Globalization portfolio

Archer Aviation is a manufacturer and technology company producing innovative electric vertical take-off and landing (eVTOL) aircraft. Archer is a key player in the growing urban air mobility (UAM) industry. Its mission is to revolutionize urban transportation by developing environmentally friendly and efficient electric aircraft for short-haul urban air travel. The company has some big backers and recently received a $215 million investment from a consortium that included Stellantis, Boeing and United Airlines. Meanwhile, legendary Wall Street investor Cathie Wood is loading up on shares of the company. In the last 2 months, she bought 6,005,798 shares through her ARKK, ARKQ, and ARKX ETFs.

Microsoft has strong growth catalysts from its gaming, cloud computing and artificial intelligence businesses. For the first quarter of fiscal 2024 (ended September 30), Microsoft's revenue rose 13% year over year to $56.5 billion. The better-than-expected results also boosted net income significantly, with diluted earnings per share (EPS) of $2.99 up by 27%.

Ferrari is a leading designer and manufacturer of sports cars. Its products include models such as the 458 Italia, 488 GTB, 458 Spider, 488 Spider, F12 Berlinetta, 458 Speciale and 458 Speciale A, to name a few. At Berkshire's 2023 annual meeting, Buffett acknowledged that Ferrari "occupies a special place" in the auto industry, recognizing its strong brand.

Kosmos Energy specializes in the exploration and production of oil and natural gas. With a particular focus on offshore drilling, Kosmos Energy operates in various regions of the world, with a particular focus on Africa. It has large production assets offshore Ghana and Equatorial Guinea and is involved in gas development offshore Mauritania and Senegal, as well as in the Gulf of Mexico.