October 19, 2013
Wells Fargo (NYSE: WFC ) , Coca-Cola (NYSE: KO ) , American Express (NYSE: AXP ) , and IBM (NYSE: IBM ) are Berkshire Hathaway's (NYSE: BRK-B ) big four positions as they make for nearly 65% of Berkshire's listed portfolio. What happens to these companies has important implications for Berkshire Hathaway investors, but they also make for interesting investment alternatives on their own merits.
These companies have been selected by Buffett himself as long-term high-conviction picks because of their superior quality and competitive strengths. So, let's take a look at how Buffett's big four are doing this earnings season in the search for investment opportunities.
http://www.fool.com/investing/general/2013/10/19/buffett-s-big-4-hunting-for-opportunities.aspx
