The Motley Fool

JUNE 18, 2024

As you might expect, Alphabet 's (NASDAQ: GOOGL) (NASDAQ: GOOG) largest shareholders are its two co-founders, Larry Page and Sergey Brin. Between the two, they own a 6% stake in the megacap tech giant. Beyond those two, Eric Schmidt, who served as CEO from 2001 to 2011, owns a 0.5% stake, worth about $11 billion.

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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.

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The Motley Fool

SEPTEMBER 9, 2024

Realty Income If you're looking for a stock that pays a recurring monthly dividend, it makes sense to own a stake in a company that charges its customers on a recurring monthly basis. On the surface, it's a concerning specialty for would-be shareholders. That's exactly what AGNC and its shareholders want to see.

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The Motley Fool

SEPTEMBER 16, 2024

for shareholders. At one point, Berkshire Hathaway's Apple stake grew to become about 50% of its equity portfolio, but Buffett has been selling the stock lately. But Buffett's decision to trim his Apple stake also suggests he views the shares as fairly valued or at best, only slightly undervalued relative to their intrinsic value.

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The Motley Fool

APRIL 23, 2024

stake in the mega-bank. Berkshire is Bank of America's largest shareholder. 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. So, Buffett paid $7.14 But he never sold any of its Bank of America shares.

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The Motley Fool

APRIL 12, 2024

In Amazon 's (NASDAQ: AMZN) annual shareholder letter released on Thursday, CEO Andy Jassy said, " Generative AI may be the largest technology transformation since the cloud. Amazon also has a $4 billion stake in start-up Anthropic AI, further boosting its credentials. and perhaps since the Internet." will astound us all."

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The Motley Fool

AUGUST 6, 2024

Buffett releases his annual letter to shareholders. Buffett speaks candidly with investors during Berkshire's annual shareholder meeting. 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.

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The Motley Fool

OCTOBER 12, 2024

While the Trust continues to own stakes in two dozen companies, to close out the second quarter, 81% of its holdings comprised just four stocks. There's also Microsoft's quarterly dividend, which the company has been paying consistently since 2004 and has raised every year since 2011. Image source: Getty Images. The current yield of 0.8%

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The Motley Fool

AUGUST 13, 2023

Buffett first bought a stake in the iPhone maker in the first quarter of 2016. And after Berkshire was already a shareholder, the company launched the AirPods in September 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.

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The Motley Fool

NOVEMBER 6, 2024

Warren Buffett's warning to Wall Street is louder than it's ever been Based on close to a half-century of annual letters from Buffett to his shareholders, as well as 50 years of annual shareholder meetings, it's plainly evident that Berkshire's chief is a long-term optimist who believes in the American economy and U.S. stock market.

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The Motley Fool

AUGUST 12, 2024

The Oracle of Omaha made his biggest stock sale in the history of Berkshire Hathaway when he cut the company's stake in Apple in half last quarter. He bought a controlling stake in 1965 and promptly took over as CEO. Buffett's buyback philosophy Buffett sees share repurchases as the best way to return cash to shareholders.

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The Motley Fool

OCTOBER 11, 2024

Whether through his annual letter to shareholders or during Berkshire's annual meetings, Buffett often shares the characteristics he looks for in "wonderful companies," as well as offers his take on the American economy. When this investment was announced in August 2011, Bank of America was trading at less than 38% of its book value.

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The Motley Fool

JUNE 12, 2024

As Buffett noted in 2023's letter to Berkshire's shareholders, "We particularly like [Occidental's] vast oil and gas holdings in the United States, as well as its leadership in carbon-capture initiatives." It's a company Buffett has held a stake in, however, going all the way back to 2011. of Visa itself.

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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).

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The Motley Fool

MAY 13, 2024

CEO Warren Buffett held his company's first annual shareholder meeting in the cafeteria of a subsidiary and drew a few dozen people. During his annual Q&A with investors, Warren Buffett suggested that tax reasons were behind the hefty reduction in its Apple stake. Some 51 years ago, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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Banks Taxes Shareholders Stakes 245

The Motley Fool

MAY 7, 2024

This past weekend, Omaha, Nebraska, was the destination for roughly 40,000 investors to attend Berkshire's annual shareholder meeting. After all, the "Oracle of Omaha," as he's jovially known by the investing community, has delivered a nearly 4,900,000% aggregate return for his company's Class A shareholders (BRK.A)

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The Motley Fool

AUGUST 16, 2024

Many lengthy books have been written highlighting the formula the rightly named "Oracle of Omaha" has used to deliver outsized gains for his shareholders. This includes buying stakes in businesses with well-defined moats or competitive advantages and hanging onto these positions for multiple years, if not decades. per share.

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Banks Shareholders Stock Market Stock Market 246

The Motley Fool

APRIL 21, 2024

While the portfolio has stakes in two dozen companies in all, the vast majority is held in just four stocks. million Berkshire shares in a stake worth nearly $7.96 Those factors help explain why Berkshire Hathaway continues to be among Gates' largest stakes. Image source: Getty Images. Currently, the trust holds 19.9

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The Motley Fool

JULY 5, 2023

A big stake and a big smile? Buffett is Berkshire's biggest individual shareholder, with 15.6% Arguably, no person on the planet benefits as much from Apple reaching this milestone as Warren Buffett. But what does Buffett think about Apple's $3 trillion market cap ? Well, it's complicated. ownership of the company.

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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.

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The Motley Fool

JULY 24, 2023

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% Last year, Berkshire received regulatory approval to buy a 50% stake in Occidental, fueling speculation that Buffett will eventually acquire the company. oil production. of his portfolio.

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Portfolios Investing Stakes Capital 246

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.

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The Motley Fool

JULY 2, 2024

A well-timed cash infusion provided from Berkshire in 2011 gave it not only a large stake in the bank's preferred shares but also a clutch of very attractively priced warrants, all of which were exercised. These days, the Bank of America stake comprises just over 9% of Berkshire's equity portfolio.

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Stakes Banks Portfolios Shareholders 130

The Motley Fool

JANUARY 14, 2024

Instead of paying cash directly to shareholders in the form of dividends, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Despite the stock offering a relatively small yield for today's prices, Berkshire's massive investment stake means that its holdings in Apple are one of its biggest passive income generators. per share.

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Portfolios Banks Investing Accounting 246

The Motley Fool

DECEMBER 2, 2023

When including the shares held by subsidiary New England Asset Management (NEAM), Buffett's stake in Apple amounts to more than 915 million shares, worth roughly $174 billion. The company integrated its virtual digital assistant Siri into the iPhone 4S in 2011. Apple has long been at the forefront of AI technology. Amazon -- $1.47

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The Motley Fool

JULY 10, 2024

It's been a tough past three years for Chewy (NYSE: CHWY) shareholders. Whereas these familiar names are established brick-and-mortar stores that also manage e-commerce platforms, Chewy was established in 2011 to only operate online. Even with their recent strength, shares remain 79% below that high. Data source: StockAnalysis.com.

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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. However, I believe Apple is well-positioned to continue returning good shareholder value. Fast forward to today, and Apple's market cap is just under $3 trillion. Here are three reasons why.

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The Motley Fool

OCTOBER 19, 2024

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 With a brief exception in 2018, those payments have grown or remained stable since the BDC's stock market debut in 2011. With an average yield of 7.1%

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Private Equity Firms Private Equity Firms Investing Business Development Companies 130

The Motley Fool

JUNE 7, 2024

With its stock up 30% since the company reported its fiscal first-quarter results late last week, the idea of stepping into a new stake in Chewy (NYSE: CHWY) right now could be a little intimidating. It's been built from the ground up since its founding in 2011 to be an online-only outfit. And this has proven to be no minor detail.

Stakes 246

Stakes Shareholders Returns Investors 246

The Motley Fool

FEBRUARY 10, 2024

Berkshire owns a small stake in Sirius XM itself, and a larger position in Liberty Sirius XM (NASDAQ: LSXMA) (NASDAQ: LSXMK) , the tracking shares that have historically traded at a discount to the satellite radio monopoly's shares. billion shares outstanding in the summer of 2011 to 3.9 It generated $1.2 Image source: Getty Images.

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The Motley Fool

MAY 24, 2024

The oil stock is now the hedge fund's third-largest position after Griffin increased its stake in Hess by nearly 18x. If the deal closes, Hess shareholders will receive a 13% premium to the current share price. It's Citadel's eighth-largest position after the hedge fund increased its stake by nearly 20% in Q1.

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Hedge Funds Banks Stakes Prospects 130

The Motley Fool

JULY 13, 2024

Buffett likes to buy stock in companies with steady growth, consistent profitability, solid management teams, and shareholder-friendly initiatives like dividend schemes and stock buyback programs. It's right in the wheelhouse of a patient long-term investor like Buffett , which is why Berkshire has owned the stock since 2011.

Portfolios 246

Portfolios Conglomerates Banks Shareholders 246

The Motley Fool

JANUARY 20, 2024

Instead, these routine purchases added to stakes I already had in a trio of companies that are part of the plodding but reasonably predictable income-focused investment path I've been on for the past several years as retirement loomed and has since arrived. In its latest shareholder presentation, AGNC said that $55.9

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Stakes Taxes Portfolios Shareholders 130

The Motley Fool

JULY 28, 2024

billion in cash to its shareholders, including $11.3 Although Buffett has trimmed its stake in BYD in recent quarters, Berkshire Hathaway still owned a 4.94% stake in the Chinese EV giant as of June 16. Chevron's production hit an all-time high in 2023, partly because of its $7.6 billion all-stock acquisition of PDC Energy.

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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.

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The Motley Fool

DECEMBER 19, 2023

Buffett likes to buy stakes in profitable companies that are delivering steady growth, especially if they have strong management teams. He also favors companies returning money to shareholders through dividends and stock buybacks. Buffett has a simple, but effective strategy The simplest investment strategies are often the best.

Portfolios 246

Portfolios Investing Shareholders Stakes 246

The Motley Fool

MAY 4, 2024

As co-founder Steve Ells said in 2011: "I have always believed that the Chipotle model would work well with a variety of different cuisines. For example, billionaire Bill Ackman took a large stake in Chipotle nearly a decade ago, saying that the restaurant chain could reach 5,000 locations someday.

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Stakes Shareholders Investors Returns 130