Best of Warren Buffett — EverHint Selection — October 8, 2025
Overview (12-Year Scorecard)
- Total Return: +450.5%
- Outperformance vs. S&P 500 Pure Value: +315.4%
- Annualized Return: +15.1%
- Sharpe Ratio: 0.85
- Risk: Low
This basket reflects Buffett-style traits: durable moats, cash-rich models, and disciplined capital allocation. Valuation bands below use current P/E as a quick lens, not a full DCF.
Picks Snapshot (by Valuation Band)
| Ticker | Company | P/E | Valuation Band | One-liner thesis |
|---|---|---|---|---|
| NVR | NVR | 14.8× | Value | Asset-light builder with exceptional ROIC; tight inventory supports margins. |
| KR | Kroger | 16.4× | Value | Scale, private label, and data/loyalty flywheel; defensible cash generator. |
| LPX | Louisiana-Pacific | 21.0× | Fair | Structural wood products; operating leverage to housing cycle. |
| TMUS | T-Mobile US | 21.0× | Fair | Cost and spectrum advantage; best-in-class churn supports FCF compounding. |
| AXP | American Express | 22.8× | Fair | Premium customer base; counter-cyclical pricing power and fee income. |
| CVX | Chevron | 22.9× | Fair | Integrated energy + capital discipline; dividend + buyback anchor returns. |
| KO | Coca-Cola | 23.6× | Fair | Enduring brand moat, asset-light concentrate model; resilient cash flows. |
| OXY | Occidental | 25.8× | Fair | Oil leverage + carbon solutions optionality; Berkshire alignment matters. |
| POOL | Pool Corp. | 27.5× | Fair | Distribution scale in niche category; secular outdoor-living tailwinds. |
| AMZN | Amazon | 33.5× | Premium | AWS + retail logistics moat; margin mix shift to cloud/ads. |
| V | Visa A | 33.8× | Premium | Global payments tollbooth; secular cash-to-card shift intact. |
| AAPL | Apple | 38.3× | Premium | Ecosystem lock-in; services mix sustains premium multiple. |
| MA | Mastercard | 38.6× | Premium | Cross-border engine + data services; high-margin compounding. |
| MCO | Moody’s | 41.1× | Premium | Ratings + analytics duopoly; pricing power through cycles. |
| HEI | Heico | 60.0× | Premium | Aerospace aftermarket niche; disciplined bolt-ons fuel growth. |
Vlad’s Notes
1) Value Core (NVR, KR)
These anchor the basket’s downside protection. Both compound quietly via pricing discipline + capital returns. If rates drift lower into 2026, NVR benefits first; KR remains defensive regardless.
2) Fairly Priced Quality (LPX, TMUS, AXP, CVX, KO, OXY, POOL)
- LPX gives cyclical torque to a housing upturn.
- TMUS remains a share-gain + FCF compounder.
- AXP/KO are Buffett classics: brand + unit economics.
- CVX/OXY provide cash yield and optionality; Berkshire’s stake in OXY is a vote of confidence.
- POOL is a niche distributor with enviable ROIC.
3) Premium Compounders (AMZN, V, AAPL, MA, MCO, HEI)
High multiples match enduring moats. We keep them for time-in-market, not timing; trim/add around catalysts rather than trading the trend.
How to Use This List
- Treat Value names as core (add on weakness).
- Fair names are accumulate on dips / hold through cycle.
- Premium names are long-term compounding slots; size by conviction and drawdown tolerance.
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