The Motley Fool

OCTOBER 21, 2024

Every quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission. While Berkshire Hathaway CEO Warren Buffett is easily the most-watched of all asset managers , other billionaire investors have garnered quite the following.

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The Motley Fool

APRIL 23, 2024

Despite its CRE portfolio having representation in 86 industries, the company's foundation is laid on industries that are insulated from economic hiccups. Realty Income's management team also deserves credit for continuing to diversify its CRE asset portfolio beyond retail. billion of Annaly's $74.3 billion portfolio.

Banks 242

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The Motley Fool

SEPTEMBER 6, 2024

He's also a big fan of concentrating his company's invested assets in his best ideas. billion) of Berkshire Hathaway's invested assets. This is a testament to its lengthy history as a public company, as well as its ability to connect with mature and young audiences through a combination of brand ambassadors and digital media.

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The Motley Fool

FEBRUARY 21, 2025

The Power of AI-Assisted Investment Scores The Moneyball database leverages artificial intelligence and expert analysis to evaluate companies across multiple dimensions, providing data-driven insights for investors across thousands of public companies. Where to invest $1,000 right now? T-Mobile's ROUNTA of 24.7%

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The Motley Fool

JUNE 23, 2023

Morgan Asset Management, a division of money-center bank JPMorgan Chase , released a study that compared the performance of publicly traded companies that initiated and grew their payouts between 1972 and 2012 to public companies that didn't offer a payout over the same timeline. In 2013, J.P.

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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. One of the best aspects of putting your money to work on Wall Street is there are thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from. Stanley Black & Decker.

Companies 243

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The Motley Fool

FEBRUARY 9, 2024

Shift toward safer assets So your goal was to have a $2 million IRA in time for retirement, and lo and behold, you've gotten there with a couple of years to spare. But now, it's time to shift away from riskier assets, like stocks, and load up more of your portfolio with assets that are known to be more stable, like bonds.

Taxes 237

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The Motley Fool

SEPTEMBER 3, 2024

Michael Saylor is the Executive Chairman at MicroStrategy (NASDAQ: MSTR) , a company that specializes in business intelligence software. However, MicroStrategy is better known as the first public company to adopt Bitcoin (CRYPTO: BTC) as its primary treasury reserve asset, and it recently rebranded itself as a "Bitcoin development company."

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The Motley Fool

OCTOBER 28, 2024

of invested assets) For years, tech goliath Apple (NASDAQ: AAPL) has sat atop the pedestal as the largest holding in the portfolio Warren Buffett oversees at Berkshire -- but there have been significant changes since October 2023. This is also a good time to mention that Apple sports the largest capital-return program among public companies.

Portfolios 246

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The Motley Fool

FEBRUARY 4, 2024

Apple's Augmented Reality Kit (ARKit) is also a leading platform for digital assets, and it's built into hundreds of millions of devices. The Meta Quest 3 is Meta Platforms' latest virtual reality headset built to interact with metaverse assets the company is creating.

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The Motley Fool

MARCH 14, 2025

One of the most compelling things about this company, in my mind, is their horde of real estate assets. Does it make sense to think of Vail, the holder of real estate assets, as a separate entity than Vail, the operator of real assets, or do they have to work together?

Shareholders 237

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The Motley Fool

OCTOBER 16, 2024

This was the filing deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission. 11, Cohen's aggressive selling might represent nothing more than profit-taking and asset reallocation. Image source: Getty Images.

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The Motley Fool

JUNE 10, 2024

While the purpose of this transaction was for Berkshire to get its hands on General Re's reinsurance operations, it also owned a specialty investment company at the time: New England Asset Management (NEAM). New England Asset Management held 10,500 Class A shares (GOOGL) of Alphabet, as of the end of March. million.

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The Motley Fool

JANUARY 26, 2024

billion) of Berkshire Hathaway's $365 billion of invested assets. of invested assets) Based on the more than $175 billion currently being put to work in tech stock Apple (NASDAQ: AAPL) , it's crystal clear that Buffett and his team value having an outsized percentage of their company's investment portfolio in top ideas.

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The Motley Fool

JUNE 15, 2023

public companies, and the Nasdaq-100 is a collection of the largest players on that tech-heavy platform. Taking advantage of diverse opportunities Wise investing in such assets as stocks , bonds , or real estate allows your money to grow faster than inflation, adding a measure of safety to your long-term investments.

Exchange-Traded Funds 246

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The Motley Fool

JULY 26, 2023

The master limited partnership (MLP) has increased its distribution to investors for 25 straight years, its entire history as a public company. billion into growth capital projects, purchased $160 million of pipelines and related assets, and spent $372 million on sustaining capital projects. dividend yield ). It spent $3.2

Capital 246

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The Motley Fool

JULY 2, 2024

No later than 45 days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission (SEC). At its peak two weeks ago, Nvidia briefly surpassed Microsoft and Apple to gain the title of "most-valuable public company."

Securities and Exchange Commission (SEC) 246

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The Motley Fool

AUGUST 28, 2024

Dividends aren't a guarantee and there's always the possibility that a company's struggles could necessitate a reduction. By "ultra-high-yield," I'm referring to public companies whose yields are, at minimum, four times greater than that of the S&P 500's yield. Thankfully, not all ultra-high-yield income stocks are trouble.

Investing 244

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The Motley Fool

JANUARY 14, 2024

The company has an attractive balance sheet When companies seek out potential acquisitions, the balance sheet is often one place that needs improvement. This is why you might sometimes see a company selling and offloading assets ahead of an acquisition. For a potential acquirer, such a strong balance sheet is attractive.

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The Motley Fool

JULY 29, 2024

It has nowhere near the assets and membership of the largest banks, but it's growing quickly, and it's on the radar of any digitally savvy young professionals in the U.S. Management reported its first quarter of positive net income as a public company in the 2023 fourth quarter, and it's expecting that to continue in 2024.

Financial Services 245

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The Motley Fool

FEBRUARY 18, 2024

Additionally, Berkshire owns a sprawling collection of industrial assets, including railroads, oil and gas pipelines, and utilities. If that wasn't enough, Berkshire has a portfolio of public companies worth over $370 billion, and an additional $157 billion in cash.

Funds 246

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The Motley Fool

FEBRUARY 16, 2024

In other words, it offers an inside look at what stocks, industries, and trends are piquing the interest of the brightest asset managers. Steven Cohen of Point72 Asset Management (1,088,821 shares). Steven Cohen of Point72 Asset Management (1,569,462 shares). Ken Fisher of Fisher Asset Management (888,369 shares).

Securities and Exchange Commission (SEC) 246

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The Motley Fool

MAY 27, 2024

A forward stock split involves reducing a company's share price to make it more nominally affordable for investors who may not have access to fractional-share purchases with their broker. Meanwhile, reverse stock splits are designed to increase a public company's share price to ensure continued listing on a major stock exchange.

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The Motley Fool

OCTOBER 22, 2024

August 14 marked the filing deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission. Since the end of 2022, Nvidia's market cap has catapulted from $360 billion to $3.39 trillion, as of the closing bell on Oct.

Stakes 246

Stakes Hedge Funds Buyout Asset Management 246

The Motley Fool

OCTOBER 5, 2024

At the time he wrote that letter, Berkshire's cash position totaled $144 billion with roughly 80% of its assets invested in businesses. Buffett said this percentage was lower than he'd like because of his "failure to find entire companies or small positions thereof (that is, marketable stocks) which meet our criteria for long-term holdings."

Stock Market 246

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The Motley Fool

JANUARY 12, 2024

of invested assets) Although Buffett's company entered the new year holding stakes in 49 stocks , it's plainly evident that portfolio concentration in top ideas is a key strategy. public companies ($15 billion/year), and it's repurchased around $600 billion worth of its common stock since the start of 2013.

Portfolios 246

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The Motley Fool

SEPTEMBER 14, 2023

Morgan Asset Management, the wealth management division of banking giant JPMorgan Chase , published a report that compared the total returns of publicly traded companies that initiated and grew their payouts to public companies not offering a dividend over a 40-year period (1972-2012). A decade ago, J.P.

Investing 246

Investing Debt Assets Capital 246

The Motley Fool

DECEMBER 16, 2024

Today, thousands of ETFs are on the stock market, covering virtually every sector , asset class, and investment strategy possible. economy has been the gold standard for a while, and American businesses make up 17 of the 20 most valuable public companies in the world (by market cap ). However, not all ETFs are alike.

Exchange-Traded Funds 246

Exchange-Traded Funds Public Companies Stock Market Stock Market 246

The Motley Fool

JUNE 23, 2024

It's an asset-light business with a high gross margin that came in at 83% in the third quarter. Bill Holdings in one chart Bill has been generating strong revenue since it became a public company in late 2021. Bill has plenty of growth drivers that include organic growth, new customers, international expansion, and upselling.

Financial Institutions 246

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The Motley Fool

MAY 28, 2024

Although other asset classes have helped build nominal wealth, such as oil, gold, bonds, and housing, none comes close to the annualized average returns over the last 100 years that stocks have brought to the table. billion to its investors, including buybacks, since going public. Enterprise Products Partners: 7.3%

Exchange-Traded Funds 246

Exchange-Traded Funds Public Companies Capital Returns 246

The Motley Fool

FEBRUARY 14, 2025

These are giant assets that are very different from most other property types, as they generally include gambling facilities, hotels, convention space, restaurants, and retail all in the same structure. However, there is a big difference between the casino operators to which Vici Properties leases assets and Vici Properties.

Assets 189

Assets Public Companies Prospects Shareholders 189

The Motley Fool

AUGUST 23, 2024

Total assets were $517.4 The company's revenue growth is due to acquiring customers such as the Applied Research Laboratory for Intelligence and Security (ARLIS). Another factor to consider is IonQ's brief life as a public company. In addition, IonQ's Q2 balance sheet was excellent. million, with $369.8

Liabilities 246

Liabilities Public Companies Stock Market Stock Market 246

The Motley Fool

AUGUST 6, 2024

Tesla Motors Tesla is the largest holding of Wood's largest fund, accounting for 14% of the assets of the Ark Innovation ETF (NYSEMKT: ARKK). You won't have to wait long to check out Tempus AI's first quarter as a public company. Nearly two-thirds of U.S. It will announce fresh financials after Tuesday's market close.

Public Companies 245

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The Motley Fool

APRIL 24, 2024

Revenue growth accelerated to 35% year over year in the 2023 fourth quarter, and SoFi delivered its first generally accepted accounting principles (GAAP) profit as a public company, as promised, with $48 million in net income. Management expects net profit in the 2024 first quarter and full year. billion in funding in 2023.

Banks 243

Banks Financial Services Accounting Public Companies 243

The Motley Fool

APRIL 29, 2024

We believe the introduction of spot bitcoin ETPs further evidences the maturation of bitcoin as an institutional grade asset class with broader regulatory recognition and institutional adoption. These are all unrestricted and provide the option to potentially leverage this strategic asset in the future.

Leveraging 246

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The Motley Fool

AUGUST 20, 2023

This marked the first time as a public company that Robinhood was net income positive. As I've written previously , part of Wood's conviction around Robinhood is the company's roadmap to become a "digital wallet." For me, the most exciting financial metric from the second-quarter report, released Aug.

Banks 246

Banks Public Companies Finance Financing 246

The Motley Fool

DECEMBER 11, 2023

Let's look at each company to see whether there's a clear choice. In its brief history as a public company, IonQ has experienced rapidly rising revenue. The company anticipates this sales growth to continue and expects to notch at least $21.2 So, investors shouldn't expect the company to reach profitability anytime soon.

Liabilities 245

Liabilities Public Companies Assets Investors 245