The Motley Fool

OCTOBER 28, 2024

But the factor that doesn't get nearly enough credit for Berkshire Hathaway's continued long-term outperformance is Buffett's decision to concentrate his company's investment portfolio. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 American Express: $40.9 billion (13.1%

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Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

JANUARY 26, 2024

Despite holding stakes in around 50 stocks , just seven core holdings account for 83% ($301.7 A services-driven operating model should further boost the company's operating margin, improve customer loyalty, and reduce the revenue swings observed during major iPhone replacement cycles. Berkshire Hathaway CEO Warren Buffett.

Portfolios 246

Portfolios Investing Banks Debt 246

The Motley Fool

JUNE 20, 2024

Even if these chips are simply to complement Nvidia's prized H100 GPU, it signals a purposeful lessening of reliance on the company's data center GPU architecture over time. Apple has also repurchased $674 billion worth of its common stock since 2013 began, which is more than any other public company.

Hedge Funds 246

Hedge Funds Stakes Public Companies Investors 246

The Motley Fool

JUNE 5, 2024

public company to cross the $3 trillion market cap threshold. AI is viral now, but that wasn't the case in 2013 when the enigmatic chief executive pivoted Nvidia and bet the company's future to embrace this as yet unproven technology. That said, Nvidia is the surest way to stake a claim in the windfall represented by AI.

Investors 246

Investors Banks Public Companies Stakes 246

The Motley Fool

JANUARY 8, 2024

Apple's capital-return program is also unmatched among publicly traded companies. The world's largest public company by market cap is doling out $15 billion annually in dividend payments, and has repurchased over $600 billion of its common stock since the start of 2013. The one knock against Apple is its valuation.

Banks 246

Banks Capital Debt Portfolios 246

The Motley Fool

MAY 7, 2024

Apple's history of research and development (R&D) spending demonstrates Cook's desire to see his company grow. billion on R&D since fiscal 2013 began. However, its commitment to R&D is dwarfed by another "investment" that no other public company has come close to matching. 2013 : $22.95

Investing 130

Investing Shareholders Public Companies Stakes 130

The Motley Fool

SEPTEMBER 26, 2024

From 2000 to 2013, Dell's PC sales slowed, it "di-worsified" its business with expensive acquisitions, and missed the shift toward mobile devices. In late 2013, Michael Dell and Silver Lake Partners took the company private for $25 billion. That seemed to mark the end of Dell as a public company.

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Initial Public Offering Public Companies Stakes Private Companies 130

The Motley Fool

MAY 13, 2024

The "Oracle of Omaha" also pared back Berkshire's stake in Apple The Oracle of Omaha's selling didn't end with Paramount Global. Despite jettisoning around 13% of his company's stake in Apple, Warren Buffett still views the company as Berkshire's best business. Apple is on track to dole out a little over $15.4

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Investors Stakes Taxes Asset Management 130

The Motley Fool

APRIL 19, 2024

However, from the year 2000 until 2013, the business languished, and the stock dropped roughly 75% in value. Finally, the company's founder, Michael Dell, worked out a deal to take the company private again. The public history for Dell seemed to be over. Shares have consequently soared since going public again.

Investing 130

Investing Public Companies Stakes Debt 130

The Motley Fool

OCTOBER 17, 2024

Very few public companies offer monthly dividends, and the ones that do are typically real estate investment trusts (REITs) because they are legally required to pay out 90% of their taxable earnings to shareholders. The company first issued a quarterly payment in 1998 and transitioned to a monthly distribution in 2013.

Debt 130

Debt Amortization Depreciation Earnings Before Interest 130

The Motley Fool

DECEMBER 5, 2023

Panera has confidentially filed to go public, according to sources for the Financial Times. Seasoned investors may be excited, remembering the company's previous track record as a public company. As Panera prepares to possibly go public in 2024, here's what investors can and can't know right now.

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Initial Public Offering Education Public Companies Stakes 100

American Investment Council

JULY 1, 2024

New Video Featuring Riverside Portfolio Companies Offering Ownership to Employees in OH, IL, and CO Private equity supports American workers by providing strong wages, professional development opportunities, safe work environments, and investments in underrepresented talent.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Stakes Buyout 52

The Motley Fool

JANUARY 23, 2024

We've also further simplified and strengthened our balance sheet, fully exiting our aircraft equity stake. You go back, for example, to I think 2013, our safety management system was really the first of its kind. billion of stand-alone public company expenses, EH&S costs, all the other things, we are thinking $7.1

Banks 130

Banks Capital Debt Public Companies 130

The Motley Fool

SEPTEMBER 24, 2023

I was being told that I could divert up to 10% of my paycheck into my company's discounted stock purchase plan. That company was Schlumberger. I started there in late 2013 when the stock was around $90 a share. By 2003, Microsoft had sold that entire stake. The ticker is SLB. David, I'm no math wizard. Hear me now.

Education 130

Education Asset Management Companies Portfolios 130

The Motley Fool

AUGUST 6, 2024

The size, scale, diversification, and consistency of performance from our global real estate portfolio continues to provide us with excellent visibility to revenue and is a key reason why we have not had a single year of negative operational return in our 30 years as a public company. 80% of these were renewed.

Debt 130

Debt Assets Capital Leveraging 130

The Motley Fool

SEPTEMBER 30, 2024

It was talking about the five biggest public companies in the world on January 1st, of 1999. But in January 2013, my wife said, hey, why not Lowe's? Matt, shout out to the distaff side of my family, because Lowe's, since 2013, I wish I'd picked it for the Motley Fool, is a seven bugger. Microsoft was number 1.

Investing 130

Investing Companies Capital Investors 130

Axial

NOVEMBER 9, 2023

We are seeking opportunities that result in a majority stake or complete acquisition. We target companies in an EBITDA range of $1-4MM, in the food, beverage, and agriculture sectors, and ideally located in the Midwest.” We do so with several key techniques.”

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

The Motley Fool

MARCH 30, 2024

Stock Number 2 is a public company today whose CEO was in the one year between us in elementary school. The date was June 30th of 2013. Speaking of dividends, this company also pays a dividend 2.9% Bill Mann: David, the stakes are so high in this type of event. David Gardner: Fantastic. as the yield.

Banks 130

Banks Companies Bidding Investing 130

The Motley Fool

AUGUST 8, 2023

There were only three bankruptcies in the second quarter, and bankruptcies overall remained at their lowest level since 2013. And are your partners open to selling, or are you able to just sell your stake? Leasing spreads came in at 11.3% and should only improve as we continue to increase occupancy. How does it work in your case?

Assets 100

Assets Debt Leveraging Financing 100

The Motley Fool

MARCH 10, 2024

Although he doesn't manage a public company or hedge fund like Buffett and Griffin do, he's donated a boatload of money to the Bill & Melinda Gates Foundation Trust. However, the last time it added shares of the equipment manufacturer was back in the fourth quarter of 2013. They're loaded with dividend stocks.

Portfolios 245

Portfolios Hedge Funds Investing Public Companies 245

Pension Pulse

JULY 12, 2023

Among noteworthy transactions, we acquired a significant minority stake in Authority Brands, a residential services platform with 15 brands that provide industry-leading residential and care-giving services from 1,900-plus locations throughout the United States and the world. billion through both direct investments and funds.

Leveraging 52

Leveraging Best Practices Banks Assets 52

The Big Picture

JULY 31, 2023

And then I don’t know what God smiled on me, but I got hired by the Wall Street Journal in 2013. RITHOLTZ: So you start in 2013, and then you proceed to get some major news stories that you either covered intimately or broke. You know, when I got hired in 2013, M&A was dead. There’s less at stake there.

Hedge Funds 52

Hedge Funds Startups Financing Finance 52

The Big Picture

NOVEMBER 21, 2023

They invest primarily in private and public companies. This is really a fascinating conversation, not just because of his acumen as a venture investor, but one of the things that Brad is passionate about is making every child in America feel like they have a stake in the country. He’s been in doing this for about 20 years.

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

The Big Picture

FEBRUARY 7, 2023

RITHOLTZ: Whereas all the other public companies had access to capital and managed to get into trouble. RITHOLTZ: So, you go from Lazard to Merrill to JPMorgan, tell us about those other experiences, how do they compare to Lazard which seems much more unique, being in a public company versus a partnership. RITHOLTZ: Sure.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103

The Motley Fool

OCTOBER 8, 2024

No public company has more directly benefited from share repurchases than Apple. Since the start of 2013, Apple has repurchased $700.6 To begin with, raising the corporate tax rate by 33% would potentially leave Apple with less capital to funnel toward share buybacks. per share in the current fiscal year.

Taxes 130

Taxes Exchange-Traded Funds Public Companies Stakes 130