The Motley Fool

JANUARY 26, 2024

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) However, his penchant for portfolio concentration has been one of the defining factors in Berkshire Hathaway's sustained outperformance.

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The Motley Fool

JULY 2, 2023

Here are three stocks that will be worth adding to your portfolio even when the market takes its next downturn. There are times when these companies make their shareholders feel like geniuses, and other times when owning them can feel like a mistake. That's when companies like Walmart (NYSE: WMT) shine.

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The Motley Fool

DECEMBER 14, 2023

In November, Shift4's CEO Jared Isaacman surprised investors by saying, "We are actively exploring strategic opportunities and alternatives that will reduce distractions and serve our company, employees and shareholders best." What should shareholders do now? Acquisitions are notoriously tricky to pull off.

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The Motley Fool

DECEMBER 29, 2023

Few public companies dominated the headlines in 2023 more than Microsoft (NASDAQ: MSFT) , whether it was its involvement with OpenAI's Chat GPT, its successful $69 billion acquisition of Activision Blizzard, or antitrust probes. Microsoft has dealt with many antitrust concerns as a public company, paying billions in fines.

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The Motley Fool

DECEMBER 15, 2024

Below is the pitch for why each should continue delivering fantastic returns for your portfolio. Since its debut as a public company back in 2012, Meta's shares have generated a compound annual growth rate (CAGR) of 24.8%. All three stocks have a history of big-time investment returns, so you may already know them.

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The Motley Fool

JUNE 9, 2024

He's known for investing in companies with the goal of unlocking value for himself and other shareholders. A quick look at Southwest Gas and Icahn Enterprises Icahn Enterprises owns or effectively owns some companies, meaning it has total control of the entities. And, as a large shareholder, he pushes for those changes.

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The Motley Fool

NOVEMBER 8, 2024

We've increased our regular dividend rate 160%; and including both regular and special dividends, paid or committed to pay more than $13 billion directly to shareholders; and $3.2 billion of that free cash flow back to our shareholders through a mix of our regular dividend and opportunistic share repurchases. We generated $1.6

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The Motley Fool

APRIL 22, 2024

Caterpillar Caterpillar (NYSE: CAT) stock has been on a tear over the past year, generating a total return of 62% for shareholders. Today, the company pays a quarterly dividend of $1.30 In addition to its dividend, Caterpillar is shareholder-friendly in another way: share repurchases. billion to shareholders.

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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. There's another company Buffett bought a significant stake in last year as well. His first purchase of the company's stock dates to 1962. Buffett spent $9.2 That includes $9.2

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The Motley Fool

OCTOBER 19, 2024

He and his team manage a portfolio of publicly traded stocks and securities worth $318 billion, in addition to $277 billion in cash and numerous private wholly owned subsidiaries. Prudent portfolio management can involve taking money off the table when the market looks expensive. since 1965. going back to the 1950s.

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The Motley Fool

MAY 2, 2024

According to the report's findings, dividend-paying companies delivered an average annual return of 9.17% over a half-century (1973-2023), while being 6% less volatile than the benchmark S&P 500. The REIT has made 646 consecutive monthly dividend payments to its shareholders and increased its distribution in each of the past 106 quarters.

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The Motley Fool

JUNE 27, 2024

Somewhat surprisingly, history says Nvidia shareholders could make more money in the second half of 2024, even after triple-digit gains in the first half of the year. History says Nvidia could continue soaring in the second half of 2024 Nvidia became a public company in 1999. Read on to learn more.

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The Motley Fool

SEPTEMBER 9, 2024

Furthermore, some BDCs, such as Ares Capital, offer more sophisticated financing solutions -- making them appealing to larger public companies as well. BDCs have an unusual corporate structure in that 90% of taxable income is distributed to shareholders on an annual basis. Well, not exactly. Image source: Getty Images.

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The Motley Fool

AUGUST 27, 2024

Meanwhile, public companies that didn't offer a payout trudged their way to a less-impressive annualized return of 4.27% over the same 50-year stretch, and were, on average, 18% more volatile than the S&P 500. Since York Water's founding in 1816, the company has paid a continuous dividend to its shareholders.

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The Motley Fool

AUGUST 5, 2024

Since taking the reins as CEO in 1965, the aptly dubbed "Oracle of Omaha" has overseen a nearly 5,200,000% cumulative return for Berkshire's Class A shareholders (BRK.A). During Berkshire's most recent annual shareholder meeting, Buffett opined that corporate tax rates were liable to climb in the future.

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The Motley Fool

APRIL 25, 2024

The growth in a long-term winner can often dwarf losses elsewhere in a portfolio. Billionaire investor Warren Buffett put it well in 2023 in a letter to Berkshire Hathaway shareholders: "The weeds wither away in significance as the flowers bloom. While stocks can only fall to zero, there's no hard ceiling on how high a stock can climb.

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The Motley Fool

MARCH 2, 2024

Investors look forward to Warren Buffett's annual shareholder letter, and in the 2023 version, released on Feb. shareholder whom Buffett described as understanding "many accounting terms, but. And since they track publicly-traded companies, the value of these equity positions changes daily -- as much as $5 billion per day.

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The Motley Fool

MAY 30, 2024

Still, it requires a perspective of seeing where a company like Chipotle could go based on its past and that of comparable enterprises. When Ackman's fund first bought its stock in 2016, Chipotle had a 10-year track record as a public company and had expanded to about 2,000 restaurants. CMG data by YCharts.

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The Motley Fool

JANUARY 23, 2024

With that in mind, Chipotle Mexican Grill (NYSE: CMG) and Palo Alto Networks (NASDAQ: PANW) rewarded shareholders with monster returns of 345% and 395%, respectively, over the last five years. That share price appreciation makes both companies stock-split candidates in 2024.

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The Motley Fool

NOVEMBER 4, 2024

The Oracle of Omaha has dumped more than a quarter of Berkshire's stake in BofA since mid-July Though no holding in Berkshire's 43-stock, $312 billion portfolio has been sold down more noticeably in 2024 than Apple , it's the recent and persistent selling activity in Bank of America (NYSE: BAC) that's rightly raising eyebrows on Wall Street.

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

JULY 30, 2024

Valuation, shareholder rewards, and outlook Walmart stock trades at 28.9 Target has done so since it became a public company in 1967. Both companies have steadily reduced their outstanding share count through buybacks in recent years, with Walmart decreasing its share count by 5.7% Target generated $8.46 and Target by 10.2%

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The Motley Fool

JANUARY 21, 2024

I sold a few losing positions while allowing my dividends and cash transfers to accumulate so that my cash position is now more than 5% of my portfolio's value. That would supply the oil giant more cash to return to shareholders and invest in growing its lower-carbon energy businesses. That's largely due to turnover among shareholders.

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The Motley Fool

MAY 11, 2024

While it may eventually have to pay out money to cover claims, it has used the float to build up a huge investment portfolio. In many ways, Berkshire Hathaway is more like a mutual fund than a traditional company. That's largely because of Warren Buffett's influence on the company. It's a huge sum of money.

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The Motley Fool

JUNE 8, 2024

The change is set to go through on June 25 for shareholders of record as of June 18. Chipotle stock looks unstoppable Chipotle has been an incredible stock to own over its time as a public company, and while it has had some rough patches, it has absolutely crushed the S&P 500 over the past five years as well as most other time periods.

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The Motley Fool

JUNE 27, 2024

Wall Street's highest-profile stock-split stocks are on my watchlist, but not in my portfolio For years, forward-stock splits have acted as a beacon to clue investors into businesses that have been out-executing and out-innovating their competition. In 2024, three of these perennial outperformers have announced and/or completed stock splits.

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The Motley Fool

JANUARY 14, 2024

If the deal involves cash, then shareholders could be banking on a big payday coming their way. Depending on the premium an acquirer could pay, shareholders might get a much higher return on their investment than if they sold their investment prior to the acquisition. Should you invest in CRISPR stock today?

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The Motley Fool

JANUARY 8, 2024

But since you never know exactly how the market will play out, you want to have a diversified portfolio that also contains value and dividend stocks, in addition to growth stocks, to protect your portfolio in any kind of market. If you're looking to add dividend stocks to your portfolio, consider these two.

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Public Companies Shareholders Portfolios Returns 246

The Motley Fool

MAY 24, 2024

Walmart has been a public company a lot longer than Amazon, and if you'd invested $1,000 in it in 1970 with dividends reinvested, you'd have more than $4.6 However, they've all demonstrated that they have great business models, and they could still create plenty of additional value for their shareholders over time.

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The Motley Fool

MAY 16, 2024

Meanwhile, reverse-stock splits aim to increase a company's share price to ensure it meets the minimum listing requirements on a major stock exchange. For all intents and purposes, most investors seek out companies enacting forward-stock splits. Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

APRIL 23, 2024

But while investors have gravitated to the growth stocks that have powered this bull market to new heights, they've often overlooked or neglected the sectors and industries flush with value stocks and dividend payers that can make patient shareholders richer over the long run. billion portfolio. Annaly Capital Management: 14.3%

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The Motley Fool

JANUARY 7, 2024

While lightning occasionally strikes, most millionaire-makers are boring but successful companies that grow earnings for decades, often sharing profits with shareholders via dividends. Find as many of these stocks as possible and stuff them into a diversified portfolio. million over PepsiCo's lifetime as a public company.

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The Motley Fool

SEPTEMBER 27, 2024

At Berkshire Hathaway's annual shareholder meetings, he willingly shares his opinions and wisdom on the U.S. Adding income stocks to Berkshire's roughly 43-stock, $316 billion investment portfolio has been vital to the company's success. Returns of this magnitude are going to create quite the following on Wall Street.

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The Motley Fool

AUGUST 23, 2024

Cathie Wood is struggling to get the balance right in her growth stock portfolios. Ibotta became a broken initial public offering (IPO) at the end of May after disappointing the market with its first financial update as a public company. Walmart (NYSE: WMT) is a partner as well as a minority shareholder in Ibotta.

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The Motley Fool

FEBRUARY 8, 2024

-based company held its initial public offering (IPO) in mid-September 2023. 31, 2023, is its second quarterly report released as a public company, but just its first report that covers an entire period in which it was publicly traded. So, its fiscal Q3 2024 report, for the period ended Dec. 32% Data source: Arm Holdings.

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The Motley Fool

JUNE 10, 2024

It's why 40,000 people flock to Berkshire Hathaway's shareholder meeting each year, and it's what compels investors to seek out Berkshire's quarterly Form 13F filings. The Oracle of Omaha's "secret" $646 million portfolio contains a trio of artificial intelligence (AI) stocks In 1998, Buffett's company acquired General Re for $22 billion.

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The Motley Fool

AUGUST 25, 2023

Companies that regularly dole out a dividend to their shareholders tend to be profitable on a recurring basis, are time-tested, and can provide investors with transparent long-term growth outlooks. annualized return for the public companies that didn't offer a dividend over the same 40-year stretch.

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The Motley Fool

SEPTEMBER 3, 2024

in the mid-1960s, he's overseen a greater than 5,700,000% aggregate return in his company's Class A shares (BRK.A) and guided Berkshire to become only the ninth public company to reach the $1 trillion market cap plateau. At the moment, Buffett and his top aides are overseeing a 45-stock, $318 billion portfolio.

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