The Motley Fool

MAY 5, 2024

Besides being the chairman and CEO of the eighth largest public company in the world, Buffett has an impressive track record as an investor. Anyone who invested in Berkshire instead of an average S&P 500 fund would have 140 times the amount of wealth today. That compares with the 10.2%

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Private Equity Insights

JUNE 29, 2023

The confirmation comes exactly a week after news of the acquisition bid first came to light, and some two years after SAP spun the business out as an independent publicly traded company, having bought it back in 2018 for $8 billion just as Qualtrics was originally planning its IPO. Shareholders have been offered $18.15

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Private Equity Firms Private Equity Firms Bidding Public Companies 200

The Motley Fool

MAY 30, 2024

Chipotle Mexican Grill (NYSE: CMG) has long been a primary holding of Pershing Square Capital Management, the fund managed by billionaire Bill Ackman. His fund first bought the stock during the second half of 2016, and it has earned considerable returns since that time. In total, Pershing Square has purchased 2.9 However, close to 2.2

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Investing Shareholders Stakes Public Companies 234

The Motley Fool

DECEMBER 1, 2023

That could enable some of its existing investors to cash in on their stakes. It would allow the diversified real estate investment trust (REIT) to monetize its stake, which it could reinvest in income-producing real estate. Eagerly awaiting the opportunity to monetize its stake W. Carey holds a stake in Lineage Logistics.

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Stakes Initial Public Offering Enterprise Values Public Companies 130

The Motley Fool

JUNE 25, 2024

This is a document that outlines all of the stocks investors such as hedge funds are buying and selling. Like hedge funds, corporations can also take positions in other companies. Let's explore what company Alphabet is aggressively investing in, and why an acquisition doesn't seem out of the question. ownership stake.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Companies Hedge Funds Public Companies 130

The Motley Fool

AUGUST 6, 2024

Wood kicked off the new trading week by building up her stakes in Amazon.com (NASDAQ: AMZN) , Tesla Motors (NASDAQ: TSLA) , and Tempus (NASDAQ: TEM). Tesla Motors Tesla is the largest holding of Wood's largest fund, accounting for 14% of the assets of the Ark Innovation ETF (NYSEMKT: ARKK). Will her strategy work?

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Stakes Public Companies Shareholders Assets 245

The Motley Fool

MARCH 10, 2024

Although he doesn't manage a public company or hedge fund like Buffett and Griffin do, he's donated a boatload of money to the Bill & Melinda Gates Foundation Trust. The most recent transaction involving Caterpillar came in 2022 Q1, with the sale of roughly 24% of the foundation's stake in the company.

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Portfolios Hedge Funds Investing Stakes 245

The Motley Fool

MAY 27, 2024

A forward stock split involves reducing a company's share price to make it more nominally affordable for investors who may not have access to fractional-share purchases with their broker. Meanwhile, reverse stock splits are designed to increase a public company's share price to ensure continued listing on a major stock exchange.

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Initial Public Offering Asset Management Stakes Assets 246

The Motley Fool

MARCH 29, 2024

According to a report issued last year by Hartford Funds, in collaboration with Ned Davis Research, dividend stocks have produced an average annual return of 9.18% over a half-century (1973-2022). This compares to a modest 3.95% average annual return for public companies that don't offer a payout. But Berkshire also owns $8.49

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Banks Stakes Assets Public Companies 246

The Motley Fool

JUNE 20, 2024

Even if these chips are simply to complement Nvidia's prized H100 GPU, it signals a purposeful lessening of reliance on the company's data center GPU architecture over time. Billionaire Ken Griffin chose something a little more "Magnificent" Since its inception in 1990, Ken Griffin's hedge fund has generated $74 billion in total gains.

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Hedge Funds Stakes Public Companies Investors 246

The Motley Fool

MARCH 21, 2024

if you have $300 available that isn't needed to pay monthly bills, reduce short-term debt, or bolster an emergency fund, these three Berkshire-owned stocks may be worth a closer look. Amazon Most people are aware of Amazon 's (NASDAQ: AMZN) e-commerce site because that is where the company got its start more than two decades ago.

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Stakes Public Companies Debt Returns 246

The Motley Fool

JULY 31, 2024

The largest of the Ark Invest exchange-traded funds is down 14% this year in an otherwise buoyant year for growth investors. The fund is down 72% since peaking in early 2021. She added to existing stakes in Guardant Health (NASDAQ: GH) , Oklo (NYSE: OKLO) , and CRISPR Technologies (NASDAQ: CRSP) on Tuesday.

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Exchange-Traded Funds Stakes Public Companies Returns 130

The Motley Fool

MARCH 18, 2024

The CEO, co-founder, and primary stock picker for the Ark Invest family of exchange-traded funds (ETFs) made several portfolio moves. She added to her stakes in UiPath (NYSE: PATH) , The Trade Desk (NASDAQ: TTD) , and Nu (NYSE: NU) last week. What is Wood adding to her portfolios these days? Image source: Getty Images.

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Exchange-Traded Funds Stakes Public Companies Shareholders 130

The Motley Fool

MAY 13, 2024

In a recent interview on CNBC's Squawk Box , Druckenmiller admitted that his fund, Duquesne Family Office, cut its position in Nvidia in "late March." The "Oracle of Omaha" also pared back Berkshire's stake in Apple The Oracle of Omaha's selling didn't end with Paramount Global. However, Apple isn't immune to headwinds.

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Investors Stakes Taxes Asset Management 130

The Motley Fool

JULY 26, 2023

Comprising 30 of the largest public companies, it has long served as a benchmark for overall market performance -- and one that many investors want to beat. In fact, plenty of great companies have consistently beaten the index. The Dow Jones Industrial Average is one of the most closely followed stock market indexes around.

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Exchange-Traded Funds Stakes Public Companies Taxes 245

The Motley Fool

JULY 9, 2023

How much would that original stake of $400 be worth now? In this view, simply holding on to an S&P 500 index fund , such as the SPDR S&P 500 ETF (NYSEMKT: SPY) , would have served me just as well: AMD Total Return Level data by YCharts. But what if I had held on to that early AMD investment until today?

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Investing Stakes Public Companies Returns 246

The Motley Fool

MAY 9, 2024

She initiated a position in the popular online discussion forum on March 21, the day it went public. She waited until Wednesday, nearly seven weeks later, to add to that stake. It could also be one of the smart moves Wood will have to make to get her aggressive growth funds back on a winning streak. Reddit peaked at $74.90

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Public Companies Earnings Before Interest Amortization Depreciation 130

The Motley Fool

APRIL 22, 2024

Recent research from Hartford Funds suggests the seemingly mundane strategy of investing in dividend stocks could lead to substantial gains. By focusing on reducing its share count, Caterpillar continually boosts the ownership stake for existing shareholders. Specifically, Caterpillar generated $67.1

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Shareholders Stakes Public Companies Prospects 246

The Motley Fool

MAY 24, 2024

This week's move was likely due to the company announcing a secondary stock offering to the public. But the sale isn't a dilutive equity raise; rather, the offering is by current large shareholders of the newly public stock. But the private equity companies that backed Fidelis prior to the IPO appear to be cashing out in tandem.

Private Equity Firms 100

Private Equity Firms Private Equity Firms Shareholders Stakes 100

The Motley Fool

SEPTEMBER 19, 2023

Apple Apple (NASDAQ: AAPL) is the world's largest public company with a valuation of $2.8 Berkshire Hathaway's stake in Apple has grown to account for 45.5% Berkshire Hathaway has held a stake in Amazon since 2019, but Buffett has often expressed regret for failing to recognize its potential sooner.

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Companies Investing Conglomerates Banks 246

The Motley Fool

JUNE 27, 2023

If you have $5,000 available to invest that isn't needed to reduce short-term debt or build an emergency fund, here are three tech stocks that are great long-term options. Apple It seems cliche to start with Apple (NASDAQ: AAPL) , but you don't become the world's most valuable public company for no reason.

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Consulting Consultants Stakes Public Companies 246

The Motley Fool

JANUARY 26, 2024

Despite holding stakes in around 50 stocks , just seven core holdings account for 83% ($301.7 I'd be remiss if I didn't also mention that Apple's capital-return program is unmatched among public companies. Effective Federal Funds Rate data by YCharts. billion) of Berkshire Hathaway's $365 billion of invested assets.

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Portfolios Investing Banks Debt 246

The Motley Fool

APRIL 9, 2024

A recently updated study by the Hartford Funds, in collaboration with Ned Davis Research, found that dividend payers averaged an annual return of 9.17% over roughly 50 years (1973-2023), compared to a more modest 4.27% annualized return for public companies that didn't offer a dividend.

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Conglomerates Stakes Public Companies Portfolios 246

The Motley Fool

JANUARY 26, 2024

Since we're talking about long-term investments, here's what a $250 stake taken in each of them 25 years ago would be worth today. America Tower went public in 1998, while Realty Income did in 1994.)

Exchange-Traded Funds 130

Exchange-Traded Funds Stakes Public Companies Shareholders 130

The Motley Fool

MARCH 9, 2024

No public company has gone all-in on Bitcoin (CRYPTO: BTC) quite like MicroStrategy (NASDAQ: MSTR) , which has purchased 193,000 bitcoins since 2020. As a result, the enterprise software company's stock is up over 900%, despite its core business stagnating. As a result, the company's outstanding shares have exploded from 9.7

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Debt Leveraging Exchange-Traded Funds Collateral 130

The Motley Fool

MAY 2, 2024

Second, the Oracle of Omaha and his team have a penchant for buying shares of companies that pay a regular dividend. Public companies that pay a dividend are usually profitable on a recurring basis and capable of providing transparent long-term growth outlooks.

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Returns Conglomerates Stakes Public Companies 246

The Motley Fool

NOVEMBER 25, 2023

There's not even a record of funding from private investors. is simply table stakes. I greatly admire the company's profitability -- it has a free-cash-flow margin of 44% over the last 12 months, which is better than most public companies. And GamePlanner.AI Investors unfortunately don't know what GamePlanner.AI

Investors 130

Investors Shareholders Stakes Public Companies 130

The Motley Fool

JANUARY 8, 2024

Meanwhile, the company's services segment continues to grow like wildfire, with a shift to subscription services expected to lift the company's operating margin over time and lessen the sales fluctuations observed during iPhone replacement cycles. Apple's capital-return program is also unmatched among publicly traded companies.

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Banks Capital Debt Portfolios 246

Private Equity Wire

JUNE 20, 2023

The funds will be used to finance the company's planned global expansion. Northvolt’s first gigafactory, located in northern Sweden, has already begun producing batteries in a sustainable manner using fossil-free electricity.

Investing 52

Investing Stakes Public Companies Shareholders 52

The Motley Fool

APRIL 18, 2024

Always something to keep in mind, it was really interesting to note and the letter he quoted that from the peak in 1996 you had 7,300 US public companies, now we have 4,300 and he feels that total should have grown dramatically not shrunk, so that's a big delta there. Deidre Woollard: Tell me a little bit about that.

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Hedge Funds Shareholders Stakes Public Companies 130

The Private Equiteer

FEBRUARY 28, 2023

PIPEs are private investments made in public companies, with no shares offered on the open market. Private equity firms use this method opportunistically to invest in public companies, typically taking non-controlling stakes.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Exit Strategy 52

The Motley Fool

JUNE 27, 2024

Rather, the stock-split stock I've more than quadrupled my stake in over the last two months is the only high-profile business to notify its shareholders of a coming reverse split. Some mutual funds and institutional investors simply won't purchase stocks with a share price below $5 because they're deemed too risky.

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Stakes Mutual Funds Stock Exchanges Shareholders 244

The Motley Fool

DECEMBER 30, 2023

This is with a couple of private equity funds, including Arkhouse management and Brigade Capital Management. And they also have Boston Omaha asset management, which is a collection of other assets the company owns. It owns a minority stake in a few businesses. 24 Street asset management operates to closed end funds today.

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Buyout Asset Management Assets Capital 246

Pension Pulse

JUNE 26, 2023

The funds will enable Northvolt's planned expansion, aligned with IMCO and the Company's commitment to a deeply sustainable battery supply chain. billion equity funding in Northvolt. In fact, it was two years ago that OMERS co-led a $2.75

Investing 59

Investing Initial Public Offering Bidding Assets 59

Pension Pulse

JUNE 22, 2023

We are a fully funded defined benefit pension plan and have earned an annual total-fund net return of 9.5% And when did Brookfield acquire its controlling stake? We are pleased to close this transaction and increase our ownership stake in Connexa. since the plan's founding in 1990. and DigitalBridge Group Inc (DBRG.N)

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Legal Assets Bidding Debt 52

The Motley Fool

SEPTEMBER 11, 2024

The co-founder, CEO, and investment manager of the Ark Invest family of exchange-traded funds is getting into good groove in recent weeks. Her largest fund is up 17% since bottoming out last month. It may not be the reason Wood added to her stake in AMD, but it obviously didn't hurt. The event will take place on Oct.

Exchange-Traded Funds 246

Exchange-Traded Funds Stakes Public Companies Accounting 246

Pension Pulse

MAY 17, 2024

Carly Wanna and Carmen Reinicke of Bloomberg report hedge funds pump up exposure to Nvidia, cut AMD: Hedge funds continued to lean into the biggest technology companies leading the way in artificial intelligence as the hype propelled the US stock market higher in the first quarter of the year. and Microsoft Corp. Class A shares.

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Hedge Funds Funds Asset Management Assets 59