Q1 2025 Management View CEO David Golub highlighted strong portfolio performance for Q1 2025, emphasizing adjusted net investment income (NII) per share of $0.39 and a return on equity of 10.1%.
Weighted average cost of debt ... Capital: Queried about AI's impact on software borrowers. Golub emphasized the importance of distinguishing between software companies positioned to leverage ...
Polaris is a contrarian investment opportunity with a high dividend yield, strong financial stability, and potential for ...
Under a new CEO, Domino's Pizza is moving swiftly to right-size its business through store closures while addressing further cost savings initiatives ...
Q4 2024 Earnings Call Transcript February 6, 2025 Ladder Capital Corp misses on earnings expectations. Reported EPS is $0.27 ...
Recently, the firm has been leaning into its scale-driven cost advantage to emphasize its value offerings amid a challenging consumption spending environment. We view this strategy as prudent.
Higher Occupancy and Cost Management Drive Strong Financial PerformanceEstablishes 2025 Full Year GuidanceBRENTWOOD, Tenn., Feb. 10, 2025 ...
The authors write "we have recently seen intense activity in debt and equity transactions that finance the construction and acquisition of data centers. This strong investor appetite is expected to ...
NVent has a strong financial position. The company has an investment-grade BBB credit rating, underpinned by manageable leverage and strong cash flow generation. NVent has just over $2 billion of ...
In the quest for a tax-efficient debt fund alternative, the mutual fund (MF) industry is knocking on the doors of Fund of Funds (FoF). Currently, there are two FoFs that allocate a portion of their ...
A lease would have allowed the company to save on interest and use that money to pay down other debt. In this case, the opportunity cost is the loss of money that could have been used for another ...