In Case You Missed It: Berkshire AGM Debrief + Valuation Update
17th Annual Gabelli Panel
VALUExBRK
Ajit Jain’s Successor Named (WSJ)
This is big news. I'm hoping he’ll join Ajit and Greg on stage next year.
Sue Decker on CNBC: Execution is More Important Than Capital Allocation
A great interview! Some really interesting points and comparisons about Berkshire.
Going A Little Deeper on Changes at BNSF
Lubrizol and AI Cooling
I don’t usually think about Lubrizol and AI being connected, but this shows how the company is important to many industries beyond traditional oil/gas.
This week in Berkshire History
May 3, 2025: Warren Buffett announces his retirement at the end of the 2025 annual meeting and recommends that Greg Abel take over as president and CEO beginning January 1, 2026.
That’s it for this week. Hit reply and let me know what you think. What have you been reading that’s worth sharing? Let me know in the comments.
Stay Rational!
Adam
Order the 2nd Edition Now!
