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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: newfydog ✸⎊  😊 😞
Number: of 15060 
Subject: Re: BRK's value post Buffett
Date: 01/30/2025 2:29 PM
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No. of Recommendations: 8
Buffett's leadership - Rich in investment understanding and long-term vision.
Abel - Rich in strong operational focus and demonstrated strong track record in managing the Energy biz which is quite large and complex.

That sounds like a good thing. The founder is not always the best manager as a company evolves. I read an article on the evolution of oil companies that described what is the most important expertise as a company matures. At start-up, the key people are geologists and landmen with imagination and vision coupled with risk assessment abilities. Mid -cycle, production engineers are the key. Late cycle, financial management is most important. A super manager evolves and matures with the company, and Warren has done that as well as anyone, but going forward the company has changed into something extremely large, and operations and efficiency are more important than looking for company changing opportunities.
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