Berkshire Hathaway has a growing stake in this stock-split stock, and Buffett just added more this month. Those looking to become successful investors could do worse than following in the footsteps of legendary Berkshire Hathaway (BRK.A) (BRK.B -0.82%) CEO Warren Buffett, arguably one of the greatest investors of all time. Since taking the helm of the company in 1965, Buffett has an unparalleled track record, as his stock picks have generated compounded annual gains of roughly 20% and collectively soared 4, ...

In the latest trading session, Sirius XM (SIRI) closed at $26.40, marking a -0.49% move from the previous day. The stock's performance was behind the S&P 500's daily loss of 0.03%. At the same time, the Dow lost 0.61%, and the tech-heavy Nasdaq gained 0.56%. Heading into today, shares of the satellite radio company had gained 8.95% over the past month, outpacing the Consumer Discretionary sector's gain of 0.88% and the S&P 500's gain of 1.39% in that time. The investment community will be paying close atten ...

This media standout is doing more than just boosting its payout.Sirius XM Holdings (SIRI) increasing its quarterly distribution rate on Monday seems like a non-event, on the surface. A hike itself isn't a surprise. The satellite radio provider has always boosted its payout at this point of the year since initiating a dividend policy in late 2016.It's also not much of a move. The new quarterly rate of $0.27 a share is just a 1.5% advance. It's certainly welcome to see a dividend move higher at a time when in ...

NEW YORK, Oct. 22, 2024 /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) today announced that its Board of Directors declared a quarterly cash dividend of $0.27 per share of common stock. This regular quarterly dividend is payable in cash on November 21, 2024, to stockholders of record at the close of business on November 5, 2024.About Sirius XM Holdings Inc.SiriusXM is the leading audio entertainment company in North America with a portfolio of audio businesses including its flagship subscription entertainment serv ...

公司管理 - 账户由Noah's Arc Capital Management管理 [1] - Noah Cox是Noah's Arc Capital Management的管理合伙人其观点不一定反映公司观点 [2] 研究方向 - 研究重点主要是正在经历21世纪转型的20世纪股票（旧经济）偶尔也会写有助于转型20世纪公司的公司 [1] 分析师披露 - 分析师在BRK.B、SIRI股票中拥有有益的多头头寸（通过股票所有权、期权或其他衍生品）文章表达自己的观点未因文章接受除Seeking Alpha之外的报酬与文章提及股票的公司无业务关系 [1] 文章性质 - 文章仅供参考不构成投资建议 [2] 平台披露 - Seeking Alpha不保证过去的表现会带来未来的结果不提供投资是否适合特定投资者的建议分析师是第三方作者包括专业和个人投资者可能未被任何机构或监管机构许可或认证 [2]

Warren Buffett’s Berkshire Hathaway has made a significant move, scooping up more shares of Sirius XM (NASDAQ: SIRI). As of October 18, 2024, Berkshire has acquired an additional $42.1 million worth of Sirius XM shares, bringing the total amount of shares bought in the last 10 days to roughly $129 million. This latest round of purchasing brings Berkshire’s total stake to an impressive 32.5% of Sirius XM’s outstanding shares. Warren Buffett and Berkshire Hathaway $BRK.B now own ~32.5% of Sirius XM $SIRI pic. ...

文章核心观点 1. Sirius XM Holdings Inc.是美国唯一获得FCC许可的商业卫星广播电台运营商,是一家合法的垄断公司 [3] 2. Sirius XM已从Liberty Media独立出来,专注于自身的增长驱动因素,并推出了广告支持的订阅层级 [4][5] 3. 著名投资者巴菲特通过伯克希尔哈撒韦公司持有Sirius XM超过32%的股份 [8] 4. Sirius XM的股票正在形成一个圆弧底部模式,预示着未来可能出现反弹 [9][10] 公司概况 1. Sirius XM是美国唯一获得FCC许可的商业卫星广播电台运营商,占据了约60%的互联网广播市场份额 [3] 2. 公司与通用汽车、福特等主要汽车制造商合作,新车出厂时预装卫星广播,转化率约为30% [4] 3. 公司拥有稳定的月度现金流、垄断地位、良好的品牌组合(包括Pandora和不断扩张的播客网络),估值也较为吸引人 [8] 财务表现 1. 公司实施了1:10的反向股票拆分,同时宣布了3.84%的股息和166亿美元的股票回购计划 [1] 2. 根据分析师预测,公司未来12个月的目标价为31.25美元,较当前价格有13.18%的上涨空间 [6][7] 行业竞争 1. 尽管Sirius XM面临来自地面广播、流媒体音乐和播客服务的竞争,但仍是唯一获得FCC许可的卫星广播运营商 [3] 2. 公司正在推出广告支持的订阅层级,这已经成为流媒体视频服务的一个增长驱动因素 [5]

Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Sirius XM (NASDAQ: SIRI ) is a $9 billion radio and broadcasting corporation, more than 30% owned by Berkshire Hathaway ( BRK.A ) ( BRK.B ), which recentl ...

文章核心观点 - 巴菲特近期在股票市场上表现较为谨慎,在过去7个季度中,伯克希尔哈撒韦(Berkshire Hathaway)一直是净卖出股票,包括大幅减持苹果(Apple)和银行股[1] - 巴菲特过去几年的一些常规性股票购买行为也可能发生变化,比如伯克希尔哈撒韦的股票回购可能会减少[2] - 巴菲特最近几个月仅增持了一家公司的股票,即Sirius XM[4][5] 公司概况 - Sirius XM是美国唯一的卫星广播运营商,主要收入来自订阅而非广告[5] - 公司主要通过新车销售提供免费试用来吸引新用户,目前拥有约3300万付费用户和740万免费试用用户[5] - 公司的免费试用策略和专属内容使其营销成本较低,同时受益于较低的音乐版权费率[6] - 公司业绩稳定增长,尽管最近用户增长有所放缓,但仍保持良好的盈利能力[6] 投资价值 - Sirius XM的商业模式简单易懂,是巴菲特典型的投资标的[7] - 公司目前股价估值较低,仅为2025年预测收益的8倍,企业价值仅为2024年EBITDA的6.8倍[6] - 虽然对伯克希尔哈撒韦来说Sirius XM规模较小,但对于普通投资者来说可能是一个不错的投资机会[8]

文章核心观点 - 尽管过去两年是净卖出股票,但巴菲特仍然在大量买入一只历史上极其便宜的价值股[1][2][6] - 这只价值股是卫星广播公司Sirius XM,它是美国为数不多的合法垄断公司之一[6][7] - Sirius XM具有明显的竞争优势,包括定价能力强、现金流稳定、成本可控等[7][8][9] - 此外,Sirius XM的估值非常便宜,仅7倍未来一年收益,这是其上市30年来最低水平,这也吸引了巴菲特[10] 公司分析 - Sirius XM是美国为数不多的合法垄断公司之一,拥有定价能力[7] - Sirius XM的收入主要来自订阅,而非广告,现金流更加稳定[8] - Sirius XM的成本结构相对可控,有利于毛利率提升[9] - Sirius XM有着丰厚的股东回报政策,包括大规模股票回购和高股息[9] - Sirius XM的估值处于历史最低水平,仅7倍未来一年收益[10] 行业分析 - 卫星广播行业相比传统广播有一定的竞争优势,不易受经济周期波动影响[8][9] - 卫星广播行业整体估值较低,处于历史低位[10]