The Motley Fool

DECEMBER 4, 2024

Today, Buffett runs the vast majority of Berkshire Hathaway's $300 billion stock portfolio, and recent capital allocation decisions can be interpreted as a grim warning for investors. Putting Warren Buffett's $150 billion warning in context Investors should put Buffett's recent capital allocation decisions in context. Outside the U.S.,

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The Motley Fool

NOVEMBER 9, 2024

On top of that, the company's telecom towers and fiber assets are capitalizing on the ever-increasing need for data transmission infrastructure. Brookfield is also investing roughly half the capital required to fund the development of two semiconductor fabrication facilities in the U.S.

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The Motley Fool

DECEMBER 3, 2024

ConocoPhillips expects the deal to be immediately accretive to its earnings, free cash flow, and return of capital per share. It initially expected to capture $500 million in cost and capital synergies during its first full year of ownership. On top of that, the company anticipates capturing significant synergies.

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Shareholders Debt Capital Returns 246

The Motley Fool

NOVEMBER 5, 2024

For the quarter, capital expenditures (capex), including finance leases, were $20 billion. Later in the call, Hood said: "We expect capital expenditures to increase on a sequential basis given our cloud and AI demand signals. And it is saying it could continue accelerating its capital spending. billion in debt and spent $21.77

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Mergers and Acquisitions Debt Capital Financing 245

The Motley Fool

OCTOBER 27, 2024

Lastly, the Vanguard S&P 500 ETF's median market capitalization of $262.2 The fund features 183 holdings focused on innovative market leaders across multiple sectors, with a median market capitalization of $1.4 The median market capitalization of $472.2 Its broad diversification helps reduce individual stock risk.

Exchange-Traded Funds 246

Exchange-Traded Funds Capital Funds Return On Investment 246

The Motley Fool

DECEMBER 4, 2024

Size brings advantages, most notably when it comes to tapping capital markets. Add in an investment grade-rated balance sheet , and Realty Income generally has a lower cost of capital than its peers. Still, it is quite clear that Realty Income is a much larger entity. That allows it to compete aggressively for new investments.

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Asset Management Assets Shareholders Leveraging 246

The Motley Fool

DECEMBER 1, 2024

Berkshire's market capitalization sits at $1.03 However, one drawback of Berkshire Hathaway is that it doesn't pay a dividend because Buffett prefers to use excess capital to reinvest in the business or repurchase Berkshire stock (which has been a winning formula). billion and $325.2 billion in cash and cash equivalents.

Banks 245

Banks Exchange-Traded Funds Investing Public Companies 245

The Motley Fool

NOVEMBER 8, 2024

Major technology companies have ramped up their capital spending significantly since 2023. billion in capital expenditures (capex) last year, up from $104.2 billion in capital expenditures (capex) last year, up from $104.2 billion in 2022. billion in 2022.

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Banks Bidding Capital Investment Banks 245

The Motley Fool

NOVEMBER 29, 2024

A large part of why American States Water is so successful at returning capital to shareholders via the dividend is that the company primarily operates in regulated markets. For income investors looking to bolster their passive income streams , Dividend King American States Water -- along with its 2.2%

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The Motley Fool

OCTOBER 27, 2024

Alphabet continues to ratchet up capital investment in its cloud business. The company's capital expenditures have accelerated to $44 billion over the last four quarters. Coincidentally, Microsoft's capital expenditures were almost identical to Alphabet's -- $44 billion -- over the last four quarters.

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Capital Investments Capital Shareholders Returns 246

The Motley Fool

DECEMBER 1, 2024

Airbnb offers capital-light earnings growth If we're looking at stocks that can surpass Palantir in market cap, we need to look at high-quality businesses that are nipping at its heels in market value. The lodging marketplace is a capital-light business that generates revenue by taking a slice of every stay hosted through its platform.

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Capital Returns Companies Investors 246

The Motley Fool

OCTOBER 28, 2024

The REIT can get away with using higher-cost outside capital to fund its growth because the properties it acquires have high investment yields compared with other healthcare real estate. That enables it to make accretive acquisitions even at a higher cost of capital. over the past five years. It has made $13.6 annual rate since 2004.

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The Motley Fool

DECEMBER 2, 2024

Importantly, management is prioritizing investments in higher growth products and trimming capital spending in areas that are not producing satisfactory returns. Management said its return on invested capital improved five points over the last three years to 24%.

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Capital Returns Shareholders Return On Investment 246

The Motley Fool

NOVEMBER 27, 2024

Marc Andreessen, co-founder of venture capital firm a16z, recently noted that AI models seem to be hitting a ceiling in capabilities, regardless of the amount of data or computing power thrown at them. With a market capitalization above $3 trillion, Nvidia stock looks like a risky proposition.

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Venture Capital Capital Returns Companies 246

The Motley Fool

NOVEMBER 23, 2024

And a falling stock price makes a new capital raise harder. The company can't survive without more capital, and even then it's hard to see how the company gets to a sustainable position. LCID Total Long Term Debt (Quarterly) data by YCharts There's only enough cash for another year or so without raising more money.

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The Motley Fool

DECEMBER 10, 2024

billion market capitalization, IonQ trades at a staggering 212.6 billion market capitalization appears more modest, the company still trades at 60 times trailing sales, highlighting the premium valuations in the quantum computing sector. However, the company's Q3 net loss reached $52.5 times trailing sales. Rigetti reported $92.6

Capital 246

Capital Portfolios Returns Investors 246

The Motley Fool

NOVEMBER 6, 2024

Bitcoin (CRYPTO: BTC) is undoubtedly one of the best financial assets anyone could've owned in the past decade, turning tiny amounts of capital into huge sums of wealth. Saylor hasn't shied away from his goal, which is to raise money in the capital markets via equity and debt to continue buying more Bitcoin. 31) to $13 million in 2045.

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Assets Shareholders Capital Debt 246

The Motley Fool

NOVEMBER 8, 2024

Some states don't tax Forget Social Security state taxes; eight states don't charge any taxes at the state level: Alaska Florida Nevada South Dakota Tennessee Texas Washington Wyoming One thing to note is that Washington does have a 7% long-term capital gains tax on profits of $250,000 or more. The nation's capital, Washington, D.C.,

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The Motley Fool

NOVEMBER 18, 2024

The capital expenditure (capex) of these companies rose sharply over the last year, with much of it flowing into Nvidia's coffers. As AMD and others try to keep pace, Nvidia can deploy this capital to outspend its competition significantly on, say, more R&D or poaching talent. The trend will likely continue.

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Shareholders Capital Return On Investment Returns 246

The Motley Fool

NOVEMBER 9, 2024

That plan has several aspects, including: Investing $22 billion to $27 billion annually through 2027 into high-return capital projects (i.e., Investing more than $20 billion of this capital into lower emissions opportunities. those that can generate average returns of 30% with payback periods of less than 10 years).

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The Motley Fool

NOVEMBER 27, 2024

The reduction in Bitcoin's inflation rate during these cycles often draws disproportionate attention and capital. Capital historically rotates from Bitcoin into Ethereum and other cryptocurrencies as market cycles progress, and Ethereum's expansive ecosystem makes it a prime beneficiary.

Financing 246

Financing Finance Capital Returns 246

The Motley Fool

DECEMBER 3, 2024

This projection assumes that the capital expenditures being poured into AI training hardware will set the stage for the adoption of software solutions that make life easier for businesses and their consumers. The artificial intelligence gold rush Analysts remain optimistic about the AI industry's long-term potential. trillion by 2032.

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Buyout Financing Finance Capital 245

The Motley Fool

NOVEMBER 27, 2024

Lastly, to our balance sheet where we've been focused on optimizing working capital as we position ourselves for future growth, we entered 2024 with a goal to deliver inventory reductions as a healthy generator of cash throughout the year. So, there can be a timing issue on their capital spend. Thanks for taking my questions.

Capital 244

Capital Debt Portfolios Companies 244

The Motley Fool

OCTOBER 28, 2024

Generally, Buffett is attracted to time-tested, profitable businesses, with strong management teams, well-defined competitive advantages, and established capital-return programs. This is also a good time to mention that Apple sports the largest capital-return program among public companies. Berkshire Hathaway CEO Warren Buffett.

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

NOVEMBER 16, 2024

Some Wall Street analysts have expressed skepticism that the billions that companies like Alphabet and Microsoft are spending on capital expenditures are going to pay off, as end-user spending on generative AI still seems to be underwhelming. billion in revenue this year.

Venture Capital 246

Venture Capital Capital Companies Returns 246

The Motley Fool

DECEMBER 10, 2024

However, investors should expect management to eventually turn to outside sources of capital like new share issuance , which could hurt the stock price by diluting investors' ownership stake in the company. This business model will involve significant capital expenditures on infrastructure. Image source: Getty Images.

Mergers and Acquisitions 231

Mergers and Acquisitions Stakes Capital Returns 231

The Motley Fool

NOVEMBER 3, 2024

Meanwhile, those without the capital to invest as much in AI, or who simply aren't as directly affected by AI innovations, haven't seen their valuation climb to the same extent. It takes the average market capitalization of the S&P 500 and compares it to the index-weighted average. Its expense ratio is 0.2%

Stock Market 246

Stock Market Stock Market Exchange-Traded Funds Bidding 246

The Motley Fool

DECEMBER 12, 2024

Our healthy balance sheet and ample liquidity allow us to deploy capital that supports our long-term aspirations without compromising our financial health. Capital expenditures totaled $649 million. Capital spend of approximately $895 million which compares to roughly $993 million last year. which includes $0.21

Securities and Exchange Commission (SEC) 243

Securities and Exchange Commission (SEC) Accounting Capital Assets 243

The Motley Fool

OCTOBER 28, 2024

Due to the overwhelming amount of capital held and traded by institutional investors relative to small retail investors, the vast majority of the time the person on the other side of the trade is another professional. What's more, the ETF has never made a capital gains distribution since its inception in 2000.

Mutual Funds 246

Mutual Funds Funds Taxes Investing 246

The Motley Fool

NOVEMBER 19, 2024

Clearway cashed in on the value of its thermal assets a few years ago and has been recycling the capital into higher-returning renewable energy assets. billion of major growth capital projects underway, giving it visibility into its ability to grow its cash flows through the end of 2026. Enterprise has $6.9

Assets 246

Assets Capital Taxes Financing 246

The Motley Fool

NOVEMBER 11, 2024

It currently has tens of billions of dollars in capital projects under construction that will enter commercial service through the end of the decade. billion in free cash after capital spending, which is more than enough to cover its $8.4 It pays 60% to 70% of its steady cash flow in dividends. billion dividend outlay.

Capital 246

Capital Debt Portfolios Financing 246

The Motley Fool

NOVEMBER 11, 2024

But Rishi Jaluria at RBC Capital believes Microsoft is in a better position than other major public clouds due to its unique partnership with OpenAI. Berkshire is the world leader in insurance float, meaning it has more capital available for investment than other insurance companies.

Investing 241

Investing Capital Returns Investors 241

The Motley Fool

NOVEMBER 1, 2024

It's no surprise then that investors flock to stock-split stocks to capitalize on the momentum and the signal management's sending. Meta spent $28 billion on capital expenditures in 2023, and management expects to spend $37 billion to $40 billion this year. None of this comes cheap. Last quarter, it bought back $6.3

Depreciation 246

Depreciation Capital Returns Investors 246

The Motley Fool

OCTOBER 26, 2024

Net lease transactions are often capital-raising events, where a company sells a property it owns and uses in what is called a sale/leaseback transaction. Being so large tends to give the REIT advantaged access to capital markets, which means it can compete aggressively for properties and still turn a profit.

Assets 246

Assets Prospects Shareholders Capital 246

The Motley Fool

NOVEMBER 6, 2024

We do know that he attributed the initial wave of Apple selling to tax worries, specifically that he expects capital gains tax could be significantly higher in the future. But he certainly appears to be in wait-and-see mode when it comes to deploying any capital. By selling now, he locks in the current rates.

Investors 246

Investors Banks Taxes Stakes 246

The Motley Fool

NOVEMBER 24, 2024

It seeks to buy companies where it believes it can unlock additional value through operational and capital improvements. Whether Brookfield can capitalize on the investment opportunities it seeks remains to be seen. Brookfield expects to keep growing that portfolio over the next few years.

Hedge Funds 241

Hedge Funds Asset Management Stakes Shareholders 241

The Motley Fool

DECEMBER 4, 2024

Its largest donor is crypto-oriented private capital firm Blockchain Capital, which also funded crypto-trading veteran Coinbase Global (NASDAQ: COIN) and crypto fund manager Bitwise. The underlying software is open-sourced and managed by a public benefit corporation.

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Capital Funds Companies Investing 246