The Motley Fool

MARCH 8, 2024

Research and development (R&D) expenses have grown every year since the start of 2013 and total just over $175 billion through the end of the fiscal first quarter of 2024 (Dec. billion Apple has spent on R&D since the beginning of 2013 is its "investment" that's nearly quadrupled R&D in size over the same period.

Initial Public Offering 130

Initial Public Offering 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

APRIL 20, 2024

Great minds think alike Buffett made an intriguing revelation about his will to Berkshire Hathaway shareholders in his 2013 annual letter. Griffin's Citadel also has a stake in the Vanguard S&P 500 ETF. And both billionaires have pressed the easy button with one Vanguard ETF. The legendary investor added, "I suggest Vanguard's."

Hedge Funds 246

Hedge Funds Exchange-Traded Funds Conglomerates Stock Exchanges 246

The Motley Fool

SEPTEMBER 20, 2023

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. 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.

Investing 130

Investing Shareholders Stakes Returns 130

The Motley Fool

DECEMBER 28, 2023

XRP (CRYPTO: XRP) , the native cryptocurrency of the Ripple payment protocol network, has taken investors on a wild ride since its debut in August 2013. If you had invested $1,000 in XRP on its first trading day at just $0.0058893 per token, your stake would have grown to $652,030 when it reached its all-time high of $3.84

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Investing Financial Institutions Stakes 130

The Motley Fool

APRIL 8, 2024

That situation added risk to Alibaba since Alibaba shares are not a direct ownership stake in the company. billion) in 2013 to 260 billion renminbi ($36 billion) in 2023, a 13-fold increase in 10 years. billion) in 2013 to 46 billion renminbi ($6.3 The problem directly affected the investment world in 2022 when U.S.

Companies 246

Companies Initial Public Offering Investors Stakes 246

The Motley Fool

AUGUST 28, 2024

Its stake in Apple is worth $90.7 Berkshire's stake in AmEx totals close to $38.5 Two oil stocks round out the top six, Chevron and Occidental, with Berkshire's stakes totaling nearly $17.6 Buffett's biggest holding by far Berkshire Hathaway has big bucks invested in its five largest stock holdings. billion and $14.6

Banks 245

Banks Conglomerates Stakes Investing 245

The Motley Fool

OCTOBER 2, 2024

He increased Citadel's stake by 20% or more for 35 of the hedge fund's top-50 holdings. This increased Citadel's stake by 63%. He first initiated a position in the pharma stock in 2013's Q2. Through the years, the billionaire hedge fund manager has increased and decreased Citadel's stake in Pfizer.

Hedge Funds 246

Hedge Funds Exchange-Traded Funds Stakes Education 246

The Motley Fool

OCTOBER 18, 2024

Dogecoin (CRYPTO: DOGE) has minted a lot of millionaires since its launch in December 2013. As a PoW blockchain, Dogecoin doesn't natively support smart contracts, which are used in proof-of-stake ( PoS ) blockchains like Ethereum (CRYPTO: ETH) to develop decentralized apps ( dApps ), non-fungible tokens ( NFTs ), and other crypto assets.

Stakes 243

Stakes Exchange-Traded Funds Assets Investors 243

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

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

NOVEMBER 25, 2023

Alibaba's founder, Jack Ma, reduced his stake Investors were already shocked by the decision to cancel the Alibaba Cloud spin-off. It didn't help that co-founder Jack Ma decided to reduce his stake in Alibaba at this sensitive time. by 2020 (his stake was 7.6% His ownership in Alibaba had already fallen to 4.8%

Prospects 242

Prospects Stakes Investors Companies 242

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

NOVEMBER 12, 2024

billion stake in American Express dwarfs its $2.6 billion stake in Visa and $2.1 billion stake in Mastercard. Stable growth with consistent buybacks From 2013 to 2023, American Express revenue (net of interest expense) and diluted earnings per share rose at a compound annual growth rate (CAGR) of 6% and 9%, respectively.

Investing 238

Investing Stakes Banks Accounting 238

The Motley Fool

AUGUST 14, 2023

It started out in Brazil in 2013 and has since expanded into Colombia and Mexico. However, Buffett's stake in Nu is somewhat unexpected. Berkshire Hathaway owns 9% of BYD and had an even larger stake in the past. At least, her Ark Invest ETFs own larger stakes in the three other stocks. automakers.

Stakes 246

Stakes Conglomerates Banks Portfolios 246

The Motley Fool

JUNE 29, 2024

Dogecoin was launched as a parody of Bitcoin (CRYPTO: BTC) in 2013, and Shiba Inu was created to poke fun at Dogecoin in 2020. 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

NOVEMBER 3, 2024

Ripple actually pre-mined its entire supply of 100 billion tokens before its launch in 2013, and it locked up more than half of those tokens in escrow accounts across its blockchain. XRP can't be staked (locked up to earn rewards) like Ethereum 's (CRYPTO: ETH) Ether and other proof of stake ( PoS ) cryptocurrencies.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Accredited Investors Exchange-Traded Funds Legal 245

The Motley Fool

MAY 3, 2024

The third reason Warren Buffett has no intention of parting ways with his company's massive stake in Apple is the company's top-tier management team. billion in dividend income annually to its shareholders, its board has green-lit the repurchase of $651 billion worth of its common stock since the start of 2013. Bank of America: $39.1

Portfolios 246

Portfolios Banks Investing Stakes 246

The Motley Fool

JULY 5, 2023

billion in 2013 to $23.6 The company's $10 billion investment in ChatGPT and Dall-E creator OpenAI has given it a substantial stake in one of the hottest names in AI, and the software giant's internal artificial intelligence initiatives stand to have payoffs across a variety of business segments. billion in 2022.

Stakes 299

Stakes Stock Market Stock Market Returns 299

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

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

AUGUST 23, 2023

Its 578,000-share/$42 million stake only makes up about 0.01% of the Berkshire Hathaway investment portfolio's present value; Buffett sold most of the position in 2013, shortly after the spinoff. Capital One Buffett is a big fan of credit card company stocks, owning stakes in Visa as well as Mastercard.

Stakes 245

Stakes Conglomerates Banks 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

OCTOBER 2, 2024

Disconcerting as this may seem, enduring the stock's declines that occur in step with sliding energy prices is table stakes for counting oneself as an energy investor. Between 2013 and 2023, ExxonMobil grew its dividend by just 36.3% growth from 2003 to 2013 -- so the pace of increases has noticeably slowed. compared to 132.1%

Assets 246

Assets Shareholders Stakes Prospects 246

Private Equity Wire

SEPTEMBER 26, 2024

Buyout firm L Catterton, backed by luxury conglomerate LVMH, is to acquire a majority stake in the pilates studio operator Solidcore from VMG Partners, Peterson Partners, and Kohlberg & Company in a deal that values the fitness chain at $700m, according to a report by Reuters.

Stakes 92

Stakes Conglomerates Buyout Startups 92

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

Stakes 245

Stakes Banks Financial Services Shareholders 245

The Motley Fool

JULY 19, 2024

of invested assets) Any doubts about Warren Buffett's preference to concentrate his company's invested assets into a few premier businesses are tossed aside by Berkshire's stake in tech stock Apple (NASDAQ: AAPL). stake in the company. Since Berkshire's cost basis for its stake in AmEx is only $8.49

Portfolios 246

Portfolios Investing Stakes Banks 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. public companies ($15 billion/year), and it's repurchased around $600 billion worth of its common stock since the start of 2013.

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

JANUARY 27, 2024

The results varied by year, of course, ranging from a 7% increase in 1986 to a 38% surge in 2013. Seeing the vast potential for generative AI, Microsoft dove in headfirst, taking a $13 billion stake in ChatGPT creator OpenAI. There's evidence that suggests it was the emergence of generative AI that fueled the market surge last year.

Stakes 262

Stakes Stock Market Stock Market Companies 262

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

MARCH 15, 2024

Buffett and his aides dumped close to 78% of Berkshire's stake, compared to what was held on Sept. Keep in mind that selling 10 million shares only reduced Berkshire's stake in its top holding by 1.1%. billion of its own common stock since the start of 2013, which is tops among public companies. Horton in under nine months.

Stakes 243

Stakes Debt Education Banks 243

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 Taxes Accounting 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

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. billion in annual dividends to its shareholders and has repurchased $651 billion worth of its common stock since initiating a buyback program in 2013. Apple: $159,876,617,000 in market value (42.9%

Portfolios 246

Portfolios Investing Banks Stakes 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

FEBRUARY 21, 2024

International Business Machines is around 15% away from its all-time high from March 2013. Even crazier -- Intelligent Cloud in the first half of fiscal 2024 generated nearly the same operating income as all of Microsoft in fiscal 2013. Its revenue growth has nearly mirrored the increase in the Case-Shiller Home Price Index.

Consultants 246

Consultants Consulting Stakes Prospects 246

The Motley Fool

JUNE 29, 2024

The company got its start in 2013 after co-founder David Vélez, then a member of Sequoia Capital's investment team, recognized a giant opportunity in Latin America's banking sector. Then, like Buffett often does, you can add to your stakes over time. If you want to invest in a company with decades of growth ahead of it, Nu is for you.

Initial Public Offering 246

Initial Public Offering Stock Exchanges Banks Stakes 246