Subject: Re: brk, the bullish case, from GG,
Conclusion
Greg Abel upgraded the content of the 2026 Berkshire Hathaway Annual Meeting with his detailed review of the business segments. He also gave more visibility to the next levels of leadership at Berkshire, showed how the company is using technology to get more efficient, and reaffirmed the culture around capital allocation. While the margin of safety to my intrinsic value estimate is still a little narrow, other considerations, such as price/book and the resumption of buybacks, suggest the stock is in Buy territory. The reassurance provided in the meeting on the quality of leadership and sustained culture is another factor supporting an upgrade to the shares.
This article was written by

Gary Gambino"