We got the most recent filing of Berkshire Hathaway's stock holdings recently, and it once again showed it selling tech stocks to buy consumer goods companies.
These three stocks combine durable cash flows, massive scale, and clear multi‑year growth runways that can reward patient capital over the next decade.
As of March 2, 2026, Next plc (LSE: NXT) stands as the undisputed titan of the British retail landscape. While many of its high-street contemporaries have either vanished or retreated into restructuring, Next has executed a masterclass in corporate evolution. Once a traditional brick-and-mortar clothing chain, the company has transformed into a high-tech, multi-brand ecosystem [...]
As of March 2, 2026, Kosmos Energy Ltd. (NYSE/LSE: KOS) stands at a pivotal crossroads in its twenty-three-year history. Once the darling of frontier oil exploration, the company is now navigating a complex transition from a high-growth, high-expenditure explorer to a disciplined, cash-flow-focused producer. This transformation comes at a time of immense volatility in global [...]
As of March 2, 2026, Trump Media & Technology Group Corp. (NASDAQ: DJT) remains one of the most polarizing and scrutinized entities in the global capital markets. Since its high-profile debut via a merger with a Special Purpose Acquisition Company (SPAC) in early 2024, the parent company of Truth Social has transcended the traditional definitions [...]
As of March 2, 2026, the technology sector is witnessing a paradigm shift where the physical limitations of data transmission have become the ultimate hurdle for artificial intelligence. At the heart of this challenge sits Coherent Corp. (NYSE: COHR), a global leader in materials, networking, and lasers. Long known as a diversified industrial conglomerate, Coherent [...]
As of March 2, 2026, the global technology landscape has been fundamentally reshaped by the "Optical Supercycle"—a period of unprecedented demand for high-speed data transmission driven by generative AI and hyperscale computing. At the heart of this revolution is Lumentum Holdings Inc. (NASDAQ: LITE), a company that has evolved from a specialized laser manufacturer into [...]
