The Motley Fool

DECEMBER 2, 2024

The conglomerate also owns a slew of privately held business like Duracell batteries, Shaw flooring, Geico insurance, Clayton mobile homes, and Acme brick company just to name a few. The fact is, however, Berkshire is less like a mutual fund than perceived. It also invests in ways that most mutual fund managers simply can't.

Mutual Funds 130

Mutual Funds Conglomerates Exchange-Traded Funds Banks 130

The Motley Fool

MAY 19, 2024

In some ways it is probably better to think of Berkshire Hathaway as a mutual fund. Is that portfolio going to stay in place, or will the next CEO look to pare down the conglomerate by selling or spinning off businesses? That is why the company's businesses range from insurance to trains to manufacturing to retail.

Mutual Funds 246

Mutual Funds Conglomerates Portfolios Investors 246

The Motley Fool

MAY 13, 2024

Here's what you need to know as you consider the buy, sell, or hold call on this massive conglomerate. It is even dramatically different from most other conglomerates. In the end, Berkshire is far more similar to a mutual fund than to a typical company. That's basically what a mutual fund manager does.

Mutual Funds 130

Mutual Funds Conglomerates Shareholders Funds 130

The Motley Fool

AUGUST 17, 2024

From this perspective, it's not unlike a mutual fund. The remainder reflects the value of all the wholly owned private companies that also help make up the conglomerate. It's not a stock in the traditional sense. Rather, Berkshire is a basket of stocks hand-picked by Warren Buffett and his lieutenants.

Mutual Funds 246

Mutual Funds Conglomerates Shareholders Stakes 246

The Motley Fool

SEPTEMBER 27, 2024

There's a problem with mutual funds and exchange-traded funds (ETFs) that doesn't bedevil a traditional company. Berkshire Hathaway is similar to a mutual fund If you were to describe Berkshire Hathaway's business, some might argue that it is an insurance company. has achieved such impressive success over time.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Conglomerates Banks 130

The Motley Fool

FEBRUARY 12, 2025

Again, it isn't unusual for a company to operate as a conglomerate with businesses that span many industries, but the breadth of Berkshire Hathaway's diversification is vast, including utilities, retail stores, manufacturing companies, and railroads, among many, many others. Learn More Those companies span a surprising range of industries.

Mutual Funds 147

Mutual Funds Conglomerates Asset Management Shareholders 147

The Motley Fool

FEBRUARY 7, 2024

The two investments held in Berkshire Hathaway's portfolio that Buffett recommends more than anything else are two S&P 500 index funds. The best possible choice, on average Buffett's recommendation to invest in an index fund instead of individual companies is quite a paradox. So, why does Buffett only recommend index funds?

Mutual Funds 130

Mutual Funds Investing Conglomerates Shareholders 130

The Motley Fool

APRIL 2, 2025

Technically, it is a conglomerate , which means that it owns a lot of different companies. Usually, conglomerates own a few businesses in similar industries. So it is quite reasonable to think of Berkshire Hathaway as something similar to a mutual fund with Warren Buffett at the helm. What does Berkshire Hathaway do?

Portfolios 130

Portfolios Conglomerates Mutual Funds Leveraging 130

The Motley Fool

OCTOBER 10, 2024

The easy way to describe Berkshire Hathaway is to call it a conglomerate. It is more like a mutual fund that's run by a star manager. Sure, it is a diversified company that could easily be seen as something similar to a mutual fund. The list could keep going, but you probably get the point. data by YCharts.

Mutual Funds 130

Mutual Funds Conglomerates Banks Public Companies 130

The Motley Fool

OCTOBER 11, 2024

Iconic CEO Warren Buffett, often called the Oracle of Omaha, has been clear about the future prospects of the conglomerate he oversees. In many ways, it is probably best to think of the company as something akin to a mutual fund. There's no doubt about it, $995 billion market cap Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Mutual Funds 130

Mutual Funds Conglomerates Banks Prospects 130

The Motley Fool

SEPTEMBER 19, 2024

Shares of the Chinese tech conglomerate Tencent Holdings (OTC: TCEHY) traded roughly 3.3% The easier way for investors to play the Chinese trade is to buy a basket of Chinese equities through an exchange-traded fund or mutual fund. higher, as of nearly 1 p.m. Should you invest $1,000 in Tencent right now?

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Conglomerates Banks 130

The Motley Fool

NOVEMBER 1, 2024

At its core, Berkshire Hathaway is a giant, sprawling conglomerate. That makes Berkshire Hathaway something like a mutual fund. If that's the case, shouldn't you listen to the advice of the man dubbed the Oracle of Omaha? What is Berkshire Hathaway? To simplify, he prefers good companies that are trading at attractive prices.

Mutual Funds 130

Mutual Funds Conglomerates Portfolios Companies 130

The Motley Fool

MAY 15, 2024

The problem is that buying a share of the conglomerate is rather costly, noting that the A share class has a 52-week high of around $647,000! data by YCharts In many ways, Berkshire Hathaway is more like a mutual fund than a company. Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) There are a few things to consider first.

Mutual Funds 130

Mutual Funds Conglomerates Portfolios Returns 130

The Motley Fool

SEPTEMBER 9, 2023

In 2019, 2021, and 2023 year to date, though, the giant conglomerate turned in double-digit percentage gains. Of course, the fine print you'll find in mutual fund prospectuses about past performance not being indicative of future results applies to Berkshire Hathaway and Eli Lilly, too. Are they buys?

Mutual Funds 130

Mutual Funds Conglomerates Returns Capital 130

The Motley Fool

DECEMBER 6, 2024

Warren Buffett takes a bite of Domino's In mid-November, large hedge funds, mutual funds, and holding companies file their 13F filings , disclosing their buys and sells made during the prior quarter. 14, Warren Buffett conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Mutual Funds 100

Mutual Funds Hedge Funds Conglomerates Stakes 100

The Motley Fool

MARCH 23, 2024

The dividends Berkshire's collected from the stocks it's holding still don't come close to fully explaining why the fund is doing so well when the stocks it's holding aren't. The next biggest three -- Coca-Cola, Chevron (NYSE: CVX) , and Occidental Petroleum (NYSE: OXY) -- make up another 16% of the fund's picks. 3-Year Chg.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Conglomerates Prospects 130

The Motley Fool

JUNE 11, 2024

Berkshire Hathaway is a conglomerate with a vast array of subsidiaries. That's more like a mutual fund than a stock investment. Otherwise, he's pretty hands-off. That is true for both businesses that Berkshire buys outright and for the stock investments it makes. So what exactly is Berkshire Hathaway?

Mutual Funds 130

Mutual Funds Conglomerates Portfolios Shareholders 130

The Motley Fool

JULY 15, 2024

At the end of the day, Berkshire Hathaway is a conglomerate. But it's not like most other conglomerates, either. So the company is almost like a mutual fund. It is a lot of things all under one roof, and that list is actually not complete because there are still more businesses hidden under the covers.

Conglomerates 100

Conglomerates Mutual Funds Stock Market Stock Market 100

Pension Pulse

FEBRUARY 14, 2025

The Omaha, Nebraska-based conglomerate cut its stake in the bank to 8.9% The iPhone maker remains Berkshires largest stock holding, representing 28% of the conglomerates portfolio. The filing, known as a 13F filing, shows what fund managers owned at the end of the previous quarter. intact following an earlier reduction.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

AUGUST 16, 2024

High profile investment funds including Stanley Druckenmiller’s Duquesne Family Office, David Tepper’s Appaloosa Management, Soros Capital and Lee Ainslie’s Maverick Capital all cut their stakes in Nvidia in the second quarter, the filings show. The conglomerate still owns nearly 4.7 13-f filings show. billion as of June 30.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

FEBRUARY 16, 2024

Top Funds' Activity in Q4 2023 Alright, let's get into it. The conglomerate trimmed its holdings in Apple ( AAPL ) and HP ( HPE ) while adding to its stakes in oil giants Chevron ( CVX ) and Occidental Petroleum ( OXY ). That fund, Scion Capital, also boosted bets on Chinese e-commerce giants Alibaba and JD.com.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

The Motley Fool

APRIL 12, 2024

While it is a single company, it is a conglomerate with its fingers in a vast array of businesses. In some ways, the stock is almost like a giant mutual fund. If that's how you feel, Berkshire Hathaway isn't right for you. Berkshire Hathaway is very complex It is also important to understand how complex Berkshire Hathaway is.

Mutual Funds 130

Mutual Funds Conglomerates Shareholders Returns 130

The Motley Fool

MAY 28, 2024

It was part of Darden Restaurants , which is a publicly traded conglomerate that owns Olive Garden and then went through a series of private equity owners until now where it is selling whole restaurants at auction, it has gone bankrupt. What she should do is open a Roth IRA right now and fund it even with a small amount of money.

Taxes 130

Taxes Accounting Education Shareholders 130

The Big Picture

JUNE 11, 2024

We never used hedge funds, but we used private equity, you know, private lending, you know, very early on for an RIA, we were doing legal tax investments, trust services, planning, all under one roof. Well, we were there in the beginning on the private side, where has it gone from hedge funds to private investments.

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

The Motley Fool

MARCH 22, 2025

Sign Up For Free The case for buying Berkshire Hathaway Berkshire Hathaway is technically a conglomerate : It operates multiple distinct businesses under its corporate umbrella. However, it is like no other conglomerate on Wall Street given the huge diversity of those businesses. It's also holding $334 billion in cash and equivalents.

Mutual Funds 243

Mutual Funds Conglomerates Funds Portfolios 243

The Motley Fool

APRIL 6, 2025

There's nothing about the individual businesses within the conglomerate that's all that difficult to wrap one's head around. As noted, Berkshire Hathaway is a conglomerate. Usually conglomerates have a few related businesses under one corporate umbrella. That said, the company's most important business had a great year in 2024.

Mutual Funds 246

Mutual Funds Conglomerates Shareholders Funds 246

The Motley Fool

MARCH 10, 2025

Indeed, the company he runs, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , is more like a mutual fund than a traditional corporation. But that's not a great fit because, in reality, Berkshire Hathaway is a giant conglomerate. Conglomerates usually do a few similar things. Image source: Getty Images.

Conglomerates 246

Conglomerates Investing Mutual Funds Public Companies 246

The Motley Fool

FEBRUARY 23, 2025

But what about less conventional and far simpler names like Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , which is as much a mutual fund and private equity outfit as it is anything else? Although it holds a bunch of value stocks , including names like Apple , Bank of America , and Coca-Cola , it's not a mutual fund.

Mutual Funds 195

Mutual Funds Conglomerates Prospects Banks 195

The Motley Fool

MARCH 9, 2025

Shares of his Berkshire Hathaway regularly outperform the S&P 500 , achieving something only a handful of mutual fund managers ever even occasionally do. In addition to be being one of its longest-held positions, it's also the conglomerate's fourth-biggest holding, currently worth nearly $30 billion.

Conglomerates 242

Conglomerates Stakes Mutual Funds Shareholders 242

The Motley Fool

APRIL 9, 2025

However, it is really a highly diversified conglomerate. In this way, Berkshire Hathaway is kind of like a mutual fund. And if history is any guide, the giant conglomerate could set you up for a lifetime of strong investment decisions if you buy it today.

Conglomerates 130

Conglomerates Mutual Funds Shareholders Returns 130

The Motley Fool

DECEMBER 21, 2024

Under Buffett's leadership, the struggling textile company transformed into a conglomerate spanning industries like insurance, energy, and consumer goods. The new class was introduced to prevent fund managers from creating mutual-fund-style structures that would divide Berkshire's stock into smaller, more accessible slices.

New York Stock Exchange 130

New York Stock Exchange Stock Exchanges Mutual Funds Conglomerates 130

The Motley Fool

DECEMBER 29, 2024

Some may then wonder why they should bother buying Berkshire stock when they can just get a mix of the overall stock market by owning index mutual funds or exchange-traded funds (ETFs). That has led to the company making very successful investments in five Japanese industrial conglomerates that aren't in any U.S.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Conglomerates Shareholders 130

The Big Picture

APRIL 11, 2023

DAMODARAN: But an ETF gets funded the next year on small-cap stocks. DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. It’s because they wanted to get back at the hedge funds. This is a conglomerate in the 1970s. RITHOLTZ: Right. People forget all about the risk story. That was it.

Education 119

Education Financing Finance Taxes 119

The Motley Fool

MARCH 7, 2025

You shouldn't think about Berkshire Hathaway the same way you think about other companies Berkshire Hathaway is a conglomerate , with a massive list of businesses under its umbrella. Conglomerates usually do a few related things. That includes both individual stocks and the portfolio of controlled companies within the conglomerate.

Mutual Funds 241

Mutual Funds Conglomerates Asset Management Stakes 241

The Motley Fool

JANUARY 22, 2025

Dylan Lewis: Bill, do you see an X-TikTok conglomerate like that? Of course, a lot of people make good decisions and they don't want to spend that much time, so they put it toward index funds, which the Motley Fools always favored, and index funds have very low costs, usually, and typically mimic the market's returns.

Banks 130

Banks Mutual Funds Stock Market Stock Market 130