It's time for Jim and stop trading. >> Carl, Charlie Sharp has cut expenses better than anyone for the last 5 years. They were a very fat bank.I want people to understand that it's not just the AI. This is a pivot toward uh M&A and it's a a pivot toward corporate finance. Do you know that Netflix, thank you, David, they're providing $30 billion toward Netflix.The people that they took from JP Morgan were extraordinary people who did not get the job of Jamie because Jaime's in there in kind of a forever clau ...

Group 1 - Ferrovial (FER) presents an interesting opportunity for exposure to the European infrastructure industry, with a significant portion of its activity originating from North America [1] - The recent Q3 2025 results indicate strong performance, which may attract investor interest [1] Group 2 - The article emphasizes the importance of informed decision-making in investment, highlighting the author's background in finance and investment analysis [1]

Core Insights - Amazon.com Inc. may soon seek Wall Street's assistance for funding, marking its first major bond issuance since 2021 when it raised $18.5 billion for the MGM acquisition [1] - Despite having a strong balance sheet with approximately $84 billion in cash and marketable securities against $58 billion in debt, Amazon's liquidity may not suffice for the anticipated surge in AI and data center spending, projected to reach $150 billion by FY26 [2][3] - JPMorgan forecasts that Amazon's capital expenditures (capex) will nearly double from $78 billion in FY24 as it invests heavily in infrastructure to support AI demand, contributing to a broader industry capex nearing $450 billion [3] - The trend indicates a generational shift in funding strategies for Big Tech, with JPMorgan predicting $1.5 trillion in new investment-grade bonds over the next five years, highlighting a transition from self-funding to strategic leveraging [4] - A potential new bond deal for Amazon would not indicate weakness but rather reflect the substantial capital requirements driven by the AI boom, signaling a transformation in corporate finance practices [5]

Core Insights - Truxton Trust Company has appointed Jeffrey M. Laborde to its Board of Directors, bringing over 30 years of experience in corporate finance and strategic advisory [1][4] - Mr. Laborde currently serves as CFO of JAGGAER LLC, overseeing various financial functions and has been instrumental in driving double-digit growth through acquisitions [2] - His previous roles include CFO positions at several companies where he led strategic growth transformations and M&A transactions [2][3] Company Overview - Truxton Trust Company is a provider of wealth, banking, and family office services, catering to wealthy individuals and their business interests [5] - Founded in 2004 in Nashville, Tennessee, Truxton emphasizes a guiding principle of integrity in its operations [5] - Truxton Trust Company is a subsidiary of Truxton Corporation, which is publicly traded [5]

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 ...

📊 Digital Asset Treasuries (DATs) are rewriting the playbook for corporate finance.From on-chain $BTC reserves to equity-funded flywheels, this new model is bridging TradFi & crypto.Learn more 👇https://t.co/kYmIE0ZMkw ...

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]

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]

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]

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 ...