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Abel, the new Berkshire CEO, tries to reassure investors after Buffett's departure

Greg Abel, the new chief executive of Berkshire Hathaway, has written his first annual shareholder letter on Saturday. He pledged to maintain the "fortress"-like balance sheet, and to uphold the values set by his mentor and predecessor, Warren Buffett.

Abel, who is 63 years old, said that he would not rush to use Berkshire's nearly record $373.3 billion in cash, even though he claimed it provided the company with plenty of "dry power" and he did not plan to start paying dividends. Buffett was also against this. Berkshire has not repurchased its own stock since spring 2024. Abel wrote an 18-page letter, one-spaced, in which he acknowledged that he understood how you wanted us to achieve success together. "My role is ensuring our capital allocation and liquidity levels remain deliberate and intentional."

Abel paid tribute to Buffett who is 95 years old and still remains Chairman of Berkshire. He visits the offices five days per week. Abel called Buffett a "remarkable CEO".

Abel wrote: "Warren Buffett has been a great investor for generations, and they have benefited from his investment knowledge." "To invest in Berkshire is to vote for our founder, a trust which now lies with Berkshire." Berkshire's shares have underperformed by a significant margin the Standard & Poor 500 index ever since Buffett unexpectedly announced in May that he would be stepping down as CEO. CFRA Research analyst Cathy Seifert noted that Abel's note lacked Buffett’s flair for writing, but it could be reassuring for investors.

She said, "He had to show continuity and that business would go on as usual despite the new leadership." "In my view, he was right on target." The letter indicated that Abel would not undo Buffett's '60 years' of work transforming Berkshire into a conglomerate worth more than $1 trillion that includes Geico car insurance, BNSF railway, and dozens of manufacturing, retail, and energy businesses. The letter will dispel any doubts that Greg is the right person to lead the company, said Dan Hanson who heads the quality equity team for Neuberger Berman and oversees over $6 billion.

Berkshire reported a decline in profit after reducing its stakes of approximately 27% each in Kraft Heinz, and Occidental Petroleum. Operating profit for the fourth quarter fell by 30% to $10,2 billion due to a decline in income from insurance companies such as Geico. Net income dropped 3% to $19.2 Billion, primarily due to Occidental's $4.5 billion write-down, despite gains in equity from Apple and American Express. Operating profit for 2025 fell 6%, to $44,49 billion. Net income dropped 25%, to $66.97. Buffett has long advised investors to ignore fluctuations of Berkshire's Net Income, which are a reflection of accounting rules for equity investment. Seifert stated that the full-year revenue remained essentially unchanged, at $371.44 Billion. Abel also "suggested an expectation that commercial and reinsurance growth could be nonexistent in 2026."

Berkshire reported that Fruit of the Loom - one of Berkshire’s most well-known companies - lost 6,000 jobs in the last year due to a decline in revenue.

WILDFIRE BATTERED PACIFICORP Utilities 'NOT a deep pocket'

Abel said Berkshire’s culture and values would continue "in perpetuity" and indicated no changes to its decentralized structure, in which the dozens of Berkshire businesses operate without much interference from top management. He indicated a willingness and a desire to stay, saying that he would have "just a fraction" of Warren's tenure in 20 years. Abel promised to "invest in durable and well-managed companies that Berkshire can understand, and avoid businesses that could undermine society or jeopardize Berkshire’s reputation." Seifert didn't elaborate but said that he might have been referring artificial intelligence. Abel acknowledged that litigation regarding wildfires in Oregon and California, which burned over 500,000 acres by 2020, put pressure on its PacifiCorp utility. PacifiCorp is blamed by many victims for failing to turn off power lines. Utility has settled more than $2.2 Billion in wildfire claims, but still faces another $50 Billion. Abel stated that Berkshire will accept responsibility for wildfires it is responsible for, but fight unjustified claims. Abel stated that "PacifiCorp should not be treated as an insurer of last recourse and as a big pocket." "Accountability is crucial to preserve the regulatory compact that governs utility companies, along with principled opposition against unwarranted liabilities."

TED WESCHLER STAYS ONE Abel was harsher than Buffett on Berkshire companies that could do better. He said that the performance gap between the BNSF and industry-leading competitors is "too large" while the "self-inflicted difficulties" at Shaw Flooring hurt quality and service. Abel, speaking of Berkshire non-insurance companies, said that "each business is responsible to its CEO who is expected pursue 'operational excellence and close performance gap relentlessly." Hanson, Neuberger Berman's investment manager, commented: "Those words are combative." Berkshire still hasn't named a new chief investment officer, but Abel stated that the responsibility for equity investments is "ultimately mine as CEO." Abel said that Ted Weschler will continue to play a "broader" role in assessing investment opportunities, and supporting Berkshire, despite the fact that he manages about 6 percent of Berkshire equity investments.

(source: Reuters)