The Motley Fool

SEPTEMBER 27, 2024

There's a problem with mutual funds and exchange-traded funds (ETFs) that doesn't bedevil a traditional company. Berkshire Hathaway is similar to a mutual fund If you were to describe Berkshire Hathaway's business, some might argue that it is an insurance company. has achieved such impressive success over time.

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The Motley Fool

OCTOBER 10, 2024

The easy way to describe Berkshire Hathaway is to call it a conglomerate. That's down from $350 billion at the end of 2023, because Warren Buffett has been selling stock in companies like Bank of America and Apple. It is more like a mutual fund that's run by a star manager. data by YCharts.

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The Motley Fool

OCTOBER 11, 2024

Iconic CEO Warren Buffett, often called the Oracle of Omaha, has been clear about the future prospects of the conglomerate he oversees. In many ways, it is probably best to think of the company as something akin to a mutual fund. There's no doubt about it, $995 billion market cap Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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The Motley Fool

SEPTEMBER 9, 2023

Only two of those mega-cap monster stocks have risen in each of the last five years (including so far in 2023). For example, two of the strongest performers so far in 2023 -- Nvidia and Tesla -- plunged by more than 50% last year. However, Warren Buffett was able to zig while most zagged during the bear market. How did Lilly do it?

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The Motley Fool

NOVEMBER 1, 2024

In the 2023 report, Buffett made a startling admission: "All in all, we have no possibility of eye-popping performance." At its core, Berkshire Hathaway is a giant, sprawling conglomerate. That makes Berkshire Hathaway something like a mutual fund. Image source: The Motley Fool. What is Berkshire Hathaway?

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Pension Pulse

FEBRUARY 16, 2024

Top Funds' Activity in Q4 2023 Alright, let's get into it. The conglomerate trimmed its holdings in Apple ( AAPL ) and HP ( HPE ) while adding to its stakes in oil giants Chevron ( CVX ) and Occidental Petroleum ( OXY ). What the latest batch showed is that many piled into tech names at the end of 2023.

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Pension Pulse

AUGUST 16, 2024

High profile investment funds including Stanley Druckenmiller’s Duquesne Family Office, David Tepper’s Appaloosa Management, Soros Capital and Lee Ainslie’s Maverick Capital all cut their stakes in Nvidia in the second quarter, the filings show. 13-f filings show. Druckenmiller’s $4.4 Berkshire revealed a new $6.7

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The Motley Fool

APRIL 12, 2024

At the end of 2023 Berkshire Hathaway had $33.6 While it is a single company, it is a conglomerate with its fingers in a vast array of businesses. In some ways, the stock is almost like a giant mutual fund. billion in cash and another $129.6 billion in short-term investments on its balance sheet.

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The Motley Fool

MAY 28, 2024

It was part of Darden Restaurants , which is a publicly traded conglomerate that owns Olive Garden and then went through a series of private equity owners until now where it is selling whole restaurants at auction, it has gone bankrupt. Enough about those, the final point I'll make is that the reported returns for mutual funds.

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The Motley Fool

APRIL 6, 2025

There's nothing about the individual businesses within the conglomerate that's all that difficult to wrap one's head around. As noted, Berkshire Hathaway is a conglomerate. Usually conglomerates have a few related businesses under one corporate umbrella. billion in 2023 to $47.44 billion in 2023 to $9 billion in 2024.

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The Motley Fool

MARCH 9, 2025

Shares of his Berkshire Hathaway regularly outperform the S&P 500 , achieving something only a handful of mutual fund managers ever even occasionally do. In addition to be being one of its longest-held positions, it's also the conglomerate's fourth-biggest holding, currently worth nearly $30 billion. The numbers: The U.S.

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The Motley Fool

APRIL 9, 2025

However, it is really a highly diversified conglomerate. In this way, Berkshire Hathaway is kind of like a mutual fund. It is hard to find attractively priced companies when the markets are frothy, a fact Buffett alluded to in his 2023 note to shareholders.

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The Motley Fool

DECEMBER 29, 2024

Some may then wonder why they should bother buying Berkshire stock when they can just get a mix of the overall stock market by owning index mutual funds or exchange-traded funds (ETFs). That has led to the company making very successful investments in five Japanese industrial conglomerates that aren't in any U.S.

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The Big Picture

APRIL 11, 2023

Even though, by the way, we’re recording this at the end of the first quarter in 2023, the stock has done very well this year. Ballpark, it’s doubled from its lows in 2023. This is a conglomerate in the 1970s. How do you look at the market overall in 2023? I remember Harold Geneen, who was CEO of ITT.

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The Motley Fool

JANUARY 22, 2025

Dylan Lewis: Bill, do you see an X-TikTok conglomerate like that? But in actuality, it's only 15% of the overall market in China, and their shipments dropped 17% in 2024 versus 2023. Seven out of 10 positions in actively managed mutual fund are no longer the same by December 31 from the first day of that year.

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