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

About this episode

The episode discusses Greg Abel's first shareholder letter for Berkshire Hathaway, focusing on his operating framework and capital allocation principles.

00:00 Intro01:15 First impressions of the letter07:50 Greg’s operating framework for BRK16:29 Capital allocation principles21:39 Berkshire’s 2025 performance29:40 Equity investments34:10 Berkshire’s size is its own prison36:50 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...

People in this episode

Hosts: Andrew Kuhn, Geoff Gannon

Topics covered

• Berkshire Hathaway
• Greg Abel
• capital allocation
• equity investments
• performance analysis

Keywords

• Berkshire Hathaway
• Greg Abel
• shareholder letter
• capital allocation
• equity investments

Mentioned in this episode

Organizations: Berkshire Hathaway, Inside Arbitrage

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