@Ok_West_5560 8 months ago
Analyst thesis on pairing AAPL and BRK for 2026
Analyst thesis on pairing AAPL and BRK for 2026
Motley Fool suggests pairing Apple and Berkshire Hathaway for 2026. The strategy is balancing Apple's tech momentum with Berkshire's cash reserves.
Apple's fiscal Q4 sales were up 8% with services revenue growing 15%. They repurchased over $90 billion in stock last year. The forward P/E is 33, but management expects revenue growth to accelerate to 10-12% next quarter.
Berkshire is holding over $350 billion in cash and trades at 1.6 times book value. The note highlights the leadership transition to Greg Abel as a key watch item, but views the massive cash pile as a hedge against market volatility.
finance.yahoo.com
| Here Are My Top 2 Stocks to Buy for 2026 and Beyond
@ProduceCut309 8 months ago
for growth, for ballast. One prints cash through tech and buybacks, the other sits on a war chest ready for chaos. Boring combo, but that’s usually how you win long term.