Warren Buffett’s Annual Letter Is Coming. He Could Address Succession, a Dividend, the Stock Market, and More. - Barron's
1. Buffett’s annual letter will address succession plans and post-retirement strategy. It hints at future governance changes. 2. Berkshire reported record operating earnings and a record stock price. This reinforces BRK.B’s strong operational position. 3. The letter raises questions on huge cash reserves and the policy on buybacks. Investors await clarity on dividend and repurchase strategies. 4. Focus on the roles of investment managers and key divisions is evident. It highlights potential long‐term strategic shifts.