Berkshire Hathaway Buybacks Turn Succession Into a Capital Allocation Test
Berkshire’s $9.6 billion quarterly buyback tests Greg Abel’s valuation discipline as insurance weakens and operating businesses diverge.
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Berkshire Hathaway Succession Turns the Buffett Premium Into a Governance Test
Berkshire Hathaway succession separates capital allocation from cultural oversight, turning the Buffett premium into a measurable governance test.
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Berkshire’s $20 Billion Pivot: Why Alphabet, Airlines and Homebuilders Signal a New Capital-Allocation Regime
Berkshire ended a fourteen-quarter run of net stock selling by deploying nearly $20 billion into equities. Alphabet dominates the shift, but Delta and homebuilders…
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