The Motley Fool

AUGUST 18, 2024

Should you be concerned that Buffett sold nearly 9% of Berkshire's stake in Bank of America in the second quarter of 2024? Sure, the prospects of the Federal Reserve reducing interest rates could cause BofA's net interest income to decline. Note, though, that the Japanese conglomerate trades via two over-the-counter stocks.

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Conglomerates Banks Stakes Shareholders 189

The Motley Fool

JULY 28, 2024

The conglomerate has dozens of holdings, but there's a single position that stands out. Perhaps the market was worried about the prospect of softer iPhone sales. In fact, I'd argue that now is a terrible time to buy a stake in Apple. Those muted growth prospects might not be alarming if the stock traded at a cheap valuation.

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The Motley Fool

FEBRUARY 28, 2024

But that's just one of the conglomerate's many success stories. Berkshire now has a full ownership stake in a number of famous businesses including Dairy Queen, Duracell, and GEICO. The conglomerate has the financial results to back up those substantial gains. Today, that position is worth $24.4 million today. It generated $49.3

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Conglomerates Banks Stakes Prospects 246

The Motley Fool

JANUARY 21, 2024

Admittedly, though, their stakes in this stock are fairly small. 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. If so, AWS should have massive growth prospects ahead. Amazon (NASDAQ: AMZN) makes up 0.4%

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The Motley Fool

MARCH 20, 2024

British American Tobacco is rumored to be in the process of selling a sizable stake in Indian conglomerate ITC, which itself has a sizable cigarette operation. Or it could be used more directly, either to fund near-term investment in new-categories businesses or near-term acquisitions to bolster the division's growth prospects.

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Stakes Conglomerates Prospects Debt 246

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. He most recently took a large stake in Chubb , the insurance company. He continues to add to his stake in Occidental Petroleum.

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Conglomerates Shareholders Investing Stakes 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. stake in Solventum, which it can sell to raise cash. Image source: Getty Images. In addition, 3M retains a 19.9%

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The Motley Fool

SEPTEMBER 10, 2023

Berkshire Hathaway , the conglomerate run by Warren Buffett , owns about a 6% stake in the iPhone maker. And as the market realizes that Apple's growth prospects are diminishing, the stock could get rerated downward. Through the first three quarters of fiscal 2023, the business paid $11.3 billion worth of stock.

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Conglomerates Shareholders Stakes Prospects 246

The Motley Fool

APRIL 25, 2024

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. In March, the company announced its intent to sell a portion of its stake in AB Inbev. Nevertheless, I like Walmart's prospects in the long run.

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Mergers and Acquisitions New York Stock Exchange Prospects Shareholders 245

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. We knew it was coming. We just didn't know when. Warren Buffett's Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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The Motley Fool

SEPTEMBER 19, 2023

While that stake is only worth about 1% of Berkshire's total portfolio, the investment conglomerate owns over 12% of HP shares overall. With cloud computing still on the rise and new AI added to the mix, HP Enterprise has much better long-term prospects than HP.

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Investors Conglomerates Shareholders Stakes 246

The Motley Fool

MARCH 23, 2024

It's by far the biggest position for Berkshire, accounting for nearly 43% of the conglomerate's portfolio. NEAM has small stakes in Alphabet and Microsoft. The cloud units of Amazon, Alphabet, and Microsoft should have tremendous growth prospects. The only member of the group besides Apple in Berkshire's portfolio is Amazon.

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Hedge Funds Conglomerates Asset Management Stakes 246

The Motley Fool

JULY 21, 2023

In response, the management team has broken the conglomerate into six independent units, each charting its own path forward. In other words, Alibaba will not own any stake in this subsidiary after the restructuring. But for long-term investors, this can be an excellent opportunity to buy shares of a company with bright prospects.

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Conglomerates Shareholders Prospects Stock Exchanges 189

Private Equity Wire

SEPTEMBER 9, 2024

While the ECB is aiming to raise around £500m by selling a 49% stake in the franchises, insiders estimate that the two London-based teams alone could be valued at £300m. However, Surrey County Cricket Club, which holds a 51% stake in the Invincibles, intends to retain majority control.

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Stakes Capital Bidding Private Equity Firms 95

The Motley Fool

FEBRUARY 18, 2024

Inside the conglomerate's massive $373 billion portfolio, there are dozens of companies. Berkshire has a massive 21% stake in the credit card leader, and it's not hard to figure out why. This seems like a reasonable entry point for prospective investors because Amex continues to experience positive momentum.

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Conglomerates Stakes Prospects Banks 185

The Motley Fool

AUGUST 28, 2023

Berkshire's portfolio now includes stakes in D.R. At the end of Q2, the conglomerate's stake in D.R. Horton's valuation relative to its earnings growth prospects before he bought the stock. They shared one glaring common denominator: All three were the stocks of homebuilders. Horton (NYSE: DHI) , NVR , and Lennar Group.

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Conglomerates Stakes Prospects Finance 189

The Motley Fool

NOVEMBER 17, 2024

Berkshire's stake in the U.S. Buffett highlighted eight stocks in his latest letter to Berkshire Hathaway shareholders that he expects the conglomerate to own "indefinitely." I'm cautiously optimistic about the prospects for the company's carbon capture technology. oil and gas producer is worth roughly $12.9 of the company.

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Portfolios Conglomerates Investing Shareholders 189

The Motley Fool

FEBRUARY 12, 2024

Most investors will keep their eyes on IBM's AI prospects over the next few years, while its quantum computing effort pursues its innovative goals in a quiet supporting role. Financial health: With a robust $14 billion in cash from operations and $13.1 But so far, Quantinuum effectively remains a subsidiary of Honeywell.

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Conglomerates Venture Capital Stakes Prospects 246

The Motley Fool

SEPTEMBER 18, 2023

nonvoting stake in the subsidiary. In this case, the seller is Softbank (OTC: SFTB.Y) , the Japanese conglomerate that runs the giant Vision Fund that invests in new technology companies. In addition, following the IPO, Softbank will still retain about a 90% stake. But Arm China is mostly independent, with Arm having just a 4.8%

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The Motley Fool

OCTOBER 18, 2024

Last year, Buffett had the conglomerate repurchase a whopping $9.2 However, I don't think Apple is Buffett's favorite stock to buy right now for a simple reason: He sold a huge chunk of Berkshire's stake in the iPhone maker in the second quarter of 2024. Oxy is the conglomerate's sixth-largest position. billion of its shares.

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Conglomerates Stakes Shareholders Prospects 130

The Motley Fool

NOVEMBER 14, 2024

Of the 15 holdings worth more, Buffett reduced Berkshire's stake in three this year and didn't buy any shares of nine others. Its energy businesses have solid prospects. Most of the positions in Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B) portfolio are valued at less than that amount. Securities and Exchange Commission (SEC).

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The Motley Fool

FEBRUARY 11, 2024

The Oracle of Omaha has generated fortune-building gains for Berkshire Hathaway 's shareholders for nearly 60 years by investing in high-quality businesses with attractive long-term growth prospects. Buffett's investment conglomerate has purchased shares on multiple occasions since then.

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Conglomerates Banks Stakes Prospects 192

The Motley Fool

MAY 22, 2024

The document revealed that his Appaloosa fund increased his stake in China's leading e-commerce conglomerate, Alibaba (NYSE: BABA) , by 159% in the first quarter of 2024. However, such an aggressive stake by a noted hedge fund investor could make some investors rethink Alibaba. China tensions. One danger is the stock itself.

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Investors Hedge Funds Stakes Conglomerates 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. It's currently the third-largest holding for Berkshire, with the conglomerate owning a sizable 21.1% stake in the financial services entity. Prospective investors should consider the valuation.

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Conglomerates Stakes Prospects Financial Services 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. stake in Solventum, which could be sold to raise cash, losing the stable cash flows from the healthcare business will only increase the volatility of 3M's cash flows.

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Conglomerates Legal Prospects Stakes 130

The Motley Fool

MARCH 23, 2024

It's a conglomerate that just so happens to use much of its idle cash to hold stocks of publicly traded companies. Just as the name suggests, private equity firms supply promising up-and-coming companies with capital, usually in the form of a loan, but sometimes in exchange for an equity stake in a company.

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The Motley Fool

OCTOBER 28, 2024

This year, Heico has acquired the aerial delivery and descent devices divisions of Capewell Aerial Systems and a majority stake in Marway Power Solutions. At Berkshire's annual shareholder meeting in May 2024, Buffett said that "unless something really extraordinary happens" Apple would remain a key part of the conglomerate's portfolio.

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The Motley Fool

JANUARY 28, 2024

Buffett took advantage of the lower prices and added to the conglomerate's position in BofA in early 2023. Berkshire's stake in the big bank is now worth close to $34.4 billion of Chevron stock, enough to make it the conglomerate's fifth-largest holding. However, Berkshire still owns $16.3 The stock now trades at under 11.4

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Conglomerates Banks Stakes Prospects 130

The Motley Fool

APRIL 29, 2024

Although the conglomerate trimmed its position in Apple a little in the fourth quarter of 2023 , Buffett still thinks highly of the company and its management. Berkshire's stake in AmEx is worth nearly $36 billion compared to $39.1 I doubt Buffett will buy more Coke stock, but he could increase his stake in Chevron (as he did in Q4).

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Conglomerates Banks Stakes Shareholders 100

The Motley Fool

SEPTEMBER 10, 2023

What's more, the stock has the approval of famed investor Warren Buffett, whose conglomerate Berkshire Hathaway owns a 5.9% stake in the FAANG stock. The steep valuation is even more discouraging when you consider Apple's growth prospects. Investors would have loved to have the tech giant in their portfolios.

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The Motley Fool

JUNE 7, 2024

However, Buffett's conglomerate owns 41.2% That's a bigger stake than any other company in Berkshire's investment portfolio. stake in the Japanese conglomerate, but he and his team agreed not to increase its holdings above 9.9%. However, the stock has picked up momentum over the last few weeks.

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Conglomerates Initial Public Offering Stakes Banks 100

The Motley Fool

FEBRUARY 19, 2024

Backup plans As I thought about my decision, though, I realized that Buffett left me a "plan B" despite selling all of Berkshire's stake in D.R. As of the end of 2023, Berkshire's stake in the homebuilder totaled around $21.7 That amounts to pocket change for the huge conglomerate. Actually, he left me a "plan C" too.

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Conglomerates Banks Stakes Prospects 130

The Motley Fool

JANUARY 9, 2024

His biggest stake of the three was and is in D.R. However, had the homebuilder been in Berkshire's portfolio for the full year, it would have been the conglomerate's second-best stock of 2023. Horton could be too expensive, even with its tremendous growth prospects. Actually, he was a net seller during the year. Horton In D.R.

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Conglomerates Banks Prospects Stakes 130

The Motley Fool

JANUARY 8, 2024

Horton's growth prospects in 2024 could be worth getting excited about. With inflation coming down, unemployment levels remaining low, and the possibility (or perhaps even probability) of lower interest rates, Mitsui's near-term prospects look promising. The conglomerate secured regulatory approval to acquire up to 50% of Occidental.

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Conglomerates Prospects Stakes Portfolios 130

The Motley Fool

JANUARY 5, 2024

But there are still companies held in the investment conglomerate's stock portfolio that are capable of delivering market-crushing returns. Given the company's excellent business prospects, it wouldn't surprise me if Amazon stock crushes the market again in 2024. Buffett's investment conglomerate currently owns a roughly 3.4%

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Conglomerates Initial Public Offering Stakes Prospects 130

The Motley Fool

DECEMBER 23, 2023

has put together an incredible track record of strong performance, generating huge wealth for early investors in the conglomerate. That suggests both a willingness to make concentrated bets on a single stock and a heightened conviction in the future prospects for the iPhone maker. Securities and Exchange Commission as of Sept.

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Conglomerates Assets Stakes Prospects 130

The Motley Fool

JUNE 30, 2023

Buffett's buying spree includes Occidental shares The latest purchase means Berkshire's stake in Occidental now exceeds 25% of all outstanding shares. It didn't take long for Berkshire's stake to grow considerably. It didn't take long for Berkshire's stake to grow considerably. But that wasn't always the case. million shares.

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Conglomerates Stakes Shareholders Prospects 100