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Berkshire Hathaway Leadership & Capital Allocation

Covers Berkshire Hathaway's post-Buffett leadership transition, capital allocation strategy, portfolio restructuring, and valuation dynamics.

AI Infrastructure Is the New Steel: Berkshire's Big Bet

How Berkshire's $10B anchor in Alphabet's $80B raise mirrors industrial empire building.

By KAPUALabs

/ 9 Jun 2026

AI Infrastructure Is the New Steel: Berkshire's Big Bet

AI Infrastructure Is the New Railroad: Berkshire's Historic Capital Rotation

Greg Abel's portfolio purge and $400B war chest signal a thematic shift from consumer staples to computational moats.

By KAPUALabs

/ 9 Jun 2026

AI Infrastructure Is the New Railroad: Berkshire's Historic Capital Rotation