2 Warren Buffett Growth Stocks Down 52% and 82% to Buy in 2024

Motley Fool01-17

Snowflake will benefit as it plays a crucial role in enhancing AI. StoneCo trades at a massive discount, even though the business has returned to posting excellent results.Berkshire Hathaway (BRK.A ...

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Michael Chua
·01-17
What is the price Buffet bought for Snowflake?
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·01-17
The price Warren Buffett pays for Snow Flake is way lower than current price. I will consider if it goes down to below the price Warren Buffett pays for it
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By internalizing and applying the skills and principles he learned from Graham and developing his own strategies, Buffett went on to become one of history's most successful moneymen.While the Oracle of Omaha is best known as a value investor, there are also stocks in the Berkshire Hathaway portfolio that have growth-oriented, forward-looking valuations. For investors who are willing to embrace some uncertainty and potential volatility, these Buffett-backed bets could be particularly appealing as long-term investments.If you're looking for potentially explosive opportunities, read on to see why two Motley Fool contributors think that investing in these stocks owned by Berkshire will make you richer in 2024 and beyond.Snowflake is a beaten-down AI stockParkev Tatevosian: Snowflake is a relatively new stock in the Berkshire Hathaway portfolio. Berkshire invested $735 million in the cloud-based data platform provider just before it went public in September 2020. So far, the investment hasn't worked out for Berkshire as Snowflake stock is down 52% off its high in recent years.Snowflake benefits from the rising effectiveness of artificial intelligence (AI) and the role data plays in developing large language models. I believe that could be an opportunity for long-term investors who believe in the potential of AI expansion.SNOW Cash from Operations (TTM) data by YCharts.Snowflake as a company is growing fast and has increased its revenue from $97 million in 2019 to $2 billion in 2023. If the role of data continues to dominate the development of AI, it would be reasonable to assume Snowflake's revenue will continue its upward trajectory. Perhaps more importantly, Snowflake's revenue growth has led to increased cash flow from operations ($721 million in the trailing 12 months, to be precise). That figure was negative before July 2021.The sell-off in Snowflake stock means it's available to new investors at a relatively fair valuation. Sure, its forward price-to-sales ratio of 17 isn't cheap, but considering its growth prospects, increase in cash flow, and its role in the development of AI, I'd argue it's a fair price to pay for long-term investors. After all, Snowflake stock has rarely been cheaper according to this metric in the previous three years.Still down 82%, StoneCo stock is a great buyKeith Noonan: StoneCo is a Brazil-based financial technologies company that had its initial public offering (IPO) in October 2018. The company quickly attracted a $183 million investment from Berkshire Hathaway but has seen volatile trading in its history as a publicly traded company.Thanks to strong momentum for StoneCo's payment processing business and lending unit, its share price climbed above $94 per share in February 2021. Unfortunately, StoneCo's lending business collapsed soon after because the company had been relying on incomplete data in Brazil's national registry system. Making matters worse, many businesses failed or halted operations due to the coronavirus pandemic.The fintech specialist ended up with a substantial amount of bad loans in its portfolio. It took big losses on the unit and temporarily paused its operations. StoneCo went through a tough stretch but persevered. Investors now have an opportunity to capitalize on an overlooked stock that's posting very strong business results.While StoneCo is once again ramping up new loan offerings for small and medium-sized businesses (SMBs), its payments business never stopped posting strong performance. The payments segment added more than 316,000 net customers last quarter, bringing its total client count to roughly 3.3 million -- up 40% year over year. This performance helped push the company's overall revenue up 25% annually, and non-GAAP (adjusted) net income more than quadrupled in the period.StoneCo estimates that it will increase its adjusted net income at an average annual rate of 31% each year from 2024 through 2027. There's some speculation involved here, but with the stock trading at under 13.5 times this year's expected earnings and the business showing excellent momentum, investors can buy into this potentially explosive growth story at an incredible price.Snowflake and StoneCo could be Berkshire's most explosive stocksSnowflake and StoneCo have characteristics that make them unusual when compared to most of the other stocks in Berkshire's portfolio. For starters, both of these growth stocks are riskier, on average, compared to most of Buffett's bets.On the other hand, the added level of risk also comes with the potential to deliver explosive returns for investors -- and both businesses look very promising. With impressive margins, strong sales growth, and huge market opportunities still on the horizon, Snowflake and StoneCo could wind up being some of the biggest gainers in the Berkshire portfolio over the next five years and beyond.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":264010340061296,"gmtCreate":1705475099331,"gmtModify":1705475104013,"author":{"id":"4129801684331182","authorId":"4129801684331182","name":"Michael Chua","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4129801684331182","authorIdStr":"4129801684331182"},"htmlText":"What is the price Buffet bought for Snowflake?","listText":"What is the price Buffet bought for Snowflake?","text":"What is the price Buffet bought for Snowflake?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264010340061296","repostId":2403856601,"repostType":2,"repost":{"id":"2403856601","kind":"highlight","pubTimestamp":1705470607,"share":"https://ttm.financial/m/news/2403856601?lang=&edition=fundamental","pubTime":"2024-01-17 13:50","market":"us","language":"en","title":"2 Warren Buffett Growth Stocks Down 52% and 82% to Buy in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2403856601","media":"Motley Fool","summary":"Want to score big wins with quality stocks that trade at big discounts? Take a couple of pages out of Buffett's playbook.","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> will benefit as it plays a crucial role in enhancing AI.  </p></li><li><p><a href=\"https://laohu8.com/S/STNE\">StoneCo</a> trades at a massive discount, even though the business has returned to posting excellent results.</p></li></ul><p><strong>Berkshire Hathaway</strong> (BRK.A 0.02%) (BRK.B 0.08%) CEO Warren Buffett was trained by Benjamin Graham, the father of value investing. By internalizing and applying the skills and principles he learned from Graham and developing his own strategies, Buffett went on to become one of history&#39;s most successful moneymen.</p><p>While the Oracle of Omaha is best known as a value investor, there are also stocks in the Berkshire Hathaway portfolio that have growth-oriented, forward-looking valuations. For investors who are willing to embrace some uncertainty and potential volatility, these Buffett-backed bets could be particularly appealing as long-term investments.</p><p>If you&#39;re looking for potentially explosive opportunities, read on to see why two Motley Fool contributors think that investing in these stocks owned by Berkshire will make you richer in 2024 and beyond.</p><h2 id=\"id_4258795952\">Snowflake is a beaten-down AI stock</h2><p><strong>Parkev Tatevosian:</strong> <strong>Snowflake</strong> is a relatively new stock in the Berkshire Hathaway portfolio. Berkshire invested $735 million in the cloud-based data platform provider just before it went public in September 2020. So far, the investment hasn&#39;t worked out for Berkshire as Snowflake stock is down 52% off its high in recent years.</p><p>Snowflake benefits from the rising effectiveness of artificial intelligence (AI) and the role data plays in developing large language models. I believe that could be an opportunity for long-term investors who believe in the potential of AI expansion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c21a0fabfd0f1652490cf560f312195\" tg-width=\"720\" tg-height=\"451\"/></p><p>SNOW Cash from Operations (TTM) data by YCharts.</p><p>Snowflake as a company is growing fast and has increased its revenue from $97 million in 2019 to $2 billion in 2023. If the role of data continues to dominate the development of AI, it would be reasonable to assume Snowflake&#39;s revenue will continue its upward trajectory. Perhaps more importantly, Snowflake&#39;s revenue growth has led to increased cash flow from operations ($721 million in the trailing 12 months, to be precise). That figure was negative before July 2021.</p><p>The sell-off in Snowflake stock means it&#39;s available to new investors at a relatively fair valuation. Sure, its forward price-to-sales ratio of 17 isn&#39;t cheap, but considering its growth prospects, increase in cash flow, and its role in the development of AI, I&#39;d argue it&#39;s a fair price to pay for long-term investors. After all, Snowflake stock has rarely been cheaper according to this metric in the previous three years.</p><h2 id=\"id_3684152369\">Still down 82%, StoneCo stock is a great buy</h2><p><strong>Keith Noonan: StoneCo</strong> is a Brazil-based financial technologies company that had its initial public offering (IPO) in October 2018. The company quickly attracted a $183 million investment from Berkshire Hathaway but has seen volatile trading in its history as a publicly traded company.</p><p>Thanks to strong momentum for StoneCo&#39;s payment processing business and lending unit, its share price climbed above $94 per share in February 2021. Unfortunately, StoneCo&#39;s lending business collapsed soon after because the company had been relying on incomplete data in Brazil&#39;s national registry system. Making matters worse, many businesses failed or halted operations due to the coronavirus pandemic.</p><p>The fintech specialist ended up with a substantial amount of bad loans in its portfolio. It took big losses on the unit and temporarily paused its operations. StoneCo went through a tough stretch but persevered. Investors now have an opportunity to capitalize on an overlooked stock that&#39;s posting very strong business results.</p><p>While StoneCo is once again ramping up new loan offerings for small and medium-sized businesses (SMBs), its payments business never stopped posting strong performance. The payments segment added more than 316,000 net customers last quarter, bringing its total client count to roughly 3.3 million -- up 40% year over year. This performance helped push the company&#39;s overall revenue up 25% annually, and non-GAAP (adjusted) net income more than quadrupled in the period.</p><p>StoneCo estimates that it will increase its adjusted net income at an average annual rate of 31% each year from 2024 through 2027. There&#39;s some speculation involved here, but with the stock trading at under 13.5 times this year&#39;s expected earnings and the business showing excellent momentum, investors can buy into this potentially explosive growth story at an incredible price.</p><h2 id=\"id_1466432737\">Snowflake and StoneCo could be Berkshire&#39;s most explosive stocks</h2><p>Snowflake and StoneCo have characteristics that make them unusual when compared to most of the other stocks in Berkshire&#39;s portfolio. For starters, both of these growth stocks are riskier, on average, compared to most of Buffett&#39;s bets.</p><p>On the other hand, the added level of risk also comes with the potential to deliver explosive returns for investors -- and both businesses look very promising. With impressive margins, strong sales growth, and huge market opportunities still on the horizon, Snowflake and StoneCo could wind up being some of the biggest gainers in the Berkshire portfolio over the next five years and beyond.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Warren Buffett Growth Stocks Down 52% and 82% to Buy in 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Warren Buffett Growth Stocks Down 52% and 82% to Buy in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-17 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/16/2-warren-buffett-growth-stocks-down-52-and-82-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Snowflake will benefit as it plays a crucial role in enhancing AI.  StoneCo trades at a massive discount, even though the business has returned to posting excellent results.Berkshire Hathaway (BRK.A ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/16/2-warren-buffett-growth-stocks-down-52-and-82-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","SNOW":"Snowflake","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4099":"汽车制造商","LU0971096721.USD":"富达环球金融服务 A","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4176":"多领域控股","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4106":"数据处理与外包服务","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4585":"ETF&股票定投概念","LU0109392836.USD":"富兰克林科技股A","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4227":"交易和支付处理服务","BK4566":"资本集团","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","STNE":"StoneCo","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4535":"淡马锡持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4559":"巴菲特持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","BK4116":"互联网服务与基础架构","BK4588":"碎股"},"source_url":"https://www.fool.com/investing/2024/01/16/2-warren-buffett-growth-stocks-down-52-and-82-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2403856601","content_text":"Snowflake will benefit as it plays a crucial role in enhancing AI.  StoneCo trades at a massive discount, even though the business has returned to posting excellent results.Berkshire Hathaway (BRK.A 0.02%) (BRK.B 0.08%) CEO Warren Buffett was trained by Benjamin Graham, the father of value investing. By internalizing and applying the skills and principles he learned from Graham and developing his own strategies, Buffett went on to become one of history's most successful moneymen.While the Oracle of Omaha is best known as a value investor, there are also stocks in the Berkshire Hathaway portfolio that have growth-oriented, forward-looking valuations. For investors who are willing to embrace some uncertainty and potential volatility, these Buffett-backed bets could be particularly appealing as long-term investments.If you're looking for potentially explosive opportunities, read on to see why two Motley Fool contributors think that investing in these stocks owned by Berkshire will make you richer in 2024 and beyond.Snowflake is a beaten-down AI stockParkev Tatevosian: Snowflake is a relatively new stock in the Berkshire Hathaway portfolio. Berkshire invested $735 million in the cloud-based data platform provider just before it went public in September 2020. So far, the investment hasn't worked out for Berkshire as Snowflake stock is down 52% off its high in recent years.Snowflake benefits from the rising effectiveness of artificial intelligence (AI) and the role data plays in developing large language models. I believe that could be an opportunity for long-term investors who believe in the potential of AI expansion.SNOW Cash from Operations (TTM) data by YCharts.Snowflake as a company is growing fast and has increased its revenue from $97 million in 2019 to $2 billion in 2023. If the role of data continues to dominate the development of AI, it would be reasonable to assume Snowflake's revenue will continue its upward trajectory. Perhaps more importantly, Snowflake's revenue growth has led to increased cash flow from operations ($721 million in the trailing 12 months, to be precise). That figure was negative before July 2021.The sell-off in Snowflake stock means it's available to new investors at a relatively fair valuation. Sure, its forward price-to-sales ratio of 17 isn't cheap, but considering its growth prospects, increase in cash flow, and its role in the development of AI, I'd argue it's a fair price to pay for long-term investors. After all, Snowflake stock has rarely been cheaper according to this metric in the previous three years.Still down 82%, StoneCo stock is a great buyKeith Noonan: StoneCo is a Brazil-based financial technologies company that had its initial public offering (IPO) in October 2018. The company quickly attracted a $183 million investment from Berkshire Hathaway but has seen volatile trading in its history as a publicly traded company.Thanks to strong momentum for StoneCo's payment processing business and lending unit, its share price climbed above $94 per share in February 2021. Unfortunately, StoneCo's lending business collapsed soon after because the company had been relying on incomplete data in Brazil's national registry system. Making matters worse, many businesses failed or halted operations due to the coronavirus pandemic.The fintech specialist ended up with a substantial amount of bad loans in its portfolio. It took big losses on the unit and temporarily paused its operations. StoneCo went through a tough stretch but persevered. Investors now have an opportunity to capitalize on an overlooked stock that's posting very strong business results.While StoneCo is once again ramping up new loan offerings for small and medium-sized businesses (SMBs), its payments business never stopped posting strong performance. The payments segment added more than 316,000 net customers last quarter, bringing its total client count to roughly 3.3 million -- up 40% year over year. This performance helped push the company's overall revenue up 25% annually, and non-GAAP (adjusted) net income more than quadrupled in the period.StoneCo estimates that it will increase its adjusted net income at an average annual rate of 31% each year from 2024 through 2027. There's some speculation involved here, but with the stock trading at under 13.5 times this year's expected earnings and the business showing excellent momentum, investors can buy into this potentially explosive growth story at an incredible price.Snowflake and StoneCo could be Berkshire's most explosive stocksSnowflake and StoneCo have characteristics that make them unusual when compared to most of the other stocks in Berkshire's portfolio. For starters, both of these growth stocks are riskier, on average, compared to most of Buffett's bets.On the other hand, the added level of risk also comes with the potential to deliver explosive returns for investors -- and both businesses look very promising. With impressive margins, strong sales growth, and huge market opportunities still on the horizon, Snowflake and StoneCo could wind up being some of the biggest gainers in the Berkshire portfolio over the next five years and beyond.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":264051847516256,"gmtCreate":1705471761253,"gmtModify":1705471765442,"author":{"id":"4093410373855950","authorId":"4093410373855950","name":"Humbly","avatar":"https://static.tigerbbs.com/cebd1eb0173a5ad49e43baaa7c0252d8","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"4093410373855950","authorIdStr":"4093410373855950"},"htmlText":"The price Warren Buffett pays for Snow Flake is way lower than current price.&nbsp; I will consider if it goes down to below the price Warren Buffett pays for it","listText":"The price Warren Buffett pays for Snow Flake is way lower than current price.&nbsp; I will consider if it goes down to below the price Warren Buffett pays for it","text":"The price Warren Buffett pays for Snow Flake is way lower than current price. I will consider if it goes down to below the price Warren Buffett pays for it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264051847516256","repostId":2403856601,"repostType":2,"repost":{"id":"2403856601","kind":"highlight","pubTimestamp":1705470607,"share":"https://ttm.financial/m/news/2403856601?lang=&edition=fundamental","pubTime":"2024-01-17 13:50","market":"us","language":"en","title":"2 Warren Buffett Growth Stocks Down 52% and 82% to Buy in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2403856601","media":"Motley Fool","summary":"Want to score big wins with quality stocks that trade at big discounts? Take a couple of pages out of Buffett's playbook.","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> will benefit as it plays a crucial role in enhancing AI.  </p></li><li><p><a href=\"https://laohu8.com/S/STNE\">StoneCo</a> trades at a massive discount, even though the business has returned to posting excellent results.</p></li></ul><p><strong>Berkshire Hathaway</strong> (BRK.A 0.02%) (BRK.B 0.08%) CEO Warren Buffett was trained by Benjamin Graham, the father of value investing. By internalizing and applying the skills and principles he learned from Graham and developing his own strategies, Buffett went on to become one of history&#39;s most successful moneymen.</p><p>While the Oracle of Omaha is best known as a value investor, there are also stocks in the Berkshire Hathaway portfolio that have growth-oriented, forward-looking valuations. For investors who are willing to embrace some uncertainty and potential volatility, these Buffett-backed bets could be particularly appealing as long-term investments.</p><p>If you&#39;re looking for potentially explosive opportunities, read on to see why two Motley Fool contributors think that investing in these stocks owned by Berkshire will make you richer in 2024 and beyond.</p><h2 id=\"id_4258795952\">Snowflake is a beaten-down AI stock</h2><p><strong>Parkev Tatevosian:</strong> <strong>Snowflake</strong> is a relatively new stock in the Berkshire Hathaway portfolio. Berkshire invested $735 million in the cloud-based data platform provider just before it went public in September 2020. So far, the investment hasn&#39;t worked out for Berkshire as Snowflake stock is down 52% off its high in recent years.</p><p>Snowflake benefits from the rising effectiveness of artificial intelligence (AI) and the role data plays in developing large language models. I believe that could be an opportunity for long-term investors who believe in the potential of AI expansion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c21a0fabfd0f1652490cf560f312195\" tg-width=\"720\" tg-height=\"451\"/></p><p>SNOW Cash from Operations (TTM) data by YCharts.</p><p>Snowflake as a company is growing fast and has increased its revenue from $97 million in 2019 to $2 billion in 2023. If the role of data continues to dominate the development of AI, it would be reasonable to assume Snowflake&#39;s revenue will continue its upward trajectory. Perhaps more importantly, Snowflake&#39;s revenue growth has led to increased cash flow from operations ($721 million in the trailing 12 months, to be precise). That figure was negative before July 2021.</p><p>The sell-off in Snowflake stock means it&#39;s available to new investors at a relatively fair valuation. Sure, its forward price-to-sales ratio of 17 isn&#39;t cheap, but considering its growth prospects, increase in cash flow, and its role in the development of AI, I&#39;d argue it&#39;s a fair price to pay for long-term investors. After all, Snowflake stock has rarely been cheaper according to this metric in the previous three years.</p><h2 id=\"id_3684152369\">Still down 82%, StoneCo stock is a great buy</h2><p><strong>Keith Noonan: StoneCo</strong> is a Brazil-based financial technologies company that had its initial public offering (IPO) in October 2018. The company quickly attracted a $183 million investment from Berkshire Hathaway but has seen volatile trading in its history as a publicly traded company.</p><p>Thanks to strong momentum for StoneCo&#39;s payment processing business and lending unit, its share price climbed above $94 per share in February 2021. Unfortunately, StoneCo&#39;s lending business collapsed soon after because the company had been relying on incomplete data in Brazil&#39;s national registry system. Making matters worse, many businesses failed or halted operations due to the coronavirus pandemic.</p><p>The fintech specialist ended up with a substantial amount of bad loans in its portfolio. It took big losses on the unit and temporarily paused its operations. StoneCo went through a tough stretch but persevered. Investors now have an opportunity to capitalize on an overlooked stock that&#39;s posting very strong business results.</p><p>While StoneCo is once again ramping up new loan offerings for small and medium-sized businesses (SMBs), its payments business never stopped posting strong performance. The payments segment added more than 316,000 net customers last quarter, bringing its total client count to roughly 3.3 million -- up 40% year over year. This performance helped push the company&#39;s overall revenue up 25% annually, and non-GAAP (adjusted) net income more than quadrupled in the period.</p><p>StoneCo estimates that it will increase its adjusted net income at an average annual rate of 31% each year from 2024 through 2027. There&#39;s some speculation involved here, but with the stock trading at under 13.5 times this year&#39;s expected earnings and the business showing excellent momentum, investors can buy into this potentially explosive growth story at an incredible price.</p><h2 id=\"id_1466432737\">Snowflake and StoneCo could be Berkshire&#39;s most explosive stocks</h2><p>Snowflake and StoneCo have characteristics that make them unusual when compared to most of the other stocks in Berkshire&#39;s portfolio. For starters, both of these growth stocks are riskier, on average, compared to most of Buffett&#39;s bets.</p><p>On the other hand, the added level of risk also comes with the potential to deliver explosive returns for investors -- and both businesses look very promising. With impressive margins, strong sales growth, and huge market opportunities still on the horizon, Snowflake and StoneCo could wind up being some of the biggest gainers in the Berkshire portfolio over the next five years and beyond.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Warren Buffett Growth Stocks Down 52% and 82% to Buy in 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Warren Buffett Growth Stocks Down 52% and 82% to Buy in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-17 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/16/2-warren-buffett-growth-stocks-down-52-and-82-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Snowflake will benefit as it plays a crucial role in enhancing AI.  StoneCo trades at a massive discount, even though the business has returned to posting excellent results.Berkshire Hathaway (BRK.A ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/16/2-warren-buffett-growth-stocks-down-52-and-82-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","SNOW":"Snowflake","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4099":"汽车制造商","LU0971096721.USD":"富达环球金融服务 A","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4176":"多领域控股","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4106":"数据处理与外包服务","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4585":"ETF&股票定投概念","LU0109392836.USD":"富兰克林科技股A","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4227":"交易和支付处理服务","BK4566":"资本集团","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","STNE":"StoneCo","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4535":"淡马锡持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4559":"巴菲特持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","BK4116":"互联网服务与基础架构","BK4588":"碎股"},"source_url":"https://www.fool.com/investing/2024/01/16/2-warren-buffett-growth-stocks-down-52-and-82-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2403856601","content_text":"Snowflake will benefit as it plays a crucial role in enhancing AI.  StoneCo trades at a massive discount, even though the business has returned to posting excellent results.Berkshire Hathaway (BRK.A 0.02%) (BRK.B 0.08%) CEO Warren Buffett was trained by Benjamin Graham, the father of value investing. By internalizing and applying the skills and principles he learned from Graham and developing his own strategies, Buffett went on to become one of history's most successful moneymen.While the Oracle of Omaha is best known as a value investor, there are also stocks in the Berkshire Hathaway portfolio that have growth-oriented, forward-looking valuations. For investors who are willing to embrace some uncertainty and potential volatility, these Buffett-backed bets could be particularly appealing as long-term investments.If you're looking for potentially explosive opportunities, read on to see why two Motley Fool contributors think that investing in these stocks owned by Berkshire will make you richer in 2024 and beyond.Snowflake is a beaten-down AI stockParkev Tatevosian: Snowflake is a relatively new stock in the Berkshire Hathaway portfolio. Berkshire invested $735 million in the cloud-based data platform provider just before it went public in September 2020. So far, the investment hasn't worked out for Berkshire as Snowflake stock is down 52% off its high in recent years.Snowflake benefits from the rising effectiveness of artificial intelligence (AI) and the role data plays in developing large language models. I believe that could be an opportunity for long-term investors who believe in the potential of AI expansion.SNOW Cash from Operations (TTM) data by YCharts.Snowflake as a company is growing fast and has increased its revenue from $97 million in 2019 to $2 billion in 2023. If the role of data continues to dominate the development of AI, it would be reasonable to assume Snowflake's revenue will continue its upward trajectory. Perhaps more importantly, Snowflake's revenue growth has led to increased cash flow from operations ($721 million in the trailing 12 months, to be precise). That figure was negative before July 2021.The sell-off in Snowflake stock means it's available to new investors at a relatively fair valuation. Sure, its forward price-to-sales ratio of 17 isn't cheap, but considering its growth prospects, increase in cash flow, and its role in the development of AI, I'd argue it's a fair price to pay for long-term investors. After all, Snowflake stock has rarely been cheaper according to this metric in the previous three years.Still down 82%, StoneCo stock is a great buyKeith Noonan: StoneCo is a Brazil-based financial technologies company that had its initial public offering (IPO) in October 2018. The company quickly attracted a $183 million investment from Berkshire Hathaway but has seen volatile trading in its history as a publicly traded company.Thanks to strong momentum for StoneCo's payment processing business and lending unit, its share price climbed above $94 per share in February 2021. Unfortunately, StoneCo's lending business collapsed soon after because the company had been relying on incomplete data in Brazil's national registry system. Making matters worse, many businesses failed or halted operations due to the coronavirus pandemic.The fintech specialist ended up with a substantial amount of bad loans in its portfolio. It took big losses on the unit and temporarily paused its operations. StoneCo went through a tough stretch but persevered. Investors now have an opportunity to capitalize on an overlooked stock that's posting very strong business results.While StoneCo is once again ramping up new loan offerings for small and medium-sized businesses (SMBs), its payments business never stopped posting strong performance. The payments segment added more than 316,000 net customers last quarter, bringing its total client count to roughly 3.3 million -- up 40% year over year. This performance helped push the company's overall revenue up 25% annually, and non-GAAP (adjusted) net income more than quadrupled in the period.StoneCo estimates that it will increase its adjusted net income at an average annual rate of 31% each year from 2024 through 2027. There's some speculation involved here, but with the stock trading at under 13.5 times this year's expected earnings and the business showing excellent momentum, investors can buy into this potentially explosive growth story at an incredible price.Snowflake and StoneCo could be Berkshire's most explosive stocksSnowflake and StoneCo have characteristics that make them unusual when compared to most of the other stocks in Berkshire's portfolio. For starters, both of these growth stocks are riskier, on average, compared to most of Buffett's bets.On the other hand, the added level of risk also comes with the potential to deliver explosive returns for investors -- and both businesses look very promising. With impressive margins, strong sales growth, and huge market opportunities still on the horizon, Snowflake and StoneCo could wind up being some of the biggest gainers in the Berkshire portfolio over the next five years and beyond.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":17,"commentSize":2,"repostSize":2,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}