We recently published a list of Growth Stock Portfolio: 12 Stock Picks By Warren Buffett. In this article, we are going to take a look at where Mastercard Incorporated (NYSE:MA) stands against other growth stock picks by Warren Buffett. Warren Buffett’s Berkshire Hathaway portfolio has long been a beacon for value investors looking for high-quality businesses with…
Bank of America warns of a bubble in US growth stocks echoing the “Nifty Fifty” and “dot-com” eras. Concentration in US stocks is significantly above historical norms, BofA said. Investors should consider diversifying and focusing on quality stocks to mitigate risks, BofA said. If you listen closely enough, amid all the investors cheering on AI,…
Bill Smead warns a stock market bubble is set to unwind. Rising 10-year Treasury yields will eventually put pressure on growth stocks, Smead argues. Smead’s view contrasts with Wall Street’s optimistic S&P 500 predictions for 2025. The ongoing optimism around the mega-cap AI stocks driving the S&P 500 doesn’t make sense to Bill Smead. The…
Stock market volatility will come and go, but what makes a growth stock truly unstoppable is the strength of the underlying business. Whether a stock is up or down in the near term, if you patiently hold shares of a competitively strong business, you’re going to earn great returns sooner or later. Three phenomenal growth…