BASF’s conglomerate structure can’t take the strain
Financial Times M&A
SEPTEMBER 19, 2024
German chemicals group has been buffeted by high energy prices and hamstrung customers
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Financial Times M&A
SEPTEMBER 19, 2024
German chemicals group has been buffeted by high energy prices and hamstrung customers
The Motley Fool
AUGUST 22, 2024
According to Berkshire's 13-F filing for the second quarter of 2024 (ended June 30), the conglomerate just sold a substantial amount of stock, which implies Buffett might be feeling cautious about the broader market. It's the most money the conglomerate has invested in any company since Buffett took the helm in 1965.
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The Motley Fool
NOVEMBER 19, 2024
The activist firm Elliott Investment Management has written to Honeywell International 's (NASDAQ: HON) board of directors arguing for the conglomerate's breakup. Elliott believes "Honeywell's conglomerate model has contributed to this underperformance." over the previous three years compared to a 27% increase in the S&P 500 index.
Financial Times M&A
MAY 26, 2024
Business owned by $240bn IHC broke into market last year with acquisition of a major Zambian copper mine
The Motley Fool
NOVEMBER 8, 2024
Tech and entertainment conglomerate Sony (NYSE: SONY) hasn't been considered a major player in either industry for decades. The storied Japanese conglomerate surely has momentum on its side. But you wouldn't know that from its stock's performance on Friday. The new estimate is slightly over 12.7 trillion yen ($83 billion).
The Motley Fool
OCTOBER 24, 2024
That's twice as much as the conglomerate has invested in any single company in its entire history. The conglomerate generated $49 million in revenue during 1965, and that number is on track to come in at $368 billion in 2024. If a correction happens, Buffett can swoop in and put the conglomerate's cash pile to work.
The Motley Fool
AUGUST 13, 2024
Berkshire has become a conglomerate with several wholly owned companies under its umbrella, in addition to a portfolio of 47 publicly traded stocks and securities. In addition, the conglomerate's portfolio of publicly traded stocks and securities is worth $302.4 The conglomerate delivered $49.3 Berkshire also reported $43.3
The Motley Fool
NOVEMBER 19, 2024
The conglomerate also dipped its toes in the water with swimming pool supplies distributor Pool Corporation (NASDAQ: POOL). The conglomerate's stake in the aerospace and electronics company was worth roughly $214 million at the end of the quarter. Its biggest addition was 1.28 million at the end of Q3.
The Motley Fool
NOVEMBER 18, 2024
Shares of Honeywell International (NASDAQ: HON) hit a new all-time high on Tuesday on news that activist investor Elliott Investment Management had amassed a more than $5 billion stake in the industrial conglomerate. With ownership of between 3% and 4% of the stock, it's now the largest activist investor in the company.
Financial Times M&A
JUNE 27, 2024
Bid just highlights the underperforming group’s discount to the value of its parts
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%
Financial Times M&A
MAY 29, 2024
Calls for more radical break-ups are likely to intensify
The Motley Fool
NOVEMBER 7, 2024
Warren Buffett's conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Additionally, Berkshire sold another several billion dollars worth of Bank of America, which had been the conglomerate's second-largest holding. That eventually grew into the conglomerate we know today. billion, up from $276.9
The Motley Fool
AUGUST 5, 2024
In 2023, he called Apple "a better business than any we own," referencing the portfolio of wholly owned companies that fall under the Berkshire Hathaway conglomerate. The conglomerate already has a market cap approaching $950 billion. Berkshire Hathaway stock currently sports a price-to-book ratio of 1.6
The Motley Fool
AUGUST 28, 2024
billion even after Buffett nearly halved the conglomerate's position in the iPhone maker. billion of the conglomerate's $42.3 However, that threshold is much lower than the current level, which is the highest ever for the conglomerate. Its stake in Apple is worth $90.7 Berkshire's stake in AmEx totals close to $38.5 Treasuries?
The Motley Fool
NOVEMBER 9, 2024
Investing legend Warren Buffett and his conglomerate, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , have not given investors many reasons to buy into the strength of this market. American Express earlier this year leapfrogged Bank of America as the conglomerate's second-largest equity holding and now makes up 14.5%
The Motley Fool
NOVEMBER 9, 2024
In addition to its dozens of fully and partially owned subsidiary businesses, Buffett's conglomerate also owns a portfolio of publicly traded stocks worth $287 billion as of this writing. The combination of valuation concerns and a risky macroeconomic and geopolitical backdrop could be factors in the conglomerate's strategic shift.
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.
The Motley Fool
NOVEMBER 1, 2024
It's the parent company of Google, YouTube, and Waymo, and the conglomerate is quickly becoming a leader in the artificial intelligence (AI) race. Nevertheless, the conglomerate was determined to become a serious competitor in the AI race , and its latest Gemini family of AI models are among the industry's best. trillion Nvidia: $3.4
The Motley Fool
OCTOBER 22, 2024
Do you want a diversified conglomerate? This blue chip conglomerate continues to shuffle its portfolio Buying and selling pieces of your company can be risky, but it can also pay off if done well. Technology may change the industrial factory, but the basic need to produce goods and services will never disappear. and its allies?
Financial Times M&A
OCTOBER 17, 2023
The retail network in the country has been bleeding cash and losing market share to rivals
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.
The Motley Fool
NOVEMBER 13, 2024
Shares of mini-conglomerate Boston Omaha (NYSE: BOC) fell 5.4% Missing the mark, and its co-CEO Boston Omaha is a diversified mini-conglomerate involved in billboard advertising, fiber broadband, insurance, and other financial businesses, and used to be co-run by Warren Buffett's great-nephew Alex Rozek. on Wednesday as of 1:30 p.m.
The Motley Fool
JULY 17, 2024
After months of speculation, in its most recent 13F disclosure, the conglomerate revealed that the mystery position was commercial property and casualty insurance company Chubb (NYSE: CB). That might seem like a high valuation for a conglomerate that has boring businesses like insurance companies and railroads among its biggest subsidiaries.
The Motley Fool
APRIL 17, 2024
The claims piled onto the already struggling stock, which had previously been a longtime holding of Warren Buffett's conglomerate, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Buffett and his team have an excellent track record of evaluating management, which is a big reason for the conglomerate's long-term success.
The Motley Fool
OCTOBER 5, 2024
It's by far the largest cash position for the conglomerate ever. The conglomerate still has positions in 43 stocks and two exchange-traded funds (ETFs) worth more than $313 billion. Berkshire Hathaway's cash stockpile, including cash, cash equivalents, and short-term investments in U.S. Treasuries , stands at a whopping $277 billion.
The Motley Fool
AUGUST 24, 2024
The giant conglomerate has also been a net seller of stocks over the past year and a half. So, the conglomerate would need to buy $2.8 It may say more about the conglomerate's size than it does about the stock market. As of the end of the second quarter, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)
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. In time, a corporation's or conglomerate's value always shines through. Berkshire Hathaway Last but not least, add Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)
The Motley Fool
MARCH 23, 2024
Berkshire Hathaway has thrived under Warren Buffett Berkshire Hathaway is a conglomerate, owning numerous businesses across multiple industries. They are steady producers of cash flow, which is a big part of the conglomerate's growing cash stockpile. How about current shareholders? Should they hold on to the stock, or sell it?
The Motley Fool
NOVEMBER 26, 2023
The conglomerate's stake in BofA is currently worth a whopping $30.6 billion worth of Oxy shares, enough to make it the conglomerate's sixth-largest holding. Berkshire's stake in the Japanese conglomerate totals nearly $5.6 Berkshire's stake in the conglomerate stands at nearly $2.2 Berkshire owns $13.6
The Motley Fool
JUNE 15, 2024
And even if they know something about Amazon's competitors, they might not understand that they are actually conglomerates involved in several other businesses. One less-understood conglomerate is MercadoLibre (NASDAQ: MELI) , often called the "Amazon of Latin America."
The Motley Fool
AUGUST 18, 2024
Note, though, that the Japanese conglomerate trades via two over-the-counter stocks. Berkshire owns stakes in five Japanese conglomerates. He likes the diversification these conglomerates offer, as well as their management teams' "shareholder-friendly policies." The company's forward dividend yield tops 3.1%.
PE Hub
DECEMBER 18, 2023
Samyang Holdings is the holding company of Samyang Group, a Korean heritage global conglomerate that was founded in 1924. The post OpenGate Capital sells chemical manufacturer Verdant to Samyang Group for $250 million appeared first on PE Hub.
The Motley Fool
SEPTEMBER 22, 2024
Buffett's conglomerate has been steadily selling off Bank of America, and it's not fully clear why. The conglomerate already has a record-high cash balance after dumping so much of its Apple stake. In fact, the banking/insurance sector has likely been the sector he's invested the most in over his career. So what should investors do?
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. The conglomerate now owns over 15% of Paramount, with its stake worth close to $1.3 Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) What does Buffett like about the stock? A no-brainer buy?
The Motley Fool
FEBRUARY 28, 2024
But that's just one of the conglomerate's many success stories. The conglomerate has the financial results to back up those substantial gains. A number of factors will probably work in the conglomerate's favor as the year progresses. Today, that position is worth $24.4 The difference is staggering in dollar terms. million today.
The Motley Fool
MAY 23, 2024
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. It would be even larger, but the conglomerate recently sold 13% of its position (reportedly for tax reasons). billion accounting for 39.7%
The Motley Fool
JULY 7, 2024
But three stocks Berkshire already owns are set to benefit tremendously from AI, and they account for more than 45% of the conglomerate's entire $398.7 of the conglomerate's stock portfolio. The conglomerate has spent around $38 billion accumulating shares starting in 2016, and its position is now worth $177.6 Snowflake: 0.2%
The Motley Fool
MARCH 12, 2024
At recent prices, shares of healthcare conglomerate CVS Health (NYSE: CVS) offer a 3.5% Know the risks CVS Health isn't the only healthcare conglomerate that knows how to successfully combine related healthcare businesses. People can avoid paying for travel and luxury goods when the economy is in a slump. dividend yield.
The Motley Fool
JULY 13, 2024
Buffett's biggest contrarian bet Chevron (NYSE: CVX) ranks as Berkshire Hathaway 's fourth-largest holding, with the conglomerate's position worth nearly $19.1 The conglomerate's stake in Occidental Petroleum is worth nearly $15.7 Warren Buffett is betting nearly $35 billion that this conventional wisdom is wrong.
The Motley Fool
DECEMBER 5, 2023
Even taking a quick glance at the investment conglomerate's stock portfolio reveals that owning high-quality dividend stocks is one of Buffett's favorite ways to make money while catching some shuteye. Apple stands as the investment conglomerate's single largest stock holding -- and by an almost incredible margin.
The Motley Fool
NOVEMBER 28, 2023
latest 13F filing revealed that the conglomerate trimmed its stake in Amazon by roughly 5%. However, Buffett said that several of the conglomerate's major equity holdings were overseen by the two investment managers. I wrote only a few weeks ago that Amazon ranked among three Warren Buffett stocks with strong moats to buy right now.
The Motley Fool
JANUARY 27, 2024
The conglomerate's 19.8% Berkshire Hathaway transformed from a failed textile business to a multinational conglomerate In the 1960s, Berkshire Hathaway was a textile manufacturing business on its final legs. Through the third quarter, the conglomerate's railroad, utilities, and energy businesses brought in $26.2 Is it a buy?
The Motley Fool
AUGUST 14, 2024
Warren Buffett's diversified conglomerate generated those steady returns even as inflation, elevated interest rates, and geopolitical conflicts rattled the broader markets. Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B) stock has rallied more than 20% over the past 12 months, and only trades about 3% below its all-time high.
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