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.

Investors 246

Investors Liabilities Buyout Shareholders 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. And since they track publicly-traded companies, the value of these equity positions changes daily -- as much as $5 billion per day.

Investors 246

Investors Shareholders Amortization Earnings Before Interest 246

The Motley Fool

APRIL 23, 2024

But while investors have gravitated to the growth stocks that have powered this bull market to new heights, they've often overlooked or neglected the sectors and industries flush with value stocks and dividend payers that can make patient shareholders richer over the long run. billion of Annaly's $74.3 billion portfolio.

Banks 242

Banks Assets Capital Public Companies 242

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.

Stakes 246

Stakes Hedge Funds Public Companies Asset Management 246

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. Image source: Getty Images.

Debt 246

Debt Investing Asset Management Assets 246

The Motley Fool

APRIL 29, 2024

We have a packed agenda lined up for the next three days, and we're excited to see our customers, partners, analysts, shareholders, and employees, all in person to share our passion for BI, AI, bitcoin, and innovation. billion in equity in a manner that we believe to be creative to existing shareholders. Equity issuances.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

JUNE 10, 2024

It's why 40,000 people flock to Berkshire Hathaway's shareholder meeting each year, and it's what compels investors to seek out Berkshire's quarterly Form 13F filings. Alphabet is the parent of internet search engine Google, streaming site YouTube, autonomous driving company Waymo, and cloud infrastructure service platform Google Cloud.

Asset Management 246

Asset Management Exchange-Traded Funds Buyout Assets 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. Make no mistake about it, Buffett likes to invest in stocks.

Stock Market 246

Stock Market Stock Market Conglomerates Exchange-Traded Funds 246

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.

Portfolios 246

Portfolios Investing Banks Debt 246

The Motley Fool

AUGUST 25, 2023

Companies that regularly dole out a dividend to their shareholders tend to be profitable on a recurring basis, are time-tested, and can provide investors with transparent long-term growth outlooks. annualized return for the public companies that didn't offer a dividend over the same 40-year stretch.

Debt 246

Debt Initial Public Offering Investing Capital 246

The Motley Fool

SEPTEMBER 18, 2023

Based on Berkshire's 13Fs, as well as the Oracle of Omaha's commentary during his company's latest annual shareholder meeting, it would appear that no stock is loved more than tech giant Apple (NASDAQ: AAPL). of Berkshire's invested assets. As of the closing bell on Sept. 14, Apple accounted for 45.4%

Banks 246

Banks Stakes Shareholders Public Companies 246

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.

Initial Public Offering 246

Initial Public Offering Asset Management Stakes Stock Exchanges 246

The Motley Fool

OCTOBER 23, 2024

No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management are required to file Form 13F with the SEC. 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 6, 2024

Amazon The leading online retailer's 4% decline on Monday wasn't pleasant for shareholders, but the past few weeks haven't been a pleasure cruise, either. 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). Let's take a closer look.

Public Companies 245

Public Companies Stakes Shareholders Assets 245

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." The company appears to have turned a corner as evidenced by its focus on sustained profitability.

Banks 246

Banks Public Companies Financing Finance 246

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. During Berkshire Hathaway's annual shareholder meeting in May 2023, Buffett remarked that Apple is "a better business than any we own."

Portfolios 246

Portfolios Investing Banks Stakes 246

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. Warner Bros. Discovery closed out September with 110.5 million from the prior-year period.

Mergers and Acquisitions 246

Mergers and Acquisitions Debt Stock Exchanges Shareholders 246

The Motley Fool

JANUARY 1, 2024

Popular mortgage REITs like Annaly Capital Management (NYSE: NLY) and AGNC Investment (NASDAQ: AGNC) make their living by borrowing money at low short-term lending rates and use this capital to purchase higher-yielding long-term assets, such as mortgage-backed securities (MBSs). Windows and Office), and its steady stream of acquisitions.

Stock Market 246

Stock Market Stock Market Banks Public Companies 246

The Motley Fool

JULY 28, 2024

So, who will be the three largest companies by market cap in 2029? Microsoft By 2029, Microsoft (NASDAQ: MSFT) will regain its position as the largest public company in the world. Crucially, it also has underappreciated assets in AI and robotics. Here's my prediction. Image source: Getty Images.

Companies 230

Companies Public Companies Shareholders Assets 230

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

DECEMBER 30, 2023

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. Is this a deal that shareholders should want? Jason Moser: If I were a shareholder, which I'm not. Jason Moser: If I were a shareholder, which I'm not.

Buyout 246

Buyout Asset Management Assets Capital 246

The Motley Fool

AUGUST 8, 2023

While there are a number of gold-mining ETFs to choose from, the VanEck Gold Miners ETF is highly liquid, has close to $12 billion in net assets, and its top holdings are the largest gold-mining companies and precious-metal royalty businesses around. Buying gold-mining stocks , rather than physical gold, has its advantages.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Assets Funds 246

The Motley Fool

MAY 21, 2024

billion shares of the company's stock, giving him a 10.8% As you might expect, this makes Bezos Amazon's largest shareholder, and by a wide margin. Amazon's largest shareholders are institutional investors Beyond Bezos, Amazon's largest shareholders are institutional investors, as is the case with most publicly traded companies.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Financial Institutions Shareholders 130

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. But there's more to Berkshire's No. 2 holding than just macroeconomic factors.

Banks 246

Banks Assets Public Companies Financial Services 246

The Motley Fool

MARCH 29, 2024

This compares to a modest 3.95% average annual return for public companies that don't offer a payout. Companies that regularly share a percentage of their earnings with their investors are almost always time-tested and able to offer transparent long-term growth outlooks. Berkshire Hathaway CEO Warren Buffett.

Banks 246

Banks Stakes Assets Public Companies 246

The Motley Fool

MARCH 14, 2025

Back from helping to start up Motley Fool Asset Management over a decade ago, he now writes, again, for the Fool, working on Hidden Gems and Firecrackers. laughs] I've been there for business for this very company, some analyst meeting back in the days, asset management. Bill, welcome. Bill Barker: Thanks, David.

Banks 211

Banks Education Companies Asset Management 211

The Motley Fool

AUGUST 1, 2024

Although other asset classes have delivered positive returns, such as commodities (e.g., 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.

Liabilities 245

Liabilities Debt Leveraging Public Companies 245

The Motley Fool

OCTOBER 10, 2024

Against that backdrop, as you can see from our third quarter results, we are adhering to our operating strategy focused on volume, while we are sprinting toward the completion of our five-year marathon of migrating our operating platform from an asset-heavy model to a land-light, asset-light, just-in-time finished home site delivery model.

Assets 246

Assets Capital Debt Shareholders 246

The Motley Fool

DECEMBER 15, 2024

If the rumors are to be believed, that shakeup could be coming very soon, and it would affect every shareholder. There's not much of a thesis here If Sycamore ends up agreeing to purchase Walgreens with the goal of taking it private, shareholders will almost certainly have to vote on whether to proceed.

Shareholders 130

Shareholders Debt Public Companies Capital 130

The Motley Fool

DECEMBER 7, 2023

Companies that dole out a regular payout to their shareholders tend to be profitable on a recurring basis, time-tested, and can offer transparent long-term growth outlooks. Morgan Asset Management, the wealth management division of JPMorgan Chase , found that companies initiating and growing their dividends delivered a 9.5%

Liabilities 245

Liabilities Investing Legal Asset Management 245

The Motley Fool

JANUARY 8, 2024

Meanwhile, the company's services segment continues to grow like wildfire, with a shift to subscription services expected to lift the company's operating margin over time and lessen the sales fluctuations observed during iPhone replacement cycles. Apple's capital-return program is also unmatched among publicly traded companies.

Banks 246

Banks Capital Debt Portfolios 246

The Motley Fool

AUGUST 25, 2023

Broadridge Financial Broadridge Financial provides public companies with investor communication materials like proxy statements, annual reports, quarterly reports, prospectuses, and other shareholder documents. Also, on Aug. 17, it announced in an SEC filing that it had entered into a $1.3

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Public Companies Shareholders 130

The Motley Fool

FEBRUARY 4, 2025

For more than a century, the stock market has stood tall over all other asset classes. While buying and holding bonds, gold, oil, or real estate, would have increased your wealth, no asset class has come close to rivaling the average annual return of stocks over extended periods. Start Your Mornings Smarter! Image source: Getty Images.

Initial Public Offering 173

Initial Public Offering Banks Public Companies Assets 173

The Motley Fool

MARCH 12, 2025

Finally, as I mentioned, we announced earlier this morning that we're taking steps to maintain one of our critical corporate assets, our NASDAQ listing. We take very seriously our obligation to drive shareholder value. Amarin's NASDAQ listing is important both for investors and for the company. We know the unmet need is there.

Education 130

Education Shareholders Mergers and Acquisitions Capital 130

Private Equity Insights

NOVEMBER 14, 2023

Pursuant to the Arrangement Agreement, the Purchaser will acquire all of the outstanding common shares of the Company (“Common Shares”) for $6.05 per Common Share, other than those held by certain shareholders rolling their equity interests, by way of an arrangement transaction (the “Arrangement”). per Common Share.

Legal 130

Legal Shareholders Initial Public Offering Stock Exchanges 130

The Motley Fool

APRIL 24, 2024

With a market cap approaching $300 billion and total assets on the balance sheet of $3.3 Consistent earnings help drive dividends and share buybacks, which might be appealing to some investors, particularly those who seek to own proven businesses that return cash to shareholders. It also helps that Buffett is a top shareholder.

Banks 130

Banks Financial Institutions Shareholders Leveraging 130

The Motley Fool

MAY 13, 2024

A 13F provides an over-the-shoulder snapshot of what Wall Street's brightest minds, with at least $100 million in assets under management, have been buying, selling, and holding in the most recent quarter -- in this instance, the March-ended quarter. Image source: Getty Images. 31, 2023 -- were sold at a loss during the first quarter.

Investors 130

Investors Stakes Taxes Asset Management 130