The Motley Fool

JANUARY 21, 2024

Small positions for both famous investors Wood's Ark Invest portfolio is chock-full of AI stocks. of Buffett's Berkshire Hathaway portfolio. While Berkshire initiated a position in Amazon in 2019, Buffett acknowledged at the time that the decision was made by one of the conglomerate's two investment managers.

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Exchange-Traded Funds Conglomerates Stakes Prospects 246

The Motley Fool

AUGUST 7, 2024

PepsiCo sells its namesake soda but, in reality, is a conglomerate of food and beverage brands, including Mountain Dew, Gatorade, Quaker, Frito Lay, Doritos, Cheetos, and many more. Philip Morris began its journey to next-generation products in 2014 with IQOS and has built these innovations into a significant portion of the business.

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Conglomerates Prospects Taxes Shareholders 246

The Motley Fool

JULY 27, 2024

Revenue grew from $105 million in 2014 to $7.06 Another significant difference is that Amazon is a highly diversified tech conglomerate with other businesses including cloud computing through Amazon Web Services (AWS), logistics, advertising, and more. This remarkable stock performance resulted from its strong execution.

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Conglomerates Prospects Assets Taxes 245

The Motley Fool

AUGUST 21, 2024

From fiscal 2014 to fiscal 2024 (which ended this January), the chipmaker's revenue grew at a compound annual growth rate (CAGR) of 31% as its earnings per share (EPS) rose at a CAGR of 50%. The cloud data warehousing company Snowflake was the high-growth tech standout in his portfolio.

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Investing Conglomerates Stakes Banks 239

The Motley Fool

MARCH 20, 2025

Shares of major Chinese tech and consumer stocks such as tech conglomerates Alibaba (NYSE: BABA) and Tencent (OTC: TCEHY) , as well as digital online broker Futu Holdings (NASDAQ: FUTU) were all falling today. They were down 4.3%, 5.6%, and 5.2%, respectively, as of 1:49 PM ET. Consider when Nvidia made this list on April 15, 2005.

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Initial Public Offering Banks Conglomerates Prospects 184

The Motley Fool

DECEMBER 10, 2024

of the conglomerate's huge equity portfolio is in Visa shares. billion in fiscal 2014 to $35.9 That tremendous performance absolutely trounced the 552% total return that the S&P 500 index generated during the same period. The company's success has benefited Warren Buffett's Berkshire Hathaway , as 0.9%

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Initial Public Offering Conglomerates Banks Shareholders 188

The Motley Fool

DECEMBER 24, 2023

It began trading under Alphabet in 2015 because the company had essentially become a conglomerate, following several acquisitions like YouTube and Waymo, and the important internal expansion into cloud computing. Today, Alphabet is worth nearly $1.8 The 10 stocks that made the cut could produce monster returns in the coming years.

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Conglomerates Stakes Returns Investors 246

The Motley Fool

FEBRUARY 12, 2024

The engineering giant has been into the quantum computing game since 2014, long enough to spin off its quantum team in a Cambridge University partnership called Quantinuum three years ago. Honeywell It's kind of silly to call Honeywell International (NASDAQ: HON) the least familiar name under the microscope today, but there you go.

Conglomerates 246

Conglomerates Venture Capital Stakes Prospects 246

The Motley Fool

MAY 22, 2024

The document revealed that his Appaloosa fund increased his stake in China's leading e-commerce conglomerate, Alibaba (NYSE: BABA) , by 159% in the first quarter of 2024. At that time, in fiscal 2014, Alibaba earned 23 billion renminbi ($3.25 This comes as investors have avoided Alibaba and other Chinese stocks amid rising U.S.-China

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Investors Hedge Funds Stakes Conglomerates 130

The Motley Fool

FEBRUARY 12, 2025

Honeywell is getting a major makeover Daniel Foelber (Honeywell): The industrial conglomerate's stock is trading down 7.8% However, some investors may prefer to buy their favorite aspect of Honeywell's business post-spin-off instead of buying the conglomerate, and thus, all three separate entities today. Smart move.

Conglomerates 147

Conglomerates Shareholders Prospects Investors 147

The Motley Fool

AUGUST 30, 2024

Its top 10 holdings are: Company Ticker Share of FTEC Portfolio* Apple AAPL 17.08% Microsoft MSFT 15.57% Nvidia NVDA 15.51% Broadcom AVGO 4.93% Salesforce CRM 1.74% Adobe ADBE 1.71% Advanced Micro Devices AMD 1.65% Oracle ORCL 1.49% Accenture ACN 1.37% Cisco Systems CSCO 1.35% *Percentages as of Aug. FTEC Total Return Level data by YCharts.

Exchange-Traded Funds 130

Exchange-Traded Funds Conglomerates Funds Portfolios 130

The Motley Fool

JULY 21, 2024

After a sustained period of excitement following its 2014 IPO, investors have largely shunned the company. The stock has been showing a few signs of life since management announced news of a distribution arrangement with one of the top conglomerates in the Asian tech sector. Might that change with a recent deal?

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Conglomerates Capital Returns Investors 100

The Motley Fool

OCTOBER 28, 2024

Heico Heico (NYSE: HEI) is one of the most recent additions to Berkshire's portfolio. Since 2014, Heico has acquired 34 businesses. At Berkshire's annual shareholder meeting in May 2024, Buffett said that "unless something really extraordinary happens" Apple would remain a key part of the conglomerate's portfolio.

Stakes 130

Stakes Conglomerates Prospects Shareholders 130

The Motley Fool

JANUARY 15, 2024

HON Revenue (TTM) data by YCharts Given its weak results, it's unsurprising that the industrial conglomerate has underperformed the market as of late. The industrial conglomerate business model has its pros and cons. Needless to say, Honeywell is a complicated and diverse business.

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Conglomerates Assets Returns Portfolios 130

The Motley Fool

JANUARY 23, 2024

Buffett's conglomerate owns both the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the SPDR S&P 500 ETF (NYSEMKT: SPY) , owning nearly $17 million of each. Each one represents a paltry 0.01% of Berkshire's stock portfolio, but it's still no accident that they're there. Berkshire has owned them since 2019.

Hedge Funds 130

Hedge Funds Exchange-Traded Funds Conglomerates Funds 130

The Motley Fool

MARCH 31, 2024

chip designer was previously acquired by the Japanese conglomerate SoftBank (OTC: SFTB.Y) From 2014 to 2023, Arm's total share of the global chip market expanded from 39% to 51%. Arm Holdings (NASDAQ: ARM) returned as a publicly traded company last September.

Conglomerates 130

Conglomerates Returns Investors Portfolios 130

The Motley Fool

JANUARY 30, 2024

American Express (NYSE: AXP) , the credit card giant, has posted phenomenal returns since Buffett (through Berkshire) bought shares in 1991, and it is now one of the conglomerate's largest stock positions, worth over $20 billion. In 2014, it only had an 80% merchant acceptance rate in the United States.

Conglomerates 130

Conglomerates Banks Returns Investors 130

The Motley Fool

MAY 22, 2024

Emerson Electric With over 55 brands spanning numerous industries, Emerson Electric is an industrial conglomerate mainly engaged in business-to-business sales. The stock went practically nowhere in the five-year period between 2014 and 2018. P&G is yet another example of the market's willingness to pay up for quality.

Conglomerates 130

Conglomerates Shareholders Capital Assets 130

The Motley Fool

FEBRUARY 7, 2025

See the 10 stocks This being said, here's one idea straight from Berkshire's portfolio: Domino's Pizza (NASDAQ: DPZ). The company added it to its portfolio during the third quarter of 2024. Not only is this typically when Domino's announces dividend increases, but the company has hiked its quarterly dividend every year since 2014.

Conglomerates 100

Conglomerates Shareholders Stakes Capital 100

The Motley Fool

SEPTEMBER 18, 2023

portfolio has suffered the occasional ill-advised investment. And, for good measure, we'll look at one portfolio holding that Buffett probably wishes he'd sold much sooner. It's not most investors' top-of-mind name when looking for a banking stock to add to their portfolio. You'd be wise to do the same.

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Banks Conglomerates Stakes Prospects 130

The Motley Fool

DECEMBER 12, 2024

Berkshire Hathaway owns dozens of businesses in its public equities portfolio, with well-known names like Apple , Coca-Cola , and Chevron commanding sizable allocations. There's one in particular, which the conglomerate has owned since 2011, that might fly under the radar. billion a decade ago in the third quarter of 2014 to $7.4

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Initial Public Offering Conglomerates Banks Financial Services 100

The Motley Fool

DECEMBER 30, 2023

Motley Fool host Ricky Mulvey and contributor Matt Frankel dive into Boston Omaha , a company that could be poised to be the next great conglomerate. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

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Buyout Asset Management Assets Capital 246

Pension Pulse

MAY 22, 2024

per cent return of its reference portfolio. The reference portfolio, made of 85 per cent global equity and 15 per cent Canadian bonds, benefited last year from stock price surges in the seven largest U.S. The pension fund's returns over the past 10 years have also fallen short of the reference portfolio, but only by 0.3

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

JANUARY 11, 2024

I checked the date, June 25th, 2014. Maybe to the Motley Fool's shame, no Fool service had ever recommended this stock until Backstage portfolio did last month. This has been a long term winner for Motley Fool Rule Breakers. It was recommended by the OG of the Market Cap Game Show, that's Matt Argersinger. That's how Marriott started.

Taxes 130

Taxes Companies Asset Management Assets 130

The Motley Fool

OCTOBER 14, 2024

Our experience as investors gives us the long view, the F Foolish view acquaints us with great prosperity creating stories, especially look across a portfolio. We moved to 2014. We made it the largest position in the growth portfolios that are serving our Motley Fool Wealth Management clients. Sometimes both. Haven't seen it.

Investing 130

Investing Debt Shareholders Accounting 130

The Motley Fool

DECEMBER 25, 2024

sold $133 billion worth of stock from the portfolio he manages for the conglomerate. The conglomerate previously owned nearly $1 billion worth of the company but sold off the position between 2020 and 2021. Warren Buffett hasn't seen a lot to like in the stock market lately. billion, about 13.6% of the company's shares.

Conglomerates 246

Conglomerates Stakes Enterprise Values Leveraging 246

The Motley Fool

MARCH 7, 2025

The massive conglomerate owns dozens of businesses in its public equities portfolio. As of March 1, Buffett's conglomerate owned 400 million shares of Coca-Cola. billion was just 2% higher than a decade before in 2014. Warren Buffett has an unbelievable track record of allocating capital for Berkshire Hathaway.

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Conglomerates Stakes Prospects Shareholders 170

The Big Picture

JUNE 3, 2024

And that was his boss, Jeffrey Gundlock, founder of Double Line Capital, back in July, 2014. The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. And I wanna say 75, 80 5% of the portfolio, at least in the beginning was mortgage backed?

Financing 59

Financing Finance Funds Assets 59

The Big Picture

FEBRUARY 7, 2023

It seems like the post-war era really began the modern period of General Electric becoming a dominant conglomerate. It was like 13 out of 13 in the GE portfolio. But this is why like mainstream Wall Street doesn’t do business with Donald Trump, and this was in, like, 2013, beginning of 2014. Fair statement? COHAN: Right.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103

The Motley Fool

JANUARY 13, 2025

The Berkshire Hathaway CEO has sold more equities from the conglomerate's investment portfolio than he's added to it in each of the last eight quarters. One of the biggest challenges Buffett faces is that the massive size of Berkshire Hathaway's portfolio limits his investable universe. We'll get the full-year update next month.

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Conglomerates Leveraging Shareholders Capital 246