

Warren Buffett's stock portfolio 2025 | AAPL, AMX & KO valuation
10 snips Aug 25, 2025
Warren Buffett is stepping back after six decades at the helm of Berkshire Hathaway. The discussion centers on his major holdings — Apple, American Express, and Coca-Cola — and why he’s selling some Apple stock despite its dominance. Listeners learn Buffett's four timeless rules for picking winning businesses and explore the concept of a ‘wonderful business’. The podcast also highlights how Buffett’s wealth dramatically increased after turning 60 and the importance of patience and compounding in long-term investing.
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Compound Returns Beat Early Hustle
- Warren Buffett produced a 19.9% annualised return over 60 years, creating enormous compound growth.
- His long-term performance highlights the power of compounding once capital scales massively.
Four Timeless Investment Filters
- Buffett's 1977 criteria focus on understandable business, favourable economics, trustworthy management, and reasonable valuation.
- Over time he shifted from pure cheap-value picks to buying higher-quality businesses at fair prices.
Be Patient In Research And Holding
- Take your time researching potential investments and wait years if needed to buy with conviction.
- Use patience both in selecting and holding great businesses for long-term compounding.