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Leadership transition coupled with concrete 13F purchases in GOOG, DAL, and M may bolster investor confidence and attract funds, especially as Berkshire outperforms index stats. However, the impact hinges on Abel's ability to sustain alpha and manage large cap tech exposures, which historically can drift with earnings and macro headwinds.
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Greg Abel's early-year leadership coincides with Berkshire Hathaway's record-high shares and a strategic pivot in holdings. The 13F shows Berkshire adding Alphabet, Delta, and Macy's while exiting Buffett-era bets, with mixed results to date. If Abel sustains early alpha and maintains disciplined allocation, Berkshire could continue to outperform the broader market.
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