Chubb is a primary buy pick due to its very strong business model and wise use of generated capital.
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3 stocks based on Buffett test?
Ticker Take with Jon ErlichmanMay 31, 2026
This video discusses three stocks identified by investor Dave O'Driscoll based on Warren Buffett's return on invested capital metric. The stocks mentioned are ASML, Lam Research, and Chubb, all of which are highlighted for their strong business models and capital management, with ASML and Lam Research also benefiting from the AI boom.
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Lam Research is a primary buy pick, benefiting from the AI boom and offering Asian market diversification.
ASML is a primary buy pick due to its benefit from the AI boom, European diversification, and strong capital stewardship.
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