The Motley Fool

AUGUST 26, 2024

As CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett offers tons of investment advice and commentary in his annual letters to shareholders and at the conglomerate's annual shareholders meeting in Omaha, Nebraska. Such funds offer a diverse portfolio of stocks representing numerous industries.

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The Motley Fool

SEPTEMBER 18, 2024

But the one factor that doesn't get nearly enough credit for Berkshire Hathaway's long-term outperformance is the Oracle of Omaha's penchant for portfolio concentration. In other words, he believes investors will, over time, appreciate locking in outsized unrealized gains in Apple at a favorably low tax rate. American Express: $39.3

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The Motley Fool

JULY 13, 2024

Buffett likes to buy stock in companies with steady growth, consistent profitability, solid management teams, and shareholder-friendly initiatives like dividend schemes and stock buyback programs. That said, at least six of the 47 stocks already in Berkshire's $410 billion portfolio of publicly traded securities now use AI in some capacity.

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The Motley Fool

MAY 11, 2024

He especially likes companies returning money to shareholders through dividends and stock buybacks. of the conglomerate's $362 billion portfolio of publicly traded stocks and securities today. of Berkshire's portfolio. Berkshire's incredible run of success stems from a simple strategy. Two of them account for a combined 40.2%

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The Motley Fool

JULY 7, 2024

He likes to invest in companies with steady growth, reliable profitability, strong management teams, and shareholder-friendly initiatives like dividend payments and stock buyback programs. billion portfolio of publicly traded securities. of the conglomerate's stock portfolio. holding company since 1965. Snowflake: 0.2%

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The Motley Fool

AUGUST 23, 2024

Although Berkshire Hathaway closed out the June quarter with 45 stocks and two exchange-traded funds in its approximately $314 billion investment portfolio, one of the key traits that's allowed Buffett and his team to vastly outperform the S&P 500 for so long is concentration. As of the closing bell on Aug. 16, 62% ($193.3 Adding the $26.5

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The Motley Fool

FEBRUARY 13, 2025

Our ability to grow, defend, and launch products across markets drove 14% operational revenue growth in our companion animal portfolio alongside solid 5% operational revenue growth for our livestock portfolio, reflecting our commitment to shareholders, adjusted net income grew 15% operationally. pet care portfolio.

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The Motley Fool

AUGUST 21, 2024

According to Berkshire's newest 13F, the appropriately named "Oracle of Omaha" and his investment lieutenants, Todd Combs and Ted Weschler, are overseeing a 45-stock portfolio spread across $314 billion of invested assets. Here's a thorough breakdown of Warren Buffett's portfolio at Berkshire Hathaway. million shares of Chevron.

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The Motley Fool

NOVEMBER 23, 2024

He likes companies with steady growth, reliable profitability, strong management teams, and shareholder-friendly initiatives like dividends and stock buybacks. However, four stocks in Berkshire's $292 billion portfolio of publicly listed securities are deploying AI into their legacy businesses in unique ways. Domino's Pizza: 0.2%

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The Motley Fool

NOVEMBER 7, 2024

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. In the quarter, we continue to execute against our strategy that is driving long-term growth and shareholder value.

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The Motley Fool

NOVEMBER 26, 2024

The foundation's trust includes an equity portfolio worth around $45 billion, as of this writing. Notably, about two-thirds of the portfolio is concentrated in just three stocks. Microsoft (27%) The company Gates founded nearly 50 years ago holds the top spot in his foundation's portfolio. Let's take a closer look at each one.

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The Motley Fool

MAY 12, 2024

All told, he sold nearly $20 billion worth of stocks from Berkshire's portfolio, and he bought less than $3 billion. Apple remains Berkshire Hathaway's largest equity position by far, representing around 40% of the portfolio. In a word: taxes. Buffett also sold shares of Apple in 2019 and 2020 for tax purposes.

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The Motley Fool

OCTOBER 9, 2024

The conglomerate's success stems from Buffett's simple investment strategy : He likes companies with steady growth, robust profitability, strong management teams, and shareholder-friendly initiatives like stock buyback programs and dividend schemes. Image source: The Motley Fool. Amazon: 0.6% Coca-Cola: 8.9% Apple: 28.8%

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The Motley Fool

JUNE 17, 2024

While this might sound like a well-diversified portfolio, that couldn't be further from the truth. Buffett and his top investment aides, Todd Combs and Ted Weschler, oversee a highly concentrated portfolio. billion) of the $388 billion portfolio Warren Buffett oversees at Berkshire Hathaway was invested in three magnificent stocks.

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The Motley Fool

OCTOBER 3, 2024

It's always an interesting time when a notable shareholder or executive at a major company buys or sells a lot of stock. Unfortunately for Dell Technologies (NYSE: DELL) shareholders, founder, chairman, and CEO Michael Dell disclosed a massive share sale on Monday. Wall Street doesn't seem to think shares are expensive, either.

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The Motley Fool

OCTOBER 7, 2024

He will then buy shares and use his influence to unlock shareholder value. As a result, Pershing Square has a highly concentrated portfolio, and just three stocks account for more than 53% of the entire $10.6 As an activist investor , he can focus on only so many businesses at once. billion in public equity holdings.

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The Motley Fool

NOVEMBER 8, 2024

Warren Buffett is one of the most well-respected portfolio managers in the world, and there's good reason for that. in 1965, he grew the value of shareholders' stakes by an average compound annual rate of 19.8% billion portfolio at the end of the third quarter. His track record speaks for itself. through 2023. in that period.

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The Motley Fool

JUNE 11, 2024

They buy dividend-paying stocks because they know that companies committed to returning a portion of earnings to shareholders tend to outperform ones that don't. times adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) at the moment to 2.5 times adjusted EBITDA in the first half of 2025.

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The Motley Fool

AUGUST 10, 2024

Buffett is in charge of almost all of Berkshire's equity portfolio and managing the company's cash position. At one point, Apple accounted for nearly 50% of Berkshire's entire portfolio. He explained his reasoning behind the sales at the most recent shareholder meeting. returned by the S&P 500 over the same period.

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The Motley Fool

DECEMBER 15, 2024

The strategy will produce after-tax returns better than about 98% of actively managed mutual funds over the long run. As far back as his 1996 letter to Berkshire Hathaway shareholders, he wrote "an abundance of funds tends to dampen returns." If you hold the investment longer than one year, you'll get a preferred tax rate.

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The Motley Fool

JULY 24, 2024

The Oracle of Omaha has been a net seller of equities for his company's portfolio in each of the last six quarters, as reported by Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). There's no doubt Bank of America has been a very successful investment for Buffett and Berkshire Hathaway shareholders. Warren Buffett keeps selling stocks.

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The Motley Fool

DECEMBER 20, 2024

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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The Motley Fool

OCTOBER 28, 2024

And in an ironic twist, the less competitive you are, the better you'll be able to stick with a strategy that can lead you to after-tax returns that beat 98% of professionally managed mutual funds. In real life, investors have to pay taxes. And more often than not, active mutual funds are very tax-inefficient.

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The Motley Fool

AUGUST 9, 2024

Tax management After Berkshire's 13-F filing in May showed that the company had sold more than 116 million shares of Apple, cutting its stake by 13%, Buffett addressed the move at the annual shareholder meeting in May. Image source: The Motley Fool. It's also possible that Apple's valuation or slowing growth contributed to the sale.

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The Motley Fool

OCTOBER 29, 2024

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. We are currently in negotiation with multiple interested parties in rights to our TOPCon patent portfolio.

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The Motley Fool

JULY 23, 2024

billion shares of BofA held in Berkshire Hathaway's portfolio, this isn't the case any longer. During Berkshire Hathaway's annual shareholder meeting in May, where the company's first-quarter operating results revealed it had an all-time record $189 billion in cash, cash equivalents, and U.S. billion share sale makes complete sense.

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The Motley Fool

MAY 24, 2024

For decades, dominant features of Berkshire's portfolio included bank stocks, insurance companies, and consumer packaged goods businesses. Given the meteoric rise of Apple's stock price in a relatively short timeframe, the company quickly became Buffett's top position -- eclipsing more than 50% of Berkshire's portfolio.

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The Motley Fool

JULY 28, 2024

for shareholders since taking over the business in 1965. In his most recent letter to shareholders, Buffett suggested another stock that should perform better than the average American company, and it could turn out to be a great value stock for investors. Buffett's produced an average compound annual gain of 19.8% in that time.

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The Motley Fool

FEBRUARY 19, 2025

We had a total estimated pre-tax statutory loss for our U.S. For the full year, we generated strong statutory pre-tax income of $378 million. Our first priority is to create shareholder value through our approximately 81% ownership stake in Enact. life assumption reviews.

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The Motley Fool

SEPTEMBER 25, 2024

He has architected dozens of savvy acquisitions, made many prudent investments, and repurchased company stock in a manner that has undoubtedly created shareholder value. Apple Berkshire first took a stake in Apple during the first quarter of 2016, and it became the biggest position in the company's portfolio by the fourth quarter of 2017.

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The Motley Fool

DECEMBER 3, 2024

The companies have excellent track records of growing their dividends and shareholder value. It has generated a robust total shareholder return , averaging 11% annually since 2004. Enbridge has plenty of fuel to continue growing shareholder value in the future. It has delivered a more than 11.5%

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The Motley Fool

OCTOBER 12, 2024

year over year, while its adjusted operating EBITDA (earnings before interest, taxes, depreciation, and amortization) increased by 10%, fueled by higher payments for recyclables and overall price increases. I don't need to be convinced about the value afforded by an investment in Canadian National Railway -- I'm already a shareholder.

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The Motley Fool

AUGUST 17, 2024

The well-known activist, who describes himself as a fundamental value investor, made a name for himself by taking sizable stakes in companies and pushing leaders to make changes that increase shareholder value. Let's look at the nine stocks that made up Pershing Square's portfolio and the big changes Ackman made during the second quarter.

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The Motley Fool

DECEMBER 9, 2024

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. The non-GAAP tax rate for the quarter was actually 20.1%, which is higher than my 19% guidance. Absolutely, we did better.

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The Motley Fool

MARCH 28, 2025

Ultimately, James Hardie shareholders will end up with 74% of the combined company, and Azek shareholders will end up with 26% Azek's 2025 guidance for sales of $1.535 billion and adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) of $411 million implies some pretty hefty valuations for the $8.75

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The Motley Fool

AUGUST 18, 2024

And within Berkshire Hathaway 's portfolio, it normally accounts for a considerable percentage of the stock holdings. One thing to note, however, is that despite the sale, Apple remains the top holding in Berkshire's portfolio. Ultimately, Buffett looks out for Berkshire's shareholders.

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The Motley Fool

JUNE 14, 2024

In his most recent letter to shareholders, he indicated one stock that should be able to outperform the S&P 500 over the long run without as much risk to investors. A portfolio full of attractive businesses Buffett and his team manage an equity portfolio worth over $384 billion. Does Berkshire belong in your portfolio?

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