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.
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 reveal a broader wager on infrastructure, scarcity and Greg Abel’s capital-allocation discipline.
