Berkshire Hathaway After Warren Buffett: An Early Read on What Investors Can Expect
The Morning Filter
Morningstar, Susan Dziubinski - Investment Specialist, Dave Sekera - Chief U.S. Markets Strategist
4.7 • 48 Ratings
🗓️ 5 March 2026
⏱️ 35 minutes
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| 0:00.0 | Please stay tuned for important disclosure information at the conclusion of this episode. Hello, I'm Susan Chubinsky. |
| 0:26.6 | Welcome to a bonus episode of the Morning Filter podcast. |
| 0:30.1 | Now, as our regular viewers and listeners know, we're doing some bonus episodes of the podcast, |
| 0:34.9 | sitting down with various Morningstar experts to discuss topics that |
| 0:38.7 | you've told us you want to hear more about. So if you have an idea for a bonus episode, |
| 0:43.2 | send it to us via our email address, which is the morning filter at morningstar.com. |
| 0:49.2 | Now, today's bonus episode is focusing on one of my colleague Dave Secura's stock picks from earlier this year. |
| 0:55.6 | That's Berkshire Hathaway. Now, it's a good time to be talking about Berkshire. With Warren Buffett |
| 1:00.6 | stepping down as CEO at the end of last year, there are plenty of questions about what the future |
| 1:05.4 | could bring. And today, I'm joined by someone who knows more about Berkshire Hathaway than most anyone. |
| 1:28.9 | And that's Greg Warren. Greg is a senior analyst with Morningstar, and he covers Berkshire Hathaway. Well, Greg, thank you for being here. And welcome back to the Morning Filter. We usually talk to you after Berkshire Hathaway's annual meeting, but we've got a lot to talk about. So we didn't want to wait until then to bring you in. Well, thanks for having me, Susan. |
| 1:29.2 | Yeah. |
| 1:28.9 | So we were talking before we but we've got a lot to talk about, so we didn't want to wait until then to bring you in. Well, thanks for having me, Susan. |
| 1:29.1 | Yeah. |
| 1:34.5 | So we were talking before we started filming, and I said to you, I can't remember a time when you were not Morning Stars Berkshire Hathaway analyst. |
| 1:37.8 | So how long have you been covering the company for us? |
| 1:40.3 | I believe our first report, or at least my first report, came out in December of 2010. |
| 1:47.1 | So we're looking at, what, 15 plus years from there? So quite some time. Now, before the pandemic |
| 1:53.2 | hit, you were one of three people that Berkshire had sort of hand selected to be on the analyst panel |
| 1:59.4 | at the annual meeting. And so you had the opportunity |
| 2:02.8 | to ask Warren Buffett and Charlie Munger some questions. So what sort of, why do you think you |
| 2:10.4 | were one of the lucky three? Well, it was a process for Berkshire. They actually introduced the analyst |
... |
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