
The broad U.S. market has been driven by tech gains lately, while big-cap value plays like Berkshire Hathaway (BRK.A) (BRK.B) have remained relatively quiet. Investors in diversified outfits, insurers, industrials, and consumer conglomerates are watching cash-rich companies carefully.
Now, once again, all eyes are on Berkshire as the company is all set to report its 2025 annual report and earnings online on February 28. This means shareholders and analysts will get CEO Greg Abel’s first annual letter alongside the full-year results. In today’s environment of rising interest rates and cautious capital deployment, Abel’s comments could be a guide for how Berkshire aims to “move the needle” next.