The Motley Fool

SEPTEMBER 4, 2024

Combining those two investment techniques, Buffett has built his conglomerate into an empire of wide-moat businesses that can survive and thrive no matter what happens in the economy. Berkshire's capital allocation strategy is also unique. Image source: The Motley Fool.

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PE Hub

MAY 26, 2023

National Amusements is also a majority voting shareholder of mass media and entertainment conglomerate Paramount Global. The post BDT Capital invests $125m in movie theater operator National Amusements appeared first on PE Hub.

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The Motley Fool

OCTOBER 9, 2024

The conglomerate's success stems from Buffett's simple investment strategy : He likes companies with steady growth, robust profitability, strong management teams, and shareholder-friendly initiatives like stock buyback programs and dividend schemes. That's why investors closely monitor Berkshire's every move. Apple: 28.8%

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The Motley Fool

FEBRUARY 28, 2024

He especially likes companies that return money to shareholders through dividends and stock buybacks. But that's just one of the conglomerate's many success stories. The conglomerate has the financial results to back up those substantial gains. Buffett's most powerful weapon is time. Today, that position is worth $24.4

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The Motley Fool

NOVEMBER 23, 2024

He likes companies with steady growth, reliable profitability, strong management teams, and shareholder-friendly initiatives like dividends and stock buybacks. 30), which might be a great sign for the pizza giant considering the conglomerate was a net seller of stocks overall. Domino's Pizza: 0.2% Even though it represents only 0.7%

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The Motley Fool

JANUARY 11, 2024

Much of the conglomerate's success has been the result of smart stock picking by Buffett -- or as he would prefer to say, business picking. To make matters worse, Archegos Capital Management's banks forced the investment firm to sell more than $20 billion of some of its holdings to cover some big losses. Paramount was in that group.

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The Motley Fool

AUGUST 21, 2024

14, Warren Buffett's conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) At Berkshire's annual meeting in 2018, Buffett said, "We still love a business that takes very little capital and earns high returns, and continues to grow, and requires very little incremental capital." But it's modest compared to its profits.

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The Motley Fool

AUGUST 31, 2024

As Chairman and CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett is in charge of managing the bulk of the conglomerate's equity portfolio. Since Berkshire's sitting on a substantial capital gain from its Apple investment, he decided to take some money off the table and pay taxes now instead of waiting until later.

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The Motley Fool

SEPTEMBER 29, 2024

Microsoft (NASDAQ: MSFT) is the second-most valuable company in the world, has rewarded long-term shareholders with monster gains, and has been one of the leading players in two revolutionary trends -- cloud infrastructure and integrating artificial intelligence (AI) into software.

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The Motley Fool

DECEMBER 13, 2024

The investment conglomerate has a market capitalization of more than $1 trillion, and it currently ranks as the world's 10th most valuable company. So while Berkshire itself doesn't pay a dividend, it's clear that Buffett's company prefers high-quality businesses that can reliably return cash to shareholders through direct payments.

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The Motley Fool

AUGUST 9, 2024

The Buffett-led conglomerate unwound a large chunk of its stake in the iPhone maker in the second quarter, the company revealed in its recent earnings report. Buffett was referring to talk in Washington about the capital gains tax rate going up, though there are no specific plans to raise it. billion at the end of the second quarter.

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The Motley Fool

JUNE 23, 2024

More recently, he made what may be a once-in-a-generation bet on Southeast Asian conglomerate Sea Limited (NYSE: SE) after having sold most of his shares in 2022. When Coleman first took an interest in 2018, Sea Limited looked poised to capitalize on mobile gaming and online commerce in the populous emerging markets in Southeast Asia.

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The Motley Fool

MAY 23, 2024

Apple (NASDAQ: AAPL) crossed the next big threshold in 2018 when it became the first publicly traded company to amass a $1 trillion market capitalization. The conglomerate owns substantial positions in private and public success stories like GEICO, Coca-Cola , and even Apple. That's just one of the conglomerate's many success stories.

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The Motley Fool

SEPTEMBER 26, 2024

The position accounted for almost half of the conglomerate's entire stock portfolio, and considering it only had a cost-basis of around $38 billion, it was sitting on a very nice profit. Since the conglomerate is sitting on $277 billion in dry powder right now, why isn't Buffett being more aggressive?

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The Motley Fool

AUGUST 27, 2024

The conglomerate's portfolio includes a host of high-quality stocks like Apple , Coca-Cola , and American Express , but in 2020, it acquired a small stake in cloud computing company Snowflake (NYSE: SNOW). of the conglomerate's $312 billion portfolio. million today. Here's why I'm not surprised. Image source: The Motley Fool.

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The Motley Fool

AUGUST 8, 2023

for its shareholders since 1965, beating the broader markets by a wide margin. The tech giant currently accounts for nearly 47% of the conglomerate's stock holdings , making it Berkshire Hathaway's largest stock position by a wide margin. Apple rewards its shareholders generously with dividends and share buybacks.

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The Motley Fool

AUGUST 10, 2024

from a struggling textile business in the 1960s to a massive conglomerate worth $900 billion today by buying highly valuable businesses at a fair price. That's the third straight quarter Buffett has trimmed his stake in Apple , a company he called "a better business than any we own" at last year's shareholder meeting.

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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. Buffett thinks paying taxes now on the massive capital gain for Berkshire's Apple shares is a smart move. "We I don't mind at all under current conditions building the cash position," he told shareholders.

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The Motley Fool

JUNE 13, 2024

The convergence of advancements in computing power and the massive influx of capital, with tens of billions of dollars being invested in AI-capable data centers, is set to propel AI development forward at a breakneck pace in the next 18 months. What's the big picture?

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The Motley Fool

JULY 5, 2024

This explains why roughly 40,000 investors eagerly flock to Berkshire's annual shareholder meeting each year. In Warren Buffett's most recent annual letter to shareholders, he laid out eight existing positions that he and his team intend to hold "indefinitely." Many books have been written about Buffett's "recipe" for success.

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The Motley Fool

OCTOBER 21, 2024

In particular, the conglomerate's decision to sell much of its stake in Apple (NASDAQ: AAPL) this year caused some to scratch their heads. But Buffett's conglomerate has sold stock over the last three quarters, through the second quarter of 2024. (It Berkshire's stock moves always attract attention because of Buffett's stature.

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The Motley Fool

SEPTEMBER 22, 2024

Buffett's conglomerate has been steadily selling off Bank of America, and it's not fully clear why. Buffett also told Berkshire shareholders earlier this year that he was selling Apple stock partly as a hedge against a higher capital gains tax rate, though Washington doesn't seem to be considering such a move anymore.

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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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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. The entertainment giant's film studios, theme parks, cruise ships, and streaming services give its shareholders many ways to win.

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The Motley Fool

AUGUST 21, 2024

Berkshire Hathaway is actually a conglomerate of many different privately owned companies that just so happens invest its idle cash in publicly traded organizations. As it turns out, chief Warren Buffett also just happens to be a big fan of value stocks, and gravitates toward them when doing deals or deploying Berkshire's capital.

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The Motley Fool

MARCH 10, 2024

This is how you operate an industrial conglomerate Look no further than Illinois Tool Works for a near-perfect dividend stock. If it were too concentrated in a single industry, it would be far more challenging to steadily return capital to shareholders. Here's why all three Dividend Kings are worth buying now.

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The Motley Fool

MAY 10, 2024

It basically tells you the hypothetical yield of a stock if it distributed all of its FCF to shareholders. Capital return yield A capital return program consists of dividend payments and/or stock repurchases. Apple pays a dividend, but it prefers to reward shareholders with buybacks. Let's go back to Apple as an example.

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The Motley Fool

OCTOBER 2, 2024

The company wasted many billions of dollars over the past decade in an ill-fated attempt to transform itself into a media conglomerate. The end result of this dealmaking was the epic destruction of shareholder value. It paid a staggering $48.5 billion in 2015 to acquire DIRECTV only to see subscribers jump ship.

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The Motley Fool

SEPTEMBER 7, 2024

And in the second quarter, the conglomerate bought shares of Ulta Beauty (NASDAQ: ULTA) for the first time. In other words, shareholders see very little cash because it's all plowed back into the business to keep it growing. As a result, much of its cash can be returned to shareholders.

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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

FEBRUARY 18, 2024

Long-term shareholders of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) In a nutshell, Berkshire is an investment conglomerate that has a portfolio of hundreds of companies. For some businesses, it is merely a minority shareholder, but it owns many outright. Good things come to those who wait. personally know that to be true.

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Conglomerates Banks Shareholders Stakes 239

The Motley Fool

AUGUST 13, 2023

Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , the conglomerate that Warren Buffett has run for nearly 60 years, owned a lot of different stocks over the years. And after Berkshire was already a shareholder, the company launched the AirPods in September 2016. At a market capitalization of $2.8 Even Buffett agrees.

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The Motley Fool

JUNE 7, 2024

Berkshire is a basket of stocks and a bunch of privately owned (not publicly traded) companies that collectively make up a massive conglomerate. Maybe cash flow matters more than potential capital appreciation does right now, even though Berkshire Hathaway shareholders don't derive any immediate direct benefit from the company's cash flow.

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The Motley Fool

NOVEMBER 26, 2024

Berkshire Hathaway's 400 million shares of Coca-Cola are worth nearly $26 billion, by the way -- the conglomerate's fourth-biggest holding. He may also be wary of sitting on such a profitable pick when tax rates on capital gains may be about to rise. In other words, Buffett is on the same side of the table as Berkshire's shareholders.

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The Motley Fool

SEPTEMBER 26, 2023

The licensor of chip architecture made its publicly traded debut in mid-September with a hefty market capitalization of over $60 billion, before falling closer to $50 billion in the days following. Back in 2016, Japanese investment conglomerate SoftBank Group acquired Arm. Arm is a powerful company. But that's not what happened to Arm.

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Conglomerates Initial Public Offering Stakes Shareholders 246

The Motley Fool

MARCH 10, 2024

When his conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Brand power In Berkshire Hathaway's most recent letter to shareholders, Buffett praised his longtime partner Charlie Munger for many things, including a key lesson he taught Buffett. Many of them have another attribute that Buffett loves -- capital return programs.

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The Motley Fool

APRIL 27, 2024

Based on his track record managing Berkshire Hathaway , he's arguably the greatest capital allocator ever. It makes up 41% of the conglomerate's portfolio. Forever stock The first possible reason that Buffett remains a shareholder is because his favorable holding period is forever. Apple's market cap is a whopping $2.6

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