economy

Two topics likely to come up in the first Berkshire Hathaway annual meeting without Buffett

Investors are likely to zero in on share repurchases after Berkshire resumed buybacks in March for the first time since 2024.

Two topics likely to come up in the first Berkshire Hathaway annual meeting without Buffett

TL;DR

  • The first Berkshire Hathaway annual meeting without Warren Buffett is scheduled for May 2 in Omaha.
  • Greg Abel, the designated CEO successor, will lead the meeting alongside insurance chief Ajit Jain.
  • Investors are expected to focus on capital allocation strategies, particularly share repurchases.
  • Berkshire resumed share buybacks in March after a pause, with UBS estimating the stock is undervalued.
  • Questions regarding the company's approach to technology investments and artificial intelligence are anticipated.
  • The meeting's tone is expected to shift from philosophical discussions to more granular inquiries about operating businesses and strategy.