How Greg Abel Is Quietly Reshaping Berkshire Hathaway

What this episode covers

Greg Abel has spent nearly $17 billion on acquisitions since taking over Berkshire's investment portfolio, moving into tech and away from the classic Buffett playbook. Lucas and Luna break down the home builder purchase, the new tech bets, and what it means for value investors. Is Abel channeling Buffett or forging his own path? They also discuss how Berkshire's cash pile is being deployed differently in a flat rate environment, and why the market is still pricing the stock like a slow-moving insurance company despite accelerating M&A activity. A must-listen for anyone tracking the evolution of value investing under new leadership. #GregAbel #BerkshireHathaway #ValueInvesting #Buffett #MergersAndAcquisitions #TechStocks #HomeBuilders #BerkshirePortfolio #MoatInvesting #CashDeployment #FlatRateEnvironment #InsuranceFloat #DealMaking #LongTermValue #Finance #StockMarket #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Value Investing Podcast with Fexingo: Buffett, Graham, and Long-Term Stock Picking?

This episode is 7 minutes long.

When was this The Value Investing Podcast with Fexingo: Buffett, Graham, and Long-Term Stock Picking episode published?

This episode was published on June 2, 2026.

What is this episode about?

Greg Abel has spent nearly $17 billion on acquisitions since taking over Berkshire's investment portfolio, moving into tech and away from the classic Buffett playbook. Lucas and Luna break down the home builder purchase, the new tech bets, and what...

Can I download this The Value Investing Podcast with Fexingo: Buffett, Graham, and Long-Term Stock Picking episode?

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