

#BerkshireHathaway #WarrenBuffett #BRKBStock And whether Berkshire stock is still a buy without Buffett in charge. In this bonus episode of The Morning Filter podcast, co-host Susan Dziubinski talks with Morningstar senior analyst Gregg Warren about Berkshire Hathaway now that Warren Buffett has stepped down as CEO. They cover where new CEO Greg Abel might focus his efforts first, how likely it is that Berkshire will make an acquisition in the near future, and why the firm won’t pay a dividend any time soon. They also discuss if Berkshire will offload its big stake in Kraft Heinz, if the firm is likely to sell more of its stake in Apple AAPL and Bank of America BAC, and which stocks might be cut from its public portfolio. Is Berkshire still a good stock to buy today without Buffett in charge? Tune in to find out. Episode Highlights 00:00:00 Welcome 00:07:12 What new Berkshire Hathaway BRK.A BRK.B CEO Greg Abel may do differently. 00:08:58 Berkshire will probably bail on Kraft Heinz KHC. Here’s which other stocks it might sell. 00:23:15 The acquisition that Berkshire Hathaway should make. 00:27:14 Why Berkshire still won’t pay a dividend despite its massive cash hoard. 00:30:14 Whether Berkshire Hathaway stock is a a good investment today. Read about topics from this episode. Berkshire Hathaway: Greg Abel Goes Conservative With His Debut Annual Letter to Shareholders https://www.morningstar.com/stocks/berkshire-hathaway-greg-abel-goes-conservative-with-his-debut-annual-letter-shareholders Berkshire Hathaway Earnings: Cash Hits Record $373 Billion on Mostly Solid Results Across the Firm https://www.morningstar.com/stocks/berkshire-hathaway-earnings-cash-hits-record-373-billion-mostly-solid-results-across-firm Berkshire Hathaway: Apple and BofA Sales Fund Purchases of Chevron, Chubb, NYT, Domino’s, and Lamar https://www.morningstar.com/stocks/berkshire-hathaway-apple-bofa-sales-fund-purchases-chevron-chubb-nyt-dominos-lamar How to Invest Like Warren Buffett https://www.morningstar.com/stocks/how-invest-like-warren-buffett Got a question for Dave? Send it to themorningfilter@morningstar.com. Love The Morning Filter? Help us make the show even better by taking this quick survey. https://morningstarcx.qualtrics.com/jfe/form/SV_8p40KX5Qyl1XLAa Follow us on social media. Dave Sekera on X: @MstarMarkets https://x.com/MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!
Warren Buffett
“Now, as our regular viewers and listeners know... Warren Buffett stepping down as CEO”
Charlie Munger
“you had the opportunity to ask Warren Buffett and Charlie Mer some questions.”
Greg Abel
“his goal all along has been to have somebody there... Greg Abel might focus his efforts first”

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