Investing Insights & Analysis
Below is an archive of our professional insight and analysis that will help you unlock the wealth building power of private equity and early-stage investing.
3 Ways to Use Debt to Build Wealth & Avoid Taxes Like the Rich
3 strategies of the ultra-rich: 1. Passive Income Arbitrage, 2. Buy, Borrow, Die 3. Leveraged Buyouts (LBOs).
Maximizing Your Assets with a Medicaid Trust in 2023
Medicaid Trusts are an asset protection tool that allows seniors to shield their retirement nest egg from long-term care costs and creditors while maintaining Medicaid eligibility.
📈 How the rich use debt to avoid taxes and get richer
An insider’s guide to borrowing your way to wealth
Cash Balance Plan 2023: Add an Extra $3.4 Million to Your IRA?
A cash balance plan is a hybrid retirement option where employers contribute a pay credit based on a percentage of the employee’s salary, typically with a 4% interest credit, offering lump-sum or annuity payouts upon retirement.
📈 The SEC vs the $20 Trillion Private Fund Industry
This could be the most significant update to securities regulation since Dodd-Frank
The Peter Thiel Roth IRA Strategy: How He Built a $5 Billion Tax-Free Retirement Account
How did PayPal’s Peter Thiel grow a Roth IRA from $2,000 to $5 billion tax-free? Here’s how to replicate his high-risk, high-reward investment strategy.
Record Breaking M&A in MedTech
With 3 months left to go, 2021 has already eclipsed 2020
The Era of Net-Zero Mining
28 mining and metals companies commit to a goal of net-zero direct and indirect carbon emissions by 2050 or sooner
Modern day treasure maps…
How exploration companies hunt for buried treasure (and what it means for investors)
The “Bonanza-Grade” gold mystery
A little science behind rocks that make investors rich.
The Ugly Truth About Climate Change Investing
And why ESG mining could be the secret to unlocking a carbon neutral future…esg mining
Why A Medtech IPO Isn’t Always A Good Thing
(And why we’re okay with deals that don’t go public)
📈 Private Capital Worldviews: KKR
Unpacking the investment thesis of one of world’s top PE firms
📈 Basel III, Access to Capital, and Kevin O’Leary
What Basel III means and why it’s important.
📈 Turning ideas into investments (that hopefully make money)
An Insider’s Guide to Finding Wisdom in Worldviews
What investors get wrong about risk
Are you building your portfolio based on flawed theories?
How Strategic Investors Turn into Buyout Offers
Sometimes one of your top supporters can also be your exit plan
The Importance of “Alpha Surgeons” in Medtech
An “Alpha Launch” is a key step in the company’s path towards full commercialization…
How does a mining company go public?
Here’s why this is important for us early-stage investors to know.
Record Breaking M&A in MedTech
With 3 months left to go, 2021 has already eclipsed 2020
The Era of Net-Zero Mining
28 mining and metals companies commit to a goal of net-zero direct and indirect carbon emissions by 2050 or sooner
More Equifund Articles:
A Potential $14 Billion Up for Grabs
How this ticking time bomb in healthcare could spell “opportunity” for MedTech investors
Is this the future of “going public”?
How direct listings could change everything we think we know about IPOs.
Looking for cutting-edge investments?
If so, here’s the #1 place I’m looking for the next “opportunity” in technology.
The Problem With Digital Health SPACs
The Digital Health sector is on fire right now. There’s been more public exit announcements in Q1 than all of last year combined, with more than 80% exiting via “special purpose acquisition company” (SPAC). And while we remain huge advocates
📈Bull Traps, The MegaCap-8, and Affordable housing
While the internet is buzzing about former President Donald Trump’s continued legal woes… Here are the stories you haven’t been hearing about: The US stock market enters a new bull market. Is this sign of good things to come? Or
