The Motley Fool

OCTOBER 9, 2024

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. That's why investors closely monitor Berkshire's every move. It agreed to spend $1.1

Conglomerates 246

Conglomerates Portfolios Investing Stakes 246

The Motley Fool

SEPTEMBER 26, 2024

The position accounted for almost half of the conglomerate's entire stock portfolio, and considering it only had a cost-basis of around $38 billion, it was sitting on a very nice profit. Buffett said it was for tax reasons, but then Berkshire proceeded to sell a whopping 49% of its remaining Apple stake during Q2! of its portfolio.

Conglomerates 246

Conglomerates Exchange-Traded Funds Stakes Shareholders 246

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? Note, though, that the Japanese conglomerate trades via two over-the-counter stocks. Berkshire owns stakes in five Japanese conglomerates. I don't think so. BofA still makes up 11.8%

Conglomerates 189

Conglomerates Banks Stakes Shareholders 189

The Motley Fool

OCTOBER 2, 2024

With the sale of its 70% stake in satellite television provider DIRECTV, telecom giant AT&T (NYSE: T) is finally fully out of the media business. The company wasted many billions of dollars over the past decade in an ill-fated attempt to transform itself into a media conglomerate. It paid a staggering $48.5

Stakes 246

Stakes Conglomerates Debt Taxes 246

The Motley Fool

JULY 7, 2024

He likes to invest in companies with steady growth, reliable profitability, strong management teams, and shareholder-friendly initiatives like dividend payments and stock buyback programs. But three stocks Berkshire already owns are set to benefit tremendously from AI, and they account for more than 45% of the conglomerate's entire $398.7

Portfolios 246

Portfolios Conglomerates Initial Public Offering Investing 246

The Motley Fool

SEPTEMBER 22, 2024

Buffett's conglomerate has been steadily selling off Bank of America, and it's not fully clear why. Some have suggested that Berkshire is interested in getting its stake below 10% so it doesn't have to report its activity in the stock anymore. In recent years, Bank of America (NYSE: BAC) has been Berkshire's No.

Banks 246

Banks Conglomerates Stakes Assets 246

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." Occidental now ranks as the sixth-largest holding in Berkshire Hathaway's portfolio. oil and gas producer is worth roughly $12.9 billion at recent prices.

Portfolios 187

Portfolios Conglomerates Investing Shareholders 187

The Motley Fool

JULY 28, 2024

for shareholders since taking over the business in 1965. In his most recent letter to shareholders, Buffett suggested another stock that should perform better than the average American company, and it could turn out to be a great value stock for investors. Buffett's produced an average compound annual gain of 19.8% in that time.

Conglomerates 246

Conglomerates Shareholders Prospects Banks 246

The Motley Fool

OCTOBER 21, 2024

In particular, the conglomerate's decision to sell much of its stake in Apple (NASDAQ: AAPL) this year caused some to scratch their heads. But Buffett's conglomerate has sold stock over the last three quarters, through the second quarter of 2024. (It Berkshire's stock moves always attract attention because of Buffett's stature.

Conglomerates 237

Conglomerates Banks Stakes Taxes 237

The Motley Fool

AUGUST 17, 2023

14, providing an update on what stocks the investment conglomerate bought and sold in the second quarter. Notably, the investment conglomerate significantly reduced its stake in General Motors (NYSE: GM). The investment conglomerate also completely exited positions in McKesson , Marsh & McLennan , and Vitesse Energy.

Stakes 130

Stakes Conglomerates Taxes Shareholders 130

The Motley Fool

NOVEMBER 28, 2023

latest 13F filing revealed that the conglomerate trimmed its stake in Amazon by roughly 5%. Buffett mentioned in his 2022 letter to Berkshire Hathaway shareholders that Todd Combs and Ted Weschler had " total authority in respect to $34 billion of investments" (emphasis original). Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B)

Conglomerates 246

Conglomerates Stakes Portfolios Shareholders 246

The Motley Fool

JANUARY 11, 2024

Much of the conglomerate's success has been the result of smart stock picking by Buffett -- or as he would prefer to say, business picking. Berkshire first initiated a stake in Paramount Global in the first quarter of 2022. The conglomerate now owns over 15% of Paramount, with its stake worth close to $1.3

Conglomerates 244

Conglomerates Stakes Shareholders Banks 244

The Motley Fool

OCTOBER 18, 2024

Last year, Buffett had the conglomerate repurchase a whopping $9.2 At Berkshire's annual shareholder meeting earlier this year, Buffett said that Apple was "an even better business" than Coca-Cola , which he referred to as "a wonderful business." Oxy is the conglomerate's sixth-largest position. billion worth of stock buybacks.

Conglomerates 130

Conglomerates Stakes Shareholders Prospects 130

The Motley Fool

AUGUST 31, 2024

As Chairman and CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett is in charge of managing the bulk of the conglomerate's equity portfolio. But he really made headlines when he sold nearly half of Berkshire's remaining stake last quarter. The stock remains close to 30% of the conglomerate's portfolio.

Conglomerates 246

Conglomerates Taxes Stakes Leveraging 246

The Motley Fool

AUGUST 24, 2024

The giant conglomerate has also been a net seller of stocks over the past year and a half. Buffett explained that strategy in his latest letter to shareholders: "Our goal at Berkshire is simple: We want to own either all or a portion of businesses that enjoy good economics that are fundamentally enduring."

Stock Market 246

Stock Market Stock Market Conglomerates Investors 246

The Motley Fool

AUGUST 26, 2024

As CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett offers tons of investment advice and commentary in his annual letters to shareholders and at the conglomerate's annual shareholders meeting in Omaha, Nebraska. Buffett pointed to the value of his investment in Amex during his 2022 letter to shareholders.

Portfolios 241

Portfolios Stakes Investing Banks 241

The Motley Fool

MAY 12, 2024

With a market cap of about $877 billion, there are only so many investments that can move the needle for the conglomerate. And that rate was 35% not that long ago, and it's been 52% in the past," he told the audience in Omaha at the Berkshire Hathaway shareholder meeting. "I Buffett's biggest purchase, by far, was not a stock.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

JULY 8, 2024

The investment conglomerate's stake in the beverage titan is now valued at over $25 billion. Coca-Cola then harvests the profits, which it can use to fund its innovation initiatives, make other acquisitions, or pay dividends to shareholders. Here are three of Buffett's biggest buys, all of which remain smart investments today.

Conglomerates 184

Conglomerates Stakes Shareholders Financing 184

The Motley Fool

NOVEMBER 6, 2024

The large conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , run by investing legend Warren Buffett , reported its third-quarter earnings results over the weekend. Based on these figures, Berkshire decreased its stake in Apple by 25% and Bank of America by 23%. Here are the shares Berkshire owned in each stock on Sept.

Assets 246

Assets Banks Hedge Funds Conglomerates 246

The Motley Fool

JULY 29, 2024

Berkshire (and therefore Buffett) owns stakes in the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the SPDR S&P 500 ETF Trust (NYSEMKT: SPY). The conglomerate's position in the Vanguard ETF tops $21.5 million, while its stake in the SPDR ETF stands close to $21.4 The good news is that the list of potential candidates is short.

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Investing Stakes 246

The Motley Fool

MARCH 2, 2024

That's what he recently wrote to Berkshire Hathaway shareholders, adding, "And so far, so good." Lennar Berkshire exited its stake in one major U.S. homebuilder in the fourth quarter, but the conglomerate's portfolio still includes two homebuilders. The conglomerate, though, has regulatory approval to acquire up to 50% of Oxy.

Conglomerates 244

Conglomerates Prospects Shareholders Stakes 244

The Motley Fool

AUGUST 25, 2023

Warren Buffett's masterpiece is a well-diversified conglomerate that should continue to generate solid returns for its shareowners long after the legendary investor retires. The entertainment giant's film studios, theme parks, cruise ships, and streaming services give its shareholders many ways to win.

Conglomerates 246

Conglomerates Stakes Shareholders Assets 246

The Motley Fool

MARCH 24, 2024

These are stocks that regularly give shareholders cash payments in the form of dividends. Altria Group: Price increases and selling minority stakes Our first stock is Altria Group (NYSE: MO). Altria Group owns a large stake in Anheuser Busch , the global beer company. Enter dividend stocks.

Stakes 246

Stakes Conglomerates Investing Shareholders 246

The Motley Fool

AUGUST 27, 2024

The conglomerate's portfolio includes a host of high-quality stocks like Apple , Coca-Cola , and American Express , but in 2020, it acquired a small stake in cloud computing company Snowflake (NYSE: SNOW). of the conglomerate's $312 billion portfolio. million today. Here's why I'm not surprised. Image source: The Motley Fool.

Conglomerates 245

Conglomerates Leveraging Portfolios Stakes 245

The Motley Fool

DECEMBER 13, 2023

In the early part of Q2, he added more than 16 million shares to the conglomerate's stake in HP. It was HP's largest shareholder, owning more than 12% of the company. 11, 2023, the company revealed in a regulatory filing that it had slashed its stake in HP to 5.2%. Sure, Berkshire remains one of HP's largest shareholders.

Conglomerates 130

Conglomerates Stakes Shareholders Returns 130

The Motley Fool

APRIL 27, 2024

Shares of the Japanese conglomerate have skyrocketed over 40% this year. Berkshire owns stakes of roughly 9% in five Japanese trading companies. Buffett likes these companies because of their diversification, policies that reward shareholders (in particular, paying dividends and shrewd stock buybacks ), and solid management teams.

Conglomerates 246

Conglomerates Stakes Financial Services Shareholders 246

The Motley Fool

MAY 23, 2024

The conglomerate owns substantial positions in private and public success stories like GEICO, Coca-Cola , and even Apple. He especially likes businesses that return money to shareholders through dividends and stock buybacks. That's just one of the conglomerate's many success stories. Berkshire spent $1.3 of its stock portfolio.

Conglomerates 233

Conglomerates Stakes Banks Portfolios 233

The Motley Fool

OCTOBER 29, 2024

Warren Buffett told Berkshire Hathaway shareholders in May that Apple (NASDAQ: AAPL) is "an even better business" than American Express and Coca-Cola. Apple is still the conglomerate's top holding by far. But what did Buffett do with the big pile of money gained from the sale of nearly half of Berkshire's stake in Apple?

Conglomerates 181

Conglomerates Investing Stakes Shareholders 181

The Motley Fool

FEBRUARY 27, 2024

Two long-term Berkshire holdings In his letter written to Berkshire Hathaway shareholders last year, Buffett discussed two long-term holdings -- American Express (NYSE: AXP) and The Coca-Cola Company (NYSE: KO). Buffett mentioned AmEx and Coca-Cola again in his most recent letter to Berkshire shareholders, which was released on Saturday.

Conglomerates 189

Conglomerates Shareholders Stakes Portfolios 189

The Motley Fool

MAY 11, 2024

He especially likes companies returning money to shareholders through dividends and stock buybacks. of the conglomerate's $362 billion portfolio of publicly traded stocks and securities today. However, the conglomerate might wish it owned a larger stake in the coming years as the AI opportunity unfolds. Amazon: 0.5%

Portfolios 246

Portfolios Conglomerates Investing Stakes 246

The Motley Fool

SEPTEMBER 28, 2024

Between 1965 and 2023, the conglomerate's portfolio earned average annual returns of 20%, well above the 10% average return of the S&P 500. Considering its potential for further expansion, this fintech stock should continue enriching its shareholders for some time to come.

Conglomerates 234

Conglomerates Banks Stakes Portfolios 234

The Motley Fool

SEPTEMBER 2, 2024

Not bad for a stodgy insurance and investment conglomerate from the heartland of America. Despite Buffett getting on in years (he is now 93 years old), the conglomerate is in as good of a spot as ever. million for the stake. He didn't dilute shareholders by much at all in order to reach a trillion-dollar market value.

Conglomerates 130

Conglomerates Stakes Shareholders Returns 130

The Motley Fool

JUNE 23, 2024

More recently, he made what may be a once-in-a-generation bet on Southeast Asian conglomerate Sea Limited (NYSE: SE) after having sold most of his shares in 2022. Furthermore, investors largely dismissed the 34% rise in the cost of revenue, despite that leading to a net loss attributable to shareholders of $24 million.

Conglomerates 243

Conglomerates Stakes Financial Services Shareholders 243

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. It was a mistake to buy fifteen-year bonds, and yet we did," he wrote in his 1979 letter to shareholders. "We He continues to add to his stake in Occidental Petroleum.

Conglomerates 244

Conglomerates Shareholders Investing Stakes 244

The Motley Fool

JUNE 7, 2024

People tend to want to own stakes in exciting companies making headlines. Berkshire is a basket of stocks and a bunch of privately owned (not publicly traded) companies that collectively make up a massive conglomerate. The ultimate moral of the story is to begin building your stake in Berkshire as soon as possible.

Conglomerates 246

Conglomerates Stakes Banks Active Investors 246

The Motley Fool

JUNE 13, 2024

The company's substantial stake in Apple (NASDAQ: AAPL) , which recently announced the advent of "Apple Intelligence," could help mitigate the risks associated with widespread technological disruption. What's the big picture? Berkshire Hathaway's stock portfolio doesn't reflect this important dynamic.

Conglomerates 246

Conglomerates Leveraging Stakes Portfolios 246

The Motley Fool

SEPTEMBER 16, 2024

for shareholders. At one point, Berkshire Hathaway's Apple stake grew to become about 50% of its equity portfolio, but Buffett has been selling the stock lately. But Buffett's decision to trim his Apple stake also suggests he views the shares as fairly valued or at best, only slightly undervalued relative to their intrinsic value.

Portfolios 246

Portfolios Taxes Investing Banks 246