Core Insights - Warren Buffett has successfully managed Berkshire Hathaway's investments for over six decades, demonstrating his ability to select and hold stocks that outperform the market [1][3] - Buffett's investment strategy emphasizes value, focusing on buying stocks below their intrinsic worth, which has led him to be a net seller of stocks in recent years as valuations have risen [5][6] Investment Strategy - In the fourth quarter of his tenure, Buffett chose to maintain positions in Coca-Cola and American Express, reinforcing his long-term investment philosophy [8][9] - The decision to hold these stocks, which have been part of Buffett's portfolio for decades, highlights the importance of investing in quality companies that provide dividends [9][12] Practical Application - Investors are encouraged to adopt Buffett's strategy by seeking quality companies with strong competitive advantages and healthy balance sheets, purchasing them at reasonable valuations, and holding for the long term [11][12]

The Schwab U.S. Dividend Equity ETF ( SCHD ) had been facing some uncomfortable questions in the run-up to 2026. While soft patches are par for the course with differentiated strategies, three straight years of underperformance againstI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK na ...

Core Insights - The article highlights three high-growth stocks for February: Meta Platforms, Micron Technology, and ServiceNow, emphasizing their potential for long-term investment growth [1]. Group 1: Meta Platforms (META) - Meta Platforms has shown re-accelerating growth with a recent earnings beat, and full-year earnings are forecasted to rise in the high-teens [1]. - The company has transitioned from a focus on the metaverse to significant investments in AI, particularly with its Llama models, which are expected to enhance future cash flow growth [1]. - Meta's core social media business continues to generate substantial cash flow, positioning it as one of the cheapest and highest-growth options among large-cap stocks [1]. Group 2: Micron Technology (MU) - Micron Technology's stock has surged 330% over the past year, benefiting from supply shortages in the memory market, particularly in DRAM [1]. - The company reported an EPS of $4.78, exceeding Street estimates by over 20%, and revenue increased by nearly 50% year-over-year [1]. - Experts predict that memory demand will continue to outpace production growth, suggesting strong future earnings potential for Micron [1]. Group 3: ServiceNow (NOW) - ServiceNow's stock has been halved in value over the past year due to concerns about AI's impact on enterprise software companies [2]. - Despite these concerns, ServiceNow is experiencing rapid growth, with EPS growth exceeding 50% and cash flow growth above 30% annually [2]. - The company is leveraging AI to enhance its growth rather than hinder it, and it is currently trading at its lowest multiples in years, indicating potential upside [2].

With these kinds of returns, it should be clear that every dollar you save for investments today can become significantly more valuable years, or even decades, down the road.Indeed, the S&P 500 has delivered annualized returns of 13.51% in the 10 years leading up to February 2026 (3).Former CEO of Berkshire Hathaway, Warren Buffett, agrees: “A very low-cost index fund is going to beat a majority of the amateur-managed money or professionally-managed money,” he once said at a press conference in 2007 (2).Mor ...

Market downturns have a way of testing even the most disciplined investors. Portfolios shrink, headlines turn bleak and fear can quickly replace long-term thinking. Yet through recessions, crashes and periods of economic uncertainty, Warren Buffett has not only preserved his wealth but consistently grown it. Buffett’s approach is not built on market timing or complex strategies. Instead, it rests on a set of principles he has repeated for decades in interviews, shareholder letters and annual meetings (th ...

3 Billionaires Have One Key Stock As Their Largest Holding. You'll Be Surprised to Know What It Is. - 24/7 Wall St.[S&P 5006,842.90 +0.11%][Dow Jones49,589.00 +0.24%][Nasdaq 10024,685.60 -0.14%][Russell 20002,643.83 -0.13%][FTSE 10010,476.70 +0.22%][Nikkei 22556,815.50 -1.26%][Investing]# 3 Billionaires Have One Key Stock As Their Largest Holding. You'll Be Surprised to Know What It Is.### Quick ReadBuffett bought Costco in 2000 at under $29 per share and sold in 2020 after roughly 900% returns.Membership f ...

Industry Overview - The cannabis market is experiencing significant volatility, with publicly traded companies showing unpredictable trading patterns. Despite this, investors continue to find profit opportunities [1]. - Long-term investing is currently emphasized, particularly with anticipated reforms and regulatory changes expected in 2026, which could impact trading strategies [2][3]. Company Highlights - **GrowGeneration Corp.** operates retail hydroponic and organic gardening stores in the U.S. and is positioned to benefit from the evolving cannabis market [4]. - **Hydrofarm Holdings Group, Inc.** manufactures and distributes hydroponics equipment and supplies for controlled environment agriculture in the U.S. and Canada, indicating a strong presence in the cannabis supply chain [5]. Financial Performance - MAPH Enterprises, LLC reported a decrease in net sales to $29.4 million from $44.0 million, with a gross profit margin decline to 11.6% from 19.4%. The adjusted gross profit margin also fell to 18.8% from 24.3% [8]. - The company experienced an increase in net loss to $16.4 million compared to $13.1 million, while adjusted EBITDA was reported at $(4.4) million, indicating financial challenges [8].

Group 1 - The article discusses the analysis of oil and gas companies, specifically Occidental Petroleum, focusing on identifying undervalued companies in the sector [1] - The author emphasizes the cyclical nature of the oil and gas industry, highlighting the need for patience and experience in investing [2] - The investing group, Oil & Gas Value Research, seeks out under-followed oil companies and midstream companies that present compelling investment opportunities [2] Group 2 - The article mentions that the author has a beneficial long position in Occidental Petroleum shares, indicating a personal investment interest [3] - There is a disclosure that the author may initiate a position in another company, WES, without further notice, suggesting ongoing investment activity [4] - The article clarifies that it does not serve as a recommendation for stock purchases or sales, urging investors to review company documents for their own investment qualifications [4]

Group 1 - The article discusses the analysis of oil and gas companies, specifically Occidental Petroleum, focusing on identifying undervalued companies in the sector [1] - The author emphasizes the cyclical nature of the oil and gas industry, highlighting the need for patience and experience in investing [2] - The investing group, Oil & Gas Value Research, seeks out under-followed oil companies and midstream companies that present compelling investment opportunities [2] Group 2 - The article mentions that the author has a beneficial long position in Occidental Petroleum shares, indicating a personal investment interest [3] - There is a disclosure that the author may initiate a position in another company, WES, without further notice, suggesting ongoing investment activity [4] - The article clarifies that it is not intended as investment advice and encourages investors to review company documents for their own investment qualifications [4]

I am an individual investor and analyst. Over the last 10 years, I have managed my own portfolio, focusing on thematic ETF cyclicality and value-oriented investments. I try to remain relatively agnostic to the investment opportunities I write about here, allowing myself to research anything that captures my interest. You will find that I have written about US and foreign equities, closed-end funds, and ETFs. My investment philosophy is grounded in rational decision-making, protection against the downside, a ...