Warren Buffett Stocks: Nu Holdings & VeriSign Outperform

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By Jason Walker

Warren Buffett’s longstanding approach to value investing has firmly positioned Berkshire Hathaway as a major conglomerate built on disciplined investment principles. In 2025, two stocks in particular have risen noticeably: Nu Holdings and VeriSign, with the former experiencing a significant upward movement of over 15% and the latter enjoying a solid growth performance as well.

Nu Holdings: Robust Expansion in Latin America

Despite encountering a steep correction earlier in the year, Nu Holdings has managed to surge by 15% in 2025, reaching a price level of 11.95 dollars. Although the current valuation remains approximately 25% below this year’s peak, the company’s strong financial performance and market presence underline its long-term potential.

In the final quarter of 2024, Nu Holdings welcomed 4.5 million new customers, bringing its total in Brazil, Mexico, and Colombia to 114.2 million. This represents a notable annual growth of 22%. Specifically:

  • In Brazil, the firm now serves 58% of the adult population and ranks as the third largest financial institution by customer count.
  • In Mexico, customer numbers have exceeded 10 million, with deposits rising 438% to reach 4.5 billion dollars.
  • In Colombia, deposits soared to 1.3 billion dollars within six months following the introduction of current accounts.

Moreover, the company has significantly bolstered its deposit base by 55%, attaining a total of 28.9 billion dollars. A concurrent 45% increase in its loan portfolio—largely driven by a boost in secured credit in Brazil—further demonstrates its operational expansion.

However, some market observers caution that ongoing investments in new initiatives such as travel, payment solutions, and telecommunications might exert pressure on profit margins. Additionally, macroeconomic uncertainties in Brazil may pose risks to its credit expansion strategy. Even so, Nu Holdings’ scale, loyal customer base, and cost-efficient digital model continue to render it an attractive prospect for long-term investors.

VeriSign: Consistency in the Tech Sector

VeriSign has also shown a commendable performance in 2025, with its share price moving to 242.21 dollars and marking a 17% growth. Berkshire Hathaway first established a position in VeriSign in 2012, acquiring 3.69 million shares at an average price of 41.62 dollars. After increasing its holdings until 2014, Buffett has maintained a consistent stance on the stock ever since.

Aligned with Buffett’s investment philosophy, VeriSign benefits from its near-monopoly in the domain registration market, managing key domain extensions under contracts valid until 2030 and 2029. The company has continuously renewed these rights over the years, reinforcing its strategic foothold.

The financial trajectory of VeriSign has remained steady: revenues grew by 4% in 2024 to reach 1.56 billion dollars. Although net income fluctuated—registering a 21% boost in 2023 to 818 million dollars, followed by a slight 4% dip in 2024 to settle at 786 million dollars—the overall performance highlights its dependable position in the tech sector.

Even as a number of investors express concerns over long-term growth prospects, the combination of stable revenue streams and an entrenched market position helps maintain VeriSign’s reputation as a reliable investment. For those seeking a more conservative strategy, Berkshire Hathaway itself continues to offer a diverse portfolio of value-driven enterprises and has achieved a 15% return in 2025.

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