No. of Recommendations: 1
stocks.apple.com: What to Watch in Berkshire’s Earnings, Buffett’s Shareholder Lettermay require a sub...
Usual stuff.
With Charlie gone it would seem a great time to feature Abel more along with Ted and Todd. I am probably in a minority here in wanting to know how their performance is.
"While Buffett is likely to devote part of the shareholder letter to Charlie Munger, his longtime partner and friend, who died in late 2023 at 99, investors will also be watching for comments on Berkshire stock, financial markets, the economy and any new thoughts on succession and a post-Buffett Berkshire. Berkshire vice chairman Greg Abel, who oversees the company’s noninsurance businesses, has been designated as the likely successor to Buffett, 93.
Todd Combs and Ted Wechsler, who run about 10% of the Berkshire equity portfolio of some $350 billion, are expected to oversee the entire amount, but Buffett has said and written little about them in recent years. One particular area of interest is how they are performing relative to the S&P 500 index.
