To The Moon

$Apple(AAPL)$ $Coca-Cola(KO)$ $Bank of America(BAC)$ $American Express(AXP)$ 

🎩📈 Warren Buffett’s $266B Portfolio, A Masterclass in Strategic Value Investing 📈🎩

Warren Buffett’s Berkshire Hathaway portfolio is a symphony of strategic vision and disciplined execution, valued at a staggering $266 billion. With holdings spanning technology, finance, consumer goods, and energy, the Oracle of Omaha continues to set the gold standard for value investing.

💼 Berkshire Hathaway’s Top 10 Holdings by Value and Weight:

1. Apple ($AAPL): $69.9B (26.2%) 🍎

• Apple dominates the portfolio, accounting for over a quarter of its value.

• Recent Highlight: In talks with Barclays ($BCS) and Synchrony Financial ($SYF) to replace Goldman Sachs ($GS) as a credit card partner, Apple showcases its expanding ecosystem strategy.

• 2024 Performance: Apple stock grew +36% YoY, driven by strong product demand and its unmatched profitability of $97B, the highest globally.

2. American Express ($AXP): $41.1B (15.4%) 💳

• Buffett’s long-term bet on consumer trust and durable competitive advantage remains steadfast.

• 2024 Performance: Benefitted from increased global consumer spending, growing +18% YoY.

3. Bank of America ($BAC): $31.6B (11.9%) 🏦

• Represents Buffett’s confidence in the US financial system. Rising interest rates boosted net income by +21% YoY in 2024.

4. Coca-Cola ($KO): $28.7B (10.8%) 🥤

• A timeless Buffett classic, Coca-Cola thrives on brand equity and global reach. Dividend growth of +5% YoY supports its strong cash flow profile.

5. Chevron ($CVX): $17.5B (6.6%) 🛢️

• Reflecting Buffett’s pivot to energy, Chevron capitalised on higher oil prices, delivering a +14% YoY profit increase.

6. Occidental Petroleum ($OXY): $13.2B (4.9%) 🌍

• A savvy move in the energy sector, Occidental posted +32% YoY profit growth, bolstered by Buffett’s majority stake acquisition.

7. Moody’s ($MCO): $11.7B (4.4%) 📊

• Moody’s remains a vital piece of Berkshire’s portfolio, dominating the credit rating industry with a +12% YoY revenue increase.

8. Kraft Heinz ($KHC): $11.4B (4.3%) 🧀

• A reliable performer in consumer staples, Kraft Heinz maintained steady cash flows, underscoring Buffett’s defensive picks.

9. Chubb ($CB): $7.8B (2.9%) 🌐

• The global insurance giant reflects Buffett’s long-standing focus on profitable underwriting.

10. DaVita ($DVA): $5.9B (2.2%) 💉

• In healthcare, DaVita represents Buffett’s move into recession-proof sectors critical to human health.

🔮 Buffett’s Strategic Playbook:

Buffett’s portfolio is a testament to his principles of long-term value creation.

• Apple epitomises Buffett’s belief in tech’s profitability when paired with ecosystem strength.

• Energy Holdings (Chevron, Occidental) align with his inflation hedge and opportunistic acquisitions during market volatility.

• Finance (American Express, Bank of America) ensures steady income from rising rates, bolstered by enduring consumer reliance.

• Consumer Staples (Coca-Cola, Kraft Heinz) add stability and recession-proof cash flows to Berkshire’s arsenal.

🌍 Global Context, The 2024 Profit Leaders

• Technology Leads: Apple, Alphabet ($73.8B), and Microsoft ($72.4B) dominate the profitability landscape.

• Energy Powerhouses: Saudi Aramco reigns supreme ($120.7B), with Chevron and ExxonMobil as strong US players.

• Financial Fortresses: Berkshire Hathaway ($51.4B) reflects Buffett’s meticulous stewardship of investments and insurance profits.

⚠️ Navigating Risks:

1. Technology: Rising regulatory scrutiny on big tech could impact future profitability.

2. Energy: Environmental regulations and global decarbonisation efforts pose challenges for Chevron and Occidental.

3. Consumer Goods: Inflationary pressures on input costs may affect Coca-Cola and Kraft Heinz margins.

💬 Discussion Point:

With Apple driving over 26% of Berkshire’s portfolio and energy holdings climbing, where will Buffett’s next big move lie? Could tech diversification or further energy investments shape 2025?

📊 Visual Aids:

• Attached: A breakdown of Berkshire’s portfolio by sector, alongside the “Top 50 Most Profitable Companies 2024” for a global comparison.

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Happy trading ahead! Cheers, BC 📈🚀🍀🍀🍀

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