The Motley Fool

JULY 24, 2023

in terms of market capitalization. Buffett loves financially strong companies with consistently growing cash flows and return on capital. Chevron's return on capital employed of 20.3% last year was also its highest since 2011. Buffett now owns more than a 25% stake in Occidental, and the stock makes up 3.5%

Portfolios 246

Portfolios Investing Stakes Capital 246

The Motley Fool

FEBRUARY 4, 2024

The history of CrowdStrike CrowdStrike Holdings (NASDAQ: CRWD) was incorporated in 2011 in Austin, Texas. Led by CEO and founder George Kurtz, CrowdStrike has staked its own path within the cybersecurity industry. Kurtz, who worked at McAfee from 2004 to 2011, oversaw an innovative strategy at CrowdStrike.

Initial Public Offering 242

Initial Public Offering Stakes Assets Portfolios 242

The Motley Fool

AUGUST 13, 2023

Buffett first bought a stake in the iPhone maker in the first quarter of 2016. When Steve Jobs passed away in 2011, investors thought that Tim Cook wouldn't be able to be as successful in guiding Apple to new heights. At a market capitalization of $2.8 Some didn't work out, but some of them turned out to be huge wins.

Conglomerates 245

Conglomerates Stakes Shareholders Capital 245

The Motley Fool

SEPTEMBER 22, 2024

Image source: Bank of America Buffett and Bank of America Buffett has long been a fan of Bank of America, singing the praises of CEO Brian Moynihan time and again, and he's owned the stock since he bought preferred shares of BofA in 2011. The conglomerate already has a record-high cash balance after dumping so much of its Apple stake.

Banks 246

Banks Conglomerates Stakes Assets 246

The Motley Fool

MAY 17, 2024

An analysis of hedge fund returns between 2011 and 2020 found that the S&P 500 beat the average hedge fund's return every single year , and usually by a wide margin. Ackman helms Pershing Square Capital Management -- the hedge fund he founded -- which had $10.8 gains for the S&P 500. Image source: Getty Images.

Hedge Funds 240

Hedge Funds Portfolios Stakes Funds 240

The Motley Fool

OCTOBER 31, 2024

Tesla's EV deliveries could shrink this year for the first time since the company launched its flagship Model S in 2011. It owns a majority stake in Waymo, which completes over 100,000 driverless ride-sharing trips every single week across Los Angeles, San Francisco, and Phoenix. billion from outside investors.

Exchange-Traded Funds 246

Exchange-Traded Funds Stakes Funds Portfolios 246

The Motley Fool

MAY 13, 2024

During his annual Q&A with investors, Warren Buffett suggested that tax reasons were behind the hefty reduction in its Apple stake. Having a lot of capital on hand is normally viewed as a positive by Wall Street and investors. At the moment, the S&P 500 is exceptionally pricey. S&P 500 Shiller CAPE Ratio data by YCharts.

Banks 245

Banks Taxes Shareholders Stakes 245

The Motley Fool

JULY 7, 2023

This $10 billion in preferred stock stems from capital Berkshire supplied to Occidental in 2019 to facilitate its acquisition of Anadarko. Even though the worst of the pandemic appears to be over, energy companies worldwide reduced their capital investments for the past three-plus years. There's also the COVID-19 pandemic.

Banks 290

Banks Debt Shareholders Capital 290

The Motley Fool

DECEMBER 3, 2023

With the banking giant potentially needing an injection of capital to stave off risks of liquidity shortfalls, the Oracle of Omaha approached the company's CEO with a deal to strengthen the bank's financial footing. of Berkshire Hathaway's portfolio, BofA stands as the investment conglomerate's second-largest stock holding.

Portfolios 246

Portfolios Banks Investing Conglomerates 246

The Motley Fool

JANUARY 6, 2024

Apple (NASDAQ: AAPL) has been the world's most valuable public company since 2011 when it had a market capitalization of just under $340 billion. If you have reservations but are interested in investing in Apple, I recommend dollar-cost averaging your way into a stake.

Public Companies 240

Public Companies Stakes Shareholders Accounting 240

The Motley Fool

AUGUST 6, 2024

billion fair value estimate for Berkshire's stake in Apple, as of June 30, implies that nearly half of the company's holdings in the tech stalwart were disposed of during the second quarter. Comparatively, Buffett and his top aides oversaw the sale of $77.151 billion of equity securities.

Banks 246

Banks Shareholders Taxes Stakes 246

The Motley Fool

MAY 7, 2024

He and his team, which included the affably dubbed "Architect of Berkshire Hathaway," Charlie Munger , until his November passing, strongly believe in buying stakes in wonderful businesses at a fair price and simply allowing time to work its magic. that proved invaluable.

Shareholders 246

Shareholders Banks Stock Market Stock Market 246

The Motley Fool

JUNE 19, 2023

Berkshire Hathaway held stakes in approximately four dozen securities, as of June 14, 2023, with the total value of these investments topping $352 billion. At the moment, Buffett and his investing lieutenants (Todd Combs and Ted Weschler) have a smorgasbord of capital at their disposal. Image source: Getty Images.

Banks 246

Banks Public Companies Stakes Shareholders 246

The Motley Fool

APRIL 23, 2024

stake in the mega-bank. In August 2011, Buffett invested $5 billion of Berkshire's capital in Bank of America preferred stock that paid a 6% dividend yield, generating $300 million in annual income. per share for most of Berkshire's stake -- less than one-fifth of its current stock price. So, Buffett paid $7.14

Banks 130

Banks Stakes Investing Shareholders 130

Private Equity Wire

SEPTEMBER 12, 2024

European investment firm Armen, which focuses on buying stake in private equity firms, has made its first foray into the alternative credit space with the acquisition of a 16% stake in Chorus Capital, provider of default protection for loan portfolios, according to a report by Bloomberg.

Stakes 52

Stakes Capital Private Equity Firms Private Equity Firms 52

FinSMEs

APRIL 22, 2024

Triple Private Equity acquired a majority stake in SmartSearch, a Ilkley, UK-based provider of digital compliance and anti-money laundering (AML) software. The amount of the deal was not disclosed.

Stakes 62

Stakes Capital Funds Investing 62

Private Equity Insights

SEPTEMBER 6, 2023

Crosstree Real Estate Special Situations Fund III, managed by London-based Crosstree Real Estate Partners, has announced a final close at £481m, exceeding the fund’s original target of £450m With approximately 25 percent of its capital deployed to date, Fund III will continue to opportunistically invest in U.K.

Debt 130

Debt Finance Financing Stakes 130

The Motley Fool

SEPTEMBER 15, 2024

He acquired his first stake in it in the 1960s amid a bit of a crisis for the company at the time. Today, Berkshire's stake in AmEx is worth more than $36.8 These payment businesses are more capital-efficient and tend to earn higher multiples than a credit card business because they are hard to replicate and therefore scale.

Banks 130

Banks Stakes Conglomerates Asset Management 130

Pension Pulse

FEBRUARY 10, 2025

Duncan Ball, chief executive officer of BBGI, noted BBGI has grown to become one of the UK's largest listed infrastructure funds, with a globally-diversified portfolio of 56 infrastructure assets that deliver long-term index-linked cash flows, and since its creation in 2011 has delivered a total net asset value return of 176.3%.

Pension Funds 59

Pension Funds Education Stakes Asset Management 59

Pension Pulse

NOVEMBER 4, 2024

each, are trading for the same price they did in late 2011. Ziply is currently owned by a group of private equity funds led by Searchlight Capital, and to fund its purchase, Montreal-based BCE will use $4.2-billion Searchlight Capital acquired Ziply in 2019 for US$2-billion. The company’s shares, now worth around $40.50

Pension Funds 59

Pension Funds Debt Stakes Assets 59

Private Equity Insights

DECEMBER 11, 2023

RedBird Capital Partners (“RedBird”) today announced the appointment of Zlatan Ibrahimović (“Ibra”) as an Operating Partner across its Sports and Media & Entertainment investment portfolio. Read more Ascendent Capital Partners to Acquire Hollysys Automation Technologies for $1.66bn Hollysys Automation Technologies Ltd.

Stakes 162

Stakes Capital Portfolios Investors 162

The Motley Fool

JULY 26, 2024

In a rare move, it even secretly bought a huge stake in one company that it only revealed recently. billion investment Whenever an investor or business purchases more than 5% of a company's outstanding shares, it's generally required to publicly disclose the stake with the Securities and Exchange Commission (SEC). That's a wise choice.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 130

The Motley Fool

JUNE 17, 2024

What BofA lacks in total yield, however, it makes up for in reliable dividend growth and capital appreciation. BAC data by YCharts The stock itself has a strong performance track record as well, rallying from late 2011's low of $4.92 That's a pretty large chunk of change for what's not a great deal of dividend income.

Banks 130

Banks Prospects Investing Stakes 130

The Motley Fool

MAY 13, 2024

Dylan Lewis: We're playing the hits from the Woodstock of Capitalism, Motley Fool Money starts now. For years, Buffett has issued capital returns to his investors. He had informed Tim Cook, apparently the day before that Berkshire had reduced their stake. It's a massive stake for them, it's still by far their largest holding.

Taxes 246

Taxes Shareholders Stakes Financing 246

Private Equity Insights

OCTOBER 24, 2023

Private equity firm Freshstream has taken a stake in Project Better Energy, a solar and renewable energy service provider, from the company’s shareholders, who are reinvesting alongside Freshstream. Project Better Energy is the sixth investment in Freshstream’s first independent fund, which closed earlier this year having raised €762m.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Investing 130

The Motley Fool

MARCH 24, 2024

But as much as Buffett likes Apple, Berkshire Hathaway has bigger stakes in other businesses as a percentage of their outstanding shares. DaVita Berkshire's stake in DaVita (NYSE: DVA) tops 41%. Buffett first initiated a position in DaVita in the fourth quarter of 2011. stake in Liberty SiriusXM Series C (NASDAQ: LSXMK).

Companies 100

Companies Conglomerates Stakes Shareholders 100

Private Equity Wire

DECEMBER 10, 2024

Founded in 2011 through a partnership between GTCR and industry veteran Jim Henderson, AssuredPartners rapidly scaled its operations through a combination of strategic acquisitions and organic growth. In 2019, GTCR led an investor group to reacquire AssuredPartners, with Apax retaining a minority stake.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Stakes Debt 98

The Motley Fool

MAY 11, 2024

Importantly, despite Buffett's sales, Berkshire's stake in Apple hasn't declined nearly as much thanks to the tech company's share repurchase program. As a result, despite selling over 20% of its shares, Berkshire's stake in Apple has only fallen from about 5.4% stake in the company. stake in the business. to about 5.1%.

Portfolios 130

Portfolios Stakes Investing Banks 130

The Motley Fool

OCTOBER 13, 2024

In a press release, the Triple Nuclear Declaration said, "Capital markets and financing can play a critical role in developing and growing nuclear energy projects worldwide. It also has a 49% stake in Westinghouse, one of the largest nuclear services businesses in the world. Cameco operates two mines: Cigar Lake and McArthur River.

Financial Institutions 130

Financial Institutions Banks Stakes Capital 130

The Motley Fool

JULY 15, 2024

Berkshire first established a position in 2011, the year the company went public. Visa is a wonderful long-term holding, but the company's current market capitalization of $530 billion somewhat limits its growth. He still hasn't sold his position, a stake of 107 million shares worth around $1.2 million shares, worth around $2.3

Venture Capital 130

Venture Capital Banks Stakes Capital 130

The Motley Fool

OCTOBER 19, 2024

Shares of AT&T (NYSE: T) , PennantPark Floating Rate Capital (NYSE: PFLT) , and W.P. AT&T In September, AT&T agreed to sell its remaining stake in DirecTV to a private equity firm for cash payments that could total $7.6 Carey (NYSE: WPC) offer yields above 5% at the moment. With an average yield of 7.1% For decades, U.S.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investing Business Development Companies 130

The Motley Fool

OCTOBER 11, 2024

There's little that puts a smile on his face more than being able to put his company's capital to work in a time-tested company with a sustainable moat at an advantageous price. When this investment was announced in August 2011, Bank of America was trading at less than 38% of its book value. As of the closing bell on Oct.

Banks 130

Banks Stakes Shareholders Legal 130

The Motley Fool

JULY 28, 2024

Chevron is projecting 10% or more average annual growth in free cash flow through 2027 at a Brent crude oil price of $60 per barrel and targeting a 12% or higher return on capital employed (ROCE). ROCE, a measure of a company's profitability and efficiency, is also one of Buffett's favorite investing metrics.

Stakes 130

Stakes Consultants Consulting Banks 130

The Motley Fool

OCTOBER 17, 2024

While similar, distributions include a return on capital that is untaxed until the units are typically sold, making them tax-deferred. This is based on its non-consolidated distributable cash flow, which is its cash flow before growth capital expenditures (capex). times average EV/EBITDA multiple between 2011 and 2016.

Enterprise Values 130

Enterprise Values Depreciation Amortization Earnings Before Interest 130

The Motley Fool

AUGUST 12, 2024

It waited until 2011 and 2012 to add a third and fourth ship, respectively. is the owner and operator of the Tokyo Disney Resort and the only Disney-branded theme park resort in which Disney doesn't have an ownership stake. The Disney Wonder had its maiden voyage the following summer. Oriental Land Co. Oriental Land Co.

Stakes 130

Stakes Returns Capital Portfolios 130

The Motley Fool

MARCH 18, 2024

Having this much capital put to work in two integrated oil and gas stocks is a pretty clear message that Berkshire Hathaway's brightest minds expect the spot price of oil to remain above historic norms , if not head even higher. selling stakes in insurers Markel Group and Globe Life. billion to $27.14

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Stakes Assets 130

The Motley Fool

JANUARY 9, 2025

The company has expanded far beyond soft drinks, with acquisitions such as Minute Maid in 1960, Vitaminwater in 2007, Honest Tea in 2011, a minority stake in Monster Beverage in 2015, Topo Chico in 2019, Costa Coffee in 2019, BodyArmor in 2021, and more. billion Total capital returned $11.89 billion $7.44 billion $7.24

Shareholders 130

Shareholders Stakes Capital Investors 130