“As of March 31, 2026, Berkshire Hathaway maintains an exceptionally strong capital base of $727.2 billion, supported by significant liquidity.“

I attended to Berkshire weekend with my son. First time for both of us. We met Ted Weschler this morning at the Brooks Invest in Yourself 5k.

Greg did a great job at the meeting and is surrounded by an outstanding team. He sounds like he is on a mission to turn the dial a little on driving these businesses forward.

Ajit was brilliant at the meetings. Telling his team to keep saying no until the opportunity hits you over the head like 2 by 4: then call me.

Warren’s comments on the market being like a gambling casino in parts was telling.

I got a strong impression from talking to employees that the culture of delivering for customers is very real and embedded throughout the organisation. But my main sense is that Berkshire is locked and loaded and these guys are calmly waiting and reading. When the bell rings everyone at Berkshire knows what to do.

Also found the whole weekend to be fantastically well organised and easy to enjoy one amazing experience after another.

Met so many salt of the earth people. I wrote to Warren recently and got a letter back from him. Such a high class person.

What a special company. Greg has been dealt a great hand and will have little difficulty playing it out as well as Tim Cook did at Apple.

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