Core Insights - Warren Buffett has led Berkshire Hathaway since 1965, achieving a remarkable 5,502,284% gain in per-share market value by the end of 2024, compared to a 39,054% gain for the S&P 500 [1] Company Analysis - Investors can follow Buffett's investment strategies or purchase shares of Berkshire Hathaway directly [2] - Buffett favors value and dividend stocks, particularly in the consumer goods sector, with notable investments in Apple and Amazon, both of which are positioned to benefit from AI advancements [3] Apple Inc. - Apple constitutes 24.3% of Berkshire's portfolio and is one of the few stocks Buffett has vowed never to sell, emphasizing its consumer goods aspect despite being labeled a tech company [5] - The iPhone, accounting for about 50% of Apple's total revenue, is highly regarded for its design and quality, leading to a loyal customer base that frequently upgrades their devices [6] - Increasing iPhone sales indicate customer satisfaction and suggest that Apple's AI capabilities, while currently perceived as lagging, are effective enough to maintain user loyalty [7] Amazon.com Inc. - Amazon represents only 0.7% of Berkshire's portfolio but is recognized as a significant player in the AI sector, with substantial long-term growth potential due to its consumer focus [10]
25% of Warren Buffett's $315 Billion Portfolio Is Invested in 2 Artificial Intelligence (AI) Stocks