The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and analyst Jason Moser discuss topics across the investing world.

Right now, we know all about Buffett's big four stocks: Coca-Cola, Wells Fargo, American Express, and IBM. Buffett built up a big position in IBM, even though he's been traditionally leery of tech stocks. This company has performed extremely well as of late, however, and Berkshire now owns 5.5% of shares outstanding. Jason likes the stock as well, and he walks us through the bullish case.

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