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2026-10-11 18:30 • The Motley Fool Positive Axe Cap view: Selective

Greg Abel, Warren Buffett's successor at Berkshire Hathaway, has continued investing in Alphabet, which has become the firm's third-largest holding. The article argues Alphabet is an attractive investment due to its simple core business model (advertising marketplace), growing cloud computing segment, and strategic investments in AI companies. Despite trading at a premium valuation compared to some peers, Alphabet offers Berkshire exposure to cutting-edge technologies like AI without requiring direct expertise in those areas.

Axe note: Greg Abel’s move to increase Berkshire Hathaway’s stake in Alphabet highlights a growing faith in cloud and AI growth, a trend worth noting on the JSE.

2026-10-11 18:17 • The Motley Fool Positive Axe Cap view: Selective

While S&P 500 index funds remain a solid foundation for investors, the technology sector has consistently outperformed the broader market over the past 30 years with average annual gains of 14.2% versus the market's 10%. The author recommends new investors consider adding technology sector ETFs like VGT, XLK, or IYW to their portfolios alongside diversified index funds, citing tech companies' track record of driving societal innovation through products like smartphones, search engines, and e-commerce platforms.

Axe note: While the US tech boom dazzles, South African investors should look carefully at Prosus for local tech exposure.

2026-10-11 18:15 • The Motley Fool Positive Axe Cap view: Selective

The article examines Warren Buffett's long-term investment strategy through four dividend stocks: Coca-Cola ($1,000 invested in 1989 worth ~$43,000 with dividend reinvestment), American Express ($1,000 in 1995 worth ~$54,560 with reinvestment), Bank of America ($1,000 in 2018 worth ~$2,220 with reinvestment), and Chevron ($1,000 in 2021 worth ~$3,185 with reinvestment). The analysis demonstrates that Buffett's buy-and-hold approach to well-run businesses at attractive prices has generated substantial returns, with longer-held positions significantly outperforming the S&P 500.

Axe note: Warren Buffett’s buy-and-hold bets on dividend payers highlight patience and quality—what that means for South African markets.