Warren Buffett — ek aisa naam jo Wall Street ke liye “no questions asked” ka symbol tha. Na quarterly earnings calls, na clear guidance, na transparency — phir bhi investors khush. Kyun? Kyun ke wo Warren tha.

Lekin ye era 1st January 2026 ko officially khatam ho raha hai. Greg Abel CEO banne wale hain. And here’s the big question:

Will Wall Street still stay silent? Or start asking questions?

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📊 Kraft Heinz aur Occidental: Valuation ka jadoo ya dhoka?

Ab zara numbers dekhiye:

Kraft Heinz:

Berkshire ki 27% stake hai.

Books mein value: $13.5B

Market price (March 2025): $9.9B

July 2025 mein gir ke reh gaya: $9.4B

Difference? $4.1B ka gap!

Aur twist ye hai:

Buffett isko market ke price pe mark nahi karta — wo equity method use karta hai, jo earnings pe based hoti hai. Legal hai, lekin market standards se alag.

Occidental Petroleum:

28% ownership

Book value: $17.2B

Market value: ab sirf $11.5B

Dono investments mila ke, Berkshire ki internal valuation aur market reality mein $9.8B ka farq hai.

Agar ye koi aur company hoti… headlines ban chuki hoti. But it’s Warren. So, no questions asked.

Lekin jab Abel kahay ga "It’s just temporary", to kya market maanay ga? 🤔

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🤯 Berkshire ki structure: Complex ya confusing?

Greg Abel ek aise system ka leader banne jaa raha hai jo:

Railroads, energy, retail, aur insurance ka mixture hai

Jahan subsidiaries ki earnings sirf ek do lines mein mention hoti hain

Jahan reporting opaque hai, and investors ko sirf trust pe rely karna padta hai

Warren ke hotay huay sab chupp rehtay thay. Abel ke aate hi, scrutiny shuru ho sakti hai.

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💰 $348 Billion cash… aur phir bhi no action?

Berkshire ke paas $348B cash & T-bills hain — total assets ka 30%.

Lekin 2025 ke first half mein zero stock buybacks huay. Buffett ka signal clear tha:

> “Stock mehenga hai. Abhi kuch nahi khareed raha.”

To sawal ye hai:

Agar Abel ne bhi kuch nahi kiya, to market usse tolerate kare ga ya challenge?

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🧠 Trust transfer nahi hota, earn karna padta hai

Buffett ne Abel ko endorse kiya hai — lekin credibility gift nahi hoti, banani padti hai.

Investors Warren ki baat pe eyes closed believe karte thay. Abel ko prove karna pade ga.

Kya wo is “Wall Street ka trust test” pass kare ga?

Ya Berkshire Hathaway ka silent honeymoon end hone wala hai?

Let’s see… 👀

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#Berks

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