Capital Allocation Principles

00:00 Intro
01:15 First impressions of the letter
07:50 Greg’s operating framework for BRK
16:29 Capital allocation principles
21:39 Berkshire’s 2025 performance
29:40 Equity investments
34:10 Berkshire’s size is its own prison
36:50 Takeaways

🔍 Want access to an event-driven monitor?

Sign up here: https://www.insidearbitrage.com/speci...

📰 Interested in our free weekly newsletter?

Subscribe now: https://t.co/I65UzM4uFB

📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

🐦 Twitter: @Focusedcompound

✉️ Email: info@focusedcompounding.com

Important: Read our Disclaimer: https://focusedcompounding.com/discla...