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...

Focused Compounding

Andrew Kuhn and Geoff Gannon

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

APR 3, 202641 MIN
Focused Compounding

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

APR 3, 202641 MIN

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 🔍 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: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/discla...