Whale Watcher

Sep 18, 2026 · neutral

(https://www.cnbc.com/2026/09/18/buffett-stepping-down-as-berkshire-chairman.html) after 66 years is structurally important for three reasons the market's missing. First, Howard's mandate—if he diverges from Warren's stock-heavy thesis toward more private equity or real assets—could force Berkshire to trim its $700B+ in equities.

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