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Debt or Equity? Making the right choice at the right time

Wizenius

When companies need to raise capital, they have two primary options: Debt involves borrowing money, while equity involves issuing shares of ownership in the company. 1) Apple: In 2013, Apple issued a $17 billion bond to return cash to shareholders and avoid repatriating overseas profits and incurring taxes.

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2024 Investment & Market Updates: How to Reverse a Painful Year with AI Hype and a Frenzied 2-Month Rally

Mergers and Inquisitions

My portfolio did “OK” (up 10% for the year), but it greatly underperformed the S&P 500 , which was up 24%. On the other hand, I was only down 9% in 2022 vs. a 19% drop for the S&P, so both the index and my portfolio are now back to “early 2022” numbers. and far too little in equities. I sold most of my U.S.

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Commodity Hedge Funds: The Most Lucrative “Hidden Gem” in Finance?

Mergers and Inquisitions

As the delivery date approaches, the underlying commodity’s price and its futures price converge. Some IB natural resource groups could potentially work, but if you want to be a trader, you’re still much better off starting in S&T. Start in trading and pivot into commodities. Start in trading and pivot into commodities.

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Physician Practice Acquisitions: A Primer on Hospital & Private Equity Consolidation

InvestmentBank.com

For the better part of the last decade, physician practices have seen a wave of consolidation by hospitals and private equity with 2018 being no exception [1]. In fact, acquisitions by hospitals and private equity in provider services broke records last year according to Bain & Co’s 2019 global healthcare report. 2019, May 2).

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Will There Be an IPO for a Specialty Consulting Company in 2024?

Focus Investment Banking

The S&P 500 has recently traded near 4800, close to its record at the end of 2021. The business we know today as Kroll, when it was previously known as Duff & Phelps, went private in 2013, selling to Carlyle Group and other investment partners. As 2024 starts, the U.S. stock markets are at or near their all-time highs.

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