The Motley Fool

NOVEMBER 23, 2024

However, four stocks in Berkshire's $292 billion portfolio of publicly listed securities are deploying AI into their legacy businesses in unique ways. of Berkshire's portfolio Domino's Pizza (NYSE: DPZ) is the world's largest pizza chain with over 21,000 stores in 90 countries, which serve more than 1 million customers every day.

Conglomerates 246

Conglomerates Portfolios Investing Taxes 246

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.

Portfolios 245

Portfolios Investing Enterprise Values Amortization 245

The Motley Fool

OCTOBER 9, 2024

But one of the unsung heroes of Buffett's long-term success has been portfolio concentration. billion) of the $315 billion portfolio Buffett oversees at his company is invested in just five unstoppable stocks. These lengthy periods of growth allow bank stocks like BofA to prudently grow their loan portfolios. Apple: $90.7

Portfolios 246

Portfolios Investing Banks Assets 246

The Motley Fool

OCTOBER 9, 2024

With that said, three existing stocks in Berkshire's $315 billion portfolio of publicly listed securities are deploying AI into their legacy businesses in unique ways. of Berkshire Hathaway's portfolio Apple (NASDAQ: AAPL) is the largest company in the world, with a market capitalization of $3.4 Image source: The Motley Fool.

Conglomerates 246

Conglomerates Portfolios Investing Stakes 246

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.

Taxes 246

Taxes Liabilities Capital Leveraging 246

The Motley Fool

OCTOBER 7, 2024

As a result, Pershing Square has a highly concentrated portfolio, and just three stocks account for more than 53% of the entire $10.6 The two create a network effect : As more hotels join the Hilton portfolio, it attracts more customers to the loyalty program, and vice versa. billion in public equity holdings.

Hedge Funds 246

Hedge Funds Portfolios Investing Funds 246

The Motley Fool

DECEMBER 22, 2024

Bottom-line earnings per share (EPS) came in 5% higher, partly thanks to a slightly lower tax rate. Our portfolio is well positioned to deliver an upward inflection in growth in 2025," IBM CEO Arvind Krishna said in the third-quarter earnings call. Sales rose just 2% year over year in the recent third-quarter report.

Prospects 246

Prospects Taxes Returns Portfolios 246

The Motley Fool

NOVEMBER 24, 2024

As a cherry on top, management expects to deliver positive earnings before interest, taxes, depreciation and amortization ( EBITDA ) by the end of 2025. 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.

Amortization 246

Amortization Depreciation Earnings Before Interest Taxes 246

Private Equity Insights

JANUARY 14, 2025

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.

Funds 147

Funds Leveraging Assets Taxes 147

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. In the U.S.,

Education 243

Education Taxes Portfolios Leveraging 243

The Motley Fool

APRIL 1, 2025

It owns a diversified portfolio of properties secured by long-term net leases with many of the world's leading companies. That lease structure requires that tenants cover all operating expenses, including routine maintenance, real estate taxes, and building insurance. Realty Income generates very steady rental income.

Taxes 200

Taxes Banks Portfolios Capital 200

The Motley Fool

NOVEMBER 16, 2024

But at its current price of about $71 and enterprise value of $153 billion, Uber's stock still looks reasonably valued at 31 times forward earnings and 17 times next year's adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ). That might be why some billionaires have been loading up on Uber's stock.

Enterprise Values 245

Enterprise Values Stakes Amortization Depreciation 245

Private Equity Insights

APRIL 4, 2025

profit following sale of womens team Chelsea Football Club, owned by a consortium led by private equity firm Clearlake Capital and investor Todd Boehly, has reported a pre-tax profit of 128.4m for the year ending June 2024marking a sharp recovery from the 90.1m loss in the previous year. The turnaround was largely attributed to 152.5m

Private Equity Firms 147

Private Equity Firms Private Equity Firms Taxes Assets 147

Private Equity Insights

MARCH 19, 2025

The fund focuses on high-growth food industry businesses, with portfolio companies including automation specialist AB Process Ingnierie and bakery chain Sophie Lebreuilly. Relais Desserts is the seventh investment from Cerea Capital III, which completed its first close in 2022.

Stakes 162

Stakes Due Diligence Bidding Consulting 162

The Motley Fool

MARCH 19, 2025

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. Let me start by discussing how our deep and robust content portfolio is powering growth. Consider when Nvidia made this list on April 15, 2005.

Leveraging 245

Leveraging Assets Liabilities Shareholders 245

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.

Mutual Funds 246

Mutual Funds Funds Taxes Investing 246

The Motley Fool

MARCH 19, 2025

The fund can also be the foundation of a thoughtfully designed portfolio, or play several useful supporting roles in other investment styles. But the portfolio as a whole will be worth roughly $20,750, including 8,650 of investment returns. Tax-efficient moves Uncle Sam will want a share of your gains at some point.

Taxes 228

Taxes Exchange-Traded Funds Accounting Funds 228

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.

Taxes 245

Taxes Banks Investors Liabilities 245

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. The company also collects landfill gases from its sites to generate electricity, another growing source of income.

Portfolios 246

Portfolios Stakes Amortization Depreciation 246

The Motley Fool

NOVEMBER 21, 2024

We've transformed the company from a tax and accounting platform to an AI-driven expert platform. Starting with our consumer platform, Big Bet 3 is focused on helping customers make smart money decisions, take steps to improve their financial health year round, achieve their best tax outcome, and accelerate the receipt of their refund.

Taxes 130

Taxes Accounting Leveraging Capital 130

The Motley Fool

OCTOBER 14, 2024

So today, let's review two covered-call ETFs and two municipal-bond ETFs that you can consider adding to your portfolio to generate more passive income. Continuously writing covered calls also isn't a tax-effective strategy because the seller books the premiums as capital gains with each options expiration. Image source: Getty Images.

Taxes 246

Taxes Exchange-Traded Funds Asset Management Assets 246

The Motley Fool

NOVEMBER 24, 2024

Step one is to open a retirement account with a top stock broker so you can start building your investment portfolio. Assuming an average annual return of 8%, your portfolio might be worth over $300,000 by the time you reach 67. You put in post-tax dollars and can then make tax-free withdrawals once you've retired.

Accounting 242

Accounting Taxes Finance Financing 242

The Motley Fool

JANUARY 23, 2025

We had strong performance across the portfolio, and our holiday limited-time offer finishing sugars contributed to our share momentum and were incremental to the category. Our fourth quarter adjusted effective tax rate was 25.4%, compared to 22.3% Overall, holiday performance was terrific. in the year-ago period, as expected.

Finance 223

Finance Financing Taxes Capital 223

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. This was 0.6

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Debt Assets 246

The Motley Fool

NOVEMBER 6, 2024

The tax-free growth and income you get to enjoy in retirement. You could withdraw that money during retirement without taxes chipping away at your portfolio. You'll just need to wait until you're 59 1/2 and meet the five-year rule to access those earnings tax-free. Its main appeal? Image source: Getty Images.

Taxes 246

Taxes Exchange-Traded Funds Finance Financing 246

The Motley Fool

OCTOBER 21, 2024

To this end, here's a rundown of four simple strategies for minimizing the tax bills created by required minimum distributions -- or RMDs -- from your IRA accounts once you can no longer postpone them. This won't sidestep a tax bill. What's a required minimum distribution? Most people end up outliving at least some of their savings.

Taxes 246

Taxes Accounting Liabilities Assets 246

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. Maintaining such a strong track record over such a long period doesn't come without some level of skill in managing a portfolio and downside risk. billion portfolio at the end of the third quarter. through 2023.

Investors 246

Investors Stakes Banks Taxes 246

The Motley Fool

JANUARY 22, 2025

Think about mental health and the impact of our Invega portfolio, Spravato, and the potential of the Intra-Cellular Therapies acquisition we announced last week. These investments enable us to further shift our portfolio to address unmet needs in high-growth and high-innovation markets. Turning now to earnings. a year ago.

Taxes 130

Taxes Portfolios Debt Assets 130

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. Don't forget: the government wants its cut, too Investing in an actively managed mutual fund comes with an added fee that investors ignore at their own peril: taxes. Image source: Getty Images.

Mutual Funds 240

Mutual Funds Funds Taxes Investing 240

The Motley Fool

OCTOBER 3, 2024

Tax concerns may be another reason For shareholders, the best possible reason for the sales would be if Michael Dell were selling for personal reasons or tax reasons. The tax issue looms, as capital gains tax rates may go up under a new administration next year. Still, AI server margins are worth monitoring going forward.

Investors 246

Investors Taxes Shareholders Banks 246

The Motley Fool

OCTOBER 21, 2024

For many, the ultimate goal is to build a portfolio that generates enough passive income to cover living expenses indefinitely. These funds typically boast lower turnover rates compared to actively managed alternatives, a characteristic that substantially reduces investors' tax liabilities. VOO data by YCharts Comprehensive U.S.

Liabilities 246

Liabilities Taxes Exchange-Traded Funds Stock Market 246

The Motley Fool

DECEMBER 18, 2024

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.

Leveraging 239

Leveraging Legal Depreciation Taxes 239

The Motley Fool

NOVEMBER 28, 2024

Since withdrawals in retirement are tax-free, housing aggressive growth investments in a Roth can maximize the benefits of long-term capital appreciation. The fund's technology-heavy portfolio reflects the digital transformation reshaping our economy. The portfolio's holdings have a 39.7% return on equity and 25.2%

Funds 234

Funds Taxes Returns Portfolios 234

The Motley Fool

SEPTEMBER 30, 2024

Buffett's made several big decisions during the past few quarters regarding Berkshire's investment portfolio. Buffett has said that the decision to sell portions of Berkshire's investments in stocks like Apple or Bank of America is based on the idea that corporate tax rates will rise when the current tax law expires at the end of next year.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investors Taxes Banks 246

The Motley Fool

MARCH 28, 2025

Let's explore which of these two AI stocks could be a better addition to your portfolio. While not currently profitable, SoundHound AI expects to achieve positive adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) by the end of this year. Start Your Mornings Smarter! The attraction of C3.ai

Amortization 294

Amortization Depreciation Earnings Before Interest Taxes 294

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. Our multiyear rate action plan on MYRAP continues to be our most effective tool to bring our legacy LTC insurance portfolio closer to breakeven.

Legal 130

Legal Debt Shareholders Taxes 130

Private Equity Wire

NOVEMBER 1, 2024

Rutherford has served extensively as a resource to portfolio companies on accounting, tax, and financing matters. Rutherford joins from Camden Partners, an enterprise software growth equity firm, where he was previously Chief Financial Officer and Chief Compliance Officer.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Taxes Finance 98