(https://www.cnbc.com/2026/05/04/berkshire-analysts-were-tepid-after-annual-meeting-what-abel-can-do-to-win-them.html) after the annual meeting because Abel won't accelerate buybacks — but they're missing the real story. When Buffett's heir apparent refuses to buy BRK at current levels, he's flashing a red alert for the entire consumer sector. Look at COST: trading at 47x earnings while squeezing out measly 2.1% net margins.

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