The Motley Fool

OCTOBER 16, 2024

Cohen has dumped almost the entirety of Point72's stake in Nvidia At the end of September 2023, Cohen's fund held 16,457,320 shares of Nvidia, which made it Point72's fifth-largest stock holding by market value (excluding options). Similar to Nvidia, this share count has been adjusted to account for the company's split.

Stakes 246

Stakes New York Stock Exchange Hedge Funds Asset Management 246

The Motley Fool

JULY 23, 2024

Shares of Serve Robotics (NASDAQ: SERV) , an autonomous sidewalk delivery company, soared 187% on Friday after artificial intelligence (AI) chip leader Nvidia disclosed via a filing with the Securities and Exchange Commission (SEC) that it owns a 10% stake in the relatively new public company. million shares outstanding.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Initial Public Offering Public Companies 246

The Motley Fool

OCTOBER 23, 2024

The accurately dubbed "Oracle of Omaha" has led his company's Class A shares (BRK.A) Riding Buffett's coattails has been a surefire long-term investment strategy. 1, 2022 through June 30, 2024), Buffett and his top investing aides, Todd Combs and Ted Weschler, have sold close to $132 billion more in stocks than they've purchased.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Legal Taxes 246

The Motley Fool

SEPTEMBER 6, 2024

What's interesting about the Oracle of Omaha's success is that he's predominantly been an open book regarding what traits he looks for in investments. He's also a big fan of concentrating his company's invested assets in his best ideas. As you might imagine, top investment ideas would be expected to stick around for a long time.

Portfolios 246

Portfolios Investing Stakes Banks 246

The Motley Fool

SEPTEMBER 27, 2024

Mirroring what the Oracle of Omaha does from a trading standpoint has been a profitable investment strategy for decades. Adding income stocks to Berkshire's roughly 43-stock, $316 billion investment portfolio has been vital to the company's success. Should you invest $1,000 in Coca-Cola right now?

Investing 240

Investing Stakes Banks Public Companies 240

The Motley Fool

JUNE 27, 2024

While all three of these high-flying stock-split stocks (for better or worse) have a place on my watchlist, they won't be found in my 42-stock investment portfolio. But let's be clear: I haven't more than quadrupled my stake in Sirius XM because of any stock split. Should you invest $1,000 in Sirius XM right now?

Stakes 244

Stakes Mutual Funds Stock Exchanges Shareholders 244

The Motley Fool

JANUARY 12, 2024

CEO Warren Buffett, look no further than his investing track record since becoming CEO in the mid-1960s. Over this nearly six-decade stretch, he's overseen an aggregate return in his company's Class A shares (BRK.A) 5, BofA accounted for just shy of 10% of Berkshire's $358 billion investment portfolio. As of Jan.

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

OCTOBER 28, 2024

During his nearly 60 years as CEO, he's overseen an aggregate return in his company's Class A shares (BRK.A) Lengthy books have been written detailing the Oracle of Omaha's investing philosophy. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 of more than 5,500,000%!

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

MAY 30, 2024

In addition to those massive returns, such successes can yield valuable investment lessons. Here are three that may help investors follow Ackman's lead and earn comparable returns with their own investments. Chipotle, the largest holding, makes up 20% of its investments. This was a comparatively easy task with Chipotle.

Investing 234

Investing Shareholders Public Companies Stakes 234

The Motley Fool

SEPTEMBER 19, 2023

Warren Buffett is arguably the most successful investment manager in history. Today, Berkshire Hathaway owns a portfolio of 56 publicly listed stocks and securities worth $352 billion, as well as dozens of wholly owned companies under the conglomerate's umbrella. Berkshire Hathaway's stake in Apple has grown to account for 45.5%

Companies 246

Companies Conglomerates Investing Banks 246

The Motley Fool

JULY 9, 2023

But what if I had held on to that early AMD investment until today? How much would that original stake of $400 be worth now? The tale of the tape As it turns out, a $400 AMD investment on Oct. If you think it doesn't matter who runs the show at a public company, one look at Lisa Su's tenure should change your mind.

Investing 246

Investing Public Companies Stakes Returns 246

The Motley Fool

JANUARY 26, 2024

CEO Warren Buffett has been putting on an investment clinic for all to see. Since taking over as the CEO of Berkshire in the mid-1960s, the "Oracle of Omaha," as Buffett has come to be known, has overseen an aggregate return in his company's Class A shares (BRK.A) billion) of Berkshire Hathaway's $365 billion of invested assets.

Portfolios 246

Portfolios Investing Banks Debt 246

The Motley Fool

JULY 14, 2023

Long-term investing sometimes means holding on through difficult periods so that you can eventually benefit from the growth of a company's business. Some companies are riskier than others, though, so investors need to be careful, particularly with young companies in relatively new industries. RIVN data by YCharts.

Initial Public Offering 246

Initial Public Offering Investing Public Companies Stakes 246

The Motley Fool

JUNE 9, 2024

He's known for investing in companies with the goal of unlocking value for himself and other shareholders. Today he owns around 15% of Southwest Gas (NYSE: SWX) via his Icahn Enterprises (NASDAQ: IEP) investment vehicle. Should you invest in Southwest Gas, too? It depends. Image source: Getty Images.

Initial Public Offering 244

Initial Public Offering Stakes Shareholders Public Companies 244

The Motley Fool

MAY 5, 2024

There are a lot of good reasons to pay attention to every investment decision Warren Buffett makes. Besides being the chairman and CEO of the eighth largest public company in the world, Buffett has an impressive track record as an investor. In recent years, Buffett has been hard-pressed to find a great company to buy.

Stakes 246

Stakes Shareholders Public Companies Finance 246

The Motley Fool

NOVEMBER 4, 2024

Buffett's outstanding returns and investing prowess are what have made him one of the most-followed money managers on Wall Street. Based on these filings, we've learned that Warren Buffett and his top investment aides, Ted Weschler and Todd Combs, have been very selective buyers in recent years. over the same timeline.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

DECEMBER 7, 2023

When examined over multiple decades, few investing strategies are as profitable as buying dividend stocks. Companies that dole out a regular payout to their shareholders tend to be profitable on a recurring basis, time-tested, and can offer transparent long-term growth outlooks. Image source: Getty Images. Image source: Getty Images.

Investing 245

Investing Liabilities Legal Asset Management 245

The Motley Fool

AUGUST 5, 2024

For instance, when Berkshire holds a 10% or greater stake in a public company, it's required to file Form 4 with the Securities and Exchange Commission (SEC) every time shares are purchased or sold. Should you invest $1,000 in Bank of America right now? This is a concern investors would be wise not to ignore.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

MARCH 15, 2024

Although most investors are intrigued to see what the Oracle of Omaha and his investment aides, Ted Weschler and Todd Combs, have been buying, understanding why Buffett and his team are selling certain stocks can be just as insightful. Buffett and his aides dumped close to 78% of Berkshire's stake, compared to what was held on Sept.

Stakes 243

Stakes Debt Education Banks 243

The Motley Fool

SEPTEMBER 4, 2024

Billionaires are starting to take profits If a portfolio of a hedge fund or public company has over $100 million in holdings, the entity must report these holdings quarterly to the SEC, which then makes that information publicly available 45 days after the quarter ends. of the total investment portfolio.

Hedge Funds 244

Hedge Funds Public Companies Stakes Portfolios 244

The Motley Fool

APRIL 29, 2024

That's the core reasoning behind making exchange-traded funds (ETFs) a big part of your investing strategy. There are many ETFs that replicate the returns of large indexes like the S&P 500 , essentially allowing you to outperform most professional fund managers with just one simple investment. Why buy an ETF?

Exchange-Traded Funds 246

Exchange-Traded Funds Stock Market Stock Market Public Companies 246

The Motley Fool

MARCH 29, 2024

CEO Warren Buffett has been dazzling professional and everyday investors with outsize investment returns. Buffett and his investment team have long relied on brand-name, time-tested, and well-managed businesses to deliver superior returns. billion in combined common- and preferred-stock dividends can be traced to just five companies.

Banks 246

Banks Stakes Assets Public Companies 246

The Motley Fool

NOVEMBER 24, 2023

After all, you don't get to be the world's most valuable public company by accident. So if you had invested $10,000 in the company back then and held on through all the intervening years while reinvesting your dividends, your stake would be worth over $8.8 million today.

Public Companies 245

Public Companies Stakes Capital Accounting 245

The Motley Fool

SEPTEMBER 11, 2024

Cathie Wood's growth investing style could be back in fashion. The co-founder, CEO, and investment manager of the Ark Invest family of exchange-traded funds is getting into good groove in recent weeks. 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 Public Companies Stakes Accounting 246

The Motley Fool

AUGUST 30, 2024

Cathie Wood is having a rough year as the co-founder, CEO and investment manager of Ark Invest. She has now added to her stake in 18 trading days since its mid-June IPO. She's been selling some of Ark's weaker investments to throw more weight behind a market winner early in its publicly traded tenure. Wood knows it.

Exchange-Traded Funds 246

Exchange-Traded Funds Amortization Depreciation Earnings Before Interest 246

The Motley Fool

SEPTEMBER 11, 2024

SoundHound AI (NASDAQ: SOUN) is interesting because it is helping bring this technology further into mainstream use, and its stock might make a compelling long-term investment. While this represents a less than 1% equity stake in the company, it is a vote of confidence in SoundHound, its technology, and its leadership team.

Public Companies 242

Public Companies Stakes Returns Capital 242

The Motley Fool

JULY 22, 2024

These companies, now intertwined through Nvidia's recent strategic investment, stand at the epicenter of the AI revolution, and their stocks could be primed for even more explosive growth in the coming years. Serve Robotics' journey from Postmates subsidiary to independent public company has been nothing short of remarkable.

Prospects 243

Prospects Public Companies Stakes Accounting 243

The Motley Fool

MARCH 21, 2024

Warren Buffett and his team at Berkshire Hathaway have made themselves famous for the investing they've done over multiple decades. Snowflake Some investors may be surprised that Berkshire owns a stake in a high-growth company like Snowflake (NYSE: SNOW). times sales -- nearly the cheapest it has ever been as a public company.

Public Companies 246

Public Companies Stakes Debt Portfolios 246

The Motley Fool

SEPTEMBER 18, 2023

Apple checks all the right boxes for Warren Buffett In mid-August, when Berkshire Hathaway filed its 13F, which provided a snapshot of the company's holdings as of June 30, 2023, Apple stood out as the clear top investment. of Berkshire Hathaway's $354 billion investment portfolio. of Berkshire's invested assets.

Banks 246

Banks Stakes Shareholders Public Companies 246

The Motley Fool

NOVEMBER 6, 2024

Between thousands of public companies reporting their operating results each quarter and economic data being released daily, it can be easy to miss something important. and other countries may have sapped the optimism surrounding Taiwan Semi for AQR's brightest investment minds. For example, Aug. Image source: Getty Images.

Stakes 130

Stakes Hedge Funds Prospects Education 130

The Motley Fool

AUGUST 27, 2024

Most of the exchange-traded funds held by Ark Invest -- where she is the co-founder, CEO, and investment manager -- are underwater in the otherwise buoyant 2024. It's not stopping her from taking big bets on disruptive companies. If it's a new name for you, it's because it went public at $37 just two months ago.

Exchange-Traded Funds 246

Exchange-Traded Funds Taxes Public Companies Stakes 246

The Motley Fool

FEBRUARY 16, 2024

Based on the latest round of 13F filings, billionaire investors were eager to pare down their stakes in two ultra-popular AI stocks and simply couldn't stop buying shares of another brand-name AI-inspired company. John Overdeck and David Siegel of Two Sigma Investments (30,663 shares). Widely owned AI stock No.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Asset Management Stakes Assets 246

The Motley Fool

JUNE 6, 2024

The co-founder and CEO of Ark Invest publishes her transactions for the family of exchange-traded funds she manages. She bought shares of the online community board the day it went public three months ago. Ark Invest now owns 10.8% Should you invest $1,000 in Reddit right now? of the stock's outstanding shares.

Exchange-Traded Funds 244

Exchange-Traded Funds Amortization Depreciation Earnings Before Interest 244

The Motley Fool

JULY 1, 2024

It even briefly took the title of the "world's most valuable public company," passing tech titans Microsoft and Apple. That's why I believe the best approach to Nvidia's stock now is to dollar-cost average your way into a stake. For example, you might commit to investing $400 monthly into Nvidia.

Public Companies 246

Public Companies Stakes Prospects Stock Market 246

The Motley Fool

JUNE 12, 2024

The adage of "Don't put all your eggs in one basket" applies to many aspects of life, and investing is certainly one of them. It can be accomplished easily by buying stakes in a few exchange-traded funds ( ETFs ), which give investors exposure to a wide range of companies in a single investment. per $1,000 invested.

Exchange-Traded Funds 246

Exchange-Traded Funds Consulting Consultants Public Companies 246

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.

Initial Public Offering 246

Initial Public Offering Asset Management Stakes Stock Exchanges 246

The Motley Fool

APRIL 27, 2024

He focuses on investments in solid companies that he believes will grow in value over many years. Apple was still Berkshire Hathaway's largest investment at the end of 2023, with a stake worth $174 billion. Amazon is the second-largest company in the U.S. Should you invest $1,000 in Apple right now?

Conglomerates 246

Conglomerates Public Companies Stakes Shareholders 246