The Motley Fool

APRIL 19, 2024

You'll often find the Oracle of Omaha and his closest investment aides, Ted Weschler and Todd Combs, adding brand-name, time-tested companies to Berkshire's portfolio. But something else worth noting is just how important portfolio concentration has been to Berkshire Hathaway's long-term success. Berkshire Hathaway CEO Warren Buffett.

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Private Equity Insights

MARCH 10, 2025

Harvest Partners joined as a significant shareholder in 2020 after acquiring a stake from Vista and K1 Investment Management. If completed, the deal would mark a major exit for Vista and Harvest, highlighting the continued strength of the government technology sector in private equity portfolios. Can`t stop reading?

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Private Equity Firms Private Equity Firms Stakes Investment Banks 165

The Motley Fool

JULY 13, 2024

Buffett likes to buy stock in companies with steady growth, consistent profitability, solid management teams, and shareholder-friendly initiatives like dividend schemes and stock buyback programs. That said, at least six of the 47 stocks already in Berkshire's $410 billion portfolio of publicly traded securities now use AI in some capacity.

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Portfolios Conglomerates Banks Shareholders 246

The Motley Fool

JULY 7, 2024

He likes to invest in companies with steady growth, reliable profitability, strong management teams, and shareholder-friendly initiatives like dividend payments and stock buyback programs. billion portfolio of publicly traded securities. of the conglomerate's stock portfolio. holding company since 1965. Snowflake: 0.2%

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The Motley Fool

MARCH 8, 2024

But if there's one catalyst to Buffett's undeniable investing success that doesn't get nearly enough credit, it's his penchant for portfolio concentration. Based on closing values from March 1, 78% -- $290 billion -- of the $369 billion investment portfolio Warren Buffett oversees at Berkshire Hathaway was invested in only six stocks.

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Portfolios Investing Banks Stakes 264

The Motley Fool

JUNE 17, 2024

While this might sound like a well-diversified portfolio, that couldn't be further from the truth. Buffett and his top investment aides, Todd Combs and Ted Weschler, oversee a highly concentrated portfolio. billion) of the $388 billion portfolio Warren Buffett oversees at Berkshire Hathaway was invested in three magnificent stocks.

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

APRIL 16, 2024

Investors seeking passive income like to buy BDCs because these businesses don't have to pay income taxes as long as they return at least 90% of their earnings to shareholders as a dividend. Many fans of Elf Bar don't realize that the FDA banned flavored e-vapor products in 2020. per share, which works out to an 8.8%

Portfolios 246

Portfolios Hedge Funds Capital Business Development Companies 246

The Motley Fool

FEBRUARY 9, 2024

of Pershing Square's portfolio invested in two stocks: 17.4% That level of investment suggests Ackman has a great deal of confidence in the ability of these two companies to create shareholder value. A closer look at the fund in the September quarter shows that Ackman had 31.4% Housing stock across the U.S.

Portfolios 246

Portfolios Hedge Funds Investing Shareholders 246

The Motley Fool

MARCH 28, 2025

For instance, Buffett has been a continuous shareholder in beverage giant Coca-Cola for 36 years and credit-services provider American Express for 33 years. Since introducing 5G-capable iPhones during the latter-half of 2020, Apple has maintained a 50% or greater share of the domestic smartphone market. Image source: The Motley Fool.

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The Motley Fool

MARCH 10, 2024

of Berkshire's portfolio. Brand power In Berkshire Hathaway's most recent letter to shareholders, Buffett praised his longtime partner Charlie Munger for many things, including a key lesson he taught Buffett. In 2020, Oxy cut its dividend from $0.79 Combined with Apple, these six companies make up 78.4% per share per quarter.

Portfolios 246

Portfolios Banks Conglomerates Shareholders 246

The Motley Fool

APRIL 7, 2025

Buffett reminded attendees at Berkshire's annual meeting in 2020, "In my view, for most people, the best thing to do is to own the S&P 500 (SNPINDEX: ^GSPC) index fund." I don't think most people are in a position to pick single stocks," he told attendees at Berkshire's annual meeting in 2020.

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Funds Shareholders Stock Market Stock Market 130

The Motley Fool

NOVEMBER 14, 2024

The integrated oil and gas major continues to deliver solid results and return capital to shareholders through a combination of buybacks and dividends. And even during the collapse in 2020, WTI still averaged $39.16. billion in 2020. Chevron (NYSE: CVX) stock has rallied 5.5% Chevron is projected to pay around $11.8

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Debt Leveraging Shareholders Capital 246

The Motley Fool

OCTOBER 20, 2024

You could fill your portfolio with stocks that offer ultra-high yields upfront, but dividend yields generally rise because the market doesn't expect significant increases. Read on to see why investors want to add these stocks to their portfolios and hold them for at least a decade. annually since 2020. The stock offers a 3.4%

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Stakes Financing Finance Shareholders 246

Private Equity Wire

JANUARY 21, 2025

This group includes 33 CEOs and members of senior management from previous Ardian Expansion portfolio companies. As a pioneer in the concept of sharing value, Ardian distributes a portion of its capital gains to employees of its portfolio companies at exit.

Pension Funds 95

Pension Funds Funds Shareholders Capital 95

The Motley Fool

MARCH 22, 2024

But you might be surprised to learn that three of the 45 stocks Buffett and his investment team are currently holding in Berkshire Hathaway's $366 billion portfolio are cutting-edge artificial intelligence (AI) stocks. What's really drawn investors to Snowflake since it went public in September 2020 is its well defined competitive advantages.

Portfolios 246

Portfolios Investing Banks Assets 246

The Motley Fool

JUNE 24, 2024

A high-performing business can deliver share price appreciation, and in addition, shareholders get regular distributions. While most dividend-paying companies make those payouts quarterly, some distribute cash to shareholders every month. For many investors, stocks that pay dividends represent the best of both worlds.

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Shareholders Education Portfolios Accounting 246

The Motley Fool

OCTOBER 6, 2024

Although it is up significantly from its 2020 lows, high interest rates seem to have derailed a potential recovery. True to this name, it has paid shareholders a dividend every month since initiating a payout in 1994, increasing the dividend at least once per year since inception. billion, or $2.12 O data by YCharts.

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The Motley Fool

MAY 4, 2024

Buffett shared his expectations for one such company in his most recent letter to shareholders. The one stock Buffett says should do better than average Buffett manages a $376 billion portfolio of equities with the help of Berkshire's other investment managers, Ted Weschler and Todd Combs. Image source: The Motley Fool.

Shareholders 246

Shareholders Banks Stakes Capital 246

The Motley Fool

NOVEMBER 4, 2024

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. Our innovative companion animal portfolio grew 15% operationally, while livestock grew 11% on an operational basis. In 2020, we pioneered the U.S.

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Leveraging Portfolios Accounting Investors 246

The Motley Fool

OCTOBER 19, 2024

He and his team manage a portfolio of publicly traded stocks and securities worth $318 billion, in addition to $277 billion in cash and numerous private wholly owned subsidiaries. Berkshire also sold its entire $800 million position in data specialist Snowflake (NYSE: SNOW) , which it had held since 2020. since 1965.

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Exchange-Traded Funds Conglomerates Shareholders Public Companies 246

The Motley Fool

OCTOBER 7, 2024

This dividend-paying ETF can help you boost your passive income When you're rewarded with a steady stream of cash payments from your portfolio, the benefits of investing are made clear. This low-cost fund tracks an index comprised of financially sound businesses with proven histories of sustaining their dividend payments to shareholders.

Exchange-Traded Funds 246

Exchange-Traded Funds Shareholders Debt Stakes 246

The Motley Fool

NOVEMBER 11, 2024

Since spinning off from pharmaceutical juggernaut Pfizer in 2012, the company has grown its shareholders' initial investment by some sixfold, equating to an annualized total return of 17% over 12 years. ZTS Revenue (Quarterly YoY Growth) data by YCharts. Consider when Nvidia made this list on April 15, 2005.

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Shareholders Returns Return On Investment Capital 246

Private Equity Wire

FEBRUARY 7, 2025

Mitsubishi Chemical has agreed to sell its pharmaceutical subsidiary, Mitsubishi Tanabe Pharma, to US private equity firm Bain Capital in a deal valued at JPY510bn ($3.36bn) as part of a broader effort to streamline its portfolio.

Mergers and Acquisitions 84

Mergers and Acquisitions Private Equity Firms Private Equity Firms Buyout 84

The Motley Fool

SEPTEMBER 22, 2024

Costco (NASDAQ: COST) shareholders have had an incredible run. annually), Costco occasionally pays out a special dividend to shareholders. The company's last special dividend was $15, paid out to shareholders in one fell swoop on Jan. Shares are up 60% over the last year and 208% over the past five. 12 of this year.

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Investors Shareholders Debt Returns 246

The Motley Fool

MAY 4, 2024

Moreover, the S&P 500 stock bills itself as the "monthly dividend company" since shareholders receive 12 payouts per year. Despite that benefit, the stock is down 35% from its 2020 high. Realty Income's stock performance As previously mentioned, the company's stock is down 35% from the 2020 high. In 2023, revenue of $4.1

Depreciation 246

Depreciation Taxes Shareholders Portfolios 246

The Motley Fool

SEPTEMBER 9, 2024

BDCs have an unusual corporate structure in that 90% of taxable income is distributed to shareholders on an annual basis. The notable exception was a brief cut to the supplemental dividend in early 2020 at the beginning of the COVID-19 pandemic (seen in the grey-shaded column). Well, not exactly. HTGC Dividend data by YCharts.

Mergers and Acquisitions 246

Mergers and Acquisitions Venture Capital Debt Business Development Companies 246

The Motley Fool

MAY 12, 2024

All told, he sold nearly $20 billion worth of stocks from Berkshire's portfolio, and he bought less than $3 billion. Apple remains Berkshire Hathaway's largest equity position by far, representing around 40% of the portfolio. Buffett also sold shares of Apple in 2019 and 2020 for tax purposes. So, why did Buffett sell?

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Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

AUGUST 29, 2024

Amid that optimism, it debuted in late 2020 at $68 per share but rose to $145 per share on the first day. Initiating trading in December 2020 allowed it to not be affected by the most severe of the lockdowns. Why has Airbnb stock underperformed? Determining why Airbnb stock has underperformed probably comes down to a few factors.

Investors 245

Investors Taxes Shareholders Returns 245

The Motley Fool

JULY 13, 2024

Buffett began buying the oil and gas giant in the fourth quarter of 2020 when the energy industry was on the ropes due to the COVID-19 pandemic. I predict the oil producer will become a bigger part of Buffett's portfolio. Buffett noted in the shareholder letter that he isn't interested in fully owning Occidental. of Occidental.

Conglomerates 243

Conglomerates Stakes Shareholders Portfolios 243

The Motley Fool

SEPTEMBER 9, 2024

billion in 2020 and investing $550 million in Celsius Holdings in 2022. That is a significant improvement from its annual net sales low of $33 billion in 2020, and just 3% off its annual net sales high of $48 billion in 2012. Is Coca-Cola or PepsiCo more shareholder-friendly? billion over the trailing 12 months.

Debt 246

Debt Taxes Shareholders Capital 246

The Motley Fool

APRIL 19, 2024

Energy Transfer let investors down, again Energy Transfer cut its dividend in half in 2020 during the deep energy-sector downturn that was caused by the coronavirus pandemic. But most investors will likely be better off picking a different midstream option for their portfolios. yield from Enbridge (NYSE: ENB) are both rock solid.

Assets 246

Assets Debt Shareholders Portfolios 246

The Motley Fool

MAY 19, 2024

Total returns account for actions that can affect shareholder profits -- like dividends and spinoffs -- but that aren't necessarily reflected accurately in the stock price. When including dividends in Energy Transfer's total returns, shares produced an 882% profit for shareholders since 2006.

Shareholders 246

Shareholders Returns Assets Accounting 246

The Motley Fool

SEPTEMBER 22, 2024

With the Federal Reserve finally cutting interest rates, it's the perfect time to add some dividend stocks to your portfolio that have the potential to generate big returns in the coming years. A large portion of those stable earnings and cash flows goes to its shareholders. BIP data by YCharts.

Shareholders 245

Shareholders Assets Debt Returns 245

The Motley Fool

AUGUST 21, 2024

But allow me to explain how Buffett thinks about investing and why it consequently makes perfect sense for him to swap out Snowflake for Ulta Beauty in Berkshire's portfolio now. This leaves ample cash for rewarding shareholders. This situation leaves most of Ulta Beauty's profits for shareholders.

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Initial Public Offering Conglomerates Shareholders Capital 246

The Motley Fool

APRIL 27, 2024

In December, its portfolio of AI stocks surpassed the $100 million threshold, requiring it to file form 13-F with the SEC disclosing all of its holdings. Nvidia's portfolio isn't very broad, containing just five stocks, and 97% of the portfolio is concentrated in just two holdings. Image source: Nvidia.

Stakes 246

Stakes Shareholders Portfolios Capital 246

The Motley Fool

MARCH 14, 2025

In this podcast, Motley Fool analyst David Meier and host Mary Long discuss: What's changed and stayed the same since March 2020. 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. That is down.

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Companies Shareholders Stock Market Stock Market 130

The Motley Fool

AUGUST 15, 2024

didn't make a lot of portfolio moves in the second quarter, but one of the few tweaks it did make was to dramatically ramp up its stake in the satellite radio provider. We don't know Buffett's rationale for ramping up his stake in one of this year's more disappointing performers in Berkshire Hathaway's stock portfolio.

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Stakes Shareholders Leveraging Portfolios 245