Company Analyses
Index of all company analyses in this wiki
Company Analyses
Buffett's Big Four (Historical)
| Company | Years Held | Moat Type |
|---|---|---|
| berkshire-hathaway | 1965-present | Holding company |
| coca-cola | 1988-present | Brand |
| american-express | 1960s-present | Network effect |
| wells-fargo | 1990-2020 | Scale |
Current Major Holdings (Berkshire)
| Company | Moat | Why Held |
|---|---|---|
| berkshire-hathaway | Insurance float | Capital allocation engine |
| apple | Ecosystem | Pricing power |
| bank-of-america | Scale | Largest US bank |
Insurance Businesses
| Company | Moat |
|---|---|
| geico | Cost advantage |
| general-re | Scale |
Consumer Brands
| Company | Moat |
|---|---|
| coca-cola | Brand |
| sees-candies | Brand + loyalty |
Financial Services
| Company | Moat |
|---|---|
| american-express | Network effect |
| moodys | Regulatory moat |
| berkshire-hathaway-re | Float |