“I also believe that such changes will take time as BRK adjusts to a different competitive world. There will be lots to be sorted out with the Board of Directions about BRK's future directions.”

I wonder. Warren has made a lot of handshake agreements with dozens of owners of a lot of our businesses that Berkshire will be their permanent home. Some of these businesses honestly may have been more interesting and vital contributors to Berkshire in yesteryear. However, many now may be focused in less relevant industries, may be less productive, relatively stagnant and not really contribute much to moving the BRK needle. I wonder whether Greg will be more inclined to consider selling some of these businesses to interested PE types or whether he would rather honor Warren’s approach to strive to keep them within the BRK family, as long as they are not costing us money year after year.

What do you shrewds think? How do you see it playing out? Thanks

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