It is a truth universally acknowledged, that a company in possession of good fortune, must be in want of a succession plan. Mr. Warren Buffett, having for six decades guided the fortunes of Berkshire Hathaway – transforming it from a rather humble textile concern to an empire of considerable scope – has at length relinquished the helm. One observes, with a degree of satisfaction, that his successors appear determined to maintain a course of prudent investment, eschewing the more extravagant fancies that often beset those newly entrusted with considerable wealth.
Should a discerning investor find themselves possessed of two thousand dollars, and inclined towards a long-term commitment, it may be wise to consider those holdings which continue to commend themselves to the judgment of Berkshire Hathaway. Three in particular – Chubb, Chevron, and DaVita – present themselves as worthy of attention, though each, as shall be seen, demands a degree of circumspection.
Chubb: A Fortified Position
Berkshire’s increasing stake in Chubb, now amounting to some eight and eight tenths percent of the company, has occasioned a considerable degree of speculation. Whether this represents a prelude to complete acquisition, or merely a strengthening of existing ties, remains to be seen. Mr. Buffett has, in the past, demonstrated a fondness for insurance concerns, and one cannot but suspect a pattern. However, even should a complete union not occur, Chubb itself presents a solid foundation. The recent fiscal reports are most encouraging, with projections of double-digit growth in both earnings and tangible book value. Such prospects are rarely encountered in these uncertain times.
Chubb’s emphasis upon sound underwriting, rather than the pursuit of mere volume, is a quality to be commended. Furthermore, its consistent dividend increases – thirty-two years without interruption – suggest a stability that is increasingly rare. Though the current yield is modest, the consistent growth of these payouts is a reassuring sign.
Chevron: A Calculated Risk
Chevron has experienced a considerable ascent of late, propelled, it is true, by recent geopolitical disturbances. Shares now trade at twenty-four times forward earnings – a valuation more commonly associated with those speculative ventures favored by a younger generation. One cannot help but observe a degree of imprudence in such enthusiasm. However, Chevron is not merely reliant upon external events. The company continues to pursue increased production, securing promising contracts in several corners of the globe, and demonstrating a commendable diligence in controlling operating expenses.
Of particular note is Chevron’s involvement in a partnership to provide power for those data centers which support the latest artificial intelligences. This is a venture which promises considerable returns, and suggests a foresight that is to be applauded. Though a degree of caution is always advisable, Chevron appears to be a company well-positioned for continued success.
DaVita: Recovering its Standing
DaVita, a company which has languished for some years, appears at last to be regaining its footing. Shares have rallied considerably of late, a consequence, it is said, of well-received quarterly results. The expansion into international markets is proving particularly fruitful, and management anticipates a substantial increase in earnings per share.
Berkshire Hathaway has recently reduced its holding in DaVita, though it remains a significant shareholder, controlling some forty-five and one tenth percent of the company. This sale is likely related to the terms of an agreement, necessitated by DaVita’s own share repurchase program. It is a curious arrangement, perhaps, but one which demonstrates a degree of mutual accommodation.
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2026-02-19 10:02