3 Warren Buffett Stocks to Buy Hand Over Fist in November

Berkshire Hathaway's Q3 13F shows Warren Buffett making selective purchases despite elevated cash balances and his pending retirement, including a new roughly $5.1 billion position in Alphabet. The firm also increased holdings in Domino's Pizza (stake up >13% in Q3) and Chubb (now about $9.1 billion, up nearly 16%), signaling confidence in Domino's franchise economics and Chubb's durable insurance cash flows; Alphabet trades near 27x 2025 earnings with analysts forecasting ~15–16% EPS growth, Domino's near 23x with ~10–11% growth, and Chubb sits modestly above its historical price-to-book while maintaining a long dividend track record. Taken together, Berkshire appears to be redeploying capital selectively into high-quality tech, consumer-franchise and insurance franchises while trimming other positions to preserve liquidity, a move that could shape investor demand and valuation differentials for these names.

Analysis

Berkshire Hathaway's Q3 13F shows selective redeployment of capital despite historically elevated cash levels and Warren Buffett's approaching year-end retirement; the filing records a new roughly $5.1 billion position in Alphabet, marking the only new name added in the quarter. The company retains a cash-raising bias while selectively buying assets that fit its quality-and-value framework, making this Alphabet entry notable for size and timing.

Berkshire increased its Domino's Pizza stake by more than 13% in Q3, adding to a position first established last year; Domino's operates over 21,700 stores worldwide under a franchise model and trades near 23 times 2025 EPS with analyst forecasts of ~10%–11% annualized earnings growth. Berkshire also boosted its Chubb holding by nearly 16% in Q3 to a position now worth about $9.1 billion; Chubb has paid and raised dividends for 31 consecutive years and trades slightly above its decade-average price-to-book.

Valuation signals are mixed but constructive: Alphabet is valued at roughly 27 times 2025 earnings with Wall Street forecasting 15%–16% EPS growth, while Berkshire's reallocation—trimming other holdings to raise cash while concentrating on tech, franchise and insurance franchises—signals conviction that these names offer superior risk-adjusted return potential. Market sentiment from the article is moderately positive, implying limited but meaningful investor interest that should be monitored via subsequent filings and earnings updates.

Key Decisions for Investors

• Consider initiating or modestly increasing exposure to Alphabet on either confirmed follow-on Berkshire buying or a pullback, given the $5.1 billion starter stake and consensus 15%–16% EPS growth versus a ~27x 2025 P/E
• Evaluate adding to Domino's for quality franchise exposure and dividend growth, since Berkshire raised its position >13% and the stock trades near 23x 2025 EPS with analysts expecting ~10%–11% annualized earnings growth
• Consider a core insurance allocation to Chubb for income and durability given Berkshire's $9.1 billion holding and the company's 31-year dividend growth track record, but monitor its price-to-book premium relative to historical averages
• Use future Berkshire 13F disclosures and quarterly earnings to time position sizing and sentiment-driven flows, and consider hedging if Berkshire resumes broad portfolio trimming to maintain liquidity