
Warren Buffett, the maestro of Berkshire Hathaway, lingers in the shadowy corners of Wall Street. Every investor leans in when he clears his throat. He’s been tidying up the brown bag of his portfolio: selling off some heavyweights, stashing cash in Treasuries like a wise old miser, and putting the brakes on buybacks. The crowd’s gotten jittery – they think the market’s reached its high note.
Yet, in the midst of this strategic reshuffle, there are a few stalwarts that caught his cunning eye and made the cut. I’m talking about three durable titans: Moody’s, American Express, and Chubb Limited. These aren’t just names whispered in hushed tones during a market panic; they’re solid investments in a world that’s increasingly capricious.
Moody’s
Here’s a name that rolls off the tongue like a bad joke in a smoky bar. Moody’s isn’t just a credit rating agency; it’s the casino’s house that always gets its cut, no matter how the dice roll. In an unforgiving landscape, their data shines like a beacon through the fog, always in demand whether it’s a bull run or a bear crawl.
In the thick of wars, recessions, and the unsettling shuffle of economic crises, clients are flipping through Moody’s pages like a gambler checking the odds. From 2024 to 2027, the profit forecasts dance to a tune of 7% revenue growth and a hefty 13% EPS increase. It doesn’t come cheap, though. At 36 times next year’s expected earnings, it’s the kind of price tag that makes your wallet shudder. But Buffett’s $12.6 billion stake-a dinner table item at 4.3% of his portfolio-tells you everything you need to know. He snagged his first shares back in 2000 and hasn’t even thought about selling since 2013. That’s loyalty right there.
American Express
Next up, American Express. Ah, the golden card. Buffett’s been with this one since ’64, and it’s grown into a behemoth in his arsenal. His love story with this company has all the hallmarks of a classic: whiffs of romance, some bitter turns, but ultimately, it’s built to withstand the storms – think credit crises and the unpredictable winds of macroeconomic fate.
Berkshire hasn’t offloaded a single share since 2012, and that $46.4 billion bond – it’s like an anchor in the stormy seas of financial jargon. At 15.7% of Buffett’s portfolio, it’s the second-largest stock behind the behemoth known as Apple. Unlike its competitors-Visa and Mastercard-American Express plays a different hand. It’s not just a middleman; it issues its own cards, strutting around like it owns the joint. When interest rates drop, it thrives; when they rise, it profits more by tying itself to its own financial skin.
Expect a cool 8% revenue growth and 12% EPS increase from 2024 to 2027. The math’s in favor of survival, even amidst the economic rubble. At 18 times the expected earnings, this sucker’s still a bargain. It’ll likely keep on truckin’ through thick and thin.
Chubb Limited
Now, let’s talk about Chubb. There’s a stock that’s been making waves under the radar. While Buffett’s been trimming fat, this American-Swiss insurance heavyweight caught his eye like a siren’s song in a darkened alley. He dipped his toes into this ocean in 2023 and plunged deeper by 2024. Now it’s a cool $7.4 billion state of affairs, sitting pretty at 2.5% of Berkshire’s portfolio.
Chubb is like the insurance guy that never goes away, even when it gets tough. Folks don’t drop their policies even when the rain comes pouring down; they cling to them like a life raft. The leading provider of property and casualty insurance, they ended 2024 with a combined ratio of 86.6%. For the uninitiated, that’s the equivalent of a cop checking balance sheets: low enough to ensure it can pay out without sinking. Analysts foresee modest growth – 5% for revenue and 8% for EPS over the next few years. Chubb’s strategy should keep it afloat, even with the economy shaking like a leaf in a storm.
So, there you have it. Three stocks that may just be the financial equivalent of a fine bourbon. They’ll weather the tempests and keep your investment poured neat. After all, in this game, it’s about finding the right company to back, one that can grow and adapt amongst the madness of this frothy market. 🥃
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2025-08-23 19:12