Since Greg Abel took over as CEO of Berkshire Hathaway at the end of 2025, the company's stock has fallen by 5.8%, marking its worst start to a year since 2020 aside from the COVID-19 selloff. Despite this underperformance, some investors view the lower stock price as a positive chance to buy shares more cheaply. The annual general meeting will likely address shareholder concerns about the stock's performance and the new management's plans moving forward.
In 2026, Berkshire Hathaway's stock is underperforming the S&P 500 by a margin similar to the period before the 2008 Great Recession. This underperformance is linked to Berkshire's limited exposure to the high-growth 'Magnificent 7' tech stocks drivi...
Berkshire Hathaway's recent portfolio update revealed a significant reduction in stock holdings and the surprising addition of Delta Air Lines and Macy's. New CEO Greg Abel, who now oversees investments, appears to be driving these changes, with Warr...
Whale Rock Capital Management, led by Alex Sacerdote, reported another strong quarter driven by its unique investment mix, notably in AI-related stocks. Alphabet remains its top holding, benefiting from AI dominance and Berkshire Hathaway's increased...
The Fidelity MSCI Financials Index ETF (FNCL) offers broad exposure to U.S. financial stocks but has underperformed with only a 4.4% gain in the past year and a modest 1.67% dividend yield. Rising interest rates and recession fears weigh on the secto...
