Berkshire Keeps Falling, And We Keep Buying

Core Insights - Warren Buffett stepped down as CEO effective January 1, leading to a decline in the firm's shares by 4.4%, contrasting with a gain in the S&P 500 [1] Company Analysis - The firm has experienced a notable share price drop following the leadership change, indicating potential investor concerns regarding future performance [1] Investment Strategy - The focus is on building a portfolio that balances strong growth potential with solid fundamentals, emphasizing high-quality businesses primarily in the U.S. and Europe [1]