Buffett’s Eternal Holdings: A Poetic Dive into Timeless Investments

Time, that relentless alchemist, turns even the sharpest minds into philosophers. Warren Buffett, that sage of Omaha, once wrote of holding periods stretching into eternity-“[W]hen we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever.” The phrase lingers like autumn mist, suggesting that true value blooms not in seasons but in centuries.

Beneath Berkshire Hathaway’s sprawling portfolio lies a garden of nine such eternal blooms-stocks nurtured for decades, their roots entwined with Buffett’s legacy. Among them, one whispers promises of spring eternal.

The Timeless Quartet

American Express and Coca-Cola stand as twin oaks in Buffett’s forest, their branches heavy with dividends and patience. “The lesson from Coke and AMEX?” he mused in 2023, “When you find a truly wonderful business, stick with it.” Their sap flows steadily: Coke’s 63-year dividend streak a testament to resilience, AmEx’s blue-chip leaves rustling with unyielding trust.

Beyond these elders lies Occidental Petroleum, a desert rose blooming on Buffett’s 2023 horizon. He praised its vast oil sands and carbon-capture ambitions-“vast oil and gas holdings in the U.S.” translated to modern alchemy. Meanwhile, Japan’s five trading houses-Mitsubishi, Mitsui, and their kin-mirror Berkshire’s own mosaic of ventures, their roots drinking from the same subterranean wells of diversification.

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Measuring Eternity

To compare these titans is to weigh mountains against rivers. Apple’s trajectory arcs like a comet, its five-year blaze outshining peers. Yet Occidental’s recent surge and Marubeni’s quiet growth whisper of untold tales. Analysts crown Oxy the future’s darling, though the Japanese envoys dwell beyond Wall Street’s gaze, their valuations as inscrutable as haiku.

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Dividends, Buffett’s favorite music, play in minor keys here. Sumitomo’s 3.33% yield hums like a cello, while Coke’s 3.09% sings of royal lineage. Yet valuation speaks in quieter tones: Sumitomo’s P/E ratio of 8.98, a still pond reflecting hidden depths.

The Eternal Flame

Marubeni, with its 2.84% yield and valiant five-year sprint, might crown a king. But Apple-ah, Apple-remains the maestro’s unfinished symphony. Though Berkshire’s stake has thinned, the maestro still holds his baton aloft. Rumors of foldable iPhones and smart glasses hang like fireflies over Cupertino, while Apple’s AI slumber hints at awakening giants.

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Would Buffett name Apple his eternal favorite? Consider the weight of his remaining stake-still Berkshire’s largest. The answer lies in the spaces between numbers, where vision dances with patience. In markets where time bends, Apple’s flame burns neither brightest nor loudest, but with the quiet persistence of a star.

Here, in the calculus of forever, even a single stock becomes a universe. 📈

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2025-09-28 12:59