Warren Buffett’s stock portfolio 2025 | AAPL, AMX & KO valuation

Warren Buffett steps back after 60 years. Owen Rask breaks down his $1.2T portfolio, top stocks, 4 investing rules & lessons for investors.

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About this episode

Warren Buffett is stepping back after 60 years at Berkshire Hathaway. In this Australian Investors Podcast episode, Owen Rask explores Buffett’s $1.2 trillion portfolio, breaking down his top holdings — Apple, American Express and Coca-Cola — using TIKR. Plus: Buffett’s 4 rules for picking winning businesses, and what you can learn from his success.

In this Australian Investors Podcast episode, your host Owen Rask breaks down:

  • Warren Buffett’s top 3 shareholdings: Apple, Amex & Coca-Cola
  • How Buffett thinks about valuation — and why he’s selling some Apple stock
  • The 4 timeless rules Buffett laid out in 1977
  • Live valuations using TIKR
  • What makes a “wonderful business”
  • Why most of Buffett’s wealth came after age 60

 

If you love learning about long-term investing, business quality and valuation, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

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Topics Covered

  • Why Warren Buffett is stepping back — and what it means for investors
  • Apple: Buffett’s biggest holding… but he’s selling
  • Live valuation using TIKR: is Apple overvalued?
  • Buffett’s 4 investment rules from 1977
  • Why Coca-Cola and Amex remain long-term winners
  • GEICO, See’s Candy and Buffett’s shift from value to quality
  • How Buffett made 99% of his wealth after turning 60
  • The power of patience and compounding
  • How to track guru portfolios using 13F filings
  • How to use TIKR for fundamental valuation in minutes

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