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Infrastructure Investment Banking: Definitions, Deals, and a Dizzying Diversity of Verticals

Brian DeChesare

All REITs, including data center REITs (everything on the list above), must distribute a high percentage of their Net Income in the form of Dividends to maintain their status and avoid corporate-level taxes. Because of this distribution requirement, REITs cannot maintain high Cash balances and must issue Debt and Equity regularly.

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Uzbekistan Minister Laziz Kudratov On Country’s Sweeping Economic Makeover

Global Finance

Since the reforms began in 2017, the sector has welcomed investments totaling $9.8 From 2017 to 2023, we attracted $9.7 billion has been invested by international companies in cement plants, glass factories, and rolling mills between 2017 and 2023. Between 2017 and 2023, Uzbekistan utilized $60.9

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Data Update 8 for 2025: Debt, Taxes and Default - An Unholy Trifecta!

Musings on Markets

Equity is cheaper than debt: There are businesspeople (including some CFOs) who argue that debt is cheaper than equity, basing that conclusion on a comparison of the explicit costs associated with each interest payments on debt and dividends on equity.

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To Bitcoin or not to Bitcoin? A Corporate Cash Question!

Musings on Markets

The first is the role that cash holdings play in a business , an extension of the dividend policy question, with an examination of why businesses often should not pay out what they have available to shareholders. In this post, I will bring together two disparate and very different topics that I have written about in the past.

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2023 Investment and Market Updates: A Review of the Worst Year Since 1871

Brian DeChesare

The main reasons I outperformed the S&P and Nasdaq in 2022 were: Good-But-Not-Perfect Timing with Crypto – I sold most of my position in Q4 of 2021 into Q1 of 2022, missing the peak but still selling at a high enough level to earn a ~4x overall gain, mostly on purchases made in 2020 and some as far back as 2017 and 2013.

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Value and Growth Investing: Finding the Best of Both Worlds

Andrew Stolz

Rather it is based on investors’ critical thinking, due diligence, and using methods that combine value and growth strategies such as Peter Lynch’s PEG and dividend adjusted-PEG ratios. However, this approach may crowd out opportunities such as Amazon in 2017 before its prominence in the e-commerce industry. The Best of Both Worlds.

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Patria Investments Signs Agreement to Acquire Credit Suisse's Real Estate Business in Brazil

Benzinga

The team of 25 professionals, who will join Patria following closing, have delivered AUM growth outpacing the IFIX market index by 900 basis points since 2017, and a portfolio that is currently delivering a weighted annualized dividend yield of more than 9%.