Berkshire Hathaway owns dozens of stocks in its huge $288 billion portfolio. There's one tiny position that the Warren Buffett-led conglomerate owns that has generated a total return of 13,690% since its initial public offering in May 2006. Investors might want to learn what this business is.As of May 14, this financial stock is up 9% in 2025. At the same time, the S&P 500 index is little changed. Is it time to add this Buffett holding to your own portfolio and keep it for the next two decades? Business as ...

Warren Buffett plans to retire this year after delivering a return of over 5,000,000% to long-term investors through his holding company Berkshire Hathaway. With a market capitalization of $1.12 trillion, Berkshire is already quite large, so investors shouldn't expect a repeat of the previous six decades of growth.That said, the portfolio is still a great way to look for inspiration in the market. Let's discuss why two Berkshire-backed stocks, Amazon (AMZN 0.55%) and BYD (OTC: BYDD.F), could make great buys ...

Group 1 - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value [1] - The service emphasizes deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) stocks, as well as wide moat stocks that represent high-quality businesses [1] - The author provides a range of watch lists with monthly updates, specifically concentrating on investment opportunities in the Hong Kong market [1]

Core Insights - The article focuses on investment opportunities in Asia-listed stocks, particularly in the Hong Kong market, emphasizing deep value balance sheet bargains and wide moat stocks [1]. Group 1: Investment Strategy - The research service targets value investors looking for stocks with significant discrepancies between market price and intrinsic value [1]. - It emphasizes two main categories: deep value balance sheet bargains, which include net cash stocks and low price-to-book (P/B) stocks, and wide moat stocks, which are high-quality businesses with strong earnings potential [1]. Group 2: Research and Updates - The author provides a range of watch lists with monthly updates to assist investors in identifying potential investment opportunities [1].

An updated edition of the March 12, 2025, article.In the business world, the concept of a wide moat refers to companies with strong, durable competitive advantages that protect them from rivals, much like a moat defends a castle. First popularized by Warren Buffett, this strategy emphasizes investing in businesses that can sustain superior profitability over the long term due to their unique positioning, strong brand loyalty, cost advantages, network effects, or regulatory barriers. Among the companies that ...

Group 1 - The research service "Asia Value & Moat Stocks" targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value, focusing on deep value balance sheet bargains and wide moat stocks [1] - The service emphasizes investment opportunities in the Hong Kong market, identifying deep value balance sheet bargains and high-quality businesses with strong competitive advantages [1] - Monthly updates and watch lists are provided to members, highlighting potential investment opportunities in the region [1]

Core Investment Philosophy - Warren Buffett emphasizes investing in high-quality companies with economic moats, which help defend against competition [1] - Berkshire Hathaway's portfolio exemplifies this philosophy, with a significant stake in Coca-Cola [1] Coca-Cola's Performance - Coca-Cola reported Q1 2025 adjusted revenue of $11.2 billion, flat compared to the previous year, amid concerns of a potential recession [2] - The company sold 2% more unit cases than in Q1 2024, with strong performance in markets like India, China, and Brazil [3] Pricing Power and Brand Loyalty - Coca-Cola demonstrated its pricing power with a positive 5% effect from favorable pricing and mix, despite limited volume expansion potential [4] - The brand's strong customer loyalty contributes to its competitive moat [4] Profitability and Dividends - Coca-Cola achieved a net income margin of 29.9% in Q1 2025, following a 22.6% margin in 2024, indicating a highly profitable operation [5] - The company has raised its quarterly dividend for 63 consecutive years, reflecting its status as a dividend powerhouse [6] Berkshire Hathaway's Income from Coca-Cola - Berkshire's 400 million shares in Coca-Cola generate $204 million in passive income quarterly, totaling $816 million annually [7] - Buffett has maintained his investment since 1988, benefiting from Coca-Cola's reliable income stream [7] Market Performance Expectations - While Coca-Cola provides stability, it is not expected to outperform the market in the long term, having underperformed the S&P 500 over the past five and ten years [8] - The current price-to-earnings ratio is 29.3, close to its highest level in the past year, with projected earnings growth of 6% CAGR from 2024 to 2027 [9] Investment Considerations - The stock offers a dividend yield of 2.82%, appealing primarily to income investors, but is unlikely to provide significant capital appreciation [10]

Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...

Group 1 - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value [1] - The service emphasizes deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) stocks, as well as wide moat stocks that represent high-quality businesses [1] - The author provides a range of watch lists with monthly updates, specifically concentrating on investment opportunities in the Hong Kong market [1]

Celsius (CELH -3.09%) was once the talk of the town among investors. In the five-year period leading up to the stock's Mar. 2024 all-time high, it surged more than 7,300%. The business was putting up ridiculous growth numbers year after year.However, the remainder of 2024 was a rude awakening as sales started to come under pressure. The beverage stock is 64% off its peak, as of this writing, despite climbing 44% in the past three months. Clearly, volatility is still a major part of the story.Celsius is trad ...