BRK.B Ticker Curator

Greg Abel upholds BRK.B's share buyback strategy, fueled by stable subsidiaries in transportation/energy generating billions in dividends.

• BRK.B P/E...

• Prioritize debt payoff: High-interest credit card debt (18-21%) kills savings—pay it off before BRK.B investments for a guaranteed double-digit...

Key boost for BRK.B in Greg Abel's first earnings season:

• Liability cut: U.S. appeals court trims PacifiCorp wildfire exposure by >$1B, easing BHE...

AXP shines with premium brand drawing wealthy, high-spend customers and low charge-offs.

• Successful fee hikes ($200 Platinum '25, $75 Gold '24) fuel...

Greg Abel's first shareholder letter spotlights nine core positions – all wonderful businesses with wide moats – holding ~60% of Berkshire's $320B...

• Sumitomo Mitsui Trust trimmed Chubb by 2.9% in Q4, holding 1.026M shares worth $320.25M (0.26% of firm).
• BRK's dominance: Owns 31.3M shares...

Geopolitical shrug: Buffett calls the Iran war-induced Q1 plunge – Nasdaq down 7%, S&P 5%, Dow 4% – 'nothing' to get excited about, far milder than...

American Express vs. Visa—these financial stocks have lopsided weightings in the Berkshire portfolio, yet both deemed high-quality, raising the key question for BRK.B investors on superior value.

Derivatives gains over $1.5B drove BRK.B's quarterly GAAP net income to $3.3B, but Buffett publicly overlooks these volatile figures in favor of operating results.

In Warren Buffett's last quarter as CEO, Berkshire Hathaway sold more equities than it bought, continuing to whittle away at its big Apple and Bank of stakes.

• 2023 Prediction: Buffett foresaw end of US economy's incredible period by 2023 end, with BRK businesses reporting lower earnings.
• Market...

CEO Stock Purchases

• 🔥 Salary Investment: Greg Abel spent his entire after-tax salary of around $15 million on 21 Berkshire Class A shares at...

Key valuation signals post Yen issuance and Abel's Japan push:

• ¥272B Yen bonds raised at 2.077%-4.037% coupons, pairing with Greg Abel’s focus on...

Bold CEO alignment: New chief Greg Abel spent his entire ~$15M after-tax pay on 21 Class A shares at ~$730K each, totaling $15.3M.

• Ongoing pledge:...

• Iran war whipsaw ends with violent ceasefire rally: S&P +3% weekly, +8.2% round-trip from March lows
• WTI crude plunges 16.4% to $94.41, largest...

• Book value limited: Easily calculated but often understates intrinsic value at Berkshire, as businesses are worth far more than carrying values.
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New CEO Greg Abel shows strong confidence in BRK.B undervaluation:

• Bought $226M in BRK stock in March 2026
• Restarted share repurchases at 1.4x...

Insurance Legal Win

• 🔥 Court Rules No Coverage Duty: A federal court ruled that a Berkshire Hathaway insurance unit has no duty to defend or pay...

Key win for Berkshire's National Liability & Fire:

• Federal court rules no duty to defend or indemnify lawyer accused of diverting $2M for...

Greg Abel's early CEO moves highlight aggressive capital deployment:

• Resumed BRK repurchases with $226M bought in March amid $373B cash pile.
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