The Motley Fool

JUNE 23, 2024

More recently, Apple (NASDAQ: AAPL) has arguably been the best stock the conglomerate has owned. That monster gain has made Apple into Berkshire's largest holding, representing a jaw-dropping 43% of the massive $390 billion portfolio. And today, it represents a large chunk of Berkshire Hathaway's public equities portfolio.

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The Motley Fool

JULY 28, 2024

A portfolio full of incredible businesses Buffett highlighted several of Berkshire Hathaway's biggest stock holdings in his 2023 letter to shareholders published earlier this year. He assured shareholders that he expects Apple to remain the largest holding in Berkshire's equity portfolio for a long time during this year's shareholder meeting.

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The Motley Fool

AUGUST 21, 2024

While there's always the prospect of losses stemming from big payouts to customers in any given year, one year's premiums are generally based on the previous year's total costs. Berkshire Hathaway is actually a conglomerate of many different privately owned companies that just so happens invest its idle cash in publicly traded organizations.

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Conglomerates Prospects Debt Shareholders 246

The Motley Fool

JULY 31, 2023

Class A and B shares of Buffett's conglomerate Berkshire Hathaway have gained 24.1% of Berkshire Hathaway's investment portfolio. However, considering the company's solid long-term growth prospects, its share prices can continue to grow in the coming months. of Berkshire Hathaway's investment portfolio.

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Portfolios Banks Investing Conglomerates 246

The Motley Fool

NOVEMBER 14, 2024

portfolio are valued at less than that amount. We'll get an update on this and more when Berkshire releases its quarterly portfolio update after today's market close.) Its energy businesses have solid prospects. Buffett's biggest bet of the year If you think that $2.9 billion is chump change for Buffett, think again.

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Securities and Exchange Commission (SEC) Conglomerates Investing Stakes 130

The Motley Fool

AUGUST 18, 2024

There's good news if you're in that group: Berkshire Hathaway's portfolio offers several great ideas for cash-strapped investors. of Berkshire's portfolio. Sure, the prospects of the Federal Reserve reducing interest rates could cause BofA's net interest income to decline. Berkshire owns stakes in five Japanese conglomerates.

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Conglomerates Banks Stakes Shareholders 189

The Motley Fool

MAY 25, 2024

And you can find some great candidates within Berkshire's portfolio. But I love its Amazon Web Services business prospects with the ongoing tailwind created by generative AI. Marubeni Marubeni (OTC: MARUF) (OTC: MARUY) is probably one of the least-followed stocks in Berkshire Hathaway's portfolio.

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Conglomerates Shareholders Prospects Financing 246

The Motley Fool

MARCH 2, 2024

I'd argue that the company's prospects are better now, too. homebuilder in the fourth quarter, but the conglomerate's portfolio still includes two homebuilders. Such a low valuation wouldn't be appealing if the builder's prospects were dismal, but that's not the case. Amazon generated free cash flow of $36.8

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Conglomerates Prospects Shareholders Stakes 244

The Motley Fool

FEBRUARY 28, 2024

It has amassed an expansive portfolio that includes several wholly owned private companies, and 47 publicly traded stocks and securities. But that's just one of the conglomerate's many success stories. Plus, its portfolio of publicly traded stocks and securities is worth $371.9 Buffett remains at the helm of Berkshire today.

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Conglomerates Banks Prospects Stakes 246

The Motley Fool

DECEMBER 11, 2023

I suspect that the Oracle of Omaha couldn't care less about how analysts predict the stocks in Berkshire's portfolio will perform going forward. However, he could be in for some great news if they're right about one of the conglomerate's holdings. And it happens to be the second-largest holding in Berkshire's portfolio.

Conglomerates 246

Conglomerates Banks Prospects Stakes 246

The Motley Fool

FEBRUARY 23, 2024

And after the conglomerate delivered its weakest growth -- 2% -- in the last fiscal year, investors aren't too optimistic about its prospects. Understandably, the conglomerate is emphasizing its international e-commerce business more to sustain its growth ambitions. Image source: Getty Images.

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Conglomerates Investors Prospects Leveraging 246

The Motley Fool

MAY 1, 2024

For the average investor, looking at what the conglomerate owns can provide potential stock ideas. of Berkshire's massive $374 billion portfolio. I think this disappointing trend will continue given the lack of sizable growth prospects. The Oracle of Omaha has been invested in Bank of America (NYSE: BAC) since 2007.

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Financial Institutions Portfolios Banks Conglomerates 130

The Motley Fool

MARCH 22, 2024

Berkshire Hathaway is a huge conglomerate headed up by the great Warren Buffett. Although Berkshire has its hands in numerous industries, like insurance, energy, and railroads, individual investors care most about the companies held in its $371 billion public equities portfolio. Berkshire owns 20.9%

Portfolios 130

Portfolios Conglomerates Prospects Accounting 130

The Motley Fool

OCTOBER 16, 2024

The tech giants' business models Alibaba and Baidu are first-generation technology companies in China that have continuously evolved and adapted over the last two decades to become huge tech conglomerates. What are the prospects for Alibaba and Baidu? Their prospects are different, too. Let's begin with Alibaba.

Conglomerates 236

Conglomerates Prospects Shareholders Investors 236

The Motley Fool

OCTOBER 8, 2024

Although the stock is still the conglomerate's third largest holding, Buffett doesn't seem to be as enamored with the big bank as he once was. of the oil and gas giant, which remains the fifth-largest position in Berkshire's portfolio. Analysts like strong growth prospects even more than previous growth. Buffett sold 3.6%

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Conglomerates Banks Stakes Prospects 246

The Motley Fool

SEPTEMBER 3, 2024

conglomerate just hit a market capitalization of $1 trillion for the first time, joining rare air occupied only by Microsoft , Nvidia , Apple , Alphabet , Amazon , and Meta Platforms. It owns dozens of businesses in industries ranging from insurance to manufacturing to utilities to even restaurants, and it has a massive stock portfolio.

Conglomerates 246

Conglomerates Prospects Stakes Stock Market 246

The Motley Fool

SEPTEMBER 25, 2024

According to a report published by multinational conglomerate Philips , staffing shortages in hospital settings are spurring demand for more digital infrastructure in the form of automation solutions. Furthermore, I see Novo Nordisk's supercomputing project as quite broad -- making the investment prospects a little unattractive.

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Conglomerates Leveraging Prospects Banks 246

The Motley Fool

APRIL 1, 2024

However, Buffett has ensured Berkshire's portfolio is loaded with dividend stocks. However, the satellite radio operator offers a dividend yield of 2.74%, on the low end of the high yielders in Berkshire's portfolio. Factoring in its strong growth prospects makes Ally's price-to-earnings-to-growth (PEG) ratio of 0.91

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Conglomerates Prospects Financial Services Shareholders 246

The Motley Fool

SEPTEMBER 11, 2024

Both companies evolved from their initial business -- Baidu in search engine and JD.com in e-commerce -- to become the tech conglomerate they are today. Opportunities and risks The vast differences in business models mean that the prospects of Baidu and JD will depend on different factors. Let's begin with Baidu.

Conglomerates 243

Conglomerates Prospects Assets Leveraging 243

The Motley Fool

OCTOBER 18, 2024

Last year, Buffett had the conglomerate repurchase a whopping $9.2 After all, it's by far the largest holding in Berkshire's portfolio. Oxy is the conglomerate's sixth-largest position. However, don't dismiss Occidental's growth prospects. In the first half of 2024 alone, he approved $2.9 billion worth of stock buybacks.

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Conglomerates Stakes Shareholders Prospects 130

The Motley Fool

JULY 5, 2024

But the sprawling conglomerate also has a gargantuan $394 billion public equities portfolio as well, headed by the Oracle of Omaha. Investors would be wise to peek at Berkshire's holdings to find potential portfolio ideas. It's currently the third-largest holding for Berkshire, with the conglomerate owning a sizable 21.1%

Conglomerates 130

Conglomerates Prospects Stakes Financial Services 130

The Motley Fool

JULY 14, 2024

from a sleepy textile company into a conglomerate with a wide range of investments and subsidiaries. While the ratings business' results can fluctuate due to factors affecting bond issuance, its market position and limited competition mean the unit has good long-term prospects. Coca-Cola and Moody's have different investing rationales.

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Conglomerates Prospects Financial Services Returns 130

The Motley Fool

APRIL 25, 2024

Seeking passive income is a good way to supplement your portfolio while mitigating some of the volatility associated with owning individual stocks. On the surface, investing in a sin stock may not be the most appealing prospect. However, there are a couple of reasons why I still like Altria's investment prospects.

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Mergers and Acquisitions New York Stock Exchange Prospects Shareholders 245

The Motley Fool

MARCH 23, 2024

It's by far the biggest position for Berkshire, accounting for nearly 43% of the conglomerate's portfolio. The only member of the group besides Apple in Berkshire's portfolio is Amazon. Berkshire Hathaway's subsidiary, New England Asset Management (NEAM), manages its own investment portfolio. Actually, no.

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Hedge Funds Conglomerates Asset Management Prospects 246

The Motley Fool

AUGUST 11, 2024

Despite their recent volatility, Bitcoin and Ethereum are the two cryptos that I still feel comfortable adding to a crypto portfolio in 2024. For equity investors, it can be useful to think about Ethereum as a blockchain conglomerate that does a little bit of everything. This ecosystem gives Ethereum unparalleled diversification.

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Investing Conglomerates Prospects Financing 245

The Motley Fool

MARCH 23, 2024

Its three biggest positions account for around 60% of Berkshire's entire stock portfolio. of Portfolio 4-Year Chg. It's a conglomerate that just so happens to use much of its idle cash to hold stocks of publicly traded companies. Driving these gains is its underlying portfolio of client/customer companies. 3-Year Chg.

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Private Equity Firms Private Equity Firms Conglomerates Prospects 130

The Motley Fool

AUGUST 16, 2023

Q2 update last week revealed the conglomerate was a net seller of stocks to the tune of nearly $8 billion. He also added to two existing positions in Berkshire's portfolio: Stock No. How they stack up Buffett's primary considerations when he buys a stock are valuation and earnings growth prospects. Horton (NYSE: DHI) 5.97

Prospects 243

Prospects Conglomerates Stakes Banks 243

The Motley Fool

JANUARY 18, 2024

The tech conglomerate formerly known as Google influences the entire digital landscape, starting from a distinct background of online search and advertising. Yet, the smaller company has a lot in common with the storied Google parent and may one day evolve into a similar cross-industry conglomerate. Let me show you how.

Conglomerates 246

Conglomerates Initial Public Offering Prospects Returns 246

The Motley Fool

FEBRUARY 7, 2024

While investors should not give up on Apple stock, its prospects for beating the market over time have become increasingly uncertain. Nonetheless, one could forgive investors for not wanting to add Apple shares to their portfolios right now. The state of Apple stock today First, investors need some perspective when it comes to Apple.

Investors 244

Investors Conglomerates Prospects Shareholders 244

The Motley Fool

MAY 17, 2024

In reality, two new companies came out of the spinoff of Solventum (NYSE: SOLV) and 3M (NYSE: MMM) -- a newly created healthcare company and an industrial conglomerate without a healthcare business. Unfortunately, none of the healthcare portfolio restructuring appears to have tangibly improved the company's overall growth rate.

Investors 246

Investors Mergers and Acquisitions Enterprise Values Conglomerates 246

The Motley Fool

JANUARY 21, 2024

Small positions for both famous investors Wood's Ark Invest portfolio is chock-full of AI stocks. of Buffett's Berkshire Hathaway portfolio. While Berkshire initiated a position in Amazon in 2019, Buffett acknowledged at the time that the decision was made by one of the conglomerate's two investment managers.

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Exchange-Traded Funds Conglomerates Stakes Prospects 246

The Motley Fool

MARCH 29, 2024

General Electric (NYSE: GE) remains a household name after generations as a mega-conglomerate that dabbled in many industries, from home appliances to healthcare. From conglomerate to niche company General Electric nearly went bankrupt when its financial arm was caught up in the financial crisis. Is the stock back?

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Conglomerates Prospects Portfolios Returns 130

The Motley Fool

DECEMBER 13, 2023

In fact, roughly 48% of the investment conglomerate's stock portfolio is invested just in Apple, one of the world's most high-profile growth stocks. Buffett's love for Apple is no secret, but growth-focused investors might want to home in on other potentially explosive technology plays in the Berkshire portfolio.

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Initial Public Offering Conglomerates Prospects Portfolios 246

The Motley Fool

JUNE 16, 2024

Prospective investors might have their eyes on Apple right now. of the conglomerate's $388 billion portfolio. Based on its limited growth prospects and steep valuation, I do believe that it's too late to buy Apple stock right now. This type of success has made this " Magnificent Seven " stock a huge winner for investors.

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Conglomerates Prospects Returns Portfolios 130

The Motley Fool

DECEMBER 29, 2023

The industrial conglomerate has long been a fascinating investment proposition. 3M isn't perfect The industrial conglomerate is far from perfect. Nevertheless, it is a real possibility and hangs over the stock's prospects. With a 64-year history of increasing dividends and a 5.6% Does it all add up to make the stock a buy?

Conglomerates 130

Conglomerates Legal Prospects Stakes 130

The Motley Fool

SEPTEMBER 28, 2024

Despite the aggressive selling, though, Apple remains the largest holding in Berkshire's portfolio. He also trimmed the conglomerate's positions in Liberty Media Class A and Liberty Media Class C by less than 2% each. If these efforts are successful, the company's long-term prospects will be especially bright.

Investors 130

Investors Conglomerates Banks Prospects 130

The Motley Fool

JUNE 28, 2024

Buffett took Berkshire Hathaway from a struggling textile business and turned it into a conglomerate with a huge insurance business and equity portfolio at its center. Investors watch Berkshire's equity portfolio changes closely to try to glean ideas from the Oracle of Omaha.

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Conglomerates Shareholders Investing Stakes 244