Subject: Re: BRK's value post Buffett
Hello Berkfan,
I very much appreciate and relate to your position talk. I too, am relatively (total portfolio considered) very long BRK. Filling Buffett's shoes is a daunting task. Speaking of a daunting task, one of my most personal ones is my bias to compare Greg and Warren.
Buffett's leadership - Rich in investment understanding and long-term vision.
Abel - Rich in strong operational focus and demonstrated strong track record in managing the Energy biz which is quite large and complex.
Greg will never be Warren and have decided to: 1. Trust Warren’s replacement judgment and 2. do nothing but wait and watch what post Buffett-era brings.
Perpetual Wealth & Happiness to you and yours.
Silverlinin