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Berkshires Greg Abel Makes His First Big Deal as CEO
Greg Abel just completed his first major acquisition as CEO of Berkshire Hathaway, buying a stake in a homebuilding company for $1.2 billion. Lucas and Luna analyze the deal structure, what it signals about Abel's investing style versus Warren Buffett's, and how Berkshire's housing bet ties into the current rate environment. They also discuss the 10-year yield at 4.45% and what a steepening yield curve means for homebuilders. Plus, they tie the topic to listener support for ad-free shows.
#BerkshireHathaway #GregAbel #WarrenBuffett #MergersAndAcquisitions #Homebuilding…
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