It's clear he has a better overall grasp of the businesses than Warren did. He doesn't have the charisma and he hasn't cut his teeth on the big deals yet but I feel a lot more comfortable.


I was quite impressed with Greg. He seems rational, objective and has significantly greater grasp of business operations. I particularly that he went out of the way to draw attention to areas of the business that were signficantly lagging comparable metrics in peer groups.

I saw everything realistically I expect from the new Berkshire CEO. The last years of the Munger and Buffett AGMs had become more of a self-satisfied religious gathering than a business meeting. The time had clearly come to transition and to his credit Buffett acted in time.

Lack of charisma etc is totally irrelevant to me as long as he is not prone to impulse driven transactions. There is no sign that is going to be the case.

Jain seems mentally sharp and the team looks good. Ajit is 74 after all and clearly has some phsyical issue but it doesn't seem to be hampering him in his ability to do his role.

Overall looks like a pretty solid new team at the helm.