The Motley Fool

JULY 23, 2024

Shares of Serve Robotics (NASDAQ: SERV) , an autonomous sidewalk delivery company, soared 187% on Friday after artificial intelligence (AI) chip leader Nvidia disclosed via a filing with the Securities and Exchange Commission (SEC) that it owns a 10% stake in the relatively new public company. million shares outstanding.

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

The Motley Fool

OCTOBER 23, 2024

1, 2023 through June 30, 2024, Berkshire's stake in Apple declined by more than 515 million shares , or 56%, to precisely 400 million shares. He's overseeing a multiyear transformation designed to promote Apple's higher-margin Services segment, and has spearheaded the largest share buyback program of any public company.

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Securities and Exchange Commission (SEC) Stakes Legal Taxes 246

The Motley Fool

JUNE 27, 2024

Rather, the stock-split stock I've more than quadrupled my stake in over the last two months is the only high-profile business to notify its shareholders of a coming reverse split. But let's be clear: I haven't more than quadrupled my stake in Sirius XM because of any stock split. Image source: Getty Images.

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The Motley Fool

JANUARY 11, 2025

Warren Buffett, the famed investor and one of the world's wealthiest individuals, built his fortune primarily through his holding company, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). They operate independently, and their profits go to Berkshire (parent company). In a way, we, as investors, are all our own holding companies.

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Stakes Shareholders Banks Public Companies 246

The Motley Fool

JUNE 9, 2024

An example of this is CVR Energy (NYSE: CVI) , which the company treats as an operating subsidiary because it owns a controlling stake (66% of the shares) in the still publicly traded company. But it has also invested in a portfolio of five stocks, in which it owns only part of the public companies.

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Initial Public Offering Stakes Shareholders Capital 244

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. Buffett has since taken a massive 28% stake in the company through its common stock, more than offsetting Occidental's retirement of his preferred shares over the past year.

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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

SEPTEMBER 27, 2024

In The Power of Dividends: Past, Present, and Future , the investment advisors at Hartford Funds, in collaboration with Ned Davis Research, examined the numerous ways income stocks have outpaced non-paying public companies over the long run. Perhaps it's no surprise that a majority of Berkshire Hathaway's holdings pay a dividend.

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The Motley Fool

SEPTEMBER 6, 2024

This is a testament to its lengthy history as a public company, as well as its ability to connect with mature and young audiences through a combination of brand ambassadors and digital media. Since then, Berkshire's stake in the company has grown to almost 255.3 stake in these five Japanese trading houses.

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The Motley Fool

AUGUST 5, 2024

For instance, when Berkshire holds a 10% or greater stake in a public company, it's required to file Form 4 with the Securities and Exchange Commission (SEC) every time shares are purchased or sold. Altogether, 90,422,124 shares of Bank of America stock were sold, totaling proceeds of roughly $3.82

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

SEPTEMBER 4, 2024

Billionaires are starting to take profits If a portfolio of a hedge fund or public company has over $100 million in holdings, the entity must report these holdings quarterly to the SEC, which then makes that information publicly available 45 days after the quarter ends. Is it time to follow suit? Or is there more upside for Nvidia?

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Hedge Funds Public Companies Stakes Portfolios 244

The Motley Fool

MARCH 15, 2024

Buffett and his aides dumped close to 78% of Berkshire's stake, compared to what was held on Sept. Keep in mind that selling 10 million shares only reduced Berkshire's stake in its top holding by 1.1%. billion of its own common stock since the start of 2013, which is tops among public companies.

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The Motley Fool

NOVEMBER 24, 2023

After all, you don't get to be the world's most valuable public company by accident. So if you had invested $10,000 in the company back then and held on through all the intervening years while reinvesting your dividends, your stake would be worth over $8.8 million today.

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Public Companies Stakes Capital Accounting 245

The Motley Fool

MARCH 29, 2024

This compares to a modest 3.95% average annual return for public companies that don't offer a payout. Companies that regularly share a percentage of their earnings with their investors are almost always time-tested and able to offer transparent long-term growth outlooks. Berkshire Hathaway CEO Warren Buffett. million a year).

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Banks Stakes Assets Public Companies 246

The Motley Fool

FEBRUARY 16, 2024

Based on the latest round of 13F filings, billionaire investors were eager to pare down their stakes in two ultra-popular AI stocks and simply couldn't stop buying shares of another brand-name AI-inspired company. trillion to global gross domestic product by 2030, according to a report released last year by PwC.

Securities and Exchange Commission (SEC) 246

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

The Motley Fool

APRIL 29, 2024

You'll get to own a stake in hundreds or even thousands of individual stocks by owning just a single share of these funds. public companies, essentially covering the wider market's returns. Some of its largest holdings are among the most successful companies on the market. Why buy an ETF? You'll get exposure to all U.S.

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The Motley Fool

NOVEMBER 6, 2024

Between thousands of public companies reporting their operating results each quarter and economic data being released daily, it can be easy to miss something important. When June 2023 came to a close, AQR was holding 3,057,215 shares of Altria, the company behind premium tobacco brand Marlboro. For example, Aug.

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Stakes Hedge Funds Prospects Education 130

The Motley Fool

JANUARY 12, 2024

of invested assets) Although Buffett's company entered the new year holding stakes in 49 stocks , it's plainly evident that portfolio concentration in top ideas is a key strategy. public companies ($15 billion/year), and it's repurchased around $600 billion worth of its common stock since the start of 2013.

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Portfolios Investing Banks Stakes 246

The Motley Fool

SEPTEMBER 11, 2024

While this represents a less than 1% equity stake in the company, it is a vote of confidence in SoundHound, its technology, and its leadership team. With that said, SoundHound (like many companies that went public through SPACs) faces one big problem: a lack of business maturity. million in SoundHound shares.

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Public Companies Stakes Returns Capital 242

The Motley Fool

SEPTEMBER 11, 2024

It may not be the reason Wood added to her stake in AMD, but it obviously didn't hurt. Tempus is generating real revenue, rising 25% in its first quarterly report as a public company. The event will take place on Oct. Image source: Getty Images. billion in revenue this year from AI chips.

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Exchange-Traded Funds Public Companies Stakes Accounting 246

The Motley Fool

AUGUST 30, 2024

She has now added to her stake in 18 trading days since its mid-June IPO. Tempus delivered decent financials in its first quarterly report as a public company last week. Many market debutantes stumble after their opening-day pops. Tempus isn't one of them. The stock is trading 57% higher than its IPO price.

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Exchange-Traded Funds Amortization Depreciation Earnings Before Interest 246

The Motley Fool

JULY 22, 2024

Nvidia's recent acquisition of a 10% stake in Serve Robotics sent the latter's stock into the stratosphere last Friday, as investors took note of the game-changing potential of this partnership. Serve Robotics' journey from Postmates subsidiary to independent public company has been nothing short of remarkable. Nvidia's 3.7

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The Motley Fool

SEPTEMBER 18, 2023

In addition to having one of the largest nominal-dollar dividend payouts on the planet ($15 billion) among public companies, Apple has repurchased in the neighborhood of $600 billion worth of its common stock since the start of 2013. For example, retiring shares is incrementally increasing the ownership stakes of existing shareholders.

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Banks Stakes Shareholders Public Companies 246

The Motley Fool

OCTOBER 28, 2024

But the factor that doesn't get nearly enough credit for Berkshire Hathaway's continued long-term outperformance is Buffett's decision to concentrate his company's investment portfolio. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 American Express: $40.9 billion (13.1%

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Portfolios Investing Banks Exchange-Traded Funds 246

The Motley Fool

MARCH 21, 2024

Snowflake Some investors may be surprised that Berkshire owns a stake in a high-growth company like Snowflake (NYSE: SNOW). times sales -- nearly the cheapest it has ever been as a public company. With revenue growing 33% year over year in its latest quarter, now might a great time to take a position in the company.

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Public Companies Stakes Debt Portfolios 246

The Motley Fool

JULY 9, 2023

How much would that original stake of $400 be worth now? If you think it doesn't matter who runs the show at a public company, one look at Lisa Su's tenure should change your mind. By comparison, the S&P 500 (SNPINDEX: ^GSPC) index fell 13% over the same period on a dividend-adjusted basis.

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Investing Public Companies Stakes Returns 246

The Motley Fool

AUGUST 27, 2024

Tempus posted its first financial update as a public company two weeks ago, and it was encouraging. The rising stock is a position that is working for Wood this summer, but she took advantage of the shares sliding 7% on Monday to add to her stake. Revenue rose 25% to $166 million, well ahead of the early analyst forecasts.

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Exchange-Traded Funds Taxes Public Companies Stakes 246

The Motley Fool

JUNE 6, 2024

She bought shares of the online community board the day it went public three months ago. She added to the modest stake two months later, the day after it posted blowout quarterly results in its first financial update as a public company. Reddit It didn't take long for Wood to own a piece of Reddit.

Exchange-Traded Funds 244

Exchange-Traded Funds Amortization Depreciation Earnings Before Interest 244

The Motley Fool

MAY 27, 2024

A forward stock split involves reducing a company's share price to make it more nominally affordable for investors who may not have access to fractional-share purchases with their broker. Meanwhile, reverse stock splits are designed to increase a public company's share price to ensure continued listing on a major stock exchange.

Initial Public Offering 246

Initial Public Offering Asset Management Stakes Assets 246

The Motley Fool

SEPTEMBER 19, 2023

Apple Apple (NASDAQ: AAPL) is the world's largest public company with a valuation of $2.8 Berkshire Hathaway's stake in Apple has grown to account for 45.5% Berkshire Hathaway has held a stake in Amazon since 2019, but Buffett has often expressed regret for failing to recognize its potential sooner.

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The Motley Fool

JULY 1, 2024

It even briefly took the title of the "world's most valuable public company," passing tech titans Microsoft and Apple. That's why I believe the best approach to Nvidia's stock now is to dollar-cost average your way into a stake. Nvidia's run has been remarkable, there's no doubt.

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Public Companies Stakes Prospects Returns 246

The Motley Fool

JUNE 12, 2024

It can be accomplished easily by buying stakes in a few exchange-traded funds ( ETFs ), which give investors exposure to a wide range of companies in a single investment. The S&P 500 index tracks 500 of the largest public companies in the U.S., It can reduce risk and increase long-term return potential.

Exchange-Traded Funds 246

Exchange-Traded Funds Consulting Consultants Public Companies 246

The Motley Fool

AUGUST 6, 2024

Wood kicked off the new trading week by building up her stakes in Amazon.com (NASDAQ: AMZN) , Tesla Motors (NASDAQ: TSLA) , and Tempus (NASDAQ: TEM). You won't have to wait long to check out Tempus AI's first quarter as a public company. Will her strategy work? Let's take a closer look. Nearly two-thirds of U.S.

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Public Companies Stakes Shareholders Assets 245

The Motley Fool

MARCH 19, 2024

billion S&P 500 companies collectively spent on share repurchases on a trailing-12-month basis, as of Sept. The reason public companies enact share repurchase programs is threefold: For companies with steady or growing net income, a steady reduction in the number of outstanding shares can increase earnings per share (EPS) over time.

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Companies Public Companies Stakes Accounting 237

The Motley Fool

JANUARY 26, 2024

Despite holding stakes in around 50 stocks , just seven core holdings account for 83% ($301.7 A services-driven operating model should further boost the company's operating margin, improve customer loyalty, and reduce the revenue swings observed during major iPhone replacement cycles. Berkshire Hathaway CEO Warren Buffett.

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Portfolios Investing Banks Debt 246

The Motley Fool

JUNE 20, 2024

Even if these chips are simply to complement Nvidia's prized H100 GPU, it signals a purposeful lessening of reliance on the company's data center GPU architecture over time. Apple has also repurchased $674 billion worth of its common stock since 2013 began, which is more than any other public company. Image source: Getty Images.

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Hedge Funds Stakes Public Companies Investors 246

The Motley Fool

JUNE 27, 2023

Apple It seems cliche to start with Apple (NASDAQ: AAPL) , but you don't become the world's most valuable public company for no reason. Microsoft's stock has received a lot of love this year, mainly because of its ownership stake in ChatGPT's creator, OpenAI, and the potential investors see in this partnership.

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