Berkshire Hathaway Leadership & Capital Allocation

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

Why Buffett's successor paid $10 billion at a 6.5% discount to seize control of Alphabet's compute backbone

By KAPUALabs

/ 5 Jul 2026

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

By KAPUALabs

/ 9 Jun 2026

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

By KAPUALabs

/ 9 Jun 2026