There's a buying opportunity in Berkshire Hathaway as Warren Buffett steps away, investor says

Frank Holland breaks down what traders are watching ahead of the new session.

There's a buying opportunity in Berkshire Hathaway as Warren Buffett steps away, investor says

TL;DR

  • Ultra-high net worth investors are bullish on Berkshire Hathaway under new CEO Greg Abel, seeing current underperformance as a buying opportunity.
  • Berkshire Hathaway's Class A shares have gained 9.7% in 2025, lagging the S&P 500's over 17% gain.
  • The communication services sector is predicted to have another strong year in 2026, fueled by consolidation and potential IPOs, possibly boosted by SpaceX.
  • A strong first half of 2026 is anticipated for stocks, with a constructive outlook on AI alongside a need for diversification into financials, industrials, and value stocks.
  • The investment regime is described as more disruptive geopolitically, with significant tech build-ups and potential inflation.

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