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...“If I have a remit, it is to think what investments might be added to the portfolio, but there’s already a fantastic team working on those two investments.”...
...Since then, as well as agreeing to buy Presidio, it has made a series of large investments including buying snack company Shearer’s Foods. CD&R and BC Partners declined to comment....
...So, in theory you could leverage an investment in Berkshire and make better long-term returns than the S&P, if you are one of those people who thinks beta is a good measure of risk....
...Over the past 10 years the size of its buyback scheme dwarfs both its R&D spend and the buyback schemes from peers, adding up to a total of $658bn, according to data from S&P Global....
...The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...Yesterday in this space I wrote about Berkshire’s last two decades of share performance, which have mirrored the S&P 500....
...CD&R bought MFG for £500mn nearly a decade ago....
...Financial data company S&P Global is nearing a deal to buy research platform Visible Alpha that could value it at more than $500mn from a consortium of investment banks including Goldman Sachs, Jefferies...
...S&P Global’s latest ESG score for Philip Morris International, whose cigarettes continue to cause ill health and death around the world, is 85 out of 100....
...the investment product or switch to using a non-MSCI index....
...Huffman wrote that its investments in machine learning and AI would “continue to improve relevance, engagement and moderation” on the platform....
...The results are not flattering: Combs and Weschler are trailing both Buffett and the S&P 500....
...Investments including Mastercard, Visa and healthcare company DaVita helped the two managers beat the S&P 500 in 2012 and 2013....
...In contrast, the S&P 500’s price-to-book ratio is close to the record 5 times it touched in 2021 and 2000 (the Nasdaq’s P/B ratio is close to 7.5 times)....
...Meta is trying to convince Wall Street that years of unproven bets on the metaverse and costly new investments in artificial intelligence will deliver results....
...In the last fiscal year, R&D costs were equal to 7.8 per cent of revenue, up from 3.3 per cent in 2014. But it has not been willing to fund a new supply chain for mass car production....
...Shares of Berkshire have climbed 11 per cent this year, outpacing the 8 per cent total return of the S&P 500. Berkshire has not paid a dividend since the 1960s....
...That compares with 6.8 per cent at Volkswagen, on S&P Capital IQ estimates. Being big also means that necessary investments, in new models and R&D, are less of a drag....
...Political will for public R&D investment has materialised....
...That’s around a quarter of an Nvidia or a single SPDR S&P 500 ETF. Things have changed....
...But clearly there is some pivot as it relates to timing and investment and the approach to achieving that,” Dan Levy, an analyst at Barclays told me....
...Risk-seeking is a dangerous investment behaviour, but a prerequisite for winning a stock picking contest (what follows is not, that is to say, investment advice!)....
...Amanda Agati, chief investment officer for PNC Financial Services, said: “Our wish at Christmas was a resurgence in the bottom 493 stocks [in the S&P 500]. We got coal in our stockings so far . . ....
...Japan’s slew of splits can be linked to the country’s tax exempt Nippon Individual Savings Accounts investment programme, and has resulted in inflated daily trading volumes in excess of the broader index...
...Business and consumer confidence also expanded with the closely watched S&P PMI survey indicating private sector activity grew at the fastest pace in eight months in January....
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