We don't really have to worry about analyzing what will happen post Buffett. We already can see it. I'm saying this with 40% of my net worth in the stock, so I am not throwing stones, I wrestle with how to handle this position.

Under Abel's watch, BNSF has performed poorly, he has been in charge of the non-insurance operations since 2018.

Under Jain's watch, GEICO has lost to progressive quite handily. He is very honest about how GEICO has lagged, great, I love honesty, but where is the performance?

This has not hurt overall stock performance, however.

Greg is complete corporate-ese when he talks. "my team, the team, etc..."- he doesn't answer questions directly either. Becky Quick asked him straight up "will you be buying more Berkshire stock..."- Abel: "i will always be investing in Berkshire". Simple answer would have been, "I will buy more, sure, depending on valuation, and my personal circumstances"

Greg was the default pick, Sokol was the number one choice, Buffett has blind spots.

I am talking myself into selling some :)