Private Equity Insights

AUGUST 7, 2023

Bain Capital is moving closer toward a potential takeover of data centre operator Chindata Group Houp Talks between private equity firm Bain and Chindata’s board, which is evaluating an $8 per ADS offer from Bain, are now centred on determining a valuation, according to a Bloomberg report on Sunday, which cited people familiar with the matter.

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Private Equity Firms Private Equity Firms Capital Conglomerates 183

The Motley Fool

NOVEMBER 29, 2024

American States Water (NYSE: AWR) and Illinois Tool Works (NYSE: ITW) are both Dividend Kings -- meaning they have paid and raised their dividends for at least 50 consecutive years -- a track record that showcases their ability to grow earnings and pass along growing profits to shareholders through dividends.

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Conglomerates Exchange-Traded Funds Shareholders Capital 246

The Motley Fool

AUGUST 24, 2024

The giant conglomerate has also been a net seller of stocks over the past year and a half. Those capital allocation decisions could easily be interpreted as a warning from CEO Warren Buffett. Those capital allocation decisions could easily be interpreted as a warning from CEO Warren Buffett. The answer is not many.

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The Motley Fool

APRIL 10, 2025

is a massive conglomerate with operations in the finance, industrials, utility, energy, and consumer sectors. As noted above, Berkshire Hathaway is a conglomerate with a shockingly wide array of business lines. Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Learn More Image source: Getty Images.

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Conglomerates Mutual Funds Financing Finance 262

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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Conglomerates Shareholders Capital Returns 245

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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Capital Investments Capital Conglomerates Investing 135

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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Conglomerates Portfolios Investing Stakes 246

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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Conglomerates Portfolios Investing Taxes 246

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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Conglomerates Stakes Banks Shareholders 244

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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Initial Public Offering Conglomerates Shareholders Capital 246

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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Conglomerates Taxes Stakes Leveraging 246

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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Conglomerates Shareholders Debt Capital 246

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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Conglomerates Portfolios Banks Investing 246

The Motley Fool

APRIL 7, 2025

In the past 40 years, Berkshire Hathaway has compounded shareholder capital to the tune of 40,000%. The conglomerate has done this under the direction of Warren Buffett, arguably the greatest capital allocator ever who knows how to pick winners. There's one top holding for Berkshire, representing 13.8%

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Conglomerates Shareholders Capital Portfolios 214

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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Conglomerates Stakes Financial Services Shareholders 243

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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Conglomerates Stakes Banks Portfolios 233

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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Stakes Taxes Conglomerates Banks 246

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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Conglomerates Exchange-Traded Funds Stakes Shareholders 246

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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Conglomerates Leveraging Stakes Portfolios 245

The Motley Fool

APRIL 7, 2025

Warren Buffett' s ability to spot undervalued gems in the stock market helped create tremendous wealth for Berkshire Hathaway shareholders. However, the launch of its next three satellites will decrease capital expenditures and likely increase free cash flow. And he has managed to do so in good economic times as well as uncertain ones.

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Conglomerates Legal Prospects Shareholders 130

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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Conglomerates Shareholders Accounting Returns 246

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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Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

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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Investors Taxes Conglomerates Banks 246

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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Conglomerates Leveraging Stakes Portfolios 246

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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Conglomerates Banks Stakes Taxes 246

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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Banks Conglomerates Stakes Assets 246

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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Exit Strategy Exchange-Traded Funds Banks Shareholders 246

The Motley Fool

MARCH 26, 2025

into one of the largest conglomerates in the world through a series of savvy acquisitions and prudent stock purchases. Buffett oversees the vast majority of Berkshire's stock portfolio, and he recently made an interesting capital allocation decision. But he said nothing to that effect in his most recent shareholder letter.

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Funds Conglomerates Shareholders Stakes 246

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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Stakes Conglomerates Shareholders Assets 246

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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Conglomerates Prospects Debt Shareholders 246

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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Conglomerates Banks Stakes Prospects 246

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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Conglomerates Capital Shareholders Returns 246

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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Conglomerates Shareholders Portfolios Returns 231

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.

Stakes 246

Stakes Conglomerates Debt Taxes 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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Conglomerates Shareholders Prospects Capital 246

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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Conglomerates Stakes Shareholders Capital 245

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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