The Motley Fool

AUGUST 16, 2023

Q2 update last week revealed the conglomerate was a net seller of stocks to the tune of nearly $8 billion. Buffett (through Berkshire) completely exited three positions and reduced Berkshire's stake in five stocks. stake in the oil producer. Horton, Lennar, and NVR should have strong long-term growth prospects.

Prospects 243

Prospects Conglomerates Stakes Banks 243

The Motley Fool

JANUARY 21, 2024

Admittedly, though, their stakes in this stock are fairly small. While Berkshire initiated a position in Amazon in 2019, Buffett acknowledged at the time that the decision was made by one of the conglomerate's two investment managers. If so, AWS should have massive growth prospects ahead. Amazon (NASDAQ: AMZN) makes up 0.4%

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Stakes Prospects 246

The Motley Fool

APRIL 29, 2024

Although the conglomerate trimmed its position in Apple a little in the fourth quarter of 2023 , Buffett still thinks highly of the company and its management. Berkshire's stake in AmEx is worth nearly $36 billion compared to $39.1 I doubt Buffett will buy more Coke stock, but he could increase his stake in Chevron (as he did in Q4).

Conglomerates 100

Conglomerates Stakes Banks Shareholders 100

The Motley Fool

MARCH 23, 2024

It's a conglomerate that just so happens to use much of its idle cash to hold stocks of publicly traded companies. Just as the name suggests, private equity firms supply promising up-and-coming companies with capital, usually in the form of a loan, but sometimes in exchange for an equity stake in a company.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Conglomerates Prospects 130

The Motley Fool

MARCH 23, 2024

It's by far the biggest position for Berkshire, accounting for nearly 43% of the conglomerate's portfolio. NEAM has small stakes in Alphabet and Microsoft. The cloud units of Amazon, Alphabet, and Microsoft should have tremendous growth prospects. The only member of the group besides Apple in Berkshire's portfolio is Amazon.

Hedge Funds 246

Hedge Funds Conglomerates Asset Management Stakes 246

The Motley Fool

APRIL 25, 2024

On the surface, investing in a sin stock may not be the most appealing prospect. However, there are a couple of reasons why I still like Altria's investment prospects. In March, the company announced its intent to sell a portion of its stake in AB Inbev. Nevertheless, I like Walmart's prospects in the long run.

Mergers and Acquisitions 245

Mergers and Acquisitions New York Stock Exchange Prospects Conglomerates 245

The Motley Fool

MAY 26, 2024

First, I excluded Berkshire Hathaway itself, although Buffett spearheaded some significant stock buybacks of his conglomerate. Chevron Buffett sold some shares of Chevron (NYSE: CVX) over the last 12 months, but he also added to Berkshire's stake in the oil giant in the fourth quarter of 2023. I also like Chevron's growth prospects.

Stakes 100

Stakes Conglomerates Prospects Portfolios 100

The Motley Fool

FEBRUARY 18, 2024

Inside the conglomerate's massive $373 billion portfolio, there are dozens of companies. Berkshire has a massive 21% stake in the credit card leader, and it's not hard to figure out why. This seems like a reasonable entry point for prospective investors because Amex continues to experience positive momentum.

Conglomerates 185

Conglomerates Stakes Prospects Banks 185

The Motley Fool

DECEMBER 29, 2023

The industrial conglomerate has long been a fascinating investment proposition. 3M isn't perfect The industrial conglomerate is far from perfect. stake in Solventum, which could be sold to raise cash, losing the stable cash flows from the healthcare business will only increase the volatility of 3M's cash flows.

Conglomerates 130

Conglomerates Legal Prospects Stakes 130

The Motley Fool

JULY 21, 2023

In response, the management team has broken the conglomerate into six independent units, each charting its own path forward. In other words, Alibaba will not own any stake in this subsidiary after the restructuring. But for long-term investors, this can be an excellent opportunity to buy shares of a company with bright prospects.

Conglomerates 189

Conglomerates Shareholders Prospects Stock Exchanges 189

The Motley Fool

JANUARY 28, 2024

Buffett took advantage of the lower prices and added to the conglomerate's position in BofA in early 2023. Berkshire's stake in the big bank is now worth close to $34.4 billion of Chevron stock, enough to make it the conglomerate's fifth-largest holding. However, Berkshire still owns $16.3 The stock now trades at under 11.4

Conglomerates 130

Conglomerates Banks Stakes Stock Market 130

The Motley Fool

SEPTEMBER 10, 2023

Berkshire Hathaway , the conglomerate run by Warren Buffett , owns about a 6% stake in the iPhone maker. And as the market realizes that Apple's growth prospects are diminishing, the stock could get rerated downward. Through the first three quarters of fiscal 2023, the business paid $11.3 billion worth of stock.

Conglomerates 246

Conglomerates Shareholders Stakes Prospects 246

The Motley Fool

MARCH 13, 2024

In fact, he began building a sizable stake in the financial services giant in 2018 but exited the position in late 2020. However, in the first quarter, the conglomerate bought more than 9.9 But Berkshire has initiated a significant stake in a company in the not-too-distant past shortly before a major acquisition was announced.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Conglomerates Financial Services Banks 100

The Motley Fool

MARCH 29, 2024

Most importantly, though, Chevron's growth prospects look good. Berkshire's stake in the homebuilder is currently valued at less than $23 million -- pocket change for the giant conglomerate. Chevron's valuation is attractive with a forward price-to-earnings ratio of around 12x. It's cheap in a couple of ways.

Conglomerates 130

Conglomerates Stakes Prospects Portfolios 130

The Motley Fool

SEPTEMBER 19, 2023

While that stake is only worth about 1% of Berkshire's total portfolio, the investment conglomerate owns over 12% of HP shares overall. With cloud computing still on the rise and new AI added to the mix, HP Enterprise has much better long-term prospects than HP.

Investors 246

Investors Conglomerates Shareholders Stakes 246

The Motley Fool

FEBRUARY 19, 2024

Backup plans As I thought about my decision, though, I realized that Buffett left me a "plan B" despite selling all of Berkshire's stake in D.R. As of the end of 2023, Berkshire's stake in the homebuilder totaled around $21.7 That amounts to pocket change for the huge conglomerate. Actually, he left me a "plan C" too.

Conglomerates 130

Conglomerates Stakes Banks Prospects 130

The Motley Fool

APRIL 16, 2024

He built his fortune by investing in elite businesses with powerful competitive advantages and attractive long-term growth prospects. Let's take a closer look at three of the largest holdings in Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , the investment conglomerate that Buffett has built up into an $870 billion financial fortress.

Stakes 100

Stakes Conglomerates Prospects Assets 100

The Motley Fool

JUNE 30, 2023

Buffett's buying spree includes Occidental shares The latest purchase means Berkshire's stake in Occidental now exceeds 25% of all outstanding shares. It didn't take long for Berkshire's stake to grow considerably. It didn't take long for Berkshire's stake to grow considerably. But that wasn't always the case. million shares.

Conglomerates 100

Conglomerates Stakes Shareholders Prospects 100

The Motley Fool

AUGUST 28, 2023

Berkshire's portfolio now includes stakes in D.R. At the end of Q2, the conglomerate's stake in D.R. Horton's valuation relative to its earnings growth prospects before he bought the stock. They shared one glaring common denominator: All three were the stocks of homebuilders. Horton (NYSE: DHI) , NVR , and Lennar Group.

Conglomerates 189

Conglomerates Stakes Prospects Financing 189

The Motley Fool

MARCH 28, 2024

The iPhone maker represents a whopping 42% of the Warren Buffett-led conglomerate's holdings. I think sales prospects are certainly weaker now than they were when Buffett first took a stake in the business. Berkshire Hathaway owns dozens of companies in its massive $370 billion public equities portfolio.

Conglomerates 130

Conglomerates Stakes Prospects Returns 130

The Motley Fool

JANUARY 9, 2024

His biggest stake of the three was and is in D.R. However, had the homebuilder been in Berkshire's portfolio for the full year, it would have been the conglomerate's second-best stock of 2023. Horton could be too expensive, even with its tremendous growth prospects. Actually, he was a net seller during the year. Horton In D.R.

Conglomerates 130

Conglomerates Prospects Banks Stakes 130

The Motley Fool

JANUARY 8, 2024

Horton's growth prospects in 2024 could be worth getting excited about. With inflation coming down, unemployment levels remaining low, and the possibility (or perhaps even probability) of lower interest rates, Mitsui's near-term prospects look promising. The conglomerate secured regulatory approval to acquire up to 50% of Occidental.

Conglomerates 130

Conglomerates Prospects Stakes Portfolios 130

The Motley Fool

JANUARY 5, 2024

But there are still companies held in the investment conglomerate's stock portfolio that are capable of delivering market-crushing returns. Given the company's excellent business prospects, it wouldn't surprise me if Amazon stock crushes the market again in 2024. Buffett's investment conglomerate currently owns a roughly 3.4%

Conglomerates 130

Conglomerates Initial Public Offering Stakes Prospects 130

The Motley Fool

DECEMBER 23, 2023

has put together an incredible track record of strong performance, generating huge wealth for early investors in the conglomerate. That suggests both a willingness to make concentrated bets on a single stock and a heightened conviction in the future prospects for the iPhone maker. Securities and Exchange Commission as of Sept.

Conglomerates 130

Conglomerates Assets Stakes Prospects 130

The Motley Fool

JANUARY 25, 2024

Buffett added shares of media outfit Liberty Live Group , and now owns a new stake Atlanta Braves Holdings as well. million shares the conglomerate is now sitting on a 224 million share stake that makes up nearly 5% of Berkshire Hathaway's total equity portfolio. There were some Q3 additions to be sure.

Stakes 130

Stakes Conglomerates Capital Prospects 130

The Motley Fool

SEPTEMBER 10, 2023

What's more, the stock has the approval of famed investor Warren Buffett, whose conglomerate Berkshire Hathaway owns a 5.9% stake in the FAANG stock. The steep valuation is even more discouraging when you consider Apple's growth prospects. Investors would have loved to have the tech giant in their portfolios.

Conglomerates 130

Conglomerates Prospects Stakes Shareholders 130

The Motley Fool

FEBRUARY 11, 2024

The Oracle of Omaha has generated fortune-building gains for Berkshire Hathaway 's shareholders for nearly 60 years by investing in high-quality businesses with attractive long-term growth prospects. Buffett's investment conglomerate has purchased shares on multiple occasions since then.

Conglomerates 192

Conglomerates Banks Stakes Prospects 192

The Motley Fool

FEBRUARY 29, 2024

Could Super Micro have prospects as lucrative as Nvidia stock? But an encouraging earnings report earlier this year coupled with a newly revealed ownership stake from Nvidia sent Arm stock soaring, with its market cap nearly doubling in just a matter of days. The analysis clearly illustrates that Super Micro's P/S of 5.3

Conglomerates 130

Conglomerates Prospects Stakes Returns 130

The Motley Fool

MARCH 19, 2024

This $37 billion stake accounts for 10% of the conglomerate's portfolio and is its second-biggest holding. It doesn't hurt that Buffett is no longer picking Berkshire's holdings all by himself; younger managers with a better handle on tech stocks' nuances might bear most of the responsibility for the fund's stake in Apple.

Banks 130

Banks Conglomerates Stakes Portfolios 130

The Motley Fool

SEPTEMBER 22, 2023

The Chinese e-commerce giant is reportedly looking to bring one of its subsidiaries public, and that has investors excited about the prospect of unlocking some value from the conglomerate. Cainiao is coming Shares of Alibaba Group were up about 5% Friday morning. Yet the recent IPOs of other tech companies in the U.S.

Initial Public Offering 100

Initial Public Offering Stakes Conglomerates Prospects 100

The Motley Fool

FEBRUARY 17, 2024

Bank of America (NYSE: BAC) is Berkshire's second-largest position, with the Oracle of Omaha's conglomerate owning a 13.1% stake in the important financial institution. Prospective shareholders will also benefit from a healthy 2.9% And its shares have fallen 26% since the start of 2022, while the S&P 500 is up.

Banks 130

Banks Conglomerates Financial Institutions Stakes 130

The Motley Fool

MARCH 1, 2024

recently released its annual report, revealing that the conglomerate holding company held a record high of $168 billion in cash and cash equivalents at the end of 2023. By reducing its share count, Berkshire rewards existing shareholders by increasing their ownership stake. Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Shareholders 130

Shareholders Conglomerates Stakes Public Companies 130

The Motley Fool

FEBRUARY 15, 2024

Regular share buybacks help to boost earnings and signal to investors that management is optimistic about the company's near-term prospects. Some of the largest and most reputable fund managers, such as Vanguard and Blackrock , own significant stakes in Starbucks. in the past five years. in 2024 and 8.4%

Conglomerates 130

Conglomerates Shareholders Stakes Prospects 130

The Motley Fool

FEBRUARY 12, 2024

Most investors will keep their eyes on IBM's AI prospects over the next few years, while its quantum computing effort pursues its innovative goals in a quiet supporting role. Financial health: With a robust $14 billion in cash from operations and $13.1 But so far, Quantinuum effectively remains a subsidiary of Honeywell.

Conglomerates 246

Conglomerates Venture Capital Stakes Prospects 246

The Motley Fool

JANUARY 26, 2024

His conglomerate has doubled the annual return of the S&P 500 index over a nearly 60-year career, averaging 19.8% Some observers were surprised when Berkshire revealed a stake in Citigroup (NYSE: C) , but the move made sense as Buffett has had success with betting on undervalued banks in the past. compared to 9.9%

Conglomerates 130

Conglomerates Banks Stakes Prospects 130

The Motley Fool

JUNE 19, 2023

My mission, therefore, was to find a stock that offered some diversification along with solid growth prospects. The conglomerate is a major player in energy, insurance, railroads, and more. Berkshire also owns a stake in Markel.) The runner-up The first stock I thought of was Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B).

Exchange-Traded Funds 130

Exchange-Traded Funds Conglomerates Investing Stock Exchanges 130

The Motley Fool

MARCH 9, 2024

Chevron ranks as the fifth-largest position in Berkshire's portfolio, with a stake currently worth nearly $18.9 Although Berkshire trimmed its position in Chevron beginning in 2022 Q4, the conglomerate boosted its position in the oil and gas producer by more than 14% in 2023 Q4. Buffett hasn't just nibbled at these two oil stocks.

Investing 100

Investing Conglomerates Stakes Prospects 100