The Motley Fool

APRIL 27, 2024

Berkshire owns stakes of roughly 9% in five Japanese trading companies. However, when Berkshire owns a stake in a company, Buffett owns a stake too. DaVita Buffett first initiated a position in DaVita (NYSE: DVA) in 2011. Mitsubishi's business spans a wide range of industries. Mitsubishi is the biggest of the group.

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Stakes Conglomerates Financial Services Shareholders 246

The Motley Fool

MARCH 28, 2025

In addition to its ownership stake in OpenAI , Microsoft has developed Copilot, an AI tool that helps users increase their productivity. It's no wonder, therefore, that Berkshire Hathaway has been a mainstay in the Bill & Melinda Gates Foundation Trust since Warren Buffett gifted the trust more than 19 million shares in 2011.

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Portfolios Due Diligence Stakes Returns 246

The Motley Fool

APRIL 28, 2024

VanEck established this fund in December 2011, and its history over more than 12 years is long enough that its track record includes a few of the cyclical downturns that have always plagued the industry, reinforcing the fund's strength. It contains 26 companies that together cover all aspects of semiconductor design and manufacturing.

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Exchange-Traded Funds Shareholders Stakes Prospects 246

The Motley Fool

OCTOBER 18, 2024

The difference between Dogecoin and other cryptocurrencies Dogecoin was created from the open-source code for Litecoin (CRYPTO: LTC) , a token that was forked from Bitcoin's blockchain in 2011. PoS blockchains also enable their investors to "stake" (or lock up) their tokens to earn interest-like rewards.

Exchange-Traded Funds 243

Exchange-Traded Funds Stakes Assets Investors 243

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.

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Initial Public Offering Stakes Assets Portfolios 242

The Motley Fool

APRIL 12, 2024

Amazon also has a $4 billion stake in start-up Anthropic AI, further boosting its credentials. It developed specialized processors that run AI models, AI-powered apps to help its e-commerce customers, and conversational digital assistant Q to help AWS users. Amazon also announced that it added renowned AI pioneer Andrew Ng to its board.

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Stakes Shareholders Returns Investors 243

The Motley Fool

JUNE 15, 2024

The foundation's trust holds stakes in dozens of companies in its portfolio, but 87% is made up of just these five stocks. The trust gets reliable income thanks to the dividend Microsoft has paid consistently since 2004 while boosting its payout yearly since 2011. million Berkshire shares in a stake valued at nearly $7.1

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Portfolios Investors Stakes Bidding 245

The Motley Fool

SEPTEMBER 30, 2024

With a brief exception in 2018, it's been making monthly dividend payments that have risen or remained steady since 2011. Around 31% of Ares Capital's investments are equity stakes or fixed-rate loans. PennantPark Floating Rate Capital PennantPark Floating Rate Capital is another BDC with a diverse portfolio and an attractive dividend.

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Investors Debt Professional Services Stakes 245

The Motley Fool

JUNE 29, 2024

Dogecoin was created from the open source code for Litecoin , an altcoin that was forked from Bitcoin's blockchain in 2011. Shiba Inu was built on the Ethereum (CRYPTO: ETH) blockchain, which transitioned from the energy-intensive PoW method to the more energy-efficient proof of stake ( PoS ) method in 2022.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds Stakes Assets 246

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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Banks Conglomerates Stakes Assets 246

The Motley Fool

OCTOBER 27, 2024

That's probably why Berkshire started to buy Visa in 2011 and now holds a $2.35 billion stake in the company. billion stake in the company. billion stake in the insurer. However, Visa will likely overcome those near-term regulatory challenges and continue growing as more consumers stop using cash-based payments.

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Stakes Conglomerates Financial Institutions Banks 246

The Motley Fool

JULY 30, 2024

The stake amounted to around $2.3 Bank of America (BofA) stock has performed well since Berkshire first invested in it in 2011, returning around 12% compounded annually. We don't know for sure why Buffett and his team at Berkshire continue to sell their stake in Bank of America. Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Banks 239

Banks Investors Stakes Assets 239

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. Some didn't work out, but some of them turned out to be huge wins. But we've learned that this assumption was wrong.

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Conglomerates Stakes Shareholders Capital 245

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

Portfolios 246

Portfolios Investors Stakes Conglomerates 246

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

AUGUST 26, 2024

Not only did Buffett spend an estimated $37 billion acquiring a stake in Apple from 2016 through 2018, but the stock has appreciated greatly since then. Recently, Buffett trimmed the position over the last three quarters, including a massive sale of nearly half of Berkshire's remaining stake in the second quarter.

Portfolios 241

Portfolios Stakes Investing Banks 241

The Motley Fool

AUGUST 24, 2024

While the Trust continues to own stakes in more than two dozen companies, 83% of its portfolio was comprised of just four stocks at the close of the second quarter. The Trust also benefits from Microsoft's quarterly dividend, which the company has paid out consistently since 2004 and increased every year since 2011.

Portfolios 246

Portfolios Stakes Returns Investors 246

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

SEPTEMBER 16, 2024

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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Portfolios Investing Taxes Banks 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. To close out the first quarter, the hedge owned stakes in just six companies , but one major artificial intelligence (AI) player is Ackman's largest holding.

Hedge Funds 240

Hedge Funds Portfolios Stakes Funds 240

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%

Portfolios 246

Portfolios Stakes Amortization Depreciation 246

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. Although sometimes at a painfully slow pace, Stag's raised its dividend payment every year since 2011. Enter Realty Income (NYSE: O).

Stakes 246

Stakes Shareholders Leveraging Portfolios 246

Private Equity Wire

DECEMBER 8, 2023

Arctos Partners (Arctos) has agreed an investment deal that sees the private equity firm acquire a minority common equity stake in Paris Saint-Germain, one of France’s leading football clubs, from Qatar Sports Investments (QSI). In total, the Club has won 48 trophies since its formation in 1970.

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Stakes Private Equity Firms Private Equity Firms Investing 98

The Motley Fool

JULY 5, 2023

A big stake and a big smile? 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. First, Buffett hasn't publicly commented on Apple achieving a market cap of $3 trillion.

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Shareholders Stakes Finance Financing 246

The Motley Fool

DECEMBER 28, 2023

Indeed, its 10 million-share stake is worth around $1.5 of Amazon's market cap and less than 1% of the combined value of stocks held by Berkshire Hathaway; Berkshire has even been trimming its stake in the e-commerce giant this year. Buffett's Berkshire Hathaway doesn't hold a ton of Amazon shares, for the record. That's only 0.1%

Stakes 238

Stakes Banks Prospects Assets 238

The Motley Fool

JUNE 12, 2024

This food giant is the result of the 2015 merger of Kraft and Heinz, a pairing partially orchestrated by Buffett when Berkshire held a major stake in H.J. It's a company Buffett has held a stake in, however, going all the way back to 2011. Kraft Heinz The Kraft Heinz Company (NASDAQ: KHC) is a rare misfire from Warren Buffett.

Stakes 246

Stakes Shareholders Leveraging Prospects 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

Initial Public Offering 242

Initial Public Offering Stakes Asset Management Shareholders 242

The Motley Fool

DECEMBER 3, 2023

Berkshire ultimately bought $5 billion worth of Bank of America's preferred stock in 2011 and secured the opportunity to purchase 700 million additional shares of common stock through exercisable warrants at a price of $7.14 Roughly six years later, Berkshire to exercise those warrants.

Portfolios 246

Portfolios Banks Investing Conglomerates 246

The Motley Fool

JANUARY 3, 2024

His conglomerate, Berkshire Hathaway , has grown into one of the world's largest companies, owning dozens of privately held businesses as well as stakes in an array of public corporations. Since Berkshire first began buying shares in 2011, the stock has returned more than 1,500%, easily outpacing the broader market.

Conglomerates 246

Conglomerates Initial Public Offering Banks Accounting 246

The Motley Fool

JANUARY 14, 2024

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. As a result, the company's dividend yield has been pushed down despite the solid payout growth and shares currently sport a yield of roughly 0.5%.

Portfolios 246

Portfolios Banks Investing Accounting 246

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

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 13, 2024

During his annual Q&A with investors, Warren Buffett suggested that tax reasons were behind the hefty reduction in its Apple stake. Berkshire Hathaway's greatest investment minds are focused on buying stakes in wonderful companies at a "fair" price. At the moment, the S&P 500 is exceptionally pricey.

Banks 245

Banks Taxes Shareholders Stakes 245

The Motley Fool

OCTOBER 19, 2024

The company owns stakes in three tier 1 uranium mines, as well as a 49% interest in Westinghouse Electric Company, which provides mission-critical technologies and services that are used in the nuclear power sector. Image source: Getty Images.

Banks 246

Banks Stakes Returns Companies 246

The Motley Fool

FEBRUARY 20, 2024

Year Annual Percentage Change 2023 13.98% 2022 (19.44%) 2021 26.89% 2020 16.26% 2019 28.88% 2018 (6.24%) 2017 19.42% 2016 9.54% 2015 (0.73%) 2014 11.39% 2013 29.60% 2012 13.41% 2011 0.00% 2010 12.78% 2009 23.45% 2008 (38.49%) 2007 3.53% 2006 13.62% 2005 3.00% 2004 8.99% 2003 26.38% 2002 (23.37%) 2001 (13.04%) 2000 (10.14%) Data source: Macrotrends.

Exchange-Traded Funds 241

Exchange-Traded Funds Investing Accounting Finance 241

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.

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Public Companies Stakes Shareholders Returns 240

The Motley Fool

JUNE 15, 2023

Long-term investors should use this chance to dollar-cost average their way into a stake in the company. Recent AI hype has made its way to the cybersecurity industry , but CrowdStrike has been using AI to power its platforms since it first launched in 2011. In its first quarter of fiscal 2024, ended Jan.

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Stakes Banks Investors Companies 244