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. The 10 stocks that made the cut could produce monster returns in the coming years. It's not a stock in the traditional sense.

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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.

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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.

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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. Total Return Level data by YCharts.

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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. total return level , data by YCharts.

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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?

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The Motley Fool

FEBRUARY 7, 2024

And the company has gone from a textile business to an insurance business to a diversified conglomerate holding everything from a candy company to a railroad under Buffett's leadership. So, why does Buffett only recommend index funds? That's led 92% of active mutual funds to underperform the market over the long run.

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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. The 10 stocks that made the cut could produce monster returns in the coming years.

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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.

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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. The 10 stocks that made the cut could produce monster returns in the coming years.

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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. The 10 stocks that made the cut could produce monster returns in the coming years.

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The Motley Fool

SEPTEMBER 9, 2023

Others, though, deliver solid returns year in and year out. In 2019, 2021, and 2023 year to date, though, the giant conglomerate turned in double-digit percentage gains. And I predict that Berkshire Hathaway and Eli Lilly will keep their streaks of positive annual returns going. There's a lot to be said for consistency.

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The Motley Fool

JUNE 11, 2024

Even if you reinvested dividends , the total return on the S&P 500 only rises to around 460%, still trailing well behind Berkshire Hathaway, which doesn't pay dividends at all. Berkshire Hathaway is a conglomerate with a vast array of subsidiaries. That's more like a mutual fund than a stock investment.

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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. See 3 “Double Down” stocks » *Stock Advisor returns as of October 28, 2024 Reuben Gregg Brewer has no position in any of the stocks mentioned. What is Berkshire Hathaway?

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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. The S&P 500 index's total return, which assumes dividend reinvestment , was only 490% or so. Image source: Motley Fool.

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The Motley Fool

APRIL 12, 2024

The chart below shows total return, which includes reinvested dividends. SPY Total Return Level data by YCharts That performance came largely at the hands of world-famous investor Warren Buffett. While it is a single company, it is a conglomerate with its fingers in a vast array of businesses.

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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)

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Mutual Funds Hedge Funds Conglomerates Stakes 100

The Motley Fool

MARCH 23, 2024

It's an often-forgotten detail about Berkshire Hathaway, but it's not a mutual fund. It's a conglomerate that just so happens to use much of its idle cash to hold stocks of publicly traded companies. The 10 stocks that made the cut could produce monster returns in the coming years.

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The Motley Fool

MAY 28, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of May 28, 2024 This video was recorded on May 21, 2024. Consider when Nvidia made this list on April 15, 2005.

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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. George Soros, Carl Icahn, Stanley Druckenmiller, Julian Robertson have converted their hedge funds into family offices to manage their own money.

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Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

AUGUST 16, 2024

are buying/adding Ulta Beauty (ULTA) Ulta Beauty caught Berkshire’s eye in the most recent quarter, and the conglomerate opened a position in the purveyor of beauty products, albeit a relatively small 690,000 shares. The conglomerate still owns nearly 4.7 Here are some funds worth tracking closely. billion as of June 30.

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Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

FEBRUARY 16, 2024

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 ). The field’s best investment results in recent years have been those of “multistrategy” hedge funds like Ken Griffin’s Citadel and Izzy Englander’s Millennium Management.

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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.

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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.

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Mutual Funds Conglomerates Asset Management Stakes 237

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.

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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.

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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.

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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.

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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.

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Mutual Funds Exchange-Traded Funds Conglomerates Shareholders 130

The Big Picture

APRIL 11, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, returning after a too long of a wait, Professor Aswath Damodaran. DAMODARAN: Forty years ago, 95 percent of cash returned by companies took the form of dividends. In 1981, when I started, dividends were the way to go for returned cash.

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The Motley Fool

JANUARY 22, 2025

Then Motley Fool co-Founder David Gardner and host Ricky Mulvey talk about the stock market in 2025 and how to keep the short-term noise out of the way of your long-term returns. Learn more *Stock Advisor returns as of January 21, 2025 This video was recorded on Jan. Dylan Lewis: Bill, do you see an X-TikTok conglomerate like that?

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