QVI Portfolios Review | Fall 2023 | #4

Part Four of a Series | Financial Services Sector Holdings

Photo by Sean Pollock on Unsplash

Summary

• This review of Quality Value Investing’s portfolios covers the two financials sector holdings, Berkshire Hathaway and Visa.

• The review includes updates to QVI’s checklist research and analysis of each company’s current wealth and the stock price’s present value.

• Any changes in my view (buy, hold, sell) are reflected in the QVI Concentrated and Expanded Real-Time Portfolios.

• This post, in its entirety, is exclusive to premium (paying) subscribers.

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Uncovering the winning stacks of enduring enterprises

When referencing this report, premium (paying) subscribers can access their Quality Value Investing (QVI) Glossary of Investing Terms and Metric Targets. Unless noted, all data presented is sourced from Seeking Alpha Premium as of the market close on October 3, 2023, and intended for illustration only.

In this series, Quality Value Investing (QVI) will review the holdings in the QVI Real-Time Portfolios by sector to update each stock pick’s performance, current wealth, and present value.

Today’s post analyzes QVI’s financials sector holdings: Berkshire Hathaway (BRK.B) and Visa (V).

Company Current Wealth

To uncover the current wealth of the company, QVI defines the value proposition, measures select returns on management and assesses enterprise downside risks.

Value Proposition

QVI’s value proposition section defines the competitive advantages of a company’s products or services to its customers compared to the industry, including the stock’s historical performance vs. the sector and market.

Value Proposition Elevator Pitches

Berkshire Hathaway is the Warren Buffett-built conglomerate of diversified businesses wholly owned or through its massive stock portfolio, and, thus, better than an index fund because of its emphasis on quality and value.

Visa is a household name in global electronic payment processing, where half its revenues drop to the bottom line. Now, that's a dynamic business model, if not highway robbery.

Performance vs. Sector and Market