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 Stock Exchanges 246

The Motley Fool

MARCH 1, 2024

Lucky for us, Buffett outlined why he is hoarding the cash in his annual letter to shareholders. Let's look at how Berkshire built its unprecedented cash hoard, what the company currently does with its cash, and what it might take for Buffett to deploy it meaningfully. What else could Berkshire do with its cash?

Shareholders 130

Shareholders Conglomerates Stakes Public Companies 130

The Motley Fool

SEPTEMBER 18, 2023

Based on Berkshire's 13Fs, as well as the Oracle of Omaha's commentary during his company's latest annual shareholder meeting, it would appear that no stock is loved more than tech giant Apple (NASDAQ: AAPL). These buybacks are increasing Berkshire's stake in Apple without Buffett or his team having to lift a finger.

Stakes 246

Stakes Banks Shareholders Public Companies 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. Energy : 4.1%

Investing 130

Investing Exchange-Traded Funds Stock Market Stock Market 130

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).

Banks 246

Banks Stakes Portfolios Public Companies 246

The Motley Fool

DECEMBER 1, 2023

That could enable some of its existing investors to cash in on their stakes. It would allow the diversified real estate investment trust (REIT) to monetize its stake, which it could reinvest in income-producing real estate. Eagerly awaiting the opportunity to monetize its stake W. Carey holds a stake in Lineage Logistics.

Stakes 130

Stakes Initial Public Offering Enterprise Values Public Companies 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. During Berkshire Hathaway's annual shareholder meeting in May 2023, Buffett remarked that Apple is "a better business than any we own."

Portfolios 246

Portfolios Investing Banks Stakes 246

The Motley Fool

NOVEMBER 10, 2023

In the CMO's case, she sold 136,000 shares of SoFi stock, or over 30% of her stake in the company. Some investors probably took this as a bullish signal, when in reality, you can't really deduce why these executives made the personal decision to sell their stakes. This is how you make money as a shareholder over the long run.

Stakes 130

Stakes Banks Public Companies Shareholders 130

The Motley Fool

SEPTEMBER 24, 2023

In this article, I'll take a big picture view of PayPal's profits and capital allocation before explaining why I believe shareholders can hope for better returns moving forward. The multibillion-dollar question Since going public, PayPal has spent over $19 billion repurchasing its own shares. million $995 million 2017 19.7

Shareholders 130

Shareholders Public Companies Capital Stakes 130

The Motley Fool

APRIL 27, 2024

But none of these obstacles impact Apple's ability to deliver growth and reward shareholders over the long term. Apple was still Berkshire Hathaway's largest investment at the end of 2023, with a stake worth $174 billion. Investors appear concerned about slowing iPhone sales in China and regulatory headwinds.

Conglomerates 246

Conglomerates Public Companies Stakes Capital 246

The Motley Fool

MARCH 18, 2024

She added to her stakes in UiPath (NYSE: PATH) , The Trade Desk (NASDAQ: TTD) , and Nu (NYSE: NU) last week. Wood was a buyer of the stock in three of her ETFs on Thursday after providing a financial update, and this was after lightening her stake in two other ETFs earlier in the week. What is Wood adding to her portfolios these days?

Exchange-Traded Funds 130

Exchange-Traded Funds Stakes Public Companies Portfolios 130

The Motley Fool

JANUARY 6, 2024

Apple (NASDAQ: AAPL) has been the world's most valuable public company since 2011 when it had a market capitalization of just under $340 billion. However, I believe Apple is well-positioned to continue returning good shareholder value. Fast forward to today, and Apple's market cap is just under $3 trillion.

Public Companies 240

Public Companies Stakes Shareholders Returns 240

The Motley Fool

JULY 26, 2023

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. In fact, plenty of great companies have consistently beaten the index. That should continue to translate into positive performance for shareholders of this equity REIT.

Exchange-Traded Funds 245

Exchange-Traded Funds Public Companies Stakes Taxes 245

The Motley Fool

MAY 7, 2024

Apple has put $674 billion to work in a unique way for its shareholders Collectively, Apple has spent about $183.1 However, its commitment to R&D is dwarfed by another "investment" that no other public company has come close to matching. Image source: Getty Images. billion on R&D since fiscal 2013 began.

Investing 130

Investing Shareholders Public Companies Stakes 130

The Motley Fool

DECEMBER 10, 2023

Additionally, Berkshire has stakes in public companies like Apple , Coca-Cola , American Express , Bank of America , and more. Buffett has carefully diversified Berkshire so its shareholders can diversify their investments by investing in Berkshire. Buffett also runs a tight ship financially.

Investors 189

Investors Conglomerates Banks Shareholders 189

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.

Companies 237

Companies Public Companies Stakes Accounting 237

The Motley Fool

JANUARY 23, 2024

Entering 2024, I held stakes in 45 stocks -- 19 of which are currently paying a dividend. and has returned $25 billion in aggregate dividends to its shareholders since becoming a public company in October 1997. At this time last year, IIP was contending with its first major challenge as a public company: delinquencies.

Debt 245

Debt Public Companies Capital Assets 245

The Motley Fool

NOVEMBER 25, 2023

But can it move the needle for Airbnb's shareholders? is simply table stakes. That said, it's important to me as an Airbnb shareholder for this acquisition to be successful. I greatly admire the company's profitability -- it has a free-cash-flow margin of 44% over the last 12 months, which is better than most public companies.

Investors 130

Investors Shareholders Public Companies Stakes 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 Returns 130

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.

Portfolios 246

Portfolios Investing Banks Debt 246

The Motley Fool

APRIL 9, 2024

A recently updated study by the Hartford Funds, in collaboration with Ned Davis Research, found that dividend payers averaged an annual return of 9.17% over roughly 50 years (1973-2023), compared to a more modest 4.27% annualized return for public companies that didn't offer a dividend.

Conglomerates 246

Conglomerates Portfolios Public Companies Stakes 246

The Motley Fool

MAY 2, 2024

Second, the Oracle of Omaha and his team have a penchant for buying shares of companies that pay a regular dividend. Public companies that pay a dividend are usually profitable on a recurring basis and capable of providing transparent long-term growth outlooks.

Returns 246

Returns Conglomerates Public Companies Stakes 246

The Motley Fool

AUGUST 30, 2023

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. Many of the public companies that Berkshire has shares in also lack the glitz and glamor that comes with popular growth stocks. Topo Chico is a great example.

Public Companies 246

Public Companies Stakes Shareholders Companies 246

The Motley Fool

JANUARY 26, 2024

These are both real estate income trusts (REITs), a corporate structure that mandates they pay out at least 90% of their taxable income as dividends to shareholders each year. Since we're talking about long-term investments, here's what a $250 stake taken in each of them 25 years ago would be worth today.

Exchange-Traded Funds 130

Exchange-Traded Funds Public Companies Stakes Shareholders 130

The Motley Fool

AUGUST 1, 2023

While its shareholders suffered during that period, contrarian investors can consider its aftermath an opportunity to buy shares of one of the best companies in China for cheap. It delivered respectable first-quarter 2023 results, with revenue and operating profit up by 11% and 9%, so the worst is probably over for the company.

Investment Horizon 130

Investment Horizon Education Shareholders Public Companies 130

The Motley Fool

JANUARY 22, 2024

Etsy It's been a tough couple of years for Etsy (NASDAQ: ETSY) shareholders. billion revenue translated to roughly $676 million in free cash flow, which the company has utilized to reduce its shares outstanding by nearly 5%, resulting in a higher ownership stake for shareholders. Still, the shares currently trades at 14.1

Debt 130

Debt Shareholders Public Companies Stakes 130

The Motley Fool

MARCH 9, 2024

No public company has gone all-in on Bitcoin (CRYPTO: BTC) quite like MicroStrategy (NASDAQ: MSTR) , which has purchased 193,000 bitcoins since 2020. As a result, the enterprise software company's stock is up over 900%, despite its core business stagnating. As a result, the company's outstanding shares have exploded from 9.7

Leveraging 130

Leveraging Exchange-Traded Funds Debt Collateral 130

The Motley Fool

DECEMBER 7, 2023

Companies that dole out a regular payout to their shareholders tend to be profitable on a recurring basis, time-tested, and can offer transparent long-term growth outlooks. Morgan Asset Management, the wealth management division of JPMorgan Chase , found that companies initiating and growing their dividends delivered a 9.5%

Investing 245

Investing Liabilities Legal Asset Management 245

The Motley Fool

APRIL 18, 2024

Always something to keep in mind, it was really interesting to note and the letter he quoted that from the peak in 1996 you had 7,300 US public companies, now we have 4,300 and he feels that total should have grown dramatically not shrunk, so that's a big delta there. Short sellers and activists are pretty different in my mind.

Hedge Funds 130

Hedge Funds Shareholders Public Companies Stakes 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

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. It was a similar story in the first quarter of 2023, where Buffett's company sold a net of $10.4 The other path is investments. billion in equity securities.

Banks 246

Banks Public Companies Stakes Capital 246

The Motley Fool

DECEMBER 7, 2023

Berkshire Hathaway, led by Warren Buffett and his team, has made strategic investments and acquisitions over the decades that have returned lots of value for the company and its shareholders. Part of what makes Berkshire Hathaway a good buy to hedge a market crash is its vast portfolio.

Conglomerates 100

Conglomerates Banks Stock Market Stock Market 100

Private Equity Wire

JUNE 20, 2023

IMCO’s Fundamental Equities strategy invests in select companies and works with the management teams over the long term to unlock shareholder value.

Investing 52

Investing Public Companies Stakes Shareholders 52

The Motley Fool

APRIL 29, 2024

We have a packed agenda lined up for the next three days, and we're excited to see our customers, partners, analysts, shareholders, and employees, all in person to share our passion for BI, AI, bitcoin, and innovation. billion in equity in a manner that we believe to be creative to existing shareholders. Equity issuances.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

DECEMBER 30, 2023

The deal would be for premium of 32% for shareholders based on when the deal was brought up at the end of November, stock has been battered around for a bit. Is this a deal that shareholders should want? Jason Moser: If I were a shareholder, which I'm not. Jason Moser: If I were a shareholder, which I'm not.

Buyout 246

Buyout Asset Management Assets Capital 246

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

The Private Equiteer

FEBRUARY 28, 2023

PIPEs are private investments made in public companies, with no shares offered on the open market. Private equity firms use this method opportunistically to invest in public companies, typically taking non-controlling stakes. PIPEs also simplify the exit strategy for private equity investors.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Exit Strategy 52