No. of Recommendations: 3
@ultimatespinach, great observations and perceptive read on where the puck is going!
You allow the leader to play what they are good at. “Don’t hand a violin to a piano virtuoso, especially when they get on the big stage”- Buffett
I’m mentally prepared for an operations heavy, captive capital allocating Berkshire 2.0. The transition started in the 1990’s and likely picks up speed over the coming decades. The occasional partial ownership likely continues albeit in shrinking proportion. Welcome to boring.
