The Motley Fool

JUNE 9, 2024

He's known for investing in companies with the goal of unlocking value for himself and other shareholders. A quick look at Southwest Gas and Icahn Enterprises Icahn Enterprises owns or effectively owns some companies, meaning it has total control of the entities. And, as a large shareholder, he pushes for those changes.

Initial Public Offering 244

Initial Public Offering Stakes Shareholders Public Companies 244

The Motley Fool

AUGUST 5, 2024

Since taking the reins as CEO in 1965, the aptly dubbed "Oracle of Omaha" has overseen a nearly 5,200,000% cumulative return for Berkshire's Class A shareholders (BRK.A). During Berkshire's most recent annual shareholder meeting, Buffett opined that corporate tax rates were liable to climb in the future. billion Q1 2023: $10.41

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

SEPTEMBER 9, 2024

In 2022 and 2023, the Federal Reserve hiked interest rates 11 times in an effort to stifle abnormally high levels of inflation. has materially cooled from its high points during the summer of 2022. BDCs have an unusual corporate structure in that 90% of taxable income is distributed to shareholders on an annual basis.

Mergers and Acquisitions 246

Mergers and Acquisitions Venture Capital Debt Business Development Companies 246

The Motley Fool

MAY 2, 2024

According to the report's findings, dividend-paying companies delivered an average annual return of 9.17% over a half-century (1973-2023), while being 6% less volatile than the benchmark S&P 500. The REIT has made 646 consecutive monthly dividend payments to its shareholders and increased its distribution in each of the past 106 quarters.

Debt 243

Debt Exchange-Traded Funds Public Companies Capital 243

Private Equity Insights

JUNE 29, 2023

Founded in 2002, Qualtrics provides software that helps companies gather data and measure how their customers experience their products. Shareholders have been offered $18.15 Often, any such deal to take a public company private would require the go-ahead from a multitude of investors. based subsidiary SAP America Inc.

Private Equity Firms 200

Private Equity Firms Private Equity Firms Bidding Public Companies 200

The Motley Fool

NOVEMBER 4, 2024

1, 2022 through Sept. When Berkshire Hathaway holds a greater than 10% stake in a public company, it's required to file Form 4 with the SEC within two business days of each buy or sale transaction. By steadily reducing his company's outstanding share count, Buffett is incrementally increasing the ownership stake of shareholders.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

JANUARY 15, 2024

To address this, the company's AI is compiling factors that point to possible party animals, to stop them from booking beforehand. In November, Airbnb made its first acquisition as a public company: GamePlanner.AI. These exclusive brands accounted for 14% of sales in 2022 -- the last full-year update on this from management.

Portfolios 246

Portfolios Shareholders Public Companies Prospects 246

The Motley Fool

MARCH 2, 2024

Investors look forward to Warren Buffett's annual shareholder letter, and in the 2023 version, released on Feb. shareholder whom Buffett described as understanding "many accounting terms, but. Metric 2021 2022 2023 Net income (loss) $89.9 24, he didn't disappoint. She's a longtime Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Investors 246

Investors Shareholders Amortization Earnings Before Interest 246

The Motley Fool

DECEMBER 4, 2023

Because Realty is structured as a real estate investment trust (REIT), it is obligated to pay 90% of its taxable income to its shareholders as dividends. Since its inception as a company, more than $800 billion has been transacted on its platform. The three largest are grocery stores, convenience stores, and dollar stores.

Public Companies 244

Public Companies Shareholders Returns Investors 244

The Motley Fool

MARCH 2, 2024

Indeed, the upstart coffee chain faces heavy competition, and its stock price has shown few signs of recovery from the 2022 bear market. Also, when considering three of the companies' attributes, investors could take more of an interest. Valuation Furthermore, share prices have not recovered from the 2022 bear market.

Debt 243

Debt Public Companies Shareholders Funds 243

The Motley Fool

AUGUST 15, 2023

Tencent can still dance Tencent's success puts it in league with the biggest companies in the world. billion) in net profit in 2022. Despite its size, there are reasons to think that the tech company can continue to grow for many years. For perspective, it generated 555 billion yuan ($79.6 billion on WeChat.

Investing 246

Investing Conglomerates Leveraging Prospects 246

The Motley Fool

SEPTEMBER 6, 2024

While "years" tends to be the typical holding period for a stock in Berkshire's portfolio, Warren Buffett's latest annual letter to shareholders outlined eight stocks that were dubbed "indefinite" holdings. The Oracle of Omaha and his team began purchasing shares of Occidental in the first quarter of 2022. 3: Occidental Petroleum, $14.5

Portfolios 246

Portfolios Investing Stakes Banks 246

The Motley Fool

OCTOBER 28, 2024

Specifically, Buffett and his team have sold more than 515 million shares of Apple and reduced their company's position to an even 400 million shares. He believes shareholders will, in hindsight, value Berkshire Hathaway locking in sizable gains at a lower tax rate.

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

DECEMBER 28, 2023

Realty Income (NYSE: O) is a real estate investment trust ( REIT ), which means it has to pay out at least 90% of its taxable income as a dividend to its shareholders. The REIT takes this very seriously and even refers to itself as "The Monthly Dividend Company." Fortunately, this can be done without owning any actual real estate.

Public Companies 246

Public Companies Shareholders Returns Portfolios 246

The Motley Fool

JUNE 24, 2024

Nvidia has generally performed poorly following stock splits Nvidia has completed six stock splits as a public company. The S&P 500 tumbled 25% between January 2022 and October 2022. Even more worrisome, Nvidia has consistently lost momentum following previous stock splits. Here's what happened the last five times.

Banks 234

Banks Depreciation Education Public Companies 234

The Motley Fool

MARCH 2, 2024

"Over time, it takes just a few winners to work wonders." -- Warren Buffett, from the 2022 Berkshire Hathaway letter to shareholders One big winner can make a fortune. Let's face it: No company or stock has ridden the AI wave better or to greater heights than Nvidia. No one knows this better than the Oracle of Omaha.

Public Companies 246

Public Companies Shareholders Returns Companies 246

The Motley Fool

JUNE 15, 2024

The stock surged 225% during the past year and 850% since November 2022, when the launch of ChatGPT sparked the artificial intelligence (AI) gold rush. However, stock splits have historically been bad news for Nvidia shareholders. The company's value has declined by an average of 23% during the 12-month period following past splits.

Shareholders 243

Shareholders Public Companies Returns Investors 243

The Motley Fool

OCTOBER 21, 2024

Englander's Millennium dumped more than half its stake in Palantir over three months Palantir has been a continuous holding in Millennium Management's mammoth portfolio since it became a public company in September 2020. The final piece of the puzzle for Millennium's investment team was, likely, Coca-Cola's valuation.

Stakes 246

Stakes Hedge Funds Public Companies Asset Management 246

The Motley Fool

MAY 24, 2024

If you'd invested $1,000 in Amazon stock at the time of its initial public offering (IPO), you'd have almost $1.9 As you can see in the chart, that includes a major downturn in 2022, in addition to other bumps along the road. million today. AMZN data by YCharts. What's happening today? million today.

Initial Public Offering 245

Initial Public Offering Leveraging Public Companies Shareholders 245

The Motley Fool

AUGUST 10, 2023

Palantir: The original AI expert Palantir (NYSE: PLTR) is coming up on its third year as a public company. Its success was born of the ability to gather siloed data from various private and public databases and run the information through AI algorithms to track terrorists. Image source: Getty Images.

Public Companies 242

Public Companies Capital Debt Finance 242

The Motley Fool

JANUARY 24, 2024

For instance, enthusiasm for all things AI helped the " Magnificent Seven " stocks provide outsize returns for shareholders and contributed to the Nasdaq Composite 's jaw-dropping 43% return in 2023. However, Wall Street was somewhat skeptical of the company due to its heavy reliance on government contracts.

Companies 245

Companies Prospects Initial Public Offering Exchange-Traded Funds 245

The Motley Fool

OCTOBER 23, 2024

1, 2022 through June 30, 2024), Buffett and his top investing aides, Todd Combs and Ted Weschler, have sold close to $132 billion more in stocks than they've purchased. During Berkshire Hathaway's annual shareholder meeting in early May, he opined that the corporate tax rate would likely climb in the future. 1 position.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Legal Taxes 246

The Motley Fool

AUGUST 20, 2023

Given the hype in the stock market during 2021 and the first half of 2022 it is not entirely surprising to see that the bulk of historical revenue stemmed from transaction fees. This marked the first time as a public company that Robinhood was net income positive. Image source: Robinhood Q2 2023 investor presentation.

Banks 246

Banks Public Companies Stock Market Stock Market 246

The Motley Fool

MARCH 19, 2024

Following a challenging year in 2022, which saw all three major stock indexes plunge into respective bear markets, the ageless Dow Jones Industrial Average , benchmark S&P 500 , and innovation-driven Nasdaq Composite have all launched to new all-time highs in 2024. In case you haven't noticed, the bulls are running wild on Wall Street.

Companies 237

Companies Public Companies Stakes Accounting 237

The Motley Fool

JUNE 19, 2023

During the fourth quarter of 2022, Berkshire Hathaway's operating results showed $14.6 It was a similar story in the first quarter of 2023, where Buffett's company sold a net of $10.4 For instance, purchasing shares of gaming company Activision Blizzard (NASDAQ: ATVI) was done to take advantage of a short-term arbitrage opportunity.

Banks 246

Banks Public Companies Stakes Capital 246

The Motley Fool

APRIL 27, 2024

Since bottoming out in 2022, the S&P 500 index has rocketed to new highs. He focuses on investments in solid companies that he believes will grow in value over many years. But none of these obstacles impact Apple's ability to deliver growth and reward shareholders over the long term.

Conglomerates 246

Conglomerates Public Companies Stakes Shareholders 246

The Motley Fool

JANUARY 27, 2024

Coupang has only been a public company for approximately two years, but the results over that time have been impressive. Revenue growth, after slowing during 2022, has rebounded and accelerated in each of the last three reported quarters. 30, 2023), the company's most recently reported quarter. billion $2.7 billion $3.7

Public Companies 188

Public Companies Shareholders Funds Stock Market 188

The Motley Fool

JUNE 21, 2023

With the S&P 500 and Nasdaq Composite still off their peaks, the market for initial public offerings has been rather quiet in 2022 and throughout 2023. But this all changed recently when Cava Group (NYSE: CAVA) went public on June 15. Even if the upside might be sizable, owning newly public companies is a risky endeavor.

Initial Public Offering 188

Initial Public Offering Public Companies Shareholders Investors 188

The Motley Fool

JANUARY 6, 2024

Apple (NASDAQ: AAPL) has been the world's most valuable public company since 2011 when it had a market capitalization of just under $340 billion. However, I believe Apple is well-positioned to continue returning good shareholder value. Fast forward to today, and Apple's market cap is just under $3 trillion.

Public Companies 240

Public Companies Stakes Shareholders Returns 240

The Motley Fool

JANUARY 15, 2025

The Nasdaq-100 , which is comprised of 100 of the largest non-financial public companies listed on the Nasdaq stock exchange, gained 25% last year and 92%, in aggregate, over the two-year period between the start of 2023 and end of 2024. and Discovery in April 2022, the company has generated $2.66 Warner Bros.

Mergers and Acquisitions 246

Mergers and Acquisitions Debt Stock Exchanges Shareholders 246

The Motley Fool

AUGUST 15, 2023

Since its debut on the New York Stock Exchange in late 2020, Palantir stock has been no stranger to the highs and lows of public company scrutiny. Following its initial public offering, famed tech investor Cathie Wood accumulated a large position, which in part helped fuel a buzz around the company and sent its stock soaring.

Companies 246

Companies Initial Public Offering New York Stock Exchange Prospects 246

The Motley Fool

APRIL 22, 2024

While the company has amassed a healthy cash pile to navigate a turbulent market for electric vehicles (EVs), and it's driven its first-mover advantages to four consecutive years of generally accepted accounting principles ( GAAP ) profit, Tesla is a shell of what it was once advertised to be. 30, 2022 and Dec. Between Sept.

Initial Public Offering 246

Initial Public Offering Taxes Shareholders Accounting 246

The Motley Fool

JANUARY 20, 2024

Last year proved to be a good year for many tech stocks, with many reversing course from the drops they experienced in 2022. It's a company I'd feel comfortable holding on to for the long haul. Microsoft was arguably the first tech company powerhouse, and recent developments have the company back at the forefront of market dominance.

Initial Public Offering 246

Initial Public Offering Public Companies Shareholders Returns 246

The Motley Fool

AUGUST 1, 2024

This outperformance isn't a surprise when you consider that companies doling out a regular dividend are usually profitable on a recurring basis, time-tested, and capable of providing transparent long-term growth outlooks. Ford also has a healthy balance sheet that should allow it to return plenty of capital to its shareholders.

Liabilities 245

Liabilities Debt Leveraging Public Companies 245

The Motley Fool

DECEMBER 13, 2023

Companies that pay a regular dividend to their shareholders are usually profitable and time-tested. What's more, income stocks have a history of running circles around public companies that don't offer a payout in the return department. Every single share of common stock has been purchased since the start of 2022.

Banks 246

Banks Assets Public Companies Financial Services 246

The Motley Fool

AUGUST 18, 2024

1, 2022 and June 30, 2024. Shares could easily have been scooped up during the June-ended quarter for less than 8 times forward-year earnings -- a level Sirius XM hasn't traded at in its 30 years as a public company. The cherry on top is the company's 3.7% Altogether, Berkshire's brightest investment minds have sold $131.6

Stakes 246

Stakes Legal Banks Stock Exchanges 246

The Motley Fool

AUGUST 25, 2023

He's overseen a greater-than 4,300,000% aggregate gain in his company's class A shares (BRK.A), as of the closing bell on Aug. 31, 2022), based on annualized total return, since becoming CEO. 18, 2023, and has doubled-up the broad-based S&P 500 (as of Dec. With Apple (NASDAQ: AAPL) doling out $0.96

Banks 246

Banks Debt Shareholders Public Companies 246