Berkshire Hathaway and Buffett Stocks Shine Amid Market Decline

Buffett's high-flying investments have defied market trends. Berkshire Hathaway and its stocks have thrived; BYD leads with 50% gains among Buffett's picks.

Date: 25-03-2025

AI Rating: 6

Berkshire Hathaway stands out as a leading investment of the legendary investor Warren Buffett, showcasing a remarkable year-to-date gain of 15%. This phenomenal performance translates into market resilience amidst broader volatility, highlighting Buffett's strategic choices. While many investors have struggled with recent market declines, Buffett's portfolio, particularly Berkshire Hathaway, has seen significant appreciation.

Earnings Performance: Despite some companies in the portfolio experiencing earnings declines, such as Berkshire Hathaway with a 47.6% decrease year-over-year in Q4 2024 and Kroger with a 13.8% decline, the overall picture remains nuanced. Berkshire's substantial operating earnings growth of 71% contrasts sharply with its reported investment challenges.

A notable performer in the portfolio, BYD, has achieved about 50% growth in 2025, benefiting from strategic advancements like the integration of AI technology in its vehicles. Similar performance was noted for Aon, with earnings increasing by 43.8%, and T-Mobile US, reflecting a staggering 48% increase.

Profit Margins and Dividend Yields: The aspect of dividends is noteworthy, as Berkshire remains the only company on the list not distributing dividends, indicating a reinvestment strategy rather than short-term return incentives. However, T-Mobile US has a modest forward dividend yield of 1.38%, and Kroger's stands at 1.96%, making it the most appealing option for income-focused investors.

In conclusion, despite the mixed earnings reports, the theme of growth—particularly for companies like BYD and the strategic positioning of Berkshire Hathaway—illustrates considerable future potential. Investors may find strong value amidst the numbers, particularly if seeking long-term growth and defensive plays in a turbulent market.

Stocks: BRK.A BRK.B BYD AON KR TMUS