帮主郑重:巴菲特头号助手跑路摩根大通!15年老将跳槽,信号不一般?
Sou Hu Cai Jing·2025-12-09 15:11

Group 1 - Todd Combs, a key figure at Berkshire Hathaway for 15 years, has left to join JPMorgan Chase, where he will lead a new strategic investment division focusing on defense, aerospace, healthcare, and energy sectors [1][3] - Combs joined Berkshire Hathaway in 2010 and has been managing a significant investment portfolio alongside his role as CEO of GEICO [3] - Berkshire Hathaway announced that its CFO, who has served for 40 years, will retire in 2027, indicating a major personnel shift ahead of Warren Buffett's departure [4] Group 2 - The personnel changes at Berkshire Hathaway are significant and suggest potential shifts in investment strategy, raising questions about whether Combs' move is influenced by JPMorgan's sector focus or a change in Berkshire's investment logic [4] - The four sectors Combs will focus on at JPMorgan are considered long-term high-growth areas supported by policy, indicating potential investment opportunities [4]