Why Berkshire Hathaway’s Stock is Beating the Market in 2025
Plus: 4 Mistakes to Avoid With Your Bond Portfolio Right Now and The 10 Best Companies to Invest in Now
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Morning DigestMay 2, 2025 Amy Arnott 3 reasons for Berkshire’s resilience amid broader losses. 
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Here’s what we’d like to hear Warren Buffett and his team discuss this year. Greggory Warren 
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Recent volatility highlights the importance of holding cash in addition to bonds. Christine Benz, Margaret Giles Investing Insights Exchange-traded funds from iShares and Charles Schwab stand out. Gabe Alpert Here is a compelling gateway to broad municipal exposure. Ken Noguchi Defined-outcome and other options-based ETFs continue to rake in assets, but they may not offer the diversification investors are looking for. Jason Kephart Palantir and CrowdStrike rank among the best stocks in April 2025, while the worst include Global Payments and Halliburton. Frank Lee With solid results and Google Cloud growth, here’s what we think of Alphabet’s stock. Malik Ahmed Khan These undervalued stocks of high-quality companies are attractive investments today. Margaret Giles Recent Earnings New Stock Analyst Reports In the first quarter, CVS (CVS) delivered 7% revenue and 71% adjusted EPS growth, showing progress in Medicare Advantage after a weak prior-year period. For 2025, management raised its adjusted EPS guidance to $6.00-$6.20 from $5.75-$6.00 and operating cash flow guidance by $500 million. In medical insurance, CVS' geographic exits and plan design changes in Medicare Advantage appear to be paying off with higher margins, including a much-improved medical cost ratio (87.3% versus 90.4% last year) that helped segment operating profits nearly triple year over year. CVS' other segments showed strength under new management, too. New Fund Analyst Reports Vanguard Global Minimum Volatility (VMVFX) is a well-designed low-volatility strategy whose ability to weather drawdowns should continue to drive a stellar risk/reward profile. The Tools You Need to Invest Like an Analyst Stay connected:
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