Berkshire Hathaway: Greg Abel Gets Busier Buying

Berkshire Hathaway is executing a more active investment strategy under CEO Greg Abel, expanding beyond prior conservatism. Q2 saw significant capital deployment: major additions to Alphabet and Delta, announcement of the $6.8B Taylor Morrison acquisition, and $4.4B in buybacks. Operational improvements continued in insurance, BNSF, and BHE. My sum-of-the-parts valuation now shows a 12.7% premium to market price.