The Motley Fool

AUGUST 25, 2023

Warren Buffett's masterpiece is a well-diversified conglomerate that should continue to generate solid returns for its shareowners long after the legendary investor retires. Berkshire possesses an unrivaled collection of cash-producing assets, including more than 60 operating subsidiaries. and Walt Disney wasn't one of them!

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The Motley Fool

JULY 18, 2024

Enter Tier 1 dividend stocks: equities from companies that have demonstrated an unwavering dedication to shareholder rewards through consistent distributions and dividend increases. The must-own passive income generator Healthcare conglomerate Johnson & Johnson (NYSE: JNJ) stands out as an exemplary Tier 1 dividend stock.

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The Motley Fool

MAY 12, 2024

With a market cap of about $877 billion, there are only so many investments that can move the needle for the conglomerate. And that rate was 35% not that long ago, and it's been 52% in the past," he told the audience in Omaha at the Berkshire Hathaway shareholder meeting. "I Buffett's biggest purchase, by far, was not a stock.

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Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

OCTOBER 5, 2024

In his 2021 letter to Berkshire Hathaway shareholders, he wrote that he prefers to have 100% of his money invested in equities. At the time he wrote that letter, Berkshire's cash position totaled $144 billion with roughly 80% of its assets invested in businesses. It's by far the largest cash position for the conglomerate ever.

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The Motley Fool

AUGUST 18, 2024

Note, though, that the Japanese conglomerate trades via two over-the-counter stocks. Berkshire owns stakes in five Japanese conglomerates. Buffett wrote to Berkshire Hathaway shareholders earlier this year that he expects to own Mitsui (as well as the other four Japanese stocks) "indefinitely."

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Conglomerates Banks Stakes Shareholders 189

The Motley Fool

AUGUST 21, 2024

With more than $225 billion in assets and nearly $60 billion worth of premiums collected every year it's not only able to ride out the occasional storm, but it's physically present in most markets all over the planet. In time, a corporation's or conglomerate's value always shines through. Chubb is no exception.

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Conglomerates Prospects Debt Shareholders 246

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. The conglomerate's portfolio owns dozens of stocks but also features two ETFs. He said his will instructs that 90% of the cash inherited by his family be invested in an S&P 500 index fund.

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Hedge Funds Exchange-Traded Funds Conglomerates Stock Exchanges 246

The Motley Fool

AUGUST 28, 2023

The industrial conglomerate has had to deal with a large number of legal issues recently, but reports suggested that 3M might be closer to putting another major problem behind it. It's never good news for companies to pay for doing harm, but most 3M shareholders had expected far worse. For Creative Planning, the news is a boon.

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High Net Worth Individuals Legal Conglomerates Assets 246

The Motley Fool

DECEMBER 4, 2023

The diversified conglomerate's share purchases occurred only a few months after T-Mobile completed its merger with Sprint, a move that made it one of the largest wireless carriers in the United States. Second, T-Mobile has been steadily buying back shares in recent quarters, which is a positive development for shareholders.

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The Motley Fool

DECEMBER 15, 2023

The conglomerate still holds a substantial stake in HP, but it wouldn't be a surprise if Buffett continued cutting its position. That said, management plans to return 100% of its free cash flow to shareholders in 2024 after a paltry amount of share repurchases in 2023. The conglomerate's balance sheet showed another $30.8

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Securities and Exchange Commission (SEC) Conglomerates Stakes Banks 246

The Motley Fool

DECEMBER 21, 2023

First purchased by Berkshire in 2016, Apple is now the conglomerate's largest publicly held stock, making up 50% of its $313 billion investment portfolio. Not only that, but Apple makes up a much smaller portion of Berkshire Hathaway's total assets. So, with that perspective, Apple stock is only 15% of Berkshire's total assets.

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The Motley Fool

FEBRUARY 6, 2024

shareholders, you'll find Buffett discussing mistake after mistake, year after year. That makes his annual letter to shareholders a must-read for just about anyone who wants to learn to be a better investor or even a better decision-maker. And it couldn't have worked out better for Berkshire Hathaway shareholders.

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Shareholders Conglomerates Buyout Prospects 130

The Motley Fool

SEPTEMBER 4, 2024

It will soon start to generate cash instead of just burning it As wise investors know, while it can sometimes be sufficient to make returns by carefully managing a hoard of cash, it's usually a much more attractive proposition for shareholders when a company can bring in cash from its operations. Here's why.

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Conglomerates Shareholders Stakes Assets 243

The Motley Fool

SEPTEMBER 16, 2024

for shareholders. It wouldn't make sense to sell an asset well below its value to save on taxes. While Buffett suggested he's fine with holding hundreds of billions in Treasuries right now regardless of yield during Berkshire's shareholder meeting earlier this year, he may find alternatives more attractive as rates come down.

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The Motley Fool

AUGUST 27, 2024

Over the last century, Wall Street has sat on a pedestal above all other asset classes. Wall Street has no shortage of amazing dividend stocks to choose from Although well over 1,000 stocks currently pay a dividend to their shareholders, no two income stocks are alike. That's not something for shareholders to complain about.

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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. The other is assets under management (AUM). billion, while its position in SPY was worth under $17.5

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Exchange-Traded Funds Conglomerates Taxes Shareholders 246

The Motley Fool

SEPTEMBER 8, 2024

However, the conglomerate did make a few stock buys in the second quarter. The new assets will help boost free-cash-flow generation and should help Occidental Petroleum consolidate its position in the United States. A lot of the proceeds of that Apple stock sale are now sitting in cash and U.S. Occidental Petroleum: Betting on U.S.

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Securities and Exchange Commission (SEC) Stakes Conglomerates Shareholders 246

The Motley Fool

AUGUST 27, 2023

The good news is that Disney has shown steady improvement over the last several quarters, which gives some hope to shareholders that the worst is behind the company. Boston Omaha Much like Disney and Target, conglomerate holding company Boston Omaha (NYSE: BOC) has seen its stock fall on hard times. million $10.8 million $8.7

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The Motley Fool

SEPTEMBER 10, 2024

I'd argue that the brand is a key asset. Another reason to buy the stock is because Warren Buffett-led Berkshire Hathaway is a huge shareholder, owning 11.4% This is even after the Oracle of Omaha's conglomerate trimmed its position. This gives me confidence to say that Bank of America is not going to be disrupted anytime soon.

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Banks Conglomerates Financial Services Shareholders 244

The Motley Fool

JULY 27, 2024

Both operate in the e-commerce sector, focus on customer satisfaction, and deliver remarkable returns to shareholders. 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.

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Conglomerates Prospects Assets Taxes 245

The Motley Fool

SEPTEMBER 7, 2024

The conglomerate is planning to execute a partial spinoff of this segment, officially known as Sony Financial Group, Inc. When the spinoff happens, Sony will grant shareholders dividends in kind, which in this case means you'll get shares in the new company in exchange for some portion of the Sony stock you own. SFGI), in October 2025.

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Financial Services Conglomerates Venture Capital Shareholders 225

The Motley Fool

MAY 4, 2024

investors flocked to Omaha this past week for the annual tradition of listening to Warren Buffett muse over the conglomerate's business, financial markets, and over 93 years of wisdom on life. Another asset Berkshire loves is cash. Tens of thousands of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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Taxes Conglomerates Education Banks 246

The Motley Fool

NOVEMBER 29, 2023

CEO Warren Buffett has brought to the table for his company's long-term shareholders. Warren Buffett's "secret" portfolio has nearly $610 million of invested assets Roughly two weeks ago, on Nov. Today, New England Asset Management oversees nearly $610 million of invested assets. of nearly 20%.

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Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 242

The Motley Fool

AUGUST 5, 2023

While that's enough to make it the second-biggest stock in the conglomerate's portfolio, it owns a lot more of another asset -- U.S. On the same page Buffett wrote to Berkshire Hathaway shareholders in 2022 that his "favored status" is to be 100% invested in equities. Treasuries. Treasury bills.

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Conglomerates Banks Debt Stakes 246

The Motley Fool

MARCH 23, 2024

Last year, he told Berkshire Hathaway shareholders at their annual meeting that Apple was "a better business than any we own." It's by far the biggest position for Berkshire, accounting for nearly 43% of the conglomerate's portfolio. There are only two Magnificent Seven stocks that Tepper doesn't own -- Apple and Tesla. Actually, no.

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Hedge Funds Conglomerates Asset Management Stakes 246

The Motley Fool

SEPTEMBER 11, 2023

Berkshire Hathaway's portfolio has stakes in a number of big-time dividend stocks, including energy company Chevron (NYSE: CVX) , healthcare conglomerate Johnson & Johnson (NYSE: JNJ) , and money-center bank Citigroup (NYSE: C). Oil stocks are known for returning a lot of capital to their shareholders via dividends and buybacks.

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Conglomerates Stakes Banks Shareholders 246

The Motley Fool

FEBRUARY 12, 2024

Management plans to divest non-core assets to accelerate the paydown of that debt. He called her "an extraordinary manager" at Berkshire's 2023 Shareholder meeting in May. Occidental's big investments in the Permian Basin have put pressure on its balance sheet. The company now holds a significant amount of debt.

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Conglomerates Enterprise Values Debt Amortization 240

Private Equity Insights

MAY 10, 2024

Toshiba Corp is considering a $20 billion offer from private equity firm CVC Capital Partners to take it private, a person familiar with the matter said, as the Japanese industrial conglomerate faces pressure from activist shareholders to improve governance. It would also be CVC’s biggest foray into the region so far.

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Private Equity Firms Private Equity Firms Conglomerates Buyout 147

The Motley Fool

SEPTEMBER 18, 2023

After all, when a company goes public, existing shareholders are cashing out, meaning both the company and its investment bankers have incentives to market the company to public shareholders -- that means you! -- at a high price. That means public shareholders will have little say in how Arm is governed.

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Initial Public Offering Stakes Conglomerates Shareholders 245

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. The deal would be for premium of 32% for shareholders based on when the deal was brought up at the end of November, stock has been battered around for a bit. But Macy's is a retailer.

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The Motley Fool

SEPTEMBER 1, 2024

Here are some of the fund's biggest holdings, along with the percentages of its assets they comprise: Lockheed Martin , 4.46% AbbVie , 4.43% Home Depot , 4.21% BlackRock , 4.16% Coca-Cola , 4.12% These industry leaders have long histories of rewarding their shareholders with steadily growing cash dividends.

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Exchange-Traded Funds Conglomerates Banks Funds 184

The Motley Fool

DECEMBER 2, 2023

In the meantime, it's using its AI innovations to drive real revenue results for its shareholders by incorporating its technology throughout its products. It'll give you exposure to the AI megatrend for a small fee of just 0.45% of assets -- its expense ratio. Meta Platforms , for example, is one of the biggest AI innovators.

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Exchange-Traded Funds Conglomerates Stakes Funds 246

The Motley Fool

AUGUST 6, 2023

This is a massive conglomerate that spans the insurance, energy, and transportation sectors, among other things. It's the long-term growth of the business that has created so much wealth for Buffett and his long-term shareholders. For example, the company recently bought midstream energy assets from Dominion Energy.

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Investing Conglomerates Stakes Debt 235

The Motley Fool

JUNE 10, 2024

However, Buffett's favorite stock to buy for Berkshire shareholders has already doubled since (after a pause) he began buying shares of it again in 2018. Not a single quarter has gone by since mid-2018 where he didn't reduce the conglomerate's outstanding share count. Buffett aims to grow the wealth of all Berkshire shareholders.

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Conglomerates Shareholders Banks Stakes 130

The Motley Fool

FEBRUARY 3, 2024

The company has grown from its flagship soda product in the late 1800s to a beverage conglomerate with an unmatched global distribution network that will continue to quench the world's thirst. The conglomerate owns dozens of brands, selling products worldwide to an estimated 5 billion worldwide consumers. The stock yields 2% today.

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Conglomerates Leveraging Shareholders Assets 189

The Motley Fool

JUNE 4, 2024

The conglomerate's portfolio has substantially outperformed the benchmark S&P 500 since Buffett became CEO in 1965. According to this theory, spreading investments across various assets reduces risk, thereby increasing the probability of generating positive annual returns. of the conglomerate's stock investments.

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Conglomerates Banks Legal Financing 130

The Motley Fool

JULY 17, 2024

The company has done a masterful job of betting on its best brands and avoiding investing too heavily in new brands or making ineffective acquisitions -- choosing instead to pass along its profits to shareholders through buybacks and dividends. It is also one of the longest-tenured Dividend Kings, with 68 consecutive years of dividend raises.

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