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Alphabet and Meta Platforms Just Sent a Major Warning to Nvidia Shareholders

The Motley Fool

That's been great for Nvidia and its shareholders. These comments hold a lot of weight (on Nvidia's income statement) The reason Nvidia shareholders should pay attention to everything Pichai, Zuckerberg, and a few other big-tech executives say about their AI spending is that the business has become heavily concentrated on those customers.

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Billionaire Bill Ackman Has 45% of His Hedge Fund's $13.4 Billion Portfolio Invested in Just 3 Stocks

The Motley Fool

His hedge fund, Pershing Square Capital, invests in high-quality businesses with stocks that Ackman feels have become mispriced relative to their intrinsic value. He then uses his sway as a large shareholder to influence management and unlock value. Ackman's activist investor strategy requires a highly concentrated portfolio.

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28.4% of Warren Buffett's $303 Billion Portfolio Is Invested in 3 Stocks He Plans to Hold Forever

The Motley Fool

shareholders: "When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever." Coca-Cola (8.4%) Buffett usually has a Coca-Cola (NYSE: KO) product on the table in front of him at Berkshire Hathaway's annual shareholder meetings. But it's historically expensive for the stock.

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This Unstoppable Telecom Giant Returned More Capital to Shareholders Than Both AT&T and Verizon Over the Past Year, and It Just Raised Its Dividend 35%

The Motley Fool

And many of the biggest companies in the industry are happy to return that cash to shareholders. billion to shareholders over the last 12 months. billion to shareholders over the past year. But one of its biggest competitors has returned even more cash to shareholders. It sports a 5% dividend yield, paying out $8.2

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This Ultra-High-Yield Dividend Stock Just Gave Shareholders Another Raise, and It Can Keep Growing Payments for Years to Come

The Motley Fool

The Canadian pipeline company just announced another raise for shareholders in 2024, bringing it to 29 straight years of dividend increases. That should translate into those annual dividend increases for shareholders. It currently has an enterprise value (EV) of just 11 times the midpoint of management's 2024 EBITDA guidance.

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The Market's Tariff Tumble: 2 Stocks to Buy During This Nasdaq Correction

The Motley Fool

The technology giant is down 29% from all-time highs and is currently trading at a lower price than in November 2021 -- a brutal drawdown for shareholders in the wake of this tariff tantrum, further exacerbated by the artificial intelligence (AI) competition coming for the Google Search throne. GOOG data by YCharts 2.

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Vestar Capital exits Simple Mills in $795m sale to Flowers Foods

Private Equity Insights

The New York-based private equity firm, which focuses on middle-market buyouts and growth investments, first backed Simple Mills in October 2019, becoming its largest shareholder. The deal marks the end of Vestars five-year investment in the company, during which it played a pivotal role in scaling the brands growth.

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