The Motley Fool

AUGUST 18, 2023

However, it has failed to bring long-term investor returns. And despite respectable earnings in the second quarter of 2023, investors should consider avoiding the stock for two reasons. Moreover, investors will likely welcome some recent business decisions. Operating margin was 18%, up from 12% in the year-ago quarter.

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The Motley Fool

DECEMBER 3, 2024

In case you missed it, institutional funds recently disclosed their latest equity holdings for the third quarter of the year in their 13F forms filed with the Securities and Exchange Commission (SEC). While investors should certainly keep up with fund managers, they should not follow them reflexively into investments.

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Securities and Exchange Commission (SEC) Due Diligence Companies Stock Exchanges 241

The Motley Fool

JANUARY 30, 2024

The Securities and Exchange Commission (SEC) approved 11 new spot Bitcoin (CRYPTO: BTC) ETFs earlier this month; two stand out as clear winners among the group. Importantly, scale can play an important role in driving down costs for shareholders. Both issuers are also offering generous fee waivers.

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Securities and Exchange Commission (SEC) Investors Mutual Funds Bidding 246

The Motley Fool

APRIL 29, 2024

Securities and Exchange Commission (SEC), giving investors its latest up-to-date numbers on how it looks post-merger. What we know about Arcadium Lithium What did investors learn about Arcadium today? through 10 a.m. And the reason? The company just filed an amended 10-K annual report with the U.S.

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Securities and Exchange Commission (SEC) Debt Shareholders Accounting 241

The Motley Fool

DECEMBER 16, 2024

Despite assurances that the stock is on track to avoid being delisted, investors also continued to weigh the risk that the company's shares could be removed from the Nasdaq exchange. 25, some investors are still worried about the stock's outlook. 10, maintaining an underweight rating on the stock. billion and $6 billion.

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Securities and Exchange Commission (SEC) Private Equity Firms Private Equity Firms Debt 100

The Motley Fool

JUNE 20, 2023

Bankruptcy is a word no investor wants to hear, with shareholders generally wiped out in the restructuring process. No public company is really looking to go down the bankruptcy path, which is why it is so important for investors to pay attention when one warns that bankruptcy is a very real possibility.

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Securities and Exchange Commission (SEC) Debt Public Companies Shareholders 279

The Motley Fool

OCTOBER 20, 2024

So when the billionaire investor makes substantive changes in his company's key holdings, people pay attention. The latest sale is particularly interesting The Securities and Exchange Commission (SEC) requires large shareholders -- investors owning more than 10% of a company's stock -- to report any trade within two business days.

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Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

The Motley Fool

SEPTEMBER 30, 2024

They all add up into a significant warning for stock investors, indicating there's not a lot to like in the stock market right now. Here's how we got here, and what it means for investors. The warning is clear for stock investors: There's not much to like in the stock market -- at least, not for Berkshire Hathaway's portfolio.

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The Motley Fool

JUNE 15, 2023

But as the company highlighted in a recent filing with the Securities and Exchange Commission (SEC), it has a lot more to offer shareholders in the years to come. Axsome's robust pipeline of central nervous system disorder drug candidates could be a game changer for shareholders, however.

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Securities and Exchange Commission (SEC) Shareholders Prospects Assets 244

The Motley Fool

SEPTEMBER 15, 2023

Filings with the Securities and Exchange Commission (SEC) showed that he sold 59,376 shares across daily trading sessions on Sept. Why some investors might worry about Huang's move Investors understandably get skittish when they see that a company's CEO is unloading shares.

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Securities and Exchange Commission (SEC) Shareholders Stakes Assets 246

The Motley Fool

OCTOBER 30, 2024

There's arguably not a money manager on Wall Street who commands the attention of investors quite like Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B) Given Buffett's long-term success, it's not uncommon for investors to want to mirror his trading activity. billionaire CEO, Warren Buffett. Berkshire Hathaway CEO Warren Buffett.

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

The Motley Fool

JULY 24, 2024

Securities and Exchange Commission ( SEC ) revealed that Buffett sold $1.5 There's no doubt Bank of America has been a very successful investment for Buffett and Berkshire Hathaway shareholders. As a result, the bank missed out on opportunities to buy securities with higher coupons as interest rates climbed.

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Securities and Exchange Commission (SEC) Banks Taxes Liabilities 246

The Motley Fool

SEPTEMBER 28, 2024

There's arguably not an investor on the planet who garners as much attention on Wall Street as Warren Buffett, CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). The reason investors cling to the aptly named "Oracle of Omaha's" every word is because he's crushed the broad-based S&P 500 over a span of almost six decades.

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Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

The Motley Fool

FEBRUARY 13, 2024

Assuming Gates is correct, AI represents a once-in-a-generation opportunity for investors. CrowdStrike brings superior artificial intelligence to endpoint security software CrowdStrike is a cybersecurity software vendor. Its platform integrates more than two dozen modules that address multiple security end markets.

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Securities and Exchange Commission (SEC) Investing Public Companies Prospects 246

The Motley Fool

AUGUST 9, 2024

Buffett's phenomenal investment returns are what lure in the neighborhood of 40,000 people annually to Berkshire's annual shareholder meeting in Omaha, Nebraska. It's also what causes investors to wait on pins and needles for the release of the company's Form 13F. billion more in securities sold than purchased.

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Securities and Exchange Commission (SEC) Investing Banks Stakes 246

The Motley Fool

SEPTEMBER 6, 2023

While the company's cost-reduction efforts were notable, the big news for investors was likely buried deeper in the Securities and Exchange Commission (SEC) filing, where Roku disclosed that it now expects third-quarter revenue to be significantly higher than its previous forecast. and Roku wasn't one of them!

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Securities and Exchange Commission (SEC) Amortization Depreciation Earnings Before Interest 243

The Motley Fool

JANUARY 30, 2024

A lot has been made of the slew of new spot Bitcoin (CRYPTO: BTC) exchange-traded funds (ETFs) that came to the market earlier this month. They present an opportunity for more investors to gain access to the crypto asset class. But investors should also look behind the scenes at how these new ETFs work.

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Securities and Exchange Commission (SEC) Exchange-Traded Funds Banks Assets 233

The Motley Fool

OCTOBER 23, 2024

Mirroring his trades is made simple thanks to required Form 13F filings with the Securities and Exchange Commission (SEC). No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management are required to file Form 13F with the SEC.

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The Motley Fool

OCTOBER 7, 2024

You can tag along with the most successful investors by following their disclosures with the Securities and Exchange Commission (SEC). Every quarter, investors with over $100 million under management are required to report their holdings on SEC form 13F.

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Securities and Exchange Commission (SEC) Stakes Shareholders Returns 246

The Motley Fool

JULY 9, 2024

An outperformance of this magnitude is what draws some 40,000 investors to Berkshire's annual shareholder meeting each year to listen to Buffett speak about the economy, stocks, and his investment philosophy. On July 17, 2018, things changed in a meaningful way for Berkshire Hathaway, Warren Buffett, and the company's shareholders.

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Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 244

The Motley Fool

AUGUST 21, 2023

So after Berkshire's latest Securities and Exchange Commission (SEC) filing listed a closing of a position in small-cap oil and gas company Vitesse Energy (NYSE: VTS) , it's probably a good idea to take notice. Does Berkshire's move mean investors should dump the stock, with its 8.2% dividend yield?

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Securities and Exchange Commission (SEC) Shareholders Stakes Investment Banking 246

The Motley Fool

SEPTEMBER 27, 2024

Around the world, flights were canceled, financial institutions were unable to process transactions, and investors started panicking. I don't believe investors were behaving irrationally. In its filings with the Securities and Exchange Commission (SEC) , CrowdStrike's own management says, "If our solutions.

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Securities and Exchange Commission (SEC) Financial Institutions Shareholders Returns 246

The Motley Fool

AUGUST 5, 2024

Among Wall Street's billionaire investors, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) In a world where investors are using advanced charting software and artificial intelligence (AI) in an effort to gain a competitive edge, Buffett and his team have relied on old-school fundamental metrics and detective work to locate amazing businesses.

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

OCTOBER 4, 2024

Peter Thiel is best known as one of the co-founders of PayPal and an early investor in Meta Platforms , then known as Facebook. Thiel sold over $1 billion worth of Palantir stock over the last few days of September and the first day of October, according to Securities and Exchange Commission ( SEC ) filings.

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The Motley Fool

MAY 12, 2024

So, when Buffett does add to an existing position or initiate a new one, investors should pay attention, as it could be a big opportunity for anyone following his lead. And that rate was 35% not that long ago, and it's been 52% in the past," he told the audience in Omaha at the Berkshire Hathaway shareholder meeting. "I It was U.S.

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Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

SEPTEMBER 8, 2024

According to its latest 13-F filing with the Securities and Exchange Commission (SEC), Berkshire Hathaway reduced its Apple investment by approximately half in the second quarter. And given that the chain has close to 1,500 stores in operation, investors are likely worried that it's reaching market saturation.

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Securities and Exchange Commission (SEC) Stakes Conglomerates Shareholders 246

The Motley Fool

MAY 20, 2024

Warren Buffett and his team were secretly building a position in Berkshire's $378 billion portfolio Investors pay close attention to what the "Oracle of Omaha" is saying because mirroring his investments has been a moneymaking strategy for decades. Thankfully, there's an easy way to follow in Buffett's footsteps.

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

The Motley Fool

DECEMBER 1, 2023

Since he took over as chief executive officer of the textile company in 1965, Berkshire Hathaway shareholders have seen the value of their stock increase at an annualized rate of 19.8%, double that of the S&P 500. Berkshire saw the cost basis of its holdings in equity securities in the bank, insurance, and financial sector increase $1.2

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Securities and Exchange Commission (SEC) Portfolios Stakes Banks 246

The Motley Fool

JULY 7, 2023

Securities and Exchange Commission (SEC) calls a 13F form. It's a well-established fact that they outperform shares of companies that aren't committed to delivering a portion of their profits to shareholders. Investors should know that these two drugs alone aren't why Simons bought the stock hand over fist.

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Securities and Exchange Commission (SEC) Shareholders Assets Funds 264

The Motley Fool

DECEMBER 15, 2023

Recent filings with the Securities and Exchange Commission (SEC) reveal that Berkshire Hathaway trimmed its position in the PC and printer maker by nearly half between Oct. That said, management plans to return 100% of its free cash flow to shareholders in 2024 after a paltry amount of share repurchases in 2023.

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Securities and Exchange Commission (SEC) Conglomerates Stakes Banks 246

The Motley Fool

APRIL 24, 2024

Billionaire investors always make headlines when they make meaningful moves buying or selling stocks. One of the most popular investors follow is Warren Buffett. For years Berkshire made it very easy for investors to see its top investment holdings. Those investments have paid off handsomely for Berkshire and its shareholders.

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Securities and Exchange Commission (SEC) Portfolios Banks Shareholders 188

The Motley Fool

SEPTEMBER 3, 2023

Instacart is about to go public, and there's a lot for investors to digest from its financial filing with the Securities and Exchange Commission (SEC). Looking at Instacart's S-1 filing with the SEC shows Uber still has a lot of potential to expand its advertising business and its subscription offering.

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Securities and Exchange Commission (SEC) Initial Public Offering Leveraging Shareholders 246

The Motley Fool

JULY 26, 2023

This filing with the Securities and Exchange Commission (SEC) reveals any purchases or sales Buffett made in the Berkshire stock portfolio during the previous quarter. Buffett's 13F filings are closely watched, as investors want to know what the Oracle of Omaha has been up to. is required to release a 13F.

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Securities and Exchange Commission (SEC) Banks Shareholders Portfolios 245

The Motley Fool

NOVEMBER 4, 2024

Thanks to a couple of required filings with the Securities and Exchange Commission (SEC), including Form 13Fs , Form 4s, and Berkshire Hathaway's quarterly operating results, it's fairly easy for everyday investors to ride Buffett's coattails. Image source: The Motley Fool. As of the closing bell on Oct.30,

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

DECEMBER 20, 2024

It is now my pleasure to turn the call over to Beth Roberts, senior vice president, investor relations. Beth Roberts -- Senior Vice President, Investor Relations Thank you. consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now and Carnival Corp.

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Securities and Exchange Commission (SEC) Leveraging Debt Assets 246

The Motley Fool

MAY 14, 2024

Keeping tabs on what billionaire investors are buying and selling is probably easier than you think. Every three months, Berkshire Hathaway -- and anyone else managing over $100 million -- must submit a 13F filing that discloses their trading activity in the prior quarter to the Securities and Exchange Commission (SEC).

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Securities and Exchange Commission (SEC) Portfolios Banks Conglomerates 245

The Motley Fool

NOVEMBER 22, 2024

Wolfspeed stock gained ground in conjunction with news about the compensation for executive chairman Thomas Werner and filings with the Securities and Exchange Commission (SEC) showing that insiders had recently acquired shares. The company's share price ended the day's trading up 31% and had been up as much as 35.4%

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Securities and Exchange Commission (SEC) Shareholders Returns Investors 177