The Motley Fool

SEPTEMBER 19, 2023

Today, Berkshire Hathaway owns a portfolio of 56 publicly listed stocks and securities worth $352 billion, as well as dozens of wholly owned companies under the conglomerate's umbrella. Apple Apple (NASDAQ: AAPL) is the world's largest public company with a valuation of $2.8 Image source: The Motley Fool.

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The Motley Fool

JANUARY 12, 2024

Over this nearly six-decade stretch, he's overseen an aggregate return in his company's Class A shares (BRK.A) 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. There are a lot of things that make Warren Buffett's portfolio tick.

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The Motley Fool

JANUARY 26, 2024

Since taking over as the CEO of Berkshire in the mid-1960s, the "Oracle of Omaha," as Buffett has come to be known, has overseen an aggregate return in his company's Class A shares (BRK.A) However, his penchant for portfolio concentration has been one of the defining factors in Berkshire Hathaway's sustained outperformance.

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The Motley Fool

JANUARY 24, 2024

Meanwhile, a host of other companies are emerging as leaders in AI and taking on big tech. Wood was an early supporter of Palantir following the company's initial public offering (IPO) in 2020. However, Wall Street was somewhat skeptical of the company due to its heavy reliance on government contracts.

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The Motley Fool

APRIL 28, 2024

Tepper's portfolio is fairly concentrated, with almost a third being held in three " Magnificent Seven " stocks. However, the company has also shown that it's willing to make investments in new industries. Investors can count on the company not getting complacent. Take its $13.7 billion in revenue in Q1, up 27% YOY. in Q1 2024.

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The Motley Fool

JANUARY 21, 2024

That includes your stock portfolio. There are many reasons why you may feel unhappy with your portfolio. Align your investments with your risk tolerance It's easy to feel uneasy in the market if your risk tolerance and portfolio are misaligned. Or maybe you're more risk-tolerant and feel your portfolio is too conservative.

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The Motley Fool

JULY 2, 2023

Luckily, there are many companies that make great investments even when times are tough. Here are three stocks that will be worth adding to your portfolio even when the market takes its next downturn. Here are three stocks that will be worth adding to your portfolio even when the market takes its next downturn.

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The Motley Fool

APRIL 27, 2024

The company's impressive performance over time is clearly one reason, but the other is that it is run by Warren Buffett. If you are considering buying Berkshire Hathaway, it probably pays to step back and consider the company differently than you would just about any other. Which brings up Berkshire Hathaway's stock portfolio.

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The Motley Fool

JANUARY 23, 2024

Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , the massive conglomerate led by Warren Buffett, is best known for its $365 billion stock portfolio and for its subsidiary businesses like GEICO, Duracell, and many others. We'll find out when the company reports results. In fact, out of thousands of public companies on the major U.S.

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Companies Conglomerates Public Companies Assets 130

The Motley Fool

MAY 28, 2024

With thousands of publicly traded companies and exchange-traded funds to choose from, there's an investment strategy that fits the goals and risk tolerance of just about every investor. In other words, they're just the type of companies we'd expect to increase in value over the long run. Image source: Getty Images. The secret?

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The Motley Fool

MAY 2, 2024

With thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from, pathways exist for investors of varying risk tolerances to grow their wealth over time. What makes Realty Income such a special dividend stock is its vast commercial real estate (CRE) portfolio. Image source: Getty Images.

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Debt Exchange-Traded Funds Public Companies Capital 243

The Motley Fool

DECEMBER 13, 2023

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. Dylan Lewis: We've got the pandemic's enduring impact on households and companies. What did you see in the company's results?

Companies 130

Companies Banks Shareholders Public Companies 130

The Motley Fool

JANUARY 15, 2024

You can confidently add these three stocks to your diversified portfolio for less than $1,500. Enbridge: A stock that pays enormous dividends Midstream energy company Enbridge (NYSE: ENB) could be just the stock you're looking for if collecting fat dividend checks is your thing. The company's stock offers a whopping 7.2%

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Portfolios Conglomerates Public Companies Shareholders 100

The Motley Fool

MAY 30, 2024

Still, it requires a perspective of seeing where a company like Chipotle could go based on its past and that of comparable enterprises. When Ackman's fund first bought its stock in 2016, Chipotle had a 10-year track record as a public company and had expanded to about 2,000 restaurants. CMG data by YCharts.

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Dear Mr. Market

AUGUST 5, 2022

Data shows that since 1973, companies that grew or initiated a dividend compared to companies that cut or eliminated theirs, have experienced the highest returns with significantly less volatility. The Top 10 Dividend Growth Portfolio strategy is a concentrated portfolio.

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Portfolios Stock Market Stock Market Companies 105

The Motley Fool

MAY 30, 2024

One of the most respected milestones a public company can reach is being added to the S&P 500. This stock index acts as an important barometer of the overall market -- and being included in this exclusive club implies that a company is among the best in its industry. Data source: Investor relations.

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The Motley Fool

DECEMBER 29, 2023

Few public companies dominated the headlines in 2023 more than Microsoft (NASDAQ: MSFT) , whether it was its involvement with OpenAI's Chat GPT, its successful $69 billion acquisition of Activision Blizzard, or antitrust probes. Microsoft has dealt with many antitrust concerns as a public company, paying billions in fines.

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The Motley Fool

MAY 11, 2024

The company's annual meeting draws thousands of people to Omaha just to hear CEO Warren Buffett speak. While Berkshire Hathaway is a company with publicly traded stock, it is actually kind of hard to pin down what it does. In many ways, Berkshire Hathaway is more like a mutual fund than a traditional company.

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Mutual Funds Public Companies Portfolios Shareholders 246

The Motley Fool

APRIL 29, 2024

That diversification is valuable as it helps protect your portfolio against sharp declines. public companies, essentially covering the wider market's returns. public companies, essentially covering the wider market's returns. Some of its largest holdings are among the most successful companies on the market.

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Exchange-Traded Funds Stock Market Stock Market Public Companies 246

The Motley Fool

MAY 24, 2024

Walmart has been a public company a lot longer than Amazon, and if you'd invested $1,000 in it in 1970 with dividends reinvested, you'd have more than $4.6 Not every stock will make you a millionaire, but diversification in your portfolio can help you get there. million today. Can they still make you millionaires?

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The Motley Fool

MAY 26, 2024

Red-hot telehealth company Hims & Hers Health (NYSE: HIMS) recently exploded to nearly $20 per share on a major product announcement. For instance, the company's weight-loss category is on track to eclipse $100 million in revenue by the end of next year. The company built its 1.7 A $20 bill doesn't go as far as it once did.

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The Motley Fool

APRIL 25, 2024

The growth in a long-term winner can often dwarf losses elsewhere in a portfolio. Software is king Microsoft is already the biggest of the " Magnificent Seven " stocks -- and the world's largest public company -- but the tech giant could continue its remarkable growth streak over the next few decades.

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Public Companies Shareholders Portfolios Capital 246

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. In recent years, Buffett has been hard-pressed to find a great company to buy. billion, while the company ended the year with $167.6 His largest investment last year totaled $9.2

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Stakes Shareholders Public Companies Portfolios 246

The Motley Fool

JANUARY 23, 2024

Last year, a study released by the Hartford Funds, in cooperation with Ned Davis Research, found that dividend-paying companies delivered an annualized return of 9.18% between 1973 and 2022. That compared to an annualized return of 3.95% for non-paying companies over the same five-decade stretch. Image source: Getty Images.

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Debt Public Companies Capital Assets 245

The Motley Fool

FEBRUARY 18, 2024

So, how can investors give their portfolios the best chance at standing the test of time? Investors can build a portfolio with exchange-traded funds (ETFs) that owns shares of many businesses and with individual stocks of diverse businesses that have proven they can perform over the long haul. Diversification is the answer.

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Funds Exchange-Traded Funds Public Companies Portfolios 246

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 companies, historically returns roughly 10% annually over the long run.

Public Companies 245

Public Companies Stakes Capital Portfolios 245

The Motley Fool

FEBRUARY 21, 2024

The company is primarily a holding vehicle for various investments. IEP also named portfolio manager Andrew Teno as CEO. He replaces David Willetts, who will move on to run portfolio company Pep Boys. IEP currently holds 25 board seats at various public companies in addition to private holdings including Pep Boys.

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Public Companies Assets Portfolios Returns 130

The Motley Fool

APRIL 23, 2024

What makes Realty Income so special is its exceptionally diversified commercial real estate (CRE) portfolio. Approximately 40% of the company's annualized contractual rent can be traced back to grocery stores, convenience stores, dollar stores, home improvement stores, and drug stores. billion portfolio.

Assets 242

Assets Banks Capital Portfolios 242

The Motley Fool

MAY 9, 2024

Which companies will dominate artificial intelligence (AI)? Customers can also access third-party data on Snowflake's marketplace, letting companies efficiently manipulate and enhance their data as needed. The company currently has over 9,400 customers and ended its fiscal year 2024 with a 22% year-over-year increase in customer count.

Public Companies 238

Public Companies Returns Portfolios Investors 238

The Motley Fool

APRIL 20, 2024

The term " unicorn " is used to describe a private company that has a valuation of at least $1 billion. According to the company's filings, the portfolio managers of the fund have a long-term goal of investing in 100 venture-backed technology companies. Just as with public companies, valuations in start-ups can fluctuate.

Accredited Investors 235

Accredited Investors New York Stock Exchange Venture Capital Initial Public Offering 235

The Motley Fool

JULY 27, 2023

Dylan Lewis: We've got updates from tons of companies, Marketing Lessons from the Grateful Dead and stocks on our radar, and we're going to dive right in because there are a lot of big names that reported this week. It's not a very high-growth company at this point, but you did have sales growth up 6%, 8% in the US.

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Companies Shareholders Financial Services Investing 130

The Motley Fool

MARCH 21, 2024

While the performance of Berkshire's portfolio is enviable on the whole, not every Buffett stock is going to be a good buy right now (for various reasons) for an investor with $300. Amazon Most people are aware of Amazon 's (NASDAQ: AMZN) e-commerce site because that is where the company got its start more than two decades ago.

Public Companies 246

Public Companies Stakes Debt Portfolios 246

The Motley Fool

MAY 30, 2024

Every bank and financial services company has gone digital, and you can do all of your financial management in a single app through virtually every bank. So what makes one company stand out? SoFi Technologies (NASDAQ: SOFI) was one of the original all-digital banks, and it's been a popular stock to follow since it went public.

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Financial Services Banks Public Companies Accounting 219

The Motley Fool

MAY 9, 2024

2 ridesharing company reported strong results in its first-quarter earnings report, showing it's well on its way to being a growing and profitable company. After a disastrous first few years as a public company that included wide losses and the impact of the pandemic, Lyft stock is looking surprisingly attractive.

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Public Companies Returns Portfolios Companies 130

The Motley Fool

FEBRUARY 9, 2024

But now, it's time to shift away from riskier assets, like stocks, and load up more of your portfolio with assets that are known to be more stable, like bonds. You could also buy corporate bonds, which are those issued by public companies. A company could cut its dividend at any time or stop making those payments altogether.

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Taxes Depreciation Assets Public Companies 237

The Motley Fool

MAY 21, 2024

billion shares of the company's stock, giving him a 10.8% Amazon's largest shareholders are institutional investors Beyond Bezos, Amazon's largest shareholders are institutional investors, as is the case with most publicly traded companies. of the company's stock. stakes in the company, respectively.

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Securities and Exchange Commission (SEC) Stakes Financial Institutions Shareholders 130

The Motley Fool

DECEMBER 14, 2023

Shares of financial-technology (fintech) company Shift4 Payments (NYSE: FOUR) suddenly skyrocketed on Thursday after a rumor surfaced that it's potentially an acquisition target for Global Payments (NYSE: GPN). This was in the context of the struggles of being a public company and suggests that the company is looking for a buyer.

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Shareholders Public Companies Returns Investors 237