The Motley Fool

DECEMBER 25, 2024

He buys into companies with steady growth, robust profitability, strong management teams, and shareholder-friendly initiatives like stock buyback programs and dividend schemes, which help to compound his returns over time. of Berkshire Hathaway's portfolio Amazon (NASDAQ: AMZN) is the world's largest e-commerce company.

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The Motley Fool

JANUARY 16, 2025

Spanning the roughly six decades the Oracle of Omaha has been CEO of Berkshire, he's overseen a cumulative gain of better than 5,385,000% in his company's Class A shares (BRK.A). Buffett oversees a 44-stock, $292 billion portfolio at Berkshire Hathaway. Thus, New England Asset Management is Warren Buffett's "secret" portfolio.

Portfolios 246

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The Motley Fool

DECEMBER 17, 2024

Bill Ackman likes to focus on just a few companies at a time. Ackman's activist investor strategy requires a highly concentrated portfolio. Ackman's activist investor strategy requires a highly concentrated portfolio. billion portfolio is invested in just three companies. Where to invest $1,000 right now?

Hedge Funds 245

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The Motley Fool

FEBRUARY 4, 2025

Just this past year, Buffett sold over $134 billion worth of stocks from Berkshire's portfolio as he saw valuations of some holdings climb to a point where it no longer made sense to remain so heavily invested. of Berkshire's $303 billion portfolio as of this writing, and they may deserve a spot in your portfolio as well.

Portfolios 234

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Private Equity Insights

MARCH 13, 2025

the company behind the iconic Dukes Mayonnaise, from Falfurrias Capital Partners. Under Falfurrias Capitals ownership, Sauer Brands expanded its product portfolio and strengthened its market presence. The deal, announced in January 2025, reflects Advents growing interest in the specialty food sector.

Companies 162

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Private Equity Insights

APRIL 3, 2025

The company serves a diverse industrial client base, offering critical regulatory inspection, repair, and compliance services for hazardous and non-hazardous freight railcars. EQT will partner with Eagles founder and CEO, Marc Walraven, to support the companys next growth phase.

Portfolios 147

Portfolios Capital Funds Companies 147

The Motley Fool

MARCH 19, 2025

Those subsidiaries generated plenty of cash for building Berkshire's investment portfolio. Today, that portfolio is worth $276 billion and holds positions in 44 stocks. All three companies dominate their respective markets with very wide moats. of its portfolio. billion worth with an average purchase price of $84.20.

Conglomerates 245

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The Motley Fool

MARCH 19, 2025

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Let me start by discussing how our deep and robust content portfolio is powering growth. Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

JANUARY 28, 2025

Here are three reasons Medtronic stock may make a great addition to your portfolio right now. Through its four core operating segments -- cardiovascular, neuroscience, medical-surgical, and diabetes care -- the company continues to cement its position as a global leader in medical technologies. The company's EPS target range of $5.44

Leveraging 246

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The Motley Fool

MARCH 6, 2025

Berkshire significantly trimmed its stakes in two of its largest holdings, Apple and Bank of America , and the company hasn't been too interested in buying its own stock, repurchasing far fewer shares in 2024 than in prior years. The company runs one of the four large credit card networks in the world and has a large credit card portfolio.

Stakes 246

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The Motley Fool

DECEMBER 11, 2024

Billionaire Warren Buffett has always had a thing for companies that return capital to their shareholders. Buffett's company Berkshire Hathaway owns several high-yielding stocks in its portfolio. Berkshire and a private equity company called 3G Capital bought Heinz. We overpaid for Kraft." billion in debt.

Exchange-Traded Funds 237

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The Motley Fool

NOVEMBER 29, 2024

The company has found success by leveraging AI with big data analytics for commercial applications beyond its traditional government sector focus. Company management is projecting confidence for the trends to continue into 2025 and beyond. In my view, shares of IBM within a diversified portfolio should continue to reward shareholders.

Bidding 245

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The Motley Fool

FEBRUARY 28, 2025

These are great dividend stocks to double up on right now, as long as that won't overallocate your portfolio to those positions. This streak puts the company in the elite group of Dividend Kings , companies with 50 or more years of annual dividend increases. The company paid a whopping $8.4 dividend yield.

Finance 234

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The Motley Fool

APRIL 7, 2025

Raises and bonuses are harder to come by, and companies that are really struggling reduce other benefits. For example, around 10% of companies reduced or eliminated the 401(k) match during the pandemic, and that figure was closer to 20% of companies during the 2007-2009 recession. Inflation: Down.

Finance 245

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The Motley Fool

APRIL 7, 2025

The company's revenue grew 15% year over year in 2024 in constant currency to $350 billion, driven by growth across the board at its technology subsidiaries. Today, as a publicly traded company and one of the largest initial public offerings (IPOs) of the last few years, it is a global giant in travel. That is easily doable.

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The Motley Fool

FEBRUARY 27, 2025

Those companies also took the lead in the fast-growing market for artificial intelligence (AI) cloud services, renting state-of-the-art data center infrastructure to businesses who use it to develop and deploy AI software. The cloud computing industry is dominated by trillion-dollar giants like Amazon , Microsoft , and Alphabet.

Finance 259

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The Motley Fool

MARCH 20, 2025

That's one of several reasons it is home to solid dividend stocks, including Pfizer (NYSE: PFE) and Bristol Myers Squibb (NYSE: BMY) , two of the leading pharmaceutical companies in the world. Read on to find out why dividend seekers can confidently add Pfizer and Bristol Myers Squibb to their portfolios. Start Your Mornings Smarter!

Prospects 241

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The Motley Fool

JANUARY 31, 2025

Additionally, new companies go public and new industries emerge, giving investors fresh opportunities. But I also like to look over my existing portfolio to see how much money I've invested in my highest-conviction ideas. If my assumption is correct, then I feel very good about the company's ongoing growth potential.

Portfolios 233

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The Motley Fool

MARCH 13, 2025

2025 has been a difficult year for artificial intelligence (AI) semiconductor stocks so far, as the sector has been hit hard by a spate of negative news that has led investors to overlook the strong results that companies in this sector have been delivering. The company sold $4.1 2) on March 6.

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The Motley Fool

NOVEMBER 30, 2024

Both companies play important roles in the burgeoning artificial intelligence (AI) economy, but several billionaire fund managers sold some of their Palantir stakes and bought more shares of Nvidia during the third quarter. Nvidia is now the largest position in AQR's portfolio. Ken Griffin of Citadel sold 5.1 Meanwhile, he bought 4.7

Stakes 245

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The Motley Fool

JANUARY 6, 2025

However, from time to time, a company may invest in other businesses and acquire a small equity stake. In 2024, a 13F filing revealed that semiconductor giant Nvidia has ownership positions in six publicly traded companies -- Applied Digital , Arm Holdings , Nano-X Imaging , Recursion Pharmaceuticals , Serve Robotics , and SoundHound AI.

Conglomerates 246

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The Motley Fool

JANUARY 11, 2025

Warren Buffett, the famed investor and one of the world's wealthiest individuals, built his fortune primarily through his holding company, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). But if you think about it, a holding company is a business that owns other businesses. In a way, we, as investors, are all our own holding companies.

Stakes 246

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The Motley Fool

MARCH 11, 2025

Artificial intelligence is one of the biggest, and two companies are leading the pack: Broadcom (NASDAQ: AVGO) and Nvidia (NASDAQ: NVDA). Broadcom CEO Hock Tan highlighted this opportunity on the company's earnings call for the first quarter (which ended Feb. The company's artificial intelligence revenue surged 77% to $4.1

Accounting 270

Accounting Returns Investors Companies 270

Private Equity Insights

APRIL 4, 2025

NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & (..)

Private Equity Firms 243

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The Motley Fool

DECEMBER 2, 2024

Despite this substantial size difference, the two companies have some similarities. 30), Palantir's revenue soared by 30% year over year driven precisely by large enterprise customers adopting the company's Artificial Intelligence Platform (AIP). In the company's third quarter (for the period ended Sept. Comparing BigBear.ai

Leveraging 245

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The Motley Fool

APRIL 1, 2025

More often than not, the joke is on you as the company cuts its payout, and you lose money. All three companies have excellent records of increasing their high-yielding payouts, which seems likely to continue. It owns a diversified portfolio of properties secured by long-term net leases with many of the world's leading companies.

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The Motley Fool

JANUARY 10, 2025

But the company isn't going to go silently into the night. Considering that most companies spent more on AI and automation in 2024 than they did in 2023, this indicates that UiPath is facing challenges. This job sounds a lot like UiPath's original RPA software, which is why the company must get this right. The reason?

Shareholders 242

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The Motley Fool

JANUARY 8, 2025

See the 10 stocks UiPath UiPath (NYSE: PATH) started out as a robotic automation company that helped customers build out tools whereby software robot agents could complete mundane tasks, such as data entry. At its user conference in October, the company laid out its roadmap for agentic automation. Image source: Getty Images.

Returns 246

Returns Companies Portfolios Investors 246

The Motley Fool

MARCH 19, 2025

There's massive potential here for Viking and other companies vying for a piece of the market. Last year, Viking's market capitalization rose to more than $9 billion due to the hype, which may have appeared excessive for a company without an approved drug in its portfolio. Today's market cap of around $3.5

Portfolios 223

Portfolios Capital Investors Companies 223

Private Equity Insights

MARCH 26, 2025

The divestment comes amid a corporate restructuring effort as the company faces intensifying competition from retail giants like Walmart and online challengers including Amazon, Shein, and Temu. Family Dollar has underperformed within Dollar Trees broader portfolio, prompting the retailer to evaluate alternatives since mid-2023.

Capital 241

Capital Funds Portfolios Companies 241

The Motley Fool

FEBRUARY 4, 2025

ExxonMobil (NYSE: XOM) has built a premier oil company. The company also has an integrated products solutions business in chemicals and refining that enables it to maximize nearly every molecule of hydrocarbons it produces. The company's disciplined investment approach and high-quality asset base drive those robust returns.

Assets 219

Assets Shareholders Returns Portfolios 219

The Motley Fool

DECEMBER 18, 2024

The stock was jumping last week on rumors that a private equity firm may be buying the company. The company has a tough road ahead, and it may not be as simple as just closing underperforming stores to turn things around. But before you jump in and decide to take a chance on this beaten-down stock, there are some things to consider.

Buyout 245

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The Motley Fool

NOVEMBER 29, 2024

The first is through its networking portfolio, where it provides such components as switches and NICs (network interface cards). The company contends that as AI clusters grow in size, there will be distributed computing challenges, and networking will become an increasingly more important piece of the infrastructure buildout.

Portfolios 246

Portfolios Returns Companies Investors 246

The Motley Fool

DECEMBER 31, 2024

While Nvidia and Tesla were scorching hot, there's one company that outperformed all of its peers in spectacular fashion. Below, I'll dig into a new contract the company won and detail why this deal is so important for the long-term thesis surrounding Palantir's position in the AI realm. Image source: Getty Images.

Consulting 243

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The Motley Fool

DECEMBER 6, 2024

If you're looking for a millionaire-maker stock, one way to do it is finding a small company pioneering a massive long-term opportunity. Below, I'll look at the company's pros and cons to decide if it can help make you rich. However, investors should also be aware of the uncertainties involved in less established companies.

Bidding 243

Bidding Private Companies Portfolios Returns 243

The Motley Fool

JANUARY 16, 2025

Is Verizon's stock likely to continue producing lackluster returns for investors in the future, or can this be a good contrarian pick to add to your portfolio today? The telecom company's growth has been flat or declining in recent quarters. In 2023, the company reported an operating profit of $28.7 Start Your Mornings Smarter!

Debt 246

Debt Returns Portfolios Investors 246

The Motley Fool

JANUARY 20, 2025

The consumer finance company is expanding its footprint into other key markets in Latin America, including Mexico and Colombia. The company introduced a digital-only neobank model that operates without any physical branches. Additionally, the company recorded $1.6 Investors will want to watch Nu's loan growth and loan portfolio.

Banks 225

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