Bill Gates

Bill Gates

Last Update: 2014-11-14

Number of Stocks: 19
Number of New Stocks: 0

Total Value: $21,710 Mil
Q/Q Turnover: 7%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Bill Gates Watch

  • Walmart: Dividend Aristocrats In Focus Part 54

    Walmart (WMT) is the largest discount retailer in the world. Walmart is the 8th largest publicly traded US corporation, and is 4.3 times the size of Costco (COST) and 5.8 times the size of Target (TGT) based on market cap. The retailer has generated 5.67 times the amount of revenue Amazon (AMZN) has over the past 12 months and is the dominant force in discount retail.

    The company was founded by Sam Walton in 1962. Sam Walton’s six heirs are worth an estimated $140 billion today; wealthier than Warren Buffett (Trades, Portfolio) and Bill Gates (Trades, Portfolio) combined. The scale of what Sam Walton accomplished is truly impressive, yet he is much less celebrated than other multi-billionaires like John Rockefeller, Andrew Carnegie, Bill Gates (Trades, Portfolio), or Warren Buffett (Trades, Portfolio).


  • Do You Possess the Right Temperament?

    Success in investing doesn't correlate with I.Q. once you're above the level of 25. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing.


  • Carlos Slim's Interview With Betty Liu Of Bloomberg

    Carlos Slim, Mexico's richest man who is worth as of September $82 billion, is a business magnate, investor and philanthropist. America Movil (AMOV), Latin America's largest mobile phone carrier as of 2010, accounts for $49 billion of Carlos Slim's wealth by the end of 2010. Slim has extensive holdings in a considerable number of Mexican companies through his conglomerate Grupo Carso (GCARSO). The holding company has amassed interests in fields of communication, real estate, airlines, media, technology, retail and finance.

    America Movil overview


  • Video: Bill Gates says he's 'very happy' with Satya Nadella

    Bill Gates (Trades, Portfolio) sat down with Bloomberg Television anchor Erik Schatzker at the Sibos conference in Boston today, where they discussed Microsoft's (MSFT) strategy, the Ebola outbreak, his philanthropic efforts, financial payment systems in Africa and more.

    On whether Microsoft CEO Satya Nadella is moving fast enough, Gates said, "I'm very happy with what he's doing. I see a new sense of energy. There's a lot of opportunity there, some things the company isn't the leader on, and he sees that he needs to change that."


  • Meet The Man Who Manages Bill Gates' Money

    The arrangement is simple: Mr. Larson makes money, and Mr. Gates gives it away. Since 1994, the 54-year-old Mr. Larson has managed Mr. Gates' investment empire, mostly through a firm called Cascade Investment LLC.

    Few people know much about Mr. Gates' assets or Mr. Larson's tactics – and the two men want to keep it that way. Real-estate investments, which range from the fancy Charles Hotel in Cambridge, Mass., to a 490-acre ranch in Wyoming once owned by William F. "Buffalo Bill" Cody, are often cloaked in nondescript names to make it harder to trace the deals back to Mr. Gates.


  • Book Review: Guns, Germs and Steel

    Bill Gates (Trades, Portfolio) said he was blown away by Guns, Germs and Steel. Charlie Munger (Trades, Portfolio) also recommends it. I couldn't agree more.

    Jared Diamond takes a close look at why Europeans were able to conquer North America and other regions of the globe. Obviously, it's because they had the guns, the horses and the immunity to some important germs that otherwise decimated their opponents. But Diamond doesn't stop at this well-known yet simplistic viewpoint. He peels the onion to its core to figure out why Europeans had these advantageous elements.

    The commonly accepted racist component is dismissed right at the outset. Diamond discusses separations of people of the same ethnic groups, and how these have resulted in vastly different societies with different levels of technological sophistication and immunities.


  • Book Review: Who Says Elephants Can't Dance

    I finally got around to reading the Warren Buffett (Trades, Portfolio) recommended Who Says Elephants Can't Dance. I should have read it a long time ago; it is easily the best book by a former CEO that I've ever read.

    Lou Gerstner was brought in to lead IBM in the early 1990s as it was losing money hand over fist. The company had become bloated following decades of success with its mainframe computer. But now, a slew of component makers (as opposed to the fully integrated sytems from IBM) were disrupting the mainframe with cheaper (albeit less reliable) alternatives. Not only did Gerstner have to stop the bleeding (mainframe sales were down big as desktop sales were taking off) ASAP, but he also had to change the company's long-term strategy so that it was no longer reliant on a product destined for decline.

    There were a lot of reasons I enjoyed this book. First, the level of detail Gerstner goes into when discussing strategic direction is awesome. Gerstner discusses the stack, the fully integrated portfolio IBM had provided its customers, including hardware, software, services and their subcomponents. Competitors were specializing within individual subcomponents, resulting in more efficient operations, but more headaches for customers who had to put the components together. Gerstner had to figure out where IBM strategically fit on that stack, and he takes you through the thought process that caused him to focus the company on middleware and services, while shutting down or selling many of the other areas which IBM used to provide.


  • Bill Gates - The Rolling Stone Interview

    At 58, Bill Gates (Trades, Portfolio) is not only the richest man in the world, with a fortune that now exceeds $76 billion, but he may also be the most optimistic. In his view, the world is a giant operating system that just needs to be debugged. Gates' driving idea – the idea that animates his life, that guides his philanthropy, that keeps him late in his sleek book-lined office overlooking Lake Washington, outside Seattle – is the hacker's notion that the code for these problems can be rewritten, that errors can be fixed, that huge systems – whether it's Windows 8, global poverty or climate change – can be improved if you have the right tools and the right skills. The Bill & Melinda Gates Foundation, the philanthropic organization with a $36 billion endowment that he runs with his wife, is like a giant startup whose target market is human civilization.

    Personally, Gates has very little Master of the Universe swagger and, given the scale of his wealth, his possessions are modest: three houses, one plane, no yachts. He wears loafers and khakis and V-neck sweaters. He often needs a haircut. His glasses haven't changed much in 40 years. For fun, he attends bridge tournaments.


  • Bill Gates Foundation Buys McDonald's, Exxon Mobil, Caterpillar Inc, Sells Procter & Gamble, Air Products & Chemicals

    Bill & Melinda Gates Foundation Trust has reported its fourth quarter portfolio. The foundation portfolio usually invests in blue chips that are traded at reasonable prices.  It buys McDonald's, Exxon Mobil, Caterpillar Inc, Wal-Mart etc, sells Procter & Gamble Co, Air Products & Chemicals Inc, Toyota Motor Corp, Diamond Foods, Inc. during the 3-months ended 12/31/2013, according to the most recent filings of his investment company, Bill & Melinda Gates Foundation Trust. As of 12/31/2013, Bill & Melinda Gates Foundation Trust owns 18 stocks with a total value of $20.1 billion. These are the details of the buys and sells.

  • Warren Buffett on the Dan Patrick Show

    Where does Warren Buffett (Trades, Portfolio) live?

    In a house that cost him $31,000 that he bought 50 years ago.


  • The World's Richest Man Bill Gates on Charlie Rose

    Billionare, philanthropist, best pal of Warren Buffett (Trades, Portfolio). Bill Gates (Trades, Portfolio) has everything most of us want but will never have.

    This week he sat down with Charlie Rose to discuss all of his favorite topics.


  • 10 Dividend Stocks Delivering the Secret to Success

    We all want to learn the secret to success. Many get-rich-now infomercials have preyed on this desire while making the sellers wealthy at the expense of the buyers. I have good news for you: There really is a secret to success, and what is even better news is that the secret is not hard to discover. It has been right there in front of you all this time. Your parents likely taught it to you in the form of a fable. Let's explore this secret to success a little more.

    As a child most of heard (or watched) Aesop's fable "The Tortoise and the Hare." The story is about confident hare that brags about how fast he can run while poking fun at a slow-moving tortoise. The tortoise having tired of the hare's haranguing challenges him to a race. The hare jumps out to an early lead and decides to take a nap midway through the race. When he awakes, he finds that the tortoise made steady progress and beat him to the finish line.

  • Gates Foundation 2014 Annual Letter




  • Bill Gates – Wealthiest Person and Largest Earner of 2013

    Guru and Microsoft mogul Bill Gates (Trades, Portfolio) is once again the richest person in the world according to the Bloomberg Billionaires Index, which tracks the 300 wealthiest people across the world.  Gates saw success in various parts of his life which ultimately added $15.8 billion to give him a massive $78.5 billion fortune.

    Gates saw great success coming from his company Microsoft where he holds about 4.3% of the company and where shares alone jumped 40%.  But other than his own company Gates saw notable success in his various investments such as Canadian National Railway which rose 34% this year and Ecolab which has gained 45% over the past year.  His recent successes boost him above the previous richest person, a Mexican investor named Carlos Slim.


  • Microsoft’s Investors Lobby for Gates to Step Down from Microsoft

    Over the past week three of Microsoft’s (MSFT) top 20 investors vocalized to the board that they want co-founder and chairman Bill Gates to step down from his position in the company. The larger shareholders aren’t only after Gates; Microsoft CEO Steve Ballmer has also been under a lot of pressure over the past few years. The two have been under a lot of fire to improve the company’s performance and share price, but this seems to be the first time that major shareholders are attacking Gates.

    While these shareholders have voiced their concerns, there is no indication that Microsoft’s board would pay them any attention. These investors collectively hold more than a 5% stake in the company, according to Reuters, and the company has requested that these investors remain anonymous because their discussions were private.  

  • Microsoft’s Strength in Difficult Market - Gates Unloads 20 Million Shares

    Reporting for 12 months ended June 30, 2013, Microsoft Corporation’s net income is down around $5 billion. According to the company, these financial results reflect “ongoing strength in enterprise offset by a challenging consumer PC market.” One of four U.S. companies with the highest AAA credit rating, Microsoft Corp. reported quarterly revenue of $19.90 billion for the quarter ended June 30, 2013, compared to $18.05 billion in the same period a year ago. Operating income, net income, and diluted earnings per share for the quarter were $6.07 billion, $4.97 billion, and $0.59 per share, according to a company press release.

    Microsoft raised its dividend by 22% today and announced a $40 billion share repurchase program that will replace its current program expiring at the end of September, according to CNN. The company will pay a 3.4% dividend yield, compared to the Apple Inc. (AAPL) yield of 2.7%. Microsoft’s dividend yield is currently 2.80% with a dividend payout ratio of 34.5%.  

  • Berkshire Billionaire Found with More Shares Than Bill Gates

  • 3 Stocks Building Wealth with Dividend Increases

    Have you ever wondered just where are all the get-rich-now infomercial millionaires? I know several people who have purchased one or more of these get-rich-now kits, but I don't know of anyone who actually got rich from purchasing the kit. Warren Buffett and Bill Gates didn't build their fortunes with a get-rich-now kit. They worked hard and built it steadily over time.

    In much the same way, a disciplined approach to investing, such as dividend growth stocks, can be highly effective. Though it may seem boring to many, I find it exciting to see my income growing as the finish line approaches.  

  • The Latest 7 Investment Decisions from Bill Gates

    Today I would like to introduce you to the latest stock buys and sells from Bill Gates. Gates is not only a self-made billionaire who got his wealth from Microsoft. He is a much more diversified guy as you might think. A few years ago, Gates founded the Bill & Melinda Gates Foundation Trust which has a current portfolio value of around USD17.8 billion.

    The trust owns only 21 stocks of which around half of the value comes from the insurance company led by Warren Buffett, Berkshire Hathaway.  

  • Bill & Melinda Gates Foundation Trust – Reduced BRK.B, Sold Out Five Companies

    The Bill & Melinda Gates Foundation Trust’s portfolio currently lists 21 stocks, with a total portfolio value of $17.8 billion, and a quarter-over-quarter turnover of 0%. The Trust’s top three investment sectors are weighted with financial services at 46.9%, consumer defensive at 17.9% and industrials at 15.9%. According to the GuruFocus Score Board of Gurus, the Gates portfolio has averaged a return of 21.1% over 12 months.

    Here are all five sell-outs and one reduction made in the portfolio, as of June 30, 2013:  

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User Comments

ReplyGurufocus - 1 month ago
@Smgacm, @Culpel: most of the stocks in this portfolio are the same as in Cascade investment. We used to track Cascade, but they stopped filing for a while.
ReplyCulpel - 3 months ago

Same question.

Thank you.
ReplySmgacm - 4 months ago

Why don't you include Cascade Investment? It seems that it would be useful to your subscribers. Thank you.
ReplyGurufocus - 10 months ago
hi Boutch2fr,

this is the portfolio of Gate Foundation Trust instead of Cascade Investment.
ReplyBoutch2fr - 10 months ago
is DEERE maybe missing?
on the Deere IR website, Cascade investements LLC (Bill Gates (Trades, Portfolio) holding) is the main shareholder with 8% of shares, valueing that stake at around 2,5 billion.
That would make it second behind Berkshire on the list...
ReplyGurufocus - 11 months ago
It is true that Gates isn't buying Berkshire. But his other holdings are interesting.
Josh Zachariah
ReplyJosh Zachariah - 11 months ago
I question the value of tracking this fund. Gates isn't buying Berkshire, Buffett is gifting Berkshire shares to the Gates foundation.

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