Prediction: Under Greg Abel, Berkshire Hathaway Will Hold This Warren Buffett Stock for Decades for This Remarkably Simple Reason

American Express is positioned as a long-term core holding for Berkshire Hathaway under new CEO Greg Abel due to its ability to attract younger generations through competitive rewards programs. The company generates $19.68 billion in merchant discount revenue, which funds $9.94 billion in card member rewards, creating a sustainable ecosystem with 155.1 million cards in force and double-digit revenue growth guidance for 2026.

07/29/2026, 4:34 AM • The Motley Fool

Why Insurance Stocks Can Be Some of the Market's Best Long-Term Compounders

Insurance companies can be powerful long-term compounders due to their ability to invest the float—premiums collected before claims are paid out. Different insurers take varying approaches: aggressive investors like Berkshire Hathaway invest heavily in stocks and acquire companies, while conservative insurers like Progressive focus on bonds for stable income. Cincinnati Financial offers a middle ground with ~39% equity exposure and a 50+ year dividend increase streak.

07/27/2026, 9:15 PM • The Motley Fool

American Express Just Reported Its Second Quarter. Here's What the Card-Fee Line Says About the Premium Consumer.

American Express reported Q2 2026 earnings with EPS beating expectations but revenue slightly missing. Despite a 4% stock drop, the company's fee revenue grew 15% year-over-year, driven by strong customer acceptance of the Platinum Card's $200 annual fee increase to $895. The premium cardholder base remains resilient with low delinquency rates, and Millennials/Gen Z represent 65% of new accounts, supporting long-term growth.

07/27/2026, 8:10 AM • The Motley Fool

S&P 500 Rises 0.6% at Midday on Easing Middle East Tensions

Major U.S. stock indexes rallied Friday as oil prices fell 4% to $95/barrel on reports of potential U.S.-Iran peace negotiations brokered by Pakistan and China. The Dow gained 0.7%, S&P 500 rose 0.6%, while the Nasdaq barely moved up 0.1%. Apple boosted the market, but American Express and SK Hynix declined on earnings concerns. Investors await four more Magnificent 7 earnings reports next week to assess AI infrastructure spending trends.

07/24/2026, 12:37 PM • The Motley Fool

Why American Express Stock Fell 6.5% Friday Morning

American Express stock dropped 6.5% despite beating Q2 earnings estimates ($4.53 EPS vs. $4.40 expected) and raising full-year revenue guidance to 10%. The decline reflects investor concerns that higher revenues won't translate to bottom-line growth, as management is reinvesting capital into growth initiatives and card perks, with operating expenses rising 12%. However, credit quality remains solid and the stock trades at a reasonable 15.9x forward earnings.

07/24/2026, 11:07 AM • The Motley Fool

59% of Berkshire Hathaway's Portfolio Sits in 5 Dow Stocks. This Is My Top Pick to Buy Now.

Berkshire Hathaway's portfolio is heavily concentrated in five Dow Jones stocks: Apple, American Express, Coca-Cola, Alphabet, and Chevron. The article highlights Apple as the top pick, noting its patient AI strategy and potential to monetize AI through its hardware ecosystem and cloud services, while the stock has risen 21% this year.

07/23/2026, 3:30 PM • The Motley Fool

Warren Buffett Backed This Consumer Brand for 38 Years. Here's Why Greg Abel Will Keep Holding.

Berkshire Hathaway's 38-year investment in Coca-Cola continues to be exceptionally lucrative, generating $816 million in annual dividends on a $1.299 billion cost basis. With a 2.6% dividend yield and 65 consecutive years of dividend increases, the investment returns over 60% of its original cost annually, making it an easy hold for new CEO Greg Abel.

07/22/2026, 5:05 AM • The Motley Fool

Warren Buffett Said He Personally Started Berkshire's $31 Billion Alphabet Position

Warren Buffett confirmed he personally initiated Berkshire Hathaway's $31 billion investment in Alphabet, admitting he should have invested years earlier. The position includes $21 billion in public shares and a $10 billion private placement from Alphabet's $80 billion equity raise. Buffett expressed confidence in Alphabet's ability to outperform competitors in the AI infrastructure race, though he noted it ranks fifth among Berkshire's holdings and isn't his favorite investment.

07/19/2026, 11:13 AM • The Motley Fool

Warren Buffett Is Behind Berkshire Hathaway's Massive Alphabet Investment. Here's What He Likes About the Company.

Warren Buffett confirmed he initiated Berkshire Hathaway's $4 billion investment in Alphabet, with CEO Greg Abel adding another $23 billion. Buffett, who historically avoided tech stocks, changed his mind because Alphabet has become a massive cash-generating machine with the ability to deploy hundreds of billions into AI data centers. Alphabet's full-stack cloud approach, custom TPU chips, and $462 billion in contracted revenue make it well-positioned to generate strong returns on capital.

07/19/2026, 8:30 AM • The Motley Fool

Under Greg Abel, Apple and Alphabet Now Make Up Nearly 30% of Berkshire Hathaway's $348 Billion Stock Portfolio. Here's Why.

Under new CEO Greg Abel, Berkshire Hathaway has significantly concentrated its $348 billion stock portfolio in Apple (20.6%) and Alphabet (8.8%), reflecting a strategic shift toward AI-driven tech companies. Abel tripled Berkshire's Alphabet position, including a $10 billion private placement to fund the company's $80 billion AI infrastructure expansion. While this concentration signals confidence in these companies' AI prospects and their durable competitive moats, it also increases portfolio risk if either company stumbles or AI investments fail to deliver expected returns.

07/19/2026, 4:31 AM • The Motley Fool

New iSeatz Research Reveals Travelers Are More Strategic Than Ever About Rewards Programs

A survey of 2,000 U.S. travelers reveals that while loyalty program enrollment remains strong, consumers are increasingly willing to switch programs based on value delivery. The research identifies the 'Strategic Traveler' segment that treats rewards programs as financial optimization tools, with 40% comparing benefits across brands. However, 73% of travelers report difficulty obtaining real value, and 73% encounter obstacles when redeeming rewards, indicating a significant gap between program promises and actual delivery.

07/15/2026, 11:00 AM • GlobeNewswire

American Express Raised Its Platinum Annual Fee to $895. Here's What the 29% Hike Means for Card-Fee Revenue.

American Express increased its Platinum card annual fee from $695 to $895, a 29% hike and the first increase since 2021. The fee increase is expected to meaningfully boost card-fee revenue, which already accounts for over 14% of total revenue. Despite the price increase, retention rates remained stable near 100%, and the company's subscription-based fee model provides recurring, reliable income independent of spending patterns.

07/15/2026, 8:30 AM • The Motley Fool

American Express Is Warren Buffett's Second-Biggest Stock. Is It Still a Buy Near Highs?

American Express, Berkshire Hathaway's second-largest stock holding, has more than doubled over five years and recently traded near record highs around $350. While the company shows strong fundamentals with 11% revenue growth, 18% EPS growth, and expanding younger cardmember bases, the stock now trades at a premium 20-22x P/E ratio compared to historical low-to-mid-teens multiples. The article suggests the easy rerating gains may be behind it, but the stock remains a reasonable buy for patient investors seeking quality compounding at fair—not cheap—valuations.

07/14/2026, 4:12 AM • The Motley Fool

Warren Buffett's Most Recent Warning to Wall Street Echoes One He Issued During the Dot-Com Bubble. Is It Time to Listen?

Warren Buffett has issued a new warning comparing current market activity to 'gambling,' echoing concerns he raised during the dot-com bubble in 2000. With the S&P 500 at its second-most expensive valuation level ever (measured by the Shiller CAPE ratio), investors are warned that a market pullback may be imminent. However, such downturns historically present buying opportunities for long-term investors in quality stocks.

07/12/2026, 4:02 AM • The Motley Fool

Is American Express Stock a Bargain?

American Express stock has declined 10% year-to-date but shows strong fundamentals with 11% revenue growth and 15% net income growth. The company benefits from affluent customer base resilience, new NFL partnership, and trades at a lower P/E ratio (22x) compared to Visa and Mastercard (31x each), despite similar revenue growth rates. Upcoming Q2 earnings on July 24 could serve as a catalyst for recovery.

07/10/2026, 11:15 AM • The Motley Fool