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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

Just this past year, Buffett sold over $134 billion worth of stocks from Berkshire's portfolio as he saw valuations of some holdings climb to a point where it no longer made sense to remain so heavily invested. of Berkshire's $303 billion portfolio as of this writing, and they may deserve a spot in your portfolio as well.

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Sportradar Group Ag (SRAD) Q4 2024 Earnings Call Transcript

The Motley Fool

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Importantly, this strong performance flows through to our bottom line as we reach an inflection point in our operating leverage earlier than anticipated.

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The Smartest High-Yield Energy Stocks to Buy With $1,000 Right Now

The Motley Fool

Many of these companies are structured as master limited partnerships (MLPs), which pass through their profits to their unitholders and as such don't pay corporate taxes. This portion is tax deferred until the stock is sold and reduces the owner's cost basis. This is a nice benefit, although it does add some paperwork come tax time.

Taxes 246
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Organigram (OGI) Q4 2024 Earnings Call Transcript

The Motley Fool

In addition to filling our portfolio gap in vapes and reinforcing our position in pre-rolls, Motif is a well-run business with an experienced and passionate team, generating 15 consecutive quarters of positive adjusted EBITDA. The combined portfolio results has Organigram holding No. We rose from the No. 11 position to the No.

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Carnival Corp. (CCL) Q4 2024 Earnings Call Transcript

The Motley Fool

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Our global portfolio is clearly firing on all cylinders, and I am very proud of what we've been able to accomplish together.

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Franklin Templeton launches $904.5m secondary PE fund

Private Equity Insights

FLEX simplifies access to private equity, offering a diversified portfolio of assets from secondary transactions and co-investments. The fund targets wealth channel clients and features lower investment minimums, quarterly liquidity, and 1099 tax reporting. Source: Markets Media Can’t stop reading?

Funds 147
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Adobe (ADBE) Q4 2024 Earnings Call Transcript

The Motley Fool

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. A recent productivity study found that users leveraging AI Assistant completed their document-related tasks four times faster on average.

Education 243