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

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The Motley Fool

JULY 7, 2024

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 Berkshire Hathaway bought its stake in Snowflake around the time of the data cloud specialist's initial public offering in 2020, so it likely paid around $120 per share. Apple: 44.5%

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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.

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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!

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Conglomerates Exchange-Traded Funds Stakes Shareholders 246

The Motley Fool

MAY 8, 2024

Many investors, including Berkshire CEO Warren Buffett, would love to find an attractive way to invest that capital, but the conglomerate has had no such luck. It's worth noting that Berkshire sold some Apple stock not because Warren Buffett's opinion on the business is changing, but for tax purposes. Selling locks in today's rates.)

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Taxes Conglomerates Stakes Capital 245

The Motley Fool

SEPTEMBER 16, 2024

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. Buffett's stated reasoning for that move was that he wanted to take advantage of the current corporate tax rate. It wouldn't make sense to sell an asset well below its value to save on taxes.

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Portfolios Investing Taxes Banks 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. That's just one of the conglomerate's many success stories. It would be even larger, but the conglomerate recently sold 13% of its position (reportedly for tax reasons). billion accounting for 39.7%

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Conglomerates Stakes Banks Portfolios 233

The Motley Fool

NOVEMBER 26, 2024

Berkshire Hathaway's 400 million shares of Coca-Cola are worth nearly $26 billion, by the way -- the conglomerate's fourth-biggest holding. Buffett -- or at least one of his lieutenants -- has been shedding its stake in Apple (NASDAQ: AAPL) for some time now. That in and of itself is a hint worth taking.

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Conglomerates Stakes Taxes Shareholders 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.

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Conglomerates Banks Stakes Taxes 246

The Motley Fool

AUGUST 10, 2024

from a struggling textile business in the 1960s to a massive conglomerate worth $900 billion today by buying highly valuable businesses at a fair price. That's the third straight quarter Buffett has trimmed his stake in Apple , a company he called "a better business than any we own" at last year's shareholder meeting.

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The Motley Fool

NOVEMBER 7, 2024

Warren Buffett's conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Berkshire sold another 25% or so of its Apple stock, bringing total year-to-date sales to 600 million shares, or around two-thirds of its stake since the beginning of the year. That eventually grew into the conglomerate we know today.

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Banks Conglomerates Stakes Taxes 246

The Motley Fool

JULY 28, 2024

Buffett mentioned Berkshire's giant stake in Apple (NASDAQ: AAPL) , but only in passing. That said, he's sold off some shares recently , purposefully taking the capital gains amid a favorable tax environment. The Oracle of Omaha called Apple "a better business than any we own" at last year's shareholder meeting.

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Conglomerates Shareholders Prospects Banks 246

The Motley Fool

AUGUST 25, 2023

If you have $100 available to invest, look no further than the conglomerate of all conglomerates. When a company buys back its shares, investors' earnings per share increase, ownership stakes increase, and investors are rewarded in a more tax-friendly way than with a dividend. Luckily, that doesn't have to be the case.

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Investing Conglomerates Banks Shareholders 244

The Motley Fool

APRIL 27, 2024

It makes up 41% of the conglomerate's portfolio. Because Berkshire isn't selling off a sizable chunk of its shares, Buffett can be sure that his firm isn't left paying a huge tax bill. Capital allocation As of this writing, Berkshire Hathaway owns 906 million shares of Apple, giving the conglomerate a 5.9%

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Conglomerates Taxes Stakes Capital 187

The Motley Fool

JULY 13, 2024

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. Warren Buffett has managed the Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) investment company since 1965. Apple: 44.8% Bank of America: 10.5%

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Portfolios Conglomerates Banks Shareholders 246

The Motley Fool

DECEMBER 22, 2023

At the end of the third quarter, the conglomerate's stake in VOO was worth slightly more than $17.5 Taxes could be a factor, though. However, investing in a tax-protected account, such as an IRA or a 401(k) , would solve that problem. I think the evidence points to the Vanguard 500 Index Fund ETF.

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Exchange-Traded Funds Conglomerates Taxes Shareholders 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

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. Recently though, Berkshire trimmed about 12% of its stake in BofA. Image source: The Motley Fool.

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Portfolios Stakes Investing Banks 241

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.

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Stakes Conglomerates Taxes Shareholders 130

The Motley Fool

MAY 4, 2024

investors flocked to Omaha this past week for the annual tradition of listening to Warren Buffett muse over the conglomerate's business, financial markets, and over 93 years of wisdom on life. Tens of thousands of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) But this year's meeting felt different. Image source: The Motley Fool.

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Taxes Conglomerates Education Banks 246

The Motley Fool

FEBRUARY 12, 2024

Over the last couple of years, he's built up a 28% stake in Occidental Petroleum (NYSE: OXY) for Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Shares currently trade for an enterprise value/earnings before interest, taxes, depreciation, and amortization (EV/ EBITDA ) multiple of just 5x. By comparison, Chevron trades for a 6.6x

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Conglomerates Enterprise Values Debt Amortization 240

The Motley Fool

JANUARY 1, 2024

Food conglomerate Kraft Heinz (NASDAQ: KHC) is a rare example of his investments gone bust. times its net debt (total debt minus cash) versus its earnings before interest, taxes, depreciation, and amortization ( EBITDA ). The stock price is down over 60% from a high over six years ago. Is it perfect yet?

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Mergers and Acquisitions Debt Conglomerates Amortization 245

The Motley Fool

JULY 6, 2024

Buffett acquired an ownership stake in Berkshire about six decades ago, and his considerable investing prowess has molded the company into a diversified conglomerate worth $875 billion. Meanwhile, operating earnings before income tax increased 31% to $12.5 Under his leadership, Berkshire shares compounded at 19.8%

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Investing Conglomerates Taxes Stakes 189

The Motley Fool

SEPTEMBER 28, 2024

Baidu Baidu (NASDAQ: BIDU) is a Chinese technology conglomerate that is most akin to Alphabet in the U.S. The company also owns stakes in publicly traded Chinese travel company Trip.com and video subscription service iQIYI. Against this backdrop, let's look at three Chinese companies that trade in the U.S.

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Conglomerates Amortization Earnings Before Interest Financing 245

The Motley Fool

AUGUST 7, 2024

The fact that he sold nearly half of Berkshire's stake in Apple in Q2 could seem to indicate that he no longer views the business or its management team as outstanding. Or possibly Buffett expects taxes to go up substantially in the future and selling now allows Berkshire to keep more profits. Buffett's biggest investing mistake?

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Conglomerates Investing Shareholders Stakes 189

The Motley Fool

OCTOBER 9, 2024

conglomerate unloaded much of his stake in Apple, a company he's touted as "probably the best business I know in the world." million shares, or roughly half of its stake in the company, worth roughly $80 billion. In the second quarter, Berkshire Hathaway sold 389.4 It wasn't clear why Berkshire decided to sell Apple stock.

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The Motley Fool

MAY 7, 2024

This was a big contributing factor to the conglomerate's stockpile of cash growing to an all-time high of nearly $189 billion. Even Warren Buffett doesn't only pick winners During Berkshire's Q&A session at the meeting, Buffett revealed that Berkshire had sold its entire stake in Paramount (NASDAQ: PARA).

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The Motley Fool

FEBRUARY 5, 2024

in 1965, he took the struggling textile company and turned it into a massive conglomerate. Additionally, the conglomerate must report any stock purchases or sales for companies in which it owns a stake of 10% or more within three days of the trade. Warren Buffett's investing track record is tough to match. for the last 58.5

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The Motley Fool

NOVEMBER 25, 2024

The conglomerate holding company owns a majority stake in more than 60 businesses, like Dairy Queen and GEICO. Additionally, the company has a portfolio of over 40 stocks totaling $300 billion in value, with its largest stakes in Apple , American Express, and Bank of America. stake in Chubb Limited (NYSE: CB).

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Stakes Conglomerates Shareholders Banks 130

The Motley Fool

AUGUST 28, 2024

The company just needs to market these products appropriately, something The Coca-Cola Company has always done well, and one of the chief reasons to own a stake in the organization. It's also possible Warren Buffett foresees higher capital gains tax rates ahead, and figures now is the right time to take at least some profits off the table.

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Conglomerates Banks Stakes Accounting 130

The Motley Fool

OCTOBER 23, 2024

But Buffett's conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Then last week, Berkshire disclosed it had increased that stake to 108.7 A bargain valuation Another reason Berkshire is increasing its stake in Sirius is that the equity is quite cheap. One is Sirius XM Holdings (NASDAQ: SIRI). times earnings.

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Mergers and Acquisitions Stakes Debt Conglomerates 130

The Motley Fool

DECEMBER 3, 2023

The big four are its stake in Apple (NASDAQ: AAPL) stock, the company's property and casualty insurance business, its complete ownership of BNSF railroad, and its 92% ownership of Berkshire Hathaway Energy (BHE). Apple Berkshire's stake in Apple has grown since 2020 -- thanks in part to Apple stock hovering around an all-time high.

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Stakes Taxes Conglomerates Shareholders 130

Private Equity Insights

FEBRUARY 2, 2024

This coincides with the launch of PGA Tour Enterprises, a newly formed for profit company which has been initially valued at $12bn and will run parallel with the non-profit, tax-exempt tour. ” Fenway front the Strategic Sports Group (SSG), a conglomerate of leading sports investors who are providing the cash injection.

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Conglomerates Bidding Asset Management Stakes 130

The Motley Fool

DECEMBER 24, 2023

The conglomerate currently owns 5.9% And with the tech giant buying back ridiculous amounts of its shares, Berkshire's equity stake keeps rising. The tax burden might also be an issue. This doesn't really set investors up well for strong returns going forward. And I don't think Buffett has any intention of selling anytime soon.

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Conglomerates Shareholders Stakes Taxes 100

The Motley Fool

AUGUST 25, 2024

The Oracle's empire Berkshire Hathaway is not merely a stock but a conglomerate of businesses spanning various sectors, including insurance, energy, transportation, manufacturing, retail, and technology. Digging deeper, Berkshire benefits from the power of compounding, along with minimal transaction costs and taxes.

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Conglomerates Investment Horizon Stakes Taxes 100

Pension Pulse

MAY 22, 2024

billion in NetCo, Italy's largest fixed telecoms network; and the sale of its stake in the Hohe See and Albatros wind farms off the shores of Germany for $374 million in proceeds. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage.

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Investing Pension Funds Stakes Assets 59

The Motley Fool

OCTOBER 28, 2023

Their stake is now worth six billion. But the bottom line at the end of the day is that EVs coming into the United States, the Chinese EVs pay a 27% tariff and they don't get the tax credit. Dylan Lewis: I was going to say I've never seen one. Bill Mann: Yeah. So it's a company that is owned 6% by Berkshire Hathaway. Dylan Lewis: Yeah.

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