The Motley Fool

MAY 3, 2024

annual shareholder meeting each year, look no further than the track record of longtime CEO Warren Buffett. in Warren Buffett's portfolio, tech stock Apple (NASDAQ: AAPL) , is the company he referred to as " a better business than any we own " during Berkshire Hathaway's 2023 annual shareholder meeting. Image source: The Motley Fool.

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Portfolios Banks Investing Stakes 246

The Motley Fool

JULY 29, 2024

Berkshire (and therefore Buffett) owns stakes in the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the SPDR S&P 500 ETF Trust (NYSEMKT: SPY). million, while its stake in the SPDR ETF stands close to $21.4 Buffett's 2013 letter to Berkshire Hathaway shareholders also supports the premise that he likes the Vanguard ETF better.

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Investing Stakes 246

The Motley Fool

APRIL 8, 2024

That situation added risk to Alibaba since Alibaba shares are not a direct ownership stake in the company. Although ADRs typically benefit shareholders, they become riskier if the odds of delisting rise. billion) in 2013 to 260 billion renminbi ($36 billion) in 2023, a 13-fold increase in 10 years. billion) last year.

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Companies Initial Public Offering Investors Stakes 246

The Motley Fool

MARCH 8, 2024

While there's a laundry list of catalysts that have lifted Apple's valuation over time, the company's success ultimately boils down to two factors: innovation and a surprising "investment" that's been highly beneficial to its shareholders. It can also reward shareholders in a way that no other business can. Image source: Getty Images.

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Initial Public Offering Shareholders Stakes Investors 130

The Motley Fool

DECEMBER 22, 2023

At the end of the third quarter, the conglomerate's stake in VOO was worth slightly more than $17.5 Also, Buffett seemed to express his opinion in his 2013 letter to Berkshire Hathaway shareholders. In that 2013 letter, he emphasized that it's important to "keep your costs minimal." VOO certainly beats SPY on this front.

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Taxes Shareholders 246

The Motley Fool

SEPTEMBER 20, 2023

There are numerous reasons for this, which I'll get to below, but the company's favorable traits have resulted in huge gains for shareholders over the years. If you invested $10,000 in this top financial stock 10 years ago in 2013, you'd have more than $51,000 today. This increases the ownership stake of existing investors.

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Investing Shareholders Stakes Investors 130

The Motley Fool

JULY 9, 2023

This is especially true of the asset management industry because of the enormous resources that individual investors and institutional investors such as pension funds and insurers have at stake. Having nearly tripled its quarterly dividend since 2013 to the current $5, the company has also handed out its share of payout hikes to shareholders.

Exchange-Traded Funds 130

Exchange-Traded Funds Asset Management Pension Funds Investing 130

The Motley Fool

OCTOBER 2, 2024

Caterpillar (NYSE: CAT) , Chevron (NYSE: CVX) , and ExxonMobil (NYSE: XOM) are three industry-leading behemoths that reward their shareholders with a blend of dividends, buybacks, and earnings growth. And it's not as if management has put a tremendous financial strain on the company in order to placate shareholders. compared to 132.1%

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Assets Shareholders Stakes Prospects 246

Private Equity Insights

NOVEMBER 29, 2023

KKR initially acquired about 60% of Global Atlantic in February 2021 in a transaction valuing the retirement and life insurance company at roughly $4.7bn, joining other private equity firms in acquiring stakes in annuities providers. and became an independent company in 2013. Source: BNN Bloomberg Can’t stop reading?

Stakes 130

Stakes Private Equity Firms Private Equity Firms Buyout 130

The Motley Fool

APRIL 19, 2024

Despite Berkshire Hathway having stakes in 45 stocks and two index funds, nearly 43% of invested assets are tied up in Apple. The Oracle of Omaha's love for Apple was professed during Berkshire's annual shareholder meeting last May, where Buffett commented that Apple is " a better businesses than any we own." Apple is doling out $14.8

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

OCTOBER 28, 2024

Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 In May, during Berkshire's annual shareholder meeting, Buffett suggested that corporate tax rates were likely to climb, and used this as something of a pivot to explain his company's recent selling of Apple stock. American Express: $40.9

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

MAY 22, 2024

CEO Warren Buffett has delivered a greater than 5,000,000% aggregate return to his Class A shareholders (BRK.A) Note, I've excluded the two index funds Berkshire Hathaway holds small stakes in -- the SPDR S&P 500 ETF and Vanguard S&P 500 ETF -- because index funds represent baskets of securities and aren't themselves stocks.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Portfolios Stakes Banks 246

The Motley Fool

JANUARY 19, 2024

billion stake. Since Berkshire's initial stake in Apple was opened during the first quarter of 2016, it's grown to almost 915.6 Apple is returning $15 billion in dividends to its shareholders each year and has repurchased more than $600 billion of its common stock since kicking off its buyback program in 2013.

Stakes 244

Stakes Shareholders Assets Accounting 244

The Motley Fool

FEBRUARY 21, 2025

Warren Buffett wrote to Berkshire Hathaway shareholders in 2014 that most investors shouldn't try to pick individual stocks to buy because they couldn't "predict their future earnings power." In his 2022 letter to Berkshire Hathaway shareholders, he wrote that he believed "that near-term economic and market forecasts are worse than useless."

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Conglomerates Investing Exchange-Traded Funds Shareholders 240

The Motley Fool

JULY 18, 2023

Buffett liquidated his Verizon Communications (NYSE: VZ) position last year and closed out his AT&T (NYSE: T) stake in 2016, letting T-Mobile represent the future of wireless communications. Berkshire has owned Visa stock since 2013, adding and removing a few million shares over time. The stake is worth roughly $2.02

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Stakes Banks Financial Services Shareholders 245

The Motley Fool

SEPTEMBER 18, 2024

During Berkshire Hathaway's annual shareholder meeting in May, Buffett suggested that corporate tax rates were liable to increase in the future, and hinted at this thesis as his reasoning for selling a significant stake in Apple. Something else to keep in mind is that Berkshire's stake in Bank of America has fallen to 11.1%

Portfolios 245

Portfolios Investing Banks Stakes 245

The Motley Fool

DECEMBER 4, 2023

Warren Buffett explained the appeal of these ETFs in his 2013 letter to Berkshire Hathaway shareholders. Buffett wrote to Berkshire shareholders that he liked Vanguard's funds, almost certainly because of their low costs. With VBR, you'll get a stake in 840 small-cap stocks with especially attractive valuations.

Exchange-Traded Funds 246

Exchange-Traded Funds Shareholders Stakes Assets 246

The Motley Fool

SEPTEMBER 25, 2023

billion building his company's stake in BofA. Berkshire Hathaway is set to collect almost $992 million in dividend income from its BofA stake over the next 12 months. The company Buffett dubbed "a better business than any we own," during Berkshire's May 2023 annual shareholder meeting has an estimated cost basis of $36.3

Banks 245

Banks Stakes Shareholders Capital 245

The Motley Fool

MARCH 8, 2024

These traits include buying stakes in brand-name businesses with strong management teams, as well as investing with a long-term mindset. Even after Buffett and his team reduced their company's stake in Apple by roughly 1% during the December-ended quarter, it still accounts for 44% of invested assets. Image source: The Motley Fool.

Portfolios 264

Portfolios Investing Banks Stakes 264

The Motley Fool

SEPTEMBER 18, 2023

Based on Berkshire's 13Fs, as well as the Oracle of Omaha's commentary during his company's latest annual shareholder meeting, it would appear that no stock is loved more than tech giant Apple (NASDAQ: AAPL). These buybacks are increasing Berkshire's stake in Apple without Buffett or his team having to lift a finger.

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Banks Stakes Shareholders Public Companies 246

The Motley Fool

MARCH 19, 2025

However, in 2013, the dividend started heading lower. shareholders are affected by currency fluctuations). The company has moved quickly, buying a material stake in KeyCorp (NYSE: KEY) to up its presence in the U.S. Here's why. That resulted in the stock rising, too. The stock price fell, too. and Canada.

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Investing Asset Management Banks Assets 238

The Motley Fool

JULY 22, 2024

Since kicking off its buyback program in 2013, the world's largest publicly traded company has bought back $674 billion worth of its common stock. Share repurchases are increasing Berkshire's stake in Apple without Buffett or his crew having to do a thing. Image source: Getty Images.

Banks 246

Banks Stakes Accounting Taxes 246

The Motley Fool

MAY 24, 2024

Whereas the widely followed S&P 500 has delivered a hearty total return (including dividends paid) of around 34,700% since the Oracle of Omaha became CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett has generated aggregate returns in excess of 5,000,000% for his company's Class A shareholders.

Portfolios 238

Portfolios Investing Banks Stakes 238

The Motley Fool

FEBRUARY 9, 2024

Lengthy books have been written that discuss some of his favorite investing philosophies, such as buying stakes in brand-name businesses with sustainable moats and holding these positions for lengthy periods. Despite Berkshire having stakes in 49 stocks , as of Sept. economy and investing. Berkshire Hathaway CEO Warren Buffett.

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

AUGUST 23, 2024

However, the Oracle of Omaha and his team have dumped a significant percentage of their company's stake in Apple over the prior three quarters. billion spent on share buybacks during the company's fiscal third quarter (ended June 29, 2024), Apple has put a whopping $700 billion to work repurchasing its stock since the start of 2013.

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

JULY 30, 2023

Since initiating its position in Canadian National Railway 10 years ago, the Bill & Melinda Gates Foundation has been a steady buyer of the stock, increasing its stake from 8.6 million shares in Q2 2013 to the current position of about 54.8 Currently, the foundation is the largest shareholder of Canadian National Railway stock.

Portfolios 246

Portfolios Stakes Accounting Shareholders 246

The Motley Fool

JANUARY 12, 2024

of invested assets) Although Buffett's company entered the new year holding stakes in 49 stocks , it's plainly evident that portfolio concentration in top ideas is a key strategy. During Berkshire Hathaway's annual shareholder meeting in May 2023, Buffett remarked that Apple is "a better business than any we own."

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

JULY 7, 2023

According to a study published in 2013 from J.P. stake Berkshire Hathaway has taken in Occidental Petroleum over the past 18 months is indicative of the belief that energy commodities, such as crude oil and natural gas, will tread water or (more than likely) rise over time.

Banks 290

Banks Debt Shareholders Capital 290

The Motley Fool

MAY 17, 2024

Berkshire's $25 billion stake in The Coca-Cola Company is no exception to this norm. Buffett's interest in this particular stock, however, is mostly rooted in how consistently the company's able to turn ever-growing revenue into ever-growing profits, much of which are immediately passed along to shareholders in the form of dividends.

Shareholders 246

Shareholders Leveraging Stakes Portfolios 246

The Motley Fool

JUNE 21, 2023

Apple One stock Warren Buffett absolutely can't get enough of is Apple (NASDAQ: AAPL) , which he dubbed as a " better business than any we own " during Berkshire Hathaway's annual shareholder meeting. million-share stake; and Cohen's Point72 jettisoned close to 1.3 million shares. million shares; Simons' fund sold its entire 2.43-million-share

Asset Management 246

Asset Management Stakes Debt Assets 246

The Motley Fool

JULY 27, 2023

billion -- is the current value of Berkshire's stake in Chevron (NYSE: CVX). Berkshire also initiated a small stake (at least, a small one for Buffett) in Vitesse Energy (NYSE: VTS) in the first quarter. Earlier this month, Berkshire Hathaway Energy agreed to buy a 50% stake in a liquefied natural gas facility for $3.3

Stakes 187

Stakes Conglomerates Shareholders Companies 187

The Motley Fool

JUNE 17, 2024

On top of returning $15 billion to shareholders via dividends on an annual basis, the company has repurchased $674 billion of its common stock since the start of 2013. By simply sitting on his proverbial hands, Buffett has seen Berkshire's stake in Apple grow over time thanks to these aggressive buybacks. economy is healthy.

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

DECEMBER 22, 2023

Despite holding stakes in more than 50 securities (including index funds), as of Dec. The company doles out $15 billion each year to its shareholders in dividends, and it's repurchased more than $600 billion worth of its common stock since the start of 2013. billion to its shareholders via dividends over the next 12 months.

Portfolios 246

Portfolios Investing Banks Assets 246

The Motley Fool

MARCH 29, 2024

This was originally a $10 billion stake, but Occidental has since redeemed $1.51 Even after Buffett and his aides pared down Berkshire's Apple stake by some 10 million shares during the fourth quarter, the nearly 905.6 Since initiating a buyback program in 2013, it has repurchased almost $651 billion worth of its common stock.

Banks 246

Banks Stakes Assets Public Companies 246

The Motley Fool

MARCH 11, 2024

billion annually in dividends to its shareholders, and has repurchased in excess of $600 billion worth of its common stock since the start of 2013. Since Berkshire doesn't pay a dividend, regular buybacks are incrementally increasing the ownership stakes of existing shareholders. Apple is returning $14.8

Debt 246

Debt Shareholders Stakes Accounting 246

The Motley Fool

MARCH 4, 2024

And yes, that's a problem for shareholders. For perspective, at its peak in 2013, the U.S. Not only does Paramount own the CBS network, but also a raft of cable channels, including popular ones such as Nickelodeon, CMT, and Comedy Central. Paramount+ is its premium service, and boasts 67.5

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Amortization Depreciation Leveraging Stakes 243

The Motley Fool

SEPTEMBER 15, 2023

Even though Berkshire Hathaway holds stakes in more than 50 securities, a little over 61% ($216.3 During his company's annual shareholder meeting in May 2023, Buffett described Apple as "a better business than any we own." Berkshire's stake in Apple is steadily climbing as a result of Apple's mammoth buybacks.

Portfolios 246

Portfolios Investing Banks Stakes 246