The Motley Fool

AUGUST 17, 2024

PepsiCo Coca-Cola is the typical go-to name for investors looking to add a dividend-paying consumer goods stock to their portfolio -- and understandably so. 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.

Mutual Funds 246

Mutual Funds Conglomerates Shareholders Stakes 246

The Motley Fool

DECEMBER 2, 2024

Even investors only interested in scintillating growth stocks can acknowledge that Warren Buffett's value-minded approach has its merits. But one can't help but wonder if too many investors are underestimating the true potential of Berkshire Hathaway. The fact is, however, Berkshire is less like a mutual fund than perceived.

Mutual Funds 130

Mutual Funds Conglomerates Exchange-Traded Funds Banks 130

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

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

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

FEBRUARY 12, 2025

For that reason, Warren Buffett's company may not be of much interest if you are a diehard value investor committed to finding cheap stocks. That's kind of how a mutual fund operates, only a mutual fund doesn't buy entire companies. Most investors won't make that leap of faith.

Mutual Funds 147

Mutual Funds Conglomerates Asset Management Shareholders 147

The Motley Fool

FEBRUARY 7, 2024

Warren Buffett has built a reputation as one of the greatest investors of all time, and rightfully so. There are two holdings in Berkshire's portfolio of 51 stocks that Buffett regularly and publicly recommends for most investors. So, why does Buffett only recommend index funds? And his recommendation hasn't changed for years.

Mutual Funds 130

Mutual Funds Investing Conglomerates Shareholders 130

The Motley Fool

OCTOBER 10, 2024

There are some good reasons why investors might want to buy it, but that doesn't mean every investor can buy it. Here's why most investors won't want to buy Berkshire Hathaway's A shares, even if they can afford to do it. The easy way to describe Berkshire Hathaway is to call it a conglomerate. 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. Investors buy Berkshire Hathaway so they can invest alongside Warren Buffett.

Mutual Funds 130

Mutual Funds Conglomerates Banks Prospects 130

The Motley Fool

SEPTEMBER 19, 2024

Chinese stocks moved higher today after the Federal Reserve's jumbo 50-basis-point interest rate cut prompted investors to bet that China's central bank may follow suit. Shares of the Chinese tech conglomerate Tencent Holdings (OTC: TCEHY) traded roughly 3.3% 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

Warren Buffett provides a warning to investors Although Warren Buffett doesn't like to talk too much about his investment thoughts, there is one place where he is surprisingly candid about them -- Berkshire Hathaway's annual report. At its core, Berkshire Hathaway is a giant, sprawling conglomerate. What is Berkshire Hathaway?

Mutual Funds 130

Mutual Funds Conglomerates Portfolios Companies 130

The Motley Fool

MAY 15, 2024

is a stock that most investors know about and that many would like to say they own. 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! So, the first thing any investor needs to consider is which share class is more attractive.

Mutual Funds 130

Mutual Funds Conglomerates Portfolios Returns 130

The Motley Fool

JUNE 11, 2024

Some investors even try to model their investment decisions based on the stocks in the Berkshire portfolio. As exciting as it is to potentially profit from a living Wall Street legend, investors need to understand that Berkshire Hathaway isn't a "normal" company, and its stock is best suited for a certain type of investor.

Mutual Funds 130

Mutual Funds Conglomerates Portfolios Shareholders 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. Investors know that market downturns can actually work to Berkshire Hathaway's advantage over the long run when the Oracle of Omaha capitalizes on such opportunities to buy great stocks on the cheap. Are they buys?

Mutual Funds 130

Mutual Funds Conglomerates Returns Capital 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. Warren Buffett is famous as an investor. So the company is almost like a mutual fund. This approach has worked out incredibly well for investors. Image source: Motley Fool.

Conglomerates 100

Conglomerates Mutual Funds Stock Market Stock Market 100

The Motley Fool

APRIL 12, 2024

History suggests that investors would be making a wise choice by buying Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Like any investment, Berkshire Hathaway isn't going to be the best choice for every investor. Like any investment, Berkshire Hathaway isn't going to be the best choice for every investor.

Mutual Funds 130

Mutual Funds Conglomerates Shareholders Returns 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) Then youll want to hear this.

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. It's an often-forgotten detail about Berkshire Hathaway, but it's not a mutual fund. Ordinary investors can't make such deals. It's not complicated.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Conglomerates Prospects 130

The Motley Fool

MAY 28, 2024

In this podcast, Motley Fool analyst Bill Mann and host Ricky Mulvey discuss JPMorgan 's investor day and CEO Jamie Dimon's thoughts on stock buybacks and inflation. I spent this morning watching the JPMorgan Investor Conference, which is four hours of presentations, and then one hour of Jamie Dimon, at a podium with his energy.

Taxes 130

Taxes Accounting Education Shareholders 130

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. They include funds run by legendary investors like Warren Buffet, Seth Klarman, Ron Baron and Ken Fisher. 73%, selling 40.6 million shares.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

AUGUST 16, 2024

Brian Baker and James Royal of Bankrate also report on which stocks Warren Buffett’s Berkshire Hathaway bought and sold last quarter: Warren Buffett is arguably the world’s most famous investor, and his investment moves are closely followed. The conglomerate still owns nearly 4.7 13-f filings show. The stake was valued at more than $1.3

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

FEBRUARY 16, 2024

It’s been a roller-coaster week for stocks, with investors carefully assessing the direction of the U.S. Greg Bassuk, chief executive officer at AXS Investments, told CNBC that investors should brace for more near-term volatility ahead. One other notable investor pared back its exposure to Apple in the fourth quarter: the Soros Fund.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

The Big Picture

JUNE 11, 2024

Peter is also the author of two really interesting books, the Five Mistakes Every Investor Makes, and How to Avoid Them. And I think an investor, a a a prospective client can figure that out in pretty short order. Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund.

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

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 237

Mutual Funds Conglomerates Asset Management Stakes 237

The Motley Fool

MARCH 10, 2025

Warren Buffett is one of the most famous investors of all time. 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. Image source: Getty Images.

Conglomerates 243

Conglomerates Investing Mutual Funds Public Companies 243

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. Yet, there's a reason The Coca-Cola Company (NYSE: KO) keeps making its way back onto investors' radars -- it's just that strong of a prospect.

Conglomerates 242

Conglomerates Stakes Mutual Funds Shareholders 242

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? Most investors have certainly heard of it. often more patient than the average investor can afford to be. What is Berkshire Hathaway?

Mutual Funds 195

Mutual Funds Conglomerates Prospects Banks 195

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. In his shareholder letter that year, Buffett said his main motivation was minimizing investors' transaction costs. Where to invest $1,000 right now? Chart by author.

New York Stock Exchange 130

New York Stock Exchange Stock Exchanges Mutual Funds Conglomerates 130

The Motley Fool

DECEMBER 29, 2024

Some investors want to swing for the fences. 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). Investors also get more than just the equity portfolio.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Conglomerates Shareholders 130

The Big Picture

APRIL 11, 2023

And let’s face it, dividends really never made sense as a way of returning cash to equity investors. RITHOLTZ: If you’re a long-term investor, you want to see the capital — DAMODARAN: But, also, if you think about equity as a residual claim, which is the way I think about it, you get whatever is left over.

Education 119

Education Finance Financing Taxes 119

The Motley Fool

JANUARY 22, 2025

Dylan Lewis: Bill, do you see an X-TikTok conglomerate like that? Before we get into those results a little bit, I just want to step back really quickly and review 2024, because I'm not sure many investors or many of our listeners realize that financials was one of the top sectors in the S&P 500 last year. Bill Mann: I do.

Banks 130

Banks Mutual Funds Stock Market Stock Market 130