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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: sykesix   😊 😞
Number: of 21937 
Subject: Re: OT mostly: forevers
Date: 02/22/26 4:47 PM
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No. of Recommendations: 5
Here's my list along with the elevator pitch. I'll try to exclude any stocks that have already been mentioned:

LVMH - Ex-US. Its durable luxury brands are its moat and the business model probably can't be replicated or even competed with on any reasonable scale.

Nestle' - also Ex-US. We've talked a lot about this one before, but it seems to be a mostly forever kind of stock. Too big and too diversified to ever go away.

Home Depot - Not always a great company, but a good company with good margins and good penetration into the contractor market. Able to expand by both growth and acquisition. Their sheer size (twice as big as Lowe's) keeps them relevant mostly forever, I think.

Eli Lilly - The pharmaceutical sector is an economic power player. So I'll pick one company. Several good ones to choose from.

J.P. Morgan Chase -- Well run bank (as far as I can tell) AND it's too big to fail.

Coca-Cola - This is a dark horse pick. Their growth is probably capped to the upside. But they have one of the greatest business models ever invented: They sell flavored syrup to their bottlers at absurd margins, who then have to put up all the capital and do all the work. I don't see how Coke will ever go away. They'll just keep chunking out dividends forever.

Microsoft - We don't talk about them a lot and they are kind of remembered for some notable whiffs: They lost their dominating lead in the Internet browser, search never got off the ground, and they completely screwed the pooch on mobile. But they quietly moved into enterprise software, made some good acquisitions (LinkedIn), avoided some bad acquisitions (Yahoo!), and positioned themselves well in cloud and AI. At the end of the day, the company basically prints money.

Chevron - Only because Exxon already got picked. People will need oil and gas forever. Maybe not as much as today, but they'll still need it.
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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