The Motley Fool

APRIL 7, 2024

In 2023's fourth quarter, Scion Asset Management reported two purchases that may surprise his value-investing followers: Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOG). Yet as of the end of 2023, they made up 10% of Burry's stock portfolio. Yet as of the end of 2023, they made up 10% of Burry's stock portfolio.

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The Motley Fool

MARCH 28, 2024

The billionaire investor runs a $10 billion portfolio for outside investors, owning positions in just seven stocks that he and the team have held for many years. Here are four stocks that make up a whopping 70% of Ackman's concentrated stock portfolio. At the end of 2023, it had just under 3,500 stores in North America.

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The Motley Fool

APRIL 28, 2024

The average investor might want to pay attention to this portfolio manager's moves, thanks to Ackman's impressive track record since Pershing Square's inception in 2004. Alphabet is a fantastic business Alphabet has been in the Pershing Square portfolio for about a year, but that hasn't prevented it from becoming such a sizable holding.

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The Motley Fool

MAY 3, 2024

Although extensive books have been written discussing the "recipe" Buffett has used to grow his wealth and that of Berkshire's long-term shareholders, the one factor that's arguably played the biggest role in his investment success is portfolio concentration. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool. Apple: $153.3

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The Motley Fool

JANUARY 9, 2024

NYSE: CCL) stock gained 130% in 2023 according to data provided by S&P Global Market Intelligence. Carnival came into fiscal 2023 with $12 billion in annual revenue and a $1.6 billion for fiscal 2024, or 30% more than 2023, and net yield up 8.5%. billion in 2023. Carnival Corp. billion loss.

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The Motley Fool

FEBRUARY 28, 2024

Warren Buffett has a "secret" portfolio that contains two prominent Magnificent Seven stocks In 1998, Buffett's company completed a $22 billion acquisition of General Re. 31, 2023 is, nevertheless, part of Berkshire Hathaway's aggregate holdings. In other words, New England Asset Management is Warren Buffett's "secret" portfolio.

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The Motley Fool

FEBRUARY 13, 2024

Zoetis (NYSE: ZTS) Q4 2023 Earnings Call Feb 13, 2024 , 8:30 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Welcome to the fourth-quarter and full-year 2023 financial results conference call and webcast for Zoetis. Image source: The Motley Fool. Steve, you may begin.

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The Motley Fool

MARCH 23, 2024

That strict criteria is why so few technology stocks have made their way into Berkshire's portfolio. of the conglomerate's $372 billion publicly traded stocks and securities portfolio. Amazon generated $574 billion in revenue in 2023. billion, representing 43% of its $372 billion portfolio. trillion in combined valuation.

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The Motley Fool

MAY 4, 2024

Druckenmiller's top holdings, as shown in the 13-F filing for the fourth quarter of 2023, appear to reflect an interest in leading companies in cutting-edge industries and technologies. Nvidia Nvidia (NASDAQ: NVDA) is Druckenmiller's largest investment, accounting for just over 16% of his portfolio. Let's review three of them.

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The Motley Fool

APRIL 27, 2024

Bitcoin (CRYPTO: BTC) has hit new all-time highs this year, and it's up around 300% since 2023. In 2023, Coinbase Global reported a profit of $94.9 For the last three months of 2023, the company turned a profit of $25.9 The company only turned a profit in 2023 due to an income tax benefit of $553.6

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The Motley Fool

APRIL 24, 2024

For the 2023 edition, Buffett didn't include that top list of companies. But investors should also know there's a more complete, and more timely, way to track the Berkshire portfolio. Perhaps that was partly due to utilizing the first full page for a tribute to his late partner, Charlie Munger.

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The Motley Fool

NOVEMBER 29, 2023

Fool.com contributor Parkev Tatevosian highlights the five stocks comprising a large part of Michael Burry's investment portfolio. See the 10 stocks *Stock Advisor returns as of November 29, 2023 Parkev Tatevosian, CFA has no position in any of the stocks mentioned. Stock prices used were the afternoon prices of Nov.

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The Motley Fool

MARCH 20, 2024

Tencent (OTC: TCEHY) Q4 2023 Earnings Call Mar 20, 2024 , 8:00 a.m. Welcome to Tencent Holdings Limited 2023 fourth quarter and annual results announcement webinar. In 2023, we sharpened our strategic focus and achieved substantial progress in our major products following our high-quality revenue growth model. Good evening.

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The Motley Fool

MAY 10, 2024

To close out 2023, Pershing Square held stakes in just eight stocks, but one stands head and shoulders above the rest. Let the "chips" fall where they may By far, the largest holding in Pershing Square's portfolio is Chipotle Mexican Grill (NYSE: CMG). billion, making up a massive 23% of his portfolio.

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The Motley Fool

MAY 27, 2024

Given that Bitcoin now accounts for 54% of the total market cap of the crypto market, one would expect Bitcoin to account for at least half of any single crypto portfolio. Perhaps it's to reduce the overall risk of their portfolio. We already saw evidence of this upside potential in July 2023.

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The Motley Fool

AUGUST 9, 2023

It's the type of investment you would expect to see in the billionaire investor's portfolio. But while Amazon is now in Berkshire's portfolio (accounting for a very modest 0.4%), Microsoft still isn't -- and might not be, at least as long as Buffett is running things. Here's a closer look at why that is. At around $2.5

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The Motley Fool

MAY 17, 2024

That's what happened in early 2023, when Pershing Square added Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) to its portfolio. billion, accounting for 22% of Pershing Square's total portfolio. The hedge fund holds 9.4 million Class C shares and 4.3 million Class A shares worth a combined total of nearly $2.4

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The Motley Fool

APRIL 9, 2024

Here are three stocks that are better suited than most for a retirement portfolio. As of its fourth fiscal quarter of 2023, smoke-free products account for nearly 40% of the company's top and bottom lines. That's why you'll want to be more conservative with your retirement fund's investments, maximizing growth while minimizing risk.

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The Motley Fool

MAY 24, 2024

trillion in 2023. billion 2023 $50.7 What stocks should you add to your retirement portfolio? 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. Social Security took in more than $1.35

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The Motley Fool

FEBRUARY 21, 2024

Realty Income (NYSE: O) Q4 2023 Earnings Call Feb 21, 2024 , 2:00 p.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Realty Income fourth-quarter 2023 earnings conference call. Image source: The Motley Fool. Welcome, everyone. In addition to the $9.3

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The Motley Fool

MARCH 4, 2024

The firm's portfolio currently has approximately $3.3 But does that make them suitable for your portfolio today? But does that make them suitable for your portfolio today? OpenAI is a long-term boost for Microsoft's cloud business Tech giant Microsoft has been part of the Duquesne Family portfolio for a decade.

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The Motley Fool

AUGUST 23, 2023

Since the start of 2023, the S&P 500 index has gained 14% while the tech-heavy Nasdaq Composite jumped 29% higher. Three resilient businesses to consider adding to your diversified portfolio today are Progressive (NYSE: PGR) , Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , and Costco (NASDAQ: COST).

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The Motley Fool

APRIL 28, 2024

Let's look at the eight stocks that made up Pershing Square's portfolio to close out 2023 and why Ackman chose them. In 2023, revenue grew 14%, resulting in diluted earnings per share (EPS) that climbed 38%. In 2023 Hilton's revenue grew 17%, while adjusted EPS jumped 27%. Image source: Getty Images. Pershing holds 9.4

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The Motley Fool

JANUARY 29, 2024

Billionaire Chris Hohn runs TCI Fund Management, the best performing hedge fund of 2023 and the seventh-most-profitable hedge fund in history, according to LCH Investments. Those credentials make Hohn an interesting case study. That capital concentration indicates that Hohn has a great deal of confidence in both businesses.

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Portfolios Hedge Funds Investing Consultants 244

The Motley Fool

MAY 30, 2024

At the beginning of 2023, semiconductor giant Nvidia (NASDAQ: NVDA) was a $360 billion company. 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.

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The Motley Fool

DECEMBER 25, 2023

Making sure your portfolio allocation still aligns with your goals Investing is a personal game. As the new year approaches, use this time to look at your portfolio and make sure it still aligns with your goals, risk tolerance, and time horizon. Whatever the case, reviewing your portfolio regularly is a good habit to form.

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The Motley Fool

JANUARY 10, 2024

As you probably know by now, Nvidia (NASDAQ: NVDA) was the stock of the year in 2023. According to data from S&P Global Market Intelligence , the stock finished 2023 up 239%. As you can see from the chart below, most of those gains came in the first half of the year as the fervor over generative AI reached a fever pitch.

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The Motley Fool

MARCH 13, 2024

Dollar Tree (NASDAQ: DLTR) Q4 2023 Earnings Call Mar 13, 2024 , 8:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Hello and welcome to the Dollar Tree Q4 2023 earnings call. million new customers in 2023, mostly from households earning over $125,000 a year.

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The Motley Fool

FEBRUARY 9, 2024

However, the factor that isn't given nearly enough credit for Berkshire Hathaway's long-term success is portfolio concentration. 30, 2023, 64% of the invested assets ($236.1 billion) Warren Buffett oversees in Berkshire Hathaway's $371 billion portfolio are being put to work in just three brand-name companies. Apple: $170.2

Portfolios 246

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The Motley Fool

APRIL 24, 2024

Securities and Exchange Commission (SEC) filings, there are only seven different stocks in the portfolio, and only one of them is a technology stock. In fact, Ackman's three largest non-tech positions make up about 50% of the portfolio's entire market value. By the end of 2023, it had a gain of about 425%. It accounts for 17.6%

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The Motley Fool

JANUARY 12, 2024

And it had a good year in 2023, with its value rising by just under 38%. Coinbase Global (NASDAQ: COIN) , Bitfarms (NASDAQ: BITF) , and Marathon Digital (NASDAQ: MARA) all more than quadrupled in value in 2023. 30, 2023), Coinbase reported revenue of $674 million, which rose by 14% year over year.

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The Motley Fool

MARCH 3, 2024

One way individual investors can find lucrative ideas is by following smart investment managers and note what stocks they own in their portfolios. of the portfolio as of Dec. In 2023's fourth quarter, the business reported an 8.4% Take Bill Ackman, the billionaire hedge fund manager of Pershing Square Capital Management.

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The Motley Fool

JANUARY 12, 2024

But the one factor above all others that's done most of the heavy lifting for Berkshire Hathaway over time is its highly concentrated investment portfolio. Both Warren Buffett and his late right-hand man Charlie Munger firmly believed that their top investment ideas should have added weighting in Berkshire's investment portfolio.

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

APRIL 7, 2024

With Wood excited about the prospect of UiPath, the question is, does the stock deserve a place in your portfolio? Its dollar-based net retention was 123% for its fiscal year 2023 ended in January and 119% in fiscal year 2024. As such, UiPath looks like a great name for growth investors to add to their portfolios.

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The Motley Fool

JANUARY 15, 2024

Symbotic (NASDAQ: SYM) stock absolutely crushed the market in 2023, zooming 329.9% Here's what that number means: If you'd bought Symbotic shares worth $10,000 on the first trading day of 2023, you'd have nearly $42,300 by the time the stock market closed on Dec. In fiscal year 2023, its revenue surged 98% to nearly $1.2

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The Motley Fool

APRIL 27, 2024

It was a big hole in my portfolio, but it presents a great opportunity for long-term investors. Small-cap stocks traded at 17% below their historic average forward price-to-earnings (P/E) ratio at the end of 2023. The biggest holding is still less than 1% of the total portfolio. That's led to a significant valuation gap.

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The Motley Fool

FEBRUARY 26, 2024

As of the end of 2023, Ackman's portfolio had 18.5% A clear investment thesis In his firm's June 2023 investor letter, Bill Ackman said that Google (Alphabet's main subsidiary) is "one of the world's greatest businesses." If you feel confident about Alphabet's prospects, it's a good idea to add the stock to your portfolio.

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Securities and Exchange Commission (SEC) Hedge Funds Portfolios Prospects 243