Warren Buffett’s Recent Investments: Insights and Opportunities for Investors
Few figures command the attention of investors like Warren Buffett, the billionaire CEO of Berkshire Hathaway (NYSE: BRK.A, NYSE: BRK.B). With over six decades leading the company, the "Oracle of Omaha" has delivered an astonishing cumulative return of more than 6 million percent for his Class A shares.
Buffett’s consistent track record of outperforming the S&P 500 has left many eager to emulate his investment strategies. Investors can easily follow his investment moves by monitoring Berkshire’s quarterly Form 13F filings, which provide insights into what stocks Buffett is buying and selling. However, they don’t need to wait for these quarterly reports; Berkshire’s operating results and Form 4 filings with the SEC offer more regular glimpses into Buffett’s trading decisions.
Recent Buying Activity: Insights and Value Stocks
Despite the perception that the broader market is overvalued, there are still opportunities for savvy investors. For instance, Form 4 filings reveal that Buffett has recently been scooping up shares of several value stocks in early 2025, amidst a historically pricey market landscape.
While nearly 25% of Berkshire’s $285 billion portfolio is tied up in Apple, Buffett’s affections appear to be shifting elsewhere. He has actively selected to invest in three specific stocks that could provide substantial upside.
1. Sirius XM Holdings (NASDAQ: SIRI)
Warren Buffett has shown considerable enthusiasm for Sirius XM, purchasing over 2.3 million shares at around $54 million in early 2025. The primary attraction here is Sirius XM’s unique position as a legal monopoly in the satellite radio space. Despite competition from traditional radio and online providers, Sirius XM remains the sole operator licensed for satellite services, which affords it significant pricing power.
Buffett’s investment team likely appreciates the company’s robust revenue model: 76% of its sales come from subscriptions as opposed to just 20% from advertising. This structure enables better cash flow stability, especially during economic downturns when advertising budgets are often the first to be slashed.
Furthermore, Sirius XM’s valuation is appealing; trading at just 7.4 times Wall Street’s earnings forecast for 2026, the stock is valued at less than half its average forward P/E multiple over the past five years.
2. Occidental Petroleum (NYSE: OXY)
Another prime target for Buffett has been Occidental Petroleum, with a recent acquisition of 763,017 shares valued at around $35.7 million. Since 2022, his stake has ballooned to nearly 265 million shares, showcasing a firm belief in the oil market’s resilience.
Buffett’s investment likely hinges on the geopolitical climate and ongoing supply constraints in the global oil market, particularly following decreased capital investment during the pandemic. With a forward P/E of 11, Occidental’s valuation also represents a 14% discount compared to its historical average.
Unique among energy companies, Occidental generates a significant portion of its revenue from upstream drilling. Coupled with its comprehensive operations that include pipelines and downstream chemical plants, the company is well positioned to weather fluctuations in oil prices.
3. VeriSign (NASDAQ: VRSN)
Finally, Buffett has also increased his holdings in VeriSign, purchasing 18,423 shares to lift Berkshire’s stake to nearly 13.3 million shares. VeriSign’s monopoly over .com and .net domain registrations ensures a predictable cash flow and pricing power, factors that are appealing in an unpredictable market.
With operating margins sustained between 64% to 69% over the last five years, VeriSign benefits from a low-cost operating model while being a key player in the digital age. Although its forward P/E ratio of 26 may not seem as low as Buffett’s other picks, it represents an 8% discount against the average forward earnings multiple for the past five years.
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