Greg Abel has run Berkshire since the turn of the year, but Warren Buffett publicly claims paternity of the position that now ranks third in its portfolio. That gap is the question for boards mid-handover.
Reality
- Evidence62
- Adoption
- Insufficient
- Hype gap+25
- Incentives
- Insufficient
- Confidence58
Anja Huwiler's Frontiers in Communication study also reports 34% higher median profits for films with a woman screenwriter and no woman director, a comparison built on the 2% of nearly 200,000 films with budget data.
Reality
- Evidence55
- Adoption
- Insufficient
- Hype gap+30
- Incentives55
- Confidence50
Berkshire put $39.4bn into equities in the first half of 2026 against $7.1bn a year earlier. On September 18 the chairmanship passed to Howard Buffett, whose remit his father defined as guarding the culture.
Reality
- Evidence48
- Adoption68
- Hype gap+14
- Incentives56
- Confidence57
Warren Buffett becomes chairman emeritus and his son Howard takes over the board while Greg Abel keeps running the company, with $4.5bn of second-quarter buybacks the only use of the cash Berkshire has disclosed.
Perspective Coverage
5 publishers
- Builder
- Builder 5%
- Operator
- Operator 28%
- Investor
- Investor 67%
Reality
- Evidence72
- Adoption60
- Hype gap+18
- Incentives65
- Confidence70
A Seeking Alpha analyst values Berkshire Hathaway at $1.18 trillion, about 8% above its market cap, and rests the bull case on Greg Abel putting $10 billion into Alphabet and $6.8 billion into Taylor Morrison. He is long the stock.
Reality
- Evidence18
- Adoption
- Insufficient
- Hype gap+50
- Incentives88
- Confidence58
Cezar Consing is keeping the Philippine group whole while telling its units to send more cash to the centre, which is break-up discipline run internally, and the comparison he has to beat is GE's 7.7-fold market value since 2018.
Reality
- Evidence44
- Adoption38
- Hype gap+24
- Incentives72
- Confidence55
buildConfirmed2 publishers The stated ceiling exceeds SpaceX's entire IPO haul, and the refurbishment cycle that would justify ten launch pads has not been demonstrated once.
Reality
- Evidence60
- Adoption12
- Hype gap+55
- Incentives75
- Confidence68