3 Warren Buffett Stocks Defying Market Froth
Berkshire Hathaway's strategic pivot has spotlighted three financial sector stalwarts: Moody's, American Express, and Chubb. These holdings reveal Buffett's confidence in recession-resistant business models.
Moody's dominates credit ratings alongside S&P Global, benefiting from institutional reliance on its data across market cycles. The analytics provider projects 7% revenue growth and 13% EPS expansion annually through 2027—premium growth justifying its 36x forward P/E multiple.
American Express thrives on its closed-loop network, while insurer Chubb maintains underwriting discipline. Neither stock appears in Berkshire's recent divestments, signaling Buffett's long-term conviction despite market volatility.