Companies To Keep An Eye In 2026

BERKSHIRE HATHAWAY: CASH IS PILING UP

Warren Buffett’s company, Berkshire Hathaway has a crazy problem with cash… it has way too much
Just last week, it pocketed a $204 million dividend from its investment in Coca Cola
Berkshire’s cash reserves have now exceeded $381 billion
So far in 2025, Berkshire’s stock has underperformed the S&P, posting a return of +10%
This is likely due to Warren Buffett handing over the reins of the company to Greg Abel
After all, he has turned 95
The entire investment community is eagerly waiting to see how the company will deploy this massive cash pile
How do you see the stock heading into 2026?

GOOGLE: $250,000,000,000 IN INVESTMENTS

We all know Google, but its venture portfolio is a true investment masterclass
Here are the three rockets in its portfolio:

SpaceX (The launch of the century)
Investment: $900 million in 2015
Stake: ~7.5%
Value: With SpaceX targeting a $1.5 trillion valuation for its IPO, Google’s stake is worth $112 billion

Waymo (Robotaxis)
Investment: ~$10 billion
Stake: ~80%
Value: With the recent valuation at $110 billion, Google’s stake is close to $88 billion

Anthropic (The AI bet)
Investment: ~$3 billion from 2023 to 2025
Stake: ~14%
Value: With the current funding round pushing the valuation higher, target $350 billion, the value of Google’s stake reaches $49 billion

Summary:
🔹 Total investment: $13.9 billion
🔸 Potential value: $249 billion

While others are fighting over clicks, Google is investing in the future of humanity, space, AI, and transportation
Not bad for a “side project,” right?

10 VALUE STOCKS FOR 2026

Last week, one of the most respected financial magazines and websites, Barron’s, released its list of investment picks for 2026
And the funny part is that 4 out of the 10 stocks on Barron’s list are also in the public portfolio
Specifically Visa , Amazon, Exxon Mobil , and Bristol Myers Squibb
Barron’s has a very strong track record with its picks
Its 2025 list has delivered a return of around +30%, while the S&P is up about +16%
And it’s no coincidence that these 4 stocks made the list for 2026, since in my view they are all gems

4 INTERESTING FINTECHS FOR 2026

Companies in the financial sector have always caught my attention
And as technology keeps advancing, this sector is changing rapidly and new players are emerging
So let’s take a look at 4 interesting investment ideas that could really take off in 2026

A. SoFi
B. dLocal
C. NU Holdings
D. Shift4 Payments

All four appear to be gaining market share in their respective markets, and their valuations look very attractive
Of course, you know me. By far, I still prefer Visa, and that’s where I continue to build my position

What do you think of these four fintech companies as investments?