The Motley Fool

SEPTEMBER 27, 2024

economy, the stock market, and occasionally some of Berkshire Hathaway's individual holdings. 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.

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Investing Stakes Banks Public Companies 240

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.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

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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Portfolios Investing Stakes Banks 246

The Motley Fool

JUNE 12, 2024

Thankfully, diversification doesn't have to involve picking dozens or hundreds of individual stocks on your own. 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. VGT Total Return Price data by YCharts.

Exchange-Traded Funds 246

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The Motley Fool

OCTOBER 7, 2024

economy and stock market. In instances where Berkshire holds a greater than 10% stake in a public company, it's required to file Form 4 with the SEC to alert investors when shares are sold or purchased. 2 holding by market value. economy and stock market over extended periods.

Securities and Exchange Commission (SEC) 244

Securities and Exchange Commission (SEC) Banks Shareholders Stock Market 244

The Motley Fool

JULY 26, 2023

The Dow Jones Industrial Average is one of the most closely followed stock market indexes around. Comprising 30 of the largest public companies, it has long served as a benchmark for overall market performance -- and one that many investors want to beat.

Exchange-Traded Funds 245

Exchange-Traded Funds Public Companies Stakes Taxes 245

The Motley Fool

OCTOBER 16, 2024

Warren Buffett has quietly become a net seller of stocks Let me preface this discussion by making one thing clear: Warren Buffett is a long-term optimist when it comes to the U.S. economy and stock market. 11, which increased its stake in the company to 32.1%. S&P 500 Shiller CAPE Ratio data by YCharts.

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Legal Banks Public Companies Stakes 246

The Motley Fool

JULY 1, 2024

The chipmaker's stock is up by more than 160% this year alone, continuing a rally that has seen its stock price increase by more than 760% in the past year and a half. It even briefly took the title of the "world's most valuable public company," passing tech titans Microsoft and Apple.

Public Companies 246

Public Companies Stakes Prospects Stock Market 246

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.

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Initial Public Offering Asset Management Stakes Assets 246

The Motley Fool

OCTOBER 19, 2024

Berkshire stock has delivered a compound annual return of 19.8% During the second quarter of 2024, Berkshire went on a selling spree, cutting its $160 billion stake in Apple in half and trimming a number of other positions, including Chevron , T-Mobile , and Capital One Financial , to name just a few. Image source: The Motley Fool.

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Exchange-Traded Funds Conglomerates Shareholders Public Companies 246

The Motley Fool

AUGUST 30, 2023

When the stock market is roaring higher, it's easy to lose sight of the value that safe dividend stocks provide. But dig deeper, and you'll find that Berkshire Hathaway owns and operates a lot of very boring businesses, including railroads, energy companies, and utilities. is an icon in the investing world.

Public Companies 246

Public Companies Stakes Shareholders Stock Market 246

The Motley Fool

JULY 2, 2024

There's probably not a hotter stock on Wall Street right now than AI kingpin Nvidia (NASDAQ: NVDA). At its peak two weeks ago, Nvidia briefly surpassed Microsoft and Apple to gain the title of "most-valuable public company." The catalyst behind this monumental run in Nvidia's stock is its market-leading AI hardware.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Asset Management Hedge Funds Assets 246

The Motley Fool

OCTOBER 18, 2024

In other words, Berkshire Hathaway has been given a pass from reporting select positions in order to build up its stake without other investors piling in and driving up the share price. which is what often happens when Berkshire discloses a new stake in a company. This persistent selling activity has pushed BofA down to the No.

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Legal Securities and Exchange Commission (SEC) Stakes Banks 130

The Motley Fool

JUNE 19, 2023

Berkshire Hathaway held stakes in approximately four dozen securities, as of June 14, 2023, with the total value of these investments topping $352 billion. Instead of dividing a company's share price into trailing-12-month or forward-year earnings, the Shiller P/E is based on average inflation-adjusted earnings over the past 10 years.

Banks 246

Banks Public Companies Stakes Shareholders 246

The Motley Fool

DECEMBER 2, 2023

The stock market's "Magnificent Seven" consists of Apple , Microsoft (NASDAQ: MSFT) , Alphabet , Amazon , Nvidia , Meta Platforms (NASDAQ: META) , and Tesla. With that in mind, we asked two Motley Fool contributors which Magnificent Seven stock in particular they think would be a smart buy right now.

Public Companies 187

Public Companies Stakes Stock Market Stock Market 187

The Motley Fool

NOVEMBER 11, 2024

Berkshire's quarterly reports always list the fair values of the company's five largest investments in equity securities, and these "fair values" are based on the share price of each respective company as of the end of the quarter (in this instance, Sept. 3, based on market value), Bank of America (NYSE: BAC).

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accounting Stakes Banks 130

The Motley Fool

JANUARY 8, 2024

Meanwhile, the company's services segment continues to grow like wildfire, with a shift to subscription services expected to lift the company's operating margin over time and lessen the sales fluctuations observed during iPhone replacement cycles. Apple's capital-return program is also unmatched among publicly traded companies.

Banks 246

Banks Capital Debt Portfolios 246

The Motley Fool

MAY 30, 2024

stock market, and the Vanguard S&P 500 ETF contains companies from each one: Communication services : 9.1% Perhaps more important than simply containing companies from all sectors is that the Vanguard S&P 500 ETF includes industry-leading companies from each sector. There are 11 major sectors in the U.S.

Investing 130

Investing Exchange-Traded Funds Public Companies Stock Market 130

The Motley Fool

APRIL 19, 2024

But in 2018, it went public once again at about $23 per share (adjusted for subsequent stock splits ). Dell's first foray as a public company ended poorly because of multiple failures. But it was disrupted by the rise of smartphones and tablets, and the company didn't successfully launch its own mobile devices.

Investing 130

Investing Public Companies Stakes Debt 130

The Motley Fool

JANUARY 26, 2024

The emerging bull market has put many investors' focus back on growth stocks -- and for good reason. Identifying opportune buys among companies positioned for sustained growth is a well-proven way to build wealth, and the beginning of a stock market run can be a great time to jump aboard.

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Exchange-Traded Funds Public Companies Stakes Financing 130

The Motley Fool

DECEMBER 6, 2024

This type of filing is required when Berkshire buys or sells shares of a public company that it holds at least a 10% stake in. billion more in stocks than they've purchased. Over the last eight quarters, Berkshire Hathaway's brightest minds, led by Buffett, have collectively sold $166.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Companies Banks Investing 130

The Motley Fool

DECEMBER 7, 2023

There is some irony in the fact that uncertainty is the only certainty in the stock market. The general long-term direction for the broader stock market is positive, but there will always be volatility and swings along the way.

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Conglomerates Banks Public Companies Stock Market 100

The Motley Fool

DECEMBER 30, 2023

The hot rumor, the rumor that is dominating the stock market today too, is that Macy's might be acquired and taken private for $5.8 And they also have Boston Omaha asset management, which is a collection of other assets the company owns. It owns a minority stake in a few businesses. They acquired the whole thing.

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Buyout Asset Management Assets Capital 246

The Motley Fool

JANUARY 22, 2024

In turn, many small- to mid-cap stocks lagged behind the overall market as inflation and higher interest rates created challenges for the companies with limited means and weaker balance sheets. Considering the stock market's cyclical nature, 2024 might be the year for small- to mid-cap stocks to turn their share prices around.

Debt 130

Debt Shareholders Public Companies Stakes 130

The Motley Fool

AUGUST 13, 2024

It acquires stakes in public companies and drives operational improvements in their businesses, making it an " activist " investor. It does so by securing board seats, ousting executive teams, and sometimes taking companies private. The fund, Elliott Management, is an investment industry whale. over the past 10 years.

Investors 100

Investors Funds Investing Hedge Funds 100

The Motley Fool

OCTOBER 21, 2024

To have to truly read you back what I wrote 15 or 10 years ago about investing in the stock market and reflect on those, always fun. That's the stock market. Especially if you're a stock market investor, you've come across this phrase. The stock markets at all time highs.

Investing 130

Investing Mutual Funds Banks Stock Market 130

Pension Pulse

MAY 16, 2023

Last month, Teck pulled its proposal to split the company into separate coal and copper businesses after failing to secure shareholders' support. stake, and Norway's wealth fund, Norges Bank, owns 1.52%, while Canadian pensions together hold 0.78% stake, according to Refinitiv data.

Bidding 52

Bidding Pension Funds Stakes Shareholders 52

Pension Pulse

MAY 17, 2024

Carly Wanna and Carmen Reinicke of Bloomberg report hedge funds pump up exposure to Nvidia, cut AMD: Hedge funds continued to lean into the biggest technology companies leading the way in artificial intelligence as the hype propelled the US stock market higher in the first quarter of the year. and Microsoft Corp. Class A shares.

Hedge Funds 59

Hedge Funds Funds Asset Management Pension Funds 59

The Motley Fool

AUGUST 14, 2023

Now I'm wondering, in the couple of years since then, seeing the market bounce back this year, I'm talking about the overall stock market here. Then Bitcoin bouncing back, looking like it's correlation with the movements of the market. We're talking about the stock market a little bit, and why buy this versus that?

Assets 130

Assets Hedge Funds Stock Market Stock Market 130

The Motley Fool

JANUARY 28, 2024

The founder and CEO, former CEO of Chewy, sold the company to PetSmart in 2017 for just over $3 billion and since then, PetSmart has since spun the company off to go public. The dual class share structure that Chewy does have, I think dilutes the value of buying their public shares. Market cap.

Capital 130

Capital Securities and Exchange Commission (SEC) Shareholders Companies 130

The Motley Fool

JUNE 28, 2024

Microsoft has been a beneficiary of the AI boom, took a significant stake in OpenAI, integrating AI into their products. million in market cap, but in terms of operating metrics, they're not very much alike with Microsoft being significantly larger for now, a few metrics. trillion public company. It's interesting.

Consultants 100

Consultants Consulting Banks Private Equity Firms 100

The Motley Fool

SEPTEMBER 24, 2023

Now we're a stock market podcast so these are stock stories. Visiting me around the campfire this week, are five talented Motley Fool contributors, each of whom has a story to tell, five stock stories to make you smarter, happier, and richer. Because when stocks go down, the dividend reinvestment buy more shares.

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Education Asset Management Companies Shareholders 130

The Motley Fool

MARCH 30, 2024

Stock Number 2 is a public company today whose CEO was in the one year between us in elementary school. David Gardner: You know, when we think about stock market plays on this trend that is now here and that you're here for Bill, the most obvious is probably DraftKings ticker symbol DKNG, which is not stock Number 5.

Banks 130

Banks Companies Bidding Investing 130

The Motley Fool

AUGUST 19, 2024

But that's what that's really what stakeholders mean, they're people that care about your business and have a stake in it. Whole Foods was public company for 25 years. If you didn't like us, you could sell the stock, if you didn't like what we were doing. But Jeremy Siegel's book, Stocks for the Long Run.

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Initial Public Offering Capital Banks Mergers and Acquisitions 130

The Big Picture

NOVEMBER 21, 2023

They invest primarily in private and public companies. This is really a fascinating conversation, not just because of his acumen as a venture investor, but one of the things that Brad is passionate about is making every child in America feel like they have a stake in the country. He’s been in doing this for about 20 years.

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

The Motley Fool

MARCH 23, 2025

In its simplest definition, the stock market is a pool of millions of buyers and sellers who experience emotional responses to a complex and unpredictable world. It creates a boom-and-bust cycle in the market where sentiment can reach extreme highs and lows. trillion market cap. Berkshire Hathaway has walked the walk.

Public Companies 246

Public Companies Stakes Financing Finance 246

The Motley Fool

APRIL 6, 2025

Although recent stock market volatility has pushed down prices for many stocks, the artificial intelligence (AI) sector remains a compelling investment, with the tremendous transformative potential it brings to many industries. Could this newly public company make a great AI investment for the long haul?

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Initial Public Offering Debt Public Companies Financing 130