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

Focused Compounding by Andrew Kuhn and Geoff Gannon

Apr 3, 202641:17Business

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...

About This Episode

Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter is an episode from Focused Compounding by Andrew Kuhn and Geoff Gannon. 00:00 Intro 01:15 First impressions of the letter 07:50 Greg’s operating framework for BRK 16:29 Capital...

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Published Apr 3, 2026, 41:17 long, audio available.

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