The Motley Fool·2025-12-16 10:00Core Viewpoint - Warren Buffett's leadership at Berkshire Hathaway may be nearing its end, but the current portfolio holdings indicate strong confidence in their value, suggesting potential investment opportunities for investors [2]. Group 1: Bank of America - Berkshire Hathaway has been gradually reducing its position in Bank of America, yet it remains the third-largest holding at a value of $31 billion, reflecting management's confidence in the bank [5]. - Bank of America expects to grow its net interest income at an average annual rate of 5% to 7% until 2030, an increase from the previous 4% growth rate [6]. - The stock is currently valued at less than 13 times the expected earnings of $4.35 per share for the next year, with a forward-looking dividend yield of 2.1% [8]. Group 2: Chubb - Chubb is a lesser-known holding of Berkshire Hathaway, primarily due to its status as an insurer, which does not attract as much investor attention as growth sectors [9]. - Despite facing significant catastrophic losses, Chubb has maintained consistent performance and dividend growth, having avoided meaningful quarterly losses over the past decade, except during the COVID-19 pandemic [12][14]. - The company has raised its dividend every year for the past 32 years, indicating strong financial health [14]. Group 3: Domino's Pizza - Domino's Pizza is currently trading below its yearly high, making it an attractive investment opportunity [15]. - The company has expanded its store count significantly, opening 214 new stores in the third quarter, with plans to eventually establish 50,000 locations [19]. - Domino's operates efficiently with a cost-effective model, making it resilient in various economic conditions, and offers a dividend yield of nearly 1.7% [20].