antiti
05-02

5 questions that could be asked at Berkshire Hathaway’s annual meeting:

  1. How should we assess Greg Abel’s investment capabilities?
    Beyond Berkshire Hathaway Energy, what investments or capital decisions has Abel led or influenced, and what’s his approach to stock selection?

  2. Who will succeed Ajit Jain?
    Is there a clear successor for Jain, and could Combs or others from within the company be in line to take over insurance operations?

  3. Is Berkshire facing a conglomerate capital allocation problem?
    Are subsidiaries underinvesting due to centralized capital control, and is this hurting innovation or long-term growth?

  4. Are legacy stock holdings like Coca-Cola and American Express still untouchable?
    Does recent trimming of large positions like Apple suggest Berkshire could eventually sell even its most iconic long-held stakes?

  5. What is the reasoning behind Berkshire’s growing cash hoard?

    This capital can be used to buy back a ton of stock and also potentially issue a special one-time dividend, as well as a small regular quarterly or annual dividend.

Berkshire Plunges 5%: Buy the Dip or Exit as Buffett Retires?
Buffett announced that he would step down as CEO of Berkshire Hathaway by the end of the year. BRK.B stock falls 5% during trading. Buffett stated that he has no plans to sell his shares in Japan’s five major trading houses for a long time. -------- Will you buy the dip as the stock falls? Or stay away as the future is uncertain? Will you turn to Japanese stocks?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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