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The new head of Berkshire makes his debut! What investment signals are being sent?

On May 2, Berkshire Hathaway held its annual shareholders meeting. Buffett took a step back from the spotlight for the first time, and the n Show More
On May 2, Berkshire Hathaway held its annual shareholders meeting. Buffett took a step back from the spotlight for the first time, and the new leader, Abel, presided over the meeting independently. Abel stated: 'We do not fixate on specific industries; if we understand the opportunities and risks of tech companies and their valuations are reasonable, we won’t deliberately avoid investing in them. Our investment in Japanese trading houses is a strategic move rather than purely financial, and we plan to hold these investments long-term. We are very satisfied with Berkshire’s current portfolio and will continue to evaluate it going forward. The construction of data centers will bring significant growth to utilities. Berkshire will continue to allocate capital with a long-term perspective, patiently and disciplinedly waiting for mispriced opportunities. Success in both investing and insurance hinges on knowing how to say 'no.' Do you have confidence in Abel?'
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