the recovery as much as the public.

Capital 100

Capital Leveraging Banks Returns 100

The Big Picture

FEBRUARY 28, 2023

I was talking to one of our founders, he said, look, a lot of people think we’re in Zug for tax reasons. RITHOLTZ: And isn’t that how private equity locates its headquarters? RITHOLTZ: And are there that much tax advantages to be in Switzerland if you’re operating throughout Europe? Set up a shop over there.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 1, 2024

What current and prospective investors should be focused on is AT&T's steadily improving operating performance. This should help the company's oil and gas royalty segment bring in higher earnings before interest, taxes, depreciation, and amortization ( EBITDA ). court system, which is often slow to issue rulings.

Debt 246

Debt Investing Liabilities Private Companies 246

The Motley Fool

JANUARY 17, 2025

You can decide whether you want to cash in and increase your tax bill this year or not. When you're investing in managed mutual funds, you're handed a tax bill near the end of every year that you didn't have much control over, and the average managed mutual fund turns over 70% to 100% in a given year.

Investors 130

Investors Mutual Funds Stock Market Stock Market 130

The Motley Fool

AUGUST 3, 2023

We continue to strive as we have from the very beginning, to be as transparent and detailed as we can about our business and prospects, especially in the context of ongoing challenges in the macro economy that we are all experiencing and in the regulated cannabis industry in particular, which we have noted in the past several calls.

Debt 189

Debt Legal Capital Portfolios 189

The Motley Fool

OCTOBER 17, 2024

Our ability to serve these customers represents a powerful illustration of how Blackstone has become a trusted solutions provider on a massive global scale to many of the largest and most valuable companies in the world. We think these semi-liquid structures which have reporting that's more timely, in many cases, are more tax efficient.

Debt 130

Debt Management Fees Assets Financing 130

The Motley Fool

SEPTEMBER 30, 2024

I think, after Space X, they're the number two most frequently launched private company. In fact, it's a more tax efficient way for shareholders if the company buys back its own shares as opposed to handing out a special dividend. billion as we speak. In these cases, it would be prudent to buy back your shares.

Investing 130

Investing Companies Capital Investors 130

Pension Pulse

JULY 4, 2023

While the consortium that has owned Thames since 2017 has yet to take a dividend out of it, its predecessor – the Australian bank Macquarie – has been widely criticised for its stewardship of the water company between 2006 and 2017. It has faced accusations of “asset stripping” and “ripping off the taxpayer” by not paying corporation tax.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

The Motley Fool

AUGUST 1, 2024

Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. I'll be your moderator for MicroStrategy's 2024 second-quarter earnings webinar. Before we proceed, I will read the Safe Harbor statement. But we think it's pretty clear.

Debt 246

Debt Leveraging Capital Shareholders 246

The Motley Fool

OCTOBER 29, 2024

We have already seen this with products such as MSCI Private Capital Fund Indices which are catalyzing important new client wins and prospects since their launch in July. 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

APRIL 9, 2025

It's been just over a year since Intuitive Machines (NASDAQ: LUNR) made history as the first private company to achieve a successful lunar landing. For 2025, the company projects revenue of $250 million to $300 million, a solid 20% annual increase. Two more lunar missions are slated through 2027.

Amortization 130

Amortization Depreciation Earnings Before Interest Prospects 130

The Motley Fool

DECEMBER 27, 2024

They'll be able to roll that just fine as a private company. We've seen a similar story at Paramount, which is this family business that refuses to sell when an offer is high and the growth prospects are subdued. Are there any companies you're looking at today where if the board invited you in Jim, you would say, you know what?

Bidding 130

Bidding Taxes Buyout Public Companies 130

Pension Pulse

JANUARY 21, 2025

But Lamoureux and others argued the approach is the wrong way to improve the countrys economic prospects. The letter also said the countrys eight largest pensions have invested some $88 billion in China, more than the roughly $81 billion they had in Canadian public and private companies combined.

Pension Funds 59

Pension Funds Assets Banks Funds 59

The Motley Fool

FEBRUARY 12, 2025

We provide parameters on several other inputs in our earnings release, including investment and disposition volume, general and administrative expenses, non-reimbursable real estate expenses, as well as income tax and other tax expenses. Are they looking to do stuff this year? Spenser Glimcher -- Green Street Advisors -- Analyst OK.

Debt 162

Debt Capital Assets Financing 162