The Greg Abel data center story is fascinating - shows he's already thinking like a CEO about capital alocation and not chasing growth for growth's sake. Telling a hyperscaler "only if it doesn't hurt existing customers" is exactly the kind of disciplined thinking that made Berkshire what it is.
Also interesting to see iPhone 17 doing well while the iPhone Air flops. Sometimes even Apple misreads what customers want. The fact that the Pro Max is selling better with carrier subsidies makes sense - people always want the best when someone else is helping foot the bil.
Realy interesting to see Greg Abel starting to engage more directly with the insurance side ahead of the CEO transiton. The data center energy play he mentioned is fasinating - sounds like he's applying classic Buffett discipline about not chasing growth if it means compromising existing customer relationships. That's the kind of long-term thinking that's kept Berkshire's utilities business solid for decades. Also, the iPhone 17 surge is good news for Berkshire's Apple position, even tho they've trimmed it significantly over the past year or so.
I don't know why, but suddenly I want a Fanta. XD
The Greg Abel data center story is fascinating - shows he's already thinking like a CEO about capital alocation and not chasing growth for growth's sake. Telling a hyperscaler "only if it doesn't hurt existing customers" is exactly the kind of disciplined thinking that made Berkshire what it is.
Also interesting to see iPhone 17 doing well while the iPhone Air flops. Sometimes even Apple misreads what customers want. The fact that the Pro Max is selling better with carrier subsidies makes sense - people always want the best when someone else is helping foot the bil.
Realy interesting to see Greg Abel starting to engage more directly with the insurance side ahead of the CEO transiton. The data center energy play he mentioned is fasinating - sounds like he's applying classic Buffett discipline about not chasing growth if it means compromising existing customer relationships. That's the kind of long-term thinking that's kept Berkshire's utilities business solid for decades. Also, the iPhone 17 surge is good news for Berkshire's Apple position, even tho they've trimmed it significantly over the past year or so.
Berkshire left 50 billion on the table based on current @aapl price…still the single greatest trade of all time
You sound like Andrew Bary (Barron's) who is always harping about "Money Left On The Table" by Warren Buffett. Please give it a rest.