Waste Management, Amazon, S&P Global (or Moody's) and Berkshire Hathaway are among the very few stocks that can reasonably be called buy-and-hold-forever. Each has proven its durability and capacity to compound, and that is not expected to change any time soon. x.com 

Berkshire Hathaway benefits from a flight to low-beta quality stocks that are not burdening themselves with AI debt. Its shares are up 10% in October, while three of its largest holdings, Apple, Coca-Cola and Chevron, have been surging. Boring pays. x.com 

Brookfield Corporation's accounts look like pure book cooking. It pays premium prices for acquisitions and then sets its own valuations on the assets once it owns them, so results that seem fine on the surface do not hold up on closer inspection. x.com 

Brookfield may be one of the safest undervalued stocks around, with a realistic path to triple over the next five years if execution stays strong. Its mix of infrastructure, power, asset management and long-duration capital makes it a boring business with huge upside rather than a lottery ticket. x.com 

JPMorgan Chase and Berkshire Hathaway are the preferred ways to diversify away from speculative tech, thanks to their fortress balance sheets and relentless execution. x.com 

Brookfield can triple and still be a bad investment because its valuation is too high. Even compounding at the 24% annual rate @InvestInAssets cites, it trades at a P/E of 90 against a recent historic range of 7 to 15, and its EPS has swung up and down rather than climbing steadily over 14 years, which does not justify a stable high multiple. x.com 

Enduring business drivers give these eight stocks years to compound. Amazon's AWS prints money while commerce and ads build; cybersecurity grows more essential for CrowdStrike; Brookfield plays infrastructure and renewables; Robinhood's financial super app takes years to mature. Synopsys' chip-design software stays profitable for patient holders; Eli Lilly's GLP-1 drugs reshape health; TSMC makes advanced chips; GE Vernova's turbines and grid gear serve decades of power needs. x.com  x.com  x.com  … Show more

Brookfield should make a lot of money from three long-term trends happening at once: more digital infrastructure, cleaner energy and countries pulling supply chains closer to home. Management sees decades of building projects such as power plants, data centers and transmission lines, with power for AI data centers the biggest and fastest-growing piece. x.com 

Berkshire Hathaway risks another five years of returns decimated by big tech, which is too strong. Greg Abel should study Jensen Huang every day, or it will come at great cost to shareholders. Berkshire is more than an insurance company now, and missing Google and Amazon, which it has acknowledged as mistakes, was bad in the long run, not just the short run. x.com  x.com  x.com 

Berkshire Hathaway is an attractive hedge against speculative holdings because its fortress balance sheet gives it optionality either way. If markets do well, it cruises with existing assets and collects yield on its cash. If markets drop, it can buy the dip like no other. x.com  x.com  x.com  x.com