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Home > Focused Compounding > Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter
Podcast: Focused Compounding
Episode:

Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter
Category: Business
Duration: 00:41:17
Publish Date: 2026-04-03 14:07:02
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
Total Play: 0