2 No-Brainer Warren Buffett Stocks to Buy Right Now

John Ballard, The Motley Fool

Sun, Apr 20, 2025, 12:30 PM 4 min read

With market volatility on the rise, a great place to look for solid investments is Berkshire Hathaway's stock portfolio. Warren Buffett's ability to identify durable companies that can weather economic cycles has created tremendous wealth for Berkshire shareholders. Here are two elite growth stocks from its $271 billion stock portfolio that are no-brainer buys right now.

Amazon (NASDAQ: AMZN) has delivered monster returns for investors over the last few decades, but it took Berkshire Hathaway a while to get around to investing in the e-commerce giant. Berkshire bought its first shares in 2019 and still held 10 million shares at the end of 2024. The combination of strong competitive advantages and an attractive valuation makes the stock an attractive buy right now.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »

While e-commerce fueled most of Amazon's growth over the last few decades, non-retail revenue coming from cloud computing, advertising, and third-party fulfillment services comprise most of the company's business. This is a good thing, because services generate higher profits and remain Amazon's fastest-growing segments.

Amazon Web Services (AWS) holds a more than 30% share of a growing $330 billion cloud market, according to Synergy Research. That makes AWS the leading cloud services provider, positioning Amazon to capitalize on the growing demand for artificial intelligence (AI). AWS revenue grew 18% in 2024 and now generates $107.6 billion in annual revenue, or 17% of Amazon's top line.

Amazon's growing AI capabilities will also continue to widen its competitive moat in online retail. There are over 600 million Alexa devices in customers' homes. This should prove incredibly valuable for Amazon's e-commerce business as AI makes it easier for millions of consumer to shop with the company.

Amazon is deeply entrenched in the lives of its retail customers and enterprise clients. The stock is currently trading at just 16 times its cash from operations on a per-share basis, which is the lowest level it has seen in over 10 years. This should lead to great returns as the business continues to grow.

Mastercard (NYSE: MA) is one of the most profitable companies around, and the stock has returned just under 500% over the last decade. At the end of last year, Berkshire held almost 4 million shares of this wide-moat business with substantial growth opportunities.