The Motley Fool

NOVEMBER 23, 2024

30), which might be a great sign for the pizza giant considering the conglomerate was a net seller of stocks overall. of the conglomerate's portfolio, it could still deliver spectacular returns over the long run thanks to AI. Domino's Pizza: 0.2% Berkshire just added this stock to its portfolio in the third quarter of 2024 (ended Sept.

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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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The Motley Fool

AUGUST 9, 2024

The Buffett-led conglomerate unwound a large chunk of its stake in the iPhone maker in the second quarter, the company revealed in its recent earnings report. Buffett was referring to talk in Washington about the capital gains tax rate going up, though there are no specific plans to raise it. billion at the end of the second quarter.

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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. In a word: taxes. Buffett thinks paying taxes now on the massive capital gain for Berkshire's Apple shares is a smart move. "We Buffett also sold shares of Apple in 2019 and 2020 for tax purposes.

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Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

JUNE 9, 2024

Even better, Buffett's success has allowed millions to get rich alongside him, especially those who invested early in his conglomerate. The chart below shows what stocks and how much the Buffett-led conglomerate purchased. . $1,000 invested in Berkshire in 1964 would be worth more than $40 million today. Image source: The Motley Fool.

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The Motley Fool

APRIL 23, 2024

Shares of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , the stock famously led by billionaire investor Warren Buffett, won an upgrade last week when Swiss banker UBS raised its price target on the industrial conglomerate to $481 per share. That suggests a nearly 18% upside for the stock over the next 12 months. Speaking of which, at 1.5

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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 of the conglomerate's stock portfolio. The conglomerate has spent around $38 billion accumulating shares starting in 2016, and its position is now worth $177.6 Snowflake: 0.2%

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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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The Motley Fool

SEPTEMBER 22, 2024

Buffett's conglomerate has been steadily selling off Bank of America, and it's not fully clear why. Buffett also told Berkshire shareholders earlier this year that he was selling Apple stock partly as a hedge against a higher capital gains tax rate, though Washington doesn't seem to be considering such a move anymore.

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The Motley Fool

DECEMBER 7, 2023

Berkshire's investing thesis is changing with age Berkshire is a diversified conglomerate that has investments in various sectors, such as insurance and energy, technology, and consumer goods, as well as large holdings of U.S. Let's dig deeper to find out. treasuries , U.S. and foreign equities , and a lot of cash.

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The Motley Fool

MAY 16, 2024

Benchmark analyst Fawne Jiang recently raised her price target for the e-commerce, entertainment, and finance conglomerate to $87 per share. The company's financial services segment outperformed with adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) that soared 50.3% of its total loan portfolio.

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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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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. He views the current tax code for corporations as very favorable, and he's willing to pay taxes now, so he can avoid higher taxes later.

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The Motley Fool

AUGUST 18, 2023

The industrial conglomerate's structure has served it well in recent years , as parts of its business have provided valuable support while others have been weaker. However, a crucial part of being an industrial conglomerate is using cash flow and financial leverage to acquire or internally develop new businesses. Data by YCharts.

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The Motley Fool

NOVEMBER 7, 2024

Warren Buffett's conglomerate Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Additionally, Berkshire sold another several billion dollars worth of Bank of America, which had been the conglomerate's second-largest holding. That eventually grew into the conglomerate we know today. billion, up from $276.9 billion, up from $276.9

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The Motley Fool

OCTOBER 2, 2024

The company wasted many billions of dollars over the past decade in an ill-fated attempt to transform itself into a media conglomerate. billion in pre-tax quarterly distributions. billion on after-tax distributions and other payments will come in 2025, with the remaining $500 million arriving in 2029. It paid a staggering $48.5

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The Motley Fool

SEPTEMBER 16, 2024

Buffett's stated reasoning for that move was that he wanted to take advantage of the current corporate tax rate. Under the 2017 tax law that cut corporate tax rates to their current level, the cuts are set to expire at the end of 2025, so he naturally expects them to increase in 2026 and beyond. billion worth of the bank stock.

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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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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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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. He may also be wary of sitting on such a profitable pick when tax rates on capital gains may be about to rise. That in and of itself is a hint worth taking.

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The Motley Fool

JULY 28, 2024

That said, he's sold off some shares recently , purposefully taking the capital gains amid a favorable tax environment. A great company trading at a fair price It's important to note that Berkshire isn't just a conglomerate full of great businesses and a massive cash pile on its balance sheet.

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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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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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The Motley Fool

MARCH 25, 2024

is a conglomerate that directly owns a large number of companies. The one fly in the ointment is that Enterprise is a master limited partnership (MLP), which can create some tax complications. MLPs don't play well with tax-advantaged retirement accounts and you will have to deal with a K-1 form come tax time.

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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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The Motley Fool

JANUARY 30, 2025

The industrial sector generally benefits from economic growth, infrastructure investments, deregulation, and tax cuts. There has also been a wave of structural change across the sector, with companies like Honeywell International considering moving away from the conglomerate business model to drive efficiency.

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The Motley Fool

NOVEMBER 27, 2023

Industrial conglomerate Illinois Tool Works (NYSE: ITW) is a great example. Today, the company has a reasonable debt-to- EBITDA (earnings before interest, taxes, depreciation, and amortization) ratio of 1.8. For dividend investors, that's especially so. A great business can pay dividends during tough times and keep raising them.

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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.

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The Motley Fool

MARCH 17, 2024

It has a long-running relationship with global fashion conglomerate LVMH , and it consistently expands this partnership with fashion houses in new markets. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) increased 90% to $92.7 Non-GAAP gross profit increased 46% year over year to $244.8

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The Motley Fool

AUGUST 16, 2023

Its China e-commerce business is picking up Alibaba is a massive tech conglomerate with a business spanning extensive areas, including e-commerce , logistics, fintech, entertainment, and cloud computing. Let's look at a few of those indicators. Image source: Getty Images.

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The Motley Fool

APRIL 6, 2024

Insiders sell for tax reasons, too. Berkshire Hathaway's CEO-in-waiting, Greg Abel, did something similar, adding more shares of the conglomerate to his own portfolio after it was announced he would eventually succeed Warren Buffett in the top job. These insiders may sell shares for many reasons.

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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% Treasury bills.

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The Motley Fool

JULY 2, 2024

That will mark the Japanese conglomerate's first stock split in more than two decades. It expects its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) to only increase 6% for the year -- compared to its CAGR of 20% from fiscal 2020 to fiscal 2023.

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The Motley Fool

SEPTEMBER 24, 2023

An old stock with a new face You probably know healthcare conglomerate Johnson & Johnson for some of its former brands, like Tylenol and Band-Aids. times the business' earnings before interest, taxes, depreciation, and amortization ( EBITDA). It's financially healthy: The nearly $17 billion in debt on its balance sheet is just 1.7

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The Motley Fool

NOVEMBER 28, 2023

Shares of the healthcare conglomerate have slid about 14% this year, even though sales and earnings are rising at an above-average pace for this company. Earnings before interest, taxes, depreciation, and amortization ( EBITDA ) are up 13% over the same time frame. Image source: Getty Images. at recent prices.

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Conglomerates Amortization Depreciation Earnings Before Interest 246

The Motley Fool

DECEMBER 12, 2023

There are a few reasons, such as to see if any of my investments might be good candidates for tax-loss selling, but it's also interesting to see how my relative position sizes have changed over the past year. Each year, I like to do a portfolio checkup when there are just a few weeks left in December. needs the least explanation of the five.

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The Motley Fool

SEPTEMBER 20, 2023

Berkshire Hathaway: A fortress of value Berkshire Hathaway is not just a stock, but a conglomerate of businesses that operate in various sectors, such as insurance, energy, transportation, manufacturing, retail, and technology. This approach allows him to benefit from the power of compounding and avoid unnecessary taxes.

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