Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter - podcast episode cover

Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter

Apr 03, 202641 minEp. 476
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

00:00 Intro
01:15 First impressions of the letter
07:50 Greg’s operating framework for BRK
16:29 Capital allocation principles
21:39 Berkshire’s 2025 performance
29:40 Equity investments
34:10 Berkshire’s size is its own prison
36:50 Takeaways

🔍 Want access to an event-driven monitor?

Sign up here: https://www.insidearbitrage.com/speci...

📰 Interested in our free weekly newsletter?

Subscribe now: https://t.co/I65UzM4uFB

📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

🐦 Twitter: @Focusedcompound

✉️ Email: info@focusedcompounding.com

Important: Read our Disclaimer: https://focusedcompounding.com/discla...

For the best experience, listen in Metacast app for iOS or Android