Remove Conglomerates Remove Investors Remove Portfolios
article thumbnail

Warren Buffett Just Shunned His Favorite Stock for the First Time Since 2018, and It Could Spell Trouble for the S&P 500

The Motley Fool

Warren Buffett is the CEO of the conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). According to Berkshire's 13-F filing for the third quarter of 2024, the conglomerate continued to dump a substantial amount of stock. Finally, the conglomerate sold 25% of what was left during the third quarter.

article thumbnail

Billionaire Warren Buffett Recently Cut This Stock From Berkshire Hathaway's Portfolio. It Just Dropped 53% In 1 Day. Here's What Investors Need to Know.

The Motley Fool

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

38.3% of Warren Buffett's $315 Billion Portfolio Is Invested in 3 Artificial Intelligence (AI) Stocks

The Motley Fool

That's why investors closely monitor Berkshire's every move. 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. million today.

article thumbnail

An Activist Investor Wants to Break Up Dow Jones Blue Chip Honeywell. Is It Time to Buy the Stock?

The Motley Fool

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.

article thumbnail

6 Artificial Intelligence (AI) Stocks Inside Warren Buffett's $410 Billion Portfolio

The Motley Fool

Over that 59-year stretch, he steered the conglomerate to average annual returns of 19.8%, which is nearly twice the average annual return delivered by the S&P 500 index over the same period. That said, at least six of the 47 stocks already in Berkshire's $410 billion portfolio of publicly traded securities now use AI in some capacity.

article thumbnail

Warren Buffett Issued a $277 Billion "Warning" for the Stock Market. Investors May Want to Ignore It (Mostly).

The Motley Fool

The giant conglomerate has also been a net seller of stocks over the past year and a half. He manages most of Berkshire's equity investment portfolio, so record levels of relatively liquid capital imply he's struggling to find stocks worth buying in the current environment. So, the conglomerate would need to buy $2.8

article thumbnail

Warren Buffett's AI Bets: 24.1% of Berkshire Hathaway's $287 Billion Stock Portfolio Is Invested in These 2 Artificial Intelligence Stocks

The Motley Fool

CEO Warren Buffett is one of history's most successful investors. 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. Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) million shares.