Matthew Frankel owns shares of Berkshire Hathaway. If that is the case, here are three stocks our analysts believe are well-positioned to outperform the broad market: : In an inflationary environment, you want to own shares of companies with a competitive moat that can pass on cost increases to their customers via higher prices. The indirect benefit comes from the fact that inflation is generally a sign of a growing, healthy economy, which means that people are more comfortable making big purchases (more loans), and fewer consumers have trouble paying their bills (lower default rate).