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THE MONEY IDEA💡
3 Warren Buffett Stocks to Buy and Hold Forever
Welcome, we are {{active_subscriber_count}} Money Masters and counting!
Warren Buffett is preparing for his final year as Berkshire’s CEO, but his investment playbook continues to shape the market. With help from Morningstar’s expert research team, we reviewed three iconic Berkshire holdings that Buffett says he expects to own indefinitely. These are durable, moaty, high-cash-flow businesses that can compound wealth across generations, not just individual market cycles.
Let’s dive in.
Buffett’s buffet.
THE MONEY IDEA💡
3 Warren Buffett Stocks to Buy and Hold Forever
Bottom Line: A global beverage powerhouse with unmatched brand equity, predictable cash flow, and a wide moat built on distribution strength and consumer loyalty.
Brand Power: Coca-Cola remains one of the most recognized and consumed beverages on the planet, anchoring long-term demand.
Cash Machine: Consistent free cash flow supports buybacks and steady dividend growth for long-term shareholders.
Moat Strength: Global distribution networks and cost advantages keep rivals at a structural disadvantage.
Defensive Nature: Sales stay resilient through economic slowdowns as consumers stick to trusted beverage staples.
Balance Sheet: Management continues to maintain healthy leverage and capital discipline that protects long-term earnings power.
Do This Next: Consider KO as a foundational long-term holding if you want predictable cash flow and a defensive anchor in any market.
Bottom Line: One of the world’s largest independent oil and gas producers with improving financials and long-term relevance in global energy markets.
Ownership Scale: Berkshire now owns more than 26 percent of OXY, signaling deep conviction in its long-term role.
Balance Sheet: Management continues to deleverage after the Anadarko acquisition, improving financial flexibility.
Production Strength: OXY maintains strong positions in shale, chemicals, and carbon management technologies.
Energy Demand: Global oil and gas consumption remains structurally important despite renewable transition efforts.
Portfolio Fit: Berkshire’s future purchase of OxyChem enhances integration and provides additional cash flow stability.
Do This Next: Treat OXY as a long-horizon energy position and look for opportunities to accumulate when crude volatility pushes shares to a discount.
Bottom Line: A premium payments business with a closed-loop network that captures more economic value per transaction than traditional card issuers.
Closed Loop: Amex owns the issuer, the network, and the merchant relationship, enabling superior margin capture.
Business Loyalty: Deep penetration into small and midsize businesses strengthens recurring spending activity.
Premium Consumer: High-income cardholders drive steady fee income and resilient spending even in downturns.
Lower Rate Sensitivity: The model relies less on net interest income than competitors, reducing macro volatility.
Brand Stickiness: Rewards programs and lifestyle perks create high retention rates that fuel long-lasting customer value.
Do This Next: Add AXP to your watchlist for pullbacks and accumulate gradually if you want exposure to a dominant payments franchise built for decades, not quarters.
Same goes for us American Express investors too.
ACTION PLAN✅
Let’s Make Money Today!
Quick Money: Add exposure to durable forever holdings that compound quietly and consistently over time.
$KO ( ▼ 0.43% ) Add a starter position in Coca-Cola for defensive cash flow and one of the most durable consumer brands ever built.
$OXY ( ▲ 0.34% ) Accumulate Occidental on weakness as Berkshire’s increasing ownership and balance sheet improvement enhance long-term value.
$AXP ( ▲ 0.12% ) Build gradual exposure to American Express as its closed-loop model and high-spending clientele support long-term resilience.
If you’re looking for more smart, actionable ideas beyond this week’s picks, we’ve gathered a short list of other high-quality newsletters worth your time.
See our curated picks here — practical insights on money, work, and life from trusted sources.
QUOTE CORNER📄
Quote of The Week
-Warren Buffett
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