No. of Recommendations: 2
“ …When thinking of all this, one thing keeps nagging at me and it’s BRK’s board. Of course, all the board members are highly qualified and highly respected people; I have no issue with anyone in particular. But when thinking of the future of BRK, and even the recent past, I get this sense that this board is kind of out of date and maybe not best equipped to oversee BRK. Yes, it is great, if not perfect, in maintaining the culture at BRK…”
The aging and “old school”board was much more of a factor years ago with Scott, Murphy Sr., Gottesman, Charlie & Olson.
Dimon or Bezos would be great potential additions imo. Tim Cook would be great, perhaps when he slows down, or perhaps a Larry Page/Sergey Brin type given how AI, tech and cloud are impacting the future of business.
I’m excited to read and re-read Greg’s letter in a couple weeks and hope it is lengthy with some valuable insight into his vision.