Sell BRK.B by Dec 1, 2026.

Today, by chance, I watched the latest interview with the new CEO of Berkshire Hathaway, Greg Abel, who laid out his investment thesis on Google, which shocked me. He called this investment decision a bet on Google being a winner in AI rather than because of its competitive advantage and other value-investing principles. I think Warren Buffett made a terrible decision in choosing him as his successor. This will likely mark the end of what was once the greatest investment …