Warren Buffett Departs: Can Greg Abel Cook Up Apple Sized Returns at Berkshire?
πππWell the era of Warren Buffett is officially over. After a legendary 60 year run that has transformed a failing textile mill into a USD 1 Trillion conglomerate, Warren Buffett is finally stepping down as CEO of $Berkshire Hathaway(BRK.B)$
The big emotional question on every investor's mind is "Do we have confidence in Greg Abel?" Will Berkshire like Apple under Tim Cook, see its business value increase after the founder's departure.
Why I Believe Greg Abel Will Succeed: A Hands On Operator
While no one can ever replicate Warren Buffett's investing intuition or witty charisma, Greg Abel brings a different, highly valued skill set to Berkshire. Buffett himself has high praise for Abel, noting that he "understands many of our businesses and personnel far better than I now do".
Greg Abel's success will likely come from his operational discipline:
The Energy Mogul: Abel, a Canadian born accountant, rose through the ranks of MidAmerican Energy, which Berkshire acquired in 1999 and later renamed Berkshire Hathaway Energy in 2014. As CEO of this highly successful energy and utilities giant, Abel oversaw massive investments in renewables and proved himself as an astute dealmaker.
Operational Rigor: Unlike the famously hands off Buffett, Abel is known for being a more hands on manager who asks tough questions and holds company leaders accountable.
Analysts believe that Abel will "cut the fat" and find efficiency gains across Berkshire's sprawling empire, potentially boosting profitability in ways that Buffett avoided.
A Familiar Playbook: Abel is expected to maintain Buffett's core value investing philosophy and culture of prudence. He will not be making drastic changes to the equity portfolio. However Abel will likely focus on deploying Berkshire's massive USD 382 billion cash pile into new acquisitions or investments in sectors where he has expertise, such as utilities or Japanese trading houses.
The Big Question: Is Greg Abel A Man of Integrity like Buffett?
According to those who know Abel best, the answer is a resounding Yes. Longtime board member Ron Olson recently stated "He is for sure high integrity". The late Charlie Munger famously assured shareholders that "Greg will keep the culture of honesty and long term thinking".
The "Tim Cook" Scenario: Can Berkshire's Value Surge?
Could Berkshire follow Apple's upward trajectory under Tim Cook? Many analysts believe that by "buttoning things up" and applying more operational discipline, Abel could unlock significant hidden value.
Wall Street remains optimistic. The consensus 12 month price target for Berkshire B shares is around USD 538.00, reflecting a steady upward trend as investors gain "comfort with Greg".
Berkshire Hathaway Top Holdings & The War Chest
Abel inherits a portfolio built on Buffett's core philosophy. As of late 2025, the top equity holdings include $Apple(AAPL)$
The real magic for Abel lies in the staggering USD 382 billion cash pile he now controls. If he can find a way to deploy this "dry powder" into new massive acquisitions, Abel may just prove that the best years for Berkshire are yet to come.
The good news is that Warren Buffett still remains the Chairman of the Berkshire Hathaway Board of Directors. He has confirmed he will still "hang around" to offer advice and help spot new investment opportunities. However he has reaffirmed that once Greg Abel becomes CEO , "the final word on any decision will be Greg's".
Concluding Thoughts
If Tim Cook can prove that a boring operational genius can amplify Steve Jobs' legacy, I believe that Greg Abel is perfectly positioned to do the same for the "House of Value".
Greg Abel has the integrity, the industrial grit and the blessing of the Oracle of Omaha himself. The Abel Era might just be the most profitable chapter yet. Stay long, stay patient and trust the process.
@Tiger_comments @TigerStars @TigerClub @CaptainTiger
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- 1PCΒ·22:36Nice Sharing π He will be okay πHapp New Year π 2026π @Aqa @Shyon @Sherniceθ»ε¬£ 2000LikeReport
- zumaΒ·07:14thx1Report
