Investors looking beyond Berkshire Hathaway may find better value in its core financial holdings, specifically American Express, Chubb, and Moody's, which continue to demonstrate robust growth and competitive advantages.
American Express is a core Berkshire holding with a closed-loop payments network and recent earnings beat, yet the market's lukewarm revenue mix reaction creates a buying opportunity.
Chubb reported strong Q2 2026 core operating income growth and trades at a discount to peers, supporting a bullish view.
Moody's has a deep moat in credit ratings with high margins and strong growth, justifying its premium valuation.
Berkshire itself is a holding company with a stable investing strategy, but the article suggests these three holdings offer more opportunity.
Following Greg Abel's transition to CEO, Berkshire Hathaway maintains its core financial holdings. While Berkshire remains a stable conglomerate, analysts suggest that individual positions in American Express, Chubb, and Moody's offer superior growth potential due to their specific economic moats and strong recent operating performance.
While Berkshire Hathaway provides stability, its individual holdings like American Express, Chubb, and Moody's often possess specific competitive advantages and growth catalysts that may offer higher potential returns than the parent conglomerate.