Berkshire Hathaway: Warren Buffett Steps Down As Chairman While Higher Rates Turn The Cash Pile Into A Bigger Asset

Berkshire Hathaway is well-positioned for higher rates, with $324.9B in T-bills repricing upward and a $177.5B insurance float funding growth. Succession concerns are overblown; Greg Abel has delivered 16–18% YoY operating earnings growth, restarted buybacks, and turned Berkshire into a net equity buyer. BHE, with $148.3B in assets and 11,000 MW of contracted data center demand, is an overlooked growth engine, retaining all earnings for reinvestment. At 1.46x book and just 3.93% up YoY, BRK.B trades below intrinsic value despite double-digit operating earnings growth and robust capital deployment.

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