Group 1: Apple Inc. - Apple is Berkshire Hathaway's largest investment, holding 300 million shares, and is ranked as the most valuable brand globally [2] - The company is expected to see growth from the rollout of Apple Intelligence, which has already shown strong performance in markets where it is available [3][4] - The services segment revenue grew 14% year over year, now comprising 21% of total revenue, indicating opportunities for further growth [5] - Apple ended the last quarter with $141 billion in cash and marketable securities, producing $96 billion in net profit and returning over $15 billion to shareholders [6] - Analysts project earnings to increase at an annualized rate of 10% over the next several years, making it a solid long-term investment [7] Group 2: Berkshire Hathaway - Berkshire Hathaway is a strong investment, with Buffett holding 38% of Class A shares and a stock portfolio valued at $271 billion [8] - The stock has outperformed the S&P 500 over the last five years, with a return of 161% compared to the index's 88% [8] - Berkshire entered the year with $331 billion in cash and short-term investments, providing significant capital for potential investment opportunities [10] - The company reported $47 billion in operating earnings last year, with total operating earnings up 72% over the last three years [11] - Berkshire Hathaway is considered undervalued, with growing earnings and substantial stakes in companies like Apple, American Express, and Coca-Cola [12]
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