article thumbnail

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

Wizenius

1) Apple: In 2013, Apple issued a $17 billion bond to return cash to shareholders and avoid repatriating overseas profits and incurring taxes. Apple's credit rating was AA+ from S&P and Aa1 from Moody's, which allowed it to borrow at a low interest rate. The 10-year US Treasury yield in April 2013 was around 1.7%.

Debt 52
article thumbnail

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. As a Trader, you might get another base salary bump and a small percentage of your P&L.

Funds 119
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

article thumbnail

Deal Diary: V&E, Davis Polk on Denbury Sale to Exxon

The Deal

Cox, Andrew P. Denbury chief administrative officer and general counsel James S. The firm also advised the company in 2013 when it bought assets in Montana and North Dakota from ConocoPhillips (COP) for $1.05 Denbury, a Plano, Texas-based independent energy company, took financial advice from Jonathan W. McDonough at TPH&Co.

Sale 52
article thumbnail

Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.

article thumbnail

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.

IPO 52
article thumbnail

Specialization Deep Dive with Kyle Bradshaw | End of the Single Store Generalist Shop Era

Focus Investment Banking

Our guest this week is Kyle Bradshaw, director of fixed operations at K&M Collision and president of the Carolina’s Collision Association. What’s your perspective on why I might say that that era is coming to an end? It seems like there’s a doctor for, for everything, right? Cole Strandberg: There we go.

S&P 52