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Amazon’s $150 Billion AI Capex Surge Could Force Its First Big Bond Deal In Years - Amazon.com (NASDAQ:AMZN)
Benzinga· 2025-11-10 18:41
For a company that practically prints cash, Amazon.com Inc. (NASDAQ:AMZN) might soon need Wall Street's help again. The e-commerce and cloud giant has not issued a major bond deal since 2021, when it raised $18.5 billion to fund the MGM acquisition — its last significant borrowing in over four years.Track AMZN stock here.Even Amazon's Fortress Balance Sheet Has LimitsAmazon sits on roughly $84 billion in cash and marketable securities with only $58 billion in debt, giving it a net cash cushion that would ma ...
Truxton Welcomes Jeffrey Laborde to Board of Directors
Globenewswire· 2025-10-30 19:28
NASHVILLE, Tenn., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Truxton Trust Company is pleased to announce that Jeffrey M. Laborde has joined its Board of Directors. Mr. Laborde brings more than three decades of experience in corporate finance, strategic advisory, and public accounting, with a distinguished career leading global technology businesses and advising boards at all stages of the corporate lifecycle. Mr. Laborde currently serves as Chief Financial Officer of JAGGAER LLC, a leading business spend and procur ...
X @Bloomberg
Bloomberg· 2025-10-19 20:02
A behind-the-scenes corporate finance tool is squarely in the spotlight after First Brands' sudden collapse. The latest CFO Briefing tells you what you need to know https://t.co/L559nlprgJ ...
PEY: Dividends Are Not Everything
Seeking Alpha· 2025-09-16 19:38
Core Insights - The article highlights the author's extensive background in finance, particularly in corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets [1] Group 1: Professional Background - The author holds a Master's degree in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, indicating a strong academic foundation in finance [1] - The author's experience spans over 10 years in investment banking, showcasing a deep understanding of financial markets and investment strategies [1] - The author specializes in financial modeling, valuation, and qualitative analysis, which are critical skills for assessing investment opportunities [1] Group 2: Investment Focus - The author emphasizes a focus on sectors such as real estate and renewable energy, which are increasingly relevant in today's investment landscape [1] - The article suggests a commitment to sharing insights and analysis on companies of interest, aiming to engage with a global audience [1] Group 3: Engagement and Growth - The author expresses a desire to connect with readers and foster discussions, indicating an intention to build a community around informed investment decisions [1] - There is a clear motivation for continuous improvement and growth as a thought leader in finance, which may attract readers seeking expert opinions [1]
IDGT: Mixing Resiliency And Growth In The Digital Infrastructure Market
Seeking Alpha· 2025-08-20 09:59
Core Insights - The article emphasizes the author's extensive background in finance, particularly in corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets [1] Group 1: Professional Background - The author holds a Master's degree in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, showcasing a strong academic foundation in finance [1] - The author's experience spans over 10 years in investment banking, indicating a deep understanding of financial markets and investment strategies [1] Group 2: Areas of Expertise - The author specializes in financial modeling, valuation, and qualitative analysis, which are critical skills for assessing investment opportunities [1] - The focus on real estate and renewable energy suggests a strategic interest in sectors that are likely to experience growth and transformation [1] Group 3: Engagement and Goals - The author aims to share insights and analysis on companies of interest through Seeking Alpha, indicating a commitment to informing and engaging with a global audience [1] - The intention to debate ideas reflects a desire for continuous improvement and collaboration within the finance community [1]
XES: An Interesting Positioning But With Significant Risks
Seeking Alpha· 2025-08-12 09:15
Core Insights - The article highlights the author's extensive background in finance, particularly in corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets [1] Group 1: Professional Background - The author holds a Master's degree in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, indicating a strong academic foundation in finance [1] - The author's experience spans over 10 years in investment banking, showcasing a deep understanding of financial markets and investment strategies [1] Group 2: Areas of Expertise - The author specializes in financial modeling, valuation, and qualitative analysis, which are critical skills for assessing investment opportunities [1] - The focus on real estate and renewable energy suggests a strategic interest in sectors that are likely to experience growth and transformation [1] Group 3: Engagement and Goals - The author aims to share insights and analysis on companies of interest with a global audience, indicating a commitment to knowledge sharing and community engagement [1] - The intention to debate ideas reflects a desire for continuous improvement and collaboration within the finance community [1]
X @The Economist
The Economist· 2025-08-10 09:00
Aviation is a volatile trade. Frequent-flyer programmes are not just a significant source of revenue, but also useful tools of corporate finance https://t.co/0vQE5yOauh ...
Financial information and Annual General Meeting of eQ Plc in 2026
Globenewswire· 2025-08-05 05:15
Group 1 - eQ Plc will publish its financial reports for 2025, including the Annual Report scheduled for Week 10 of 2026 [1] - The Interim Report for January – March will be released on 28 April 2026, and the Half Year Financial Report will be available on 4 August 2026 [1] - The company will hold its Annual General Meeting on 24 March 2026 [1] Group 2 - eQ is a Finnish group focused on asset management and corporate finance, managing approximately EUR 13.5 billion in assets [2] - eQ Asset Management provides a variety of services, including private equity funds and real estate asset management for both institutions and private individuals [2] - Advium Corporate Finance, part of eQ, offers services related to mergers and acquisitions, real estate transactions, and equity capital markets [2]
Houlihan Lokey(HLI) - 2026 Q1 - Earnings Call Transcript
2025-07-29 22:02
Financial Data and Key Metrics Changes - The company reported revenues of $605 million for the first quarter, an 18% increase compared to the same quarter last year, and adjusted earnings per share of $2.14, up 75% year-over-year [6][11][20] - Adjusted compensation expenses were $372 million, up from $316 million in the same period last year, maintaining an adjusted compensation expense ratio of 61.5% [14][15][20] - The adjusted effective tax rate for the quarter was negative 0.8%, a significant decrease from 31.2% in the same quarter last year [19][20] Business Line Data and Key Metrics Changes - Corporate Finance generated $399 million in revenue, a 21% increase year-over-year, with 125 transactions closed, up from 116 [7][12] - Financial Restructuring revenues were $128 million, a 9% increase, with 35 transactions closed compared to 33 in the same quarter last year [8][13] - Financial and Valuation Advisory produced $79 million in revenues, a 16% increase, with 957 fee events, up from 847 [9][13] Market Data and Key Metrics Changes - The U.S. market continues to outpace EMEA in terms of revenue and activity levels, with expectations that this trend will persist [12][30] - The company noted that while the financial sponsor community's activity has been muted, there is optimism for a return to historic levels as market conditions improve [7][54] Company Strategy and Development Direction - The company is focused on maintaining a diversified business model across industries and geographies, which has shown resilience in the current macro environment [6][11] - The company hosted the inaugural Houlihan Lokey ONE conference, which attracted over 4,000 attendees, showcasing its global reach and commitment to client engagement [10] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the business environment, acknowledging ongoing volatility but noting improvements in client resilience [11][61] - The outlook for fiscal year 2026 remains positive, with expectations for continued growth across all business lines despite potential headwinds from tariffs and inflation [8][11] Other Important Information - The company ended the quarter with approximately $867 million in unrestricted cash and investment securities, reflecting a decline due to bonus payments made in May [20][21] - The hiring environment remains strong, with three new managing directors added in the first quarter, indicating a commitment to expanding talent across the organization [10][80] Q&A Session Summary Question: Insights on Corporate Finance market improvement - Management noted that while there has been improvement quarter by quarter, the market remains uncertain, and they are seeing resilience in client adjustments to current conditions [26][27] Question: Backlog trends and sector performance - Management refrained from commenting on backlog specifics but indicated solid performance across sectors, with EMEA lagging behind the U.S. [29][30] Question: Quality of assets and deal activity - Management acknowledged a strong environment but noted that the volume of deals is expected to pick up after Labor Day, with a focus on the quality of assets moving [34][35] Question: Non-compensation expense growth expectations - Management confirmed expectations for high single-digit growth in non-compensation expenses for the year, driven by headcount growth [36][48] Question: Restructuring market outlook - Management indicated that restructuring activity remains elevated, with a strong pipeline across both in-court and out-of-court transactions [41][43] Question: Growth of the secondaries business - Management expressed satisfaction with the growth of the secondaries business, indicating a positive outlook for its integration within the Capital Solutions group [44][45] Question: Sponsor market activity post-Labor Day - Management expects an increase in sponsor activity after Labor Day, noting that current activity levels are muted but showing signs of improvement [54][55] Question: Hiring strategy and focus areas - Management emphasized a commitment to hiring across all sectors, without a specific focus on any particular business or sector [81][82]