Disney’s past attempts to pick a successor to CEO Bob Iger have been less than magical. Now the company is trying to write a happier ending. https://t.co/bGyUoOs3nw ...

Disney’s past attempts to pick a successor to CEO Bob Iger have been less than magical. Now the company is trying to write a happier ending. https://t.co/itaubcYKA9 ...

Core Insights - Apple Inc reached a new all-time high stock price of $280.38, resulting in a market valuation of $4.12 trillion, indicating strong investor confidence despite succession concerns [1][3][9] Succession and Leadership - Succession clarity under potential CEO John Ternus is becoming a focal point for investors, suggesting a narrative shift towards a hardware-first and AI-enhanced future for Apple [2][5] - Tim Cook is expected to transition to the Chairman role, which may help maintain continuity and avoid any identity crisis for the company during the leadership change [4][9] Financial Performance - Apple has demonstrated impressive financial growth, with approximately 15% EPS growth over the past 15 years, and the stock has increased by 19% in the past year, 42% in six months, and 18% in 52 weeks [3][9] Product Strategy - The likely succession of Ternus, a hardware-focused leader, signals Apple's intent to prioritize hardware innovation and AI integration through its devices rather than following competitors' cloud strategies [5][6][7] Market Positioning - Apple's commitment to China and its strategic positioning within the $2.9 trillion private-sector AI commitments highlight its disciplined approach to AI, setting it apart from competitors [7] - The current market conditions suggest that the bullish case for Apple is under-owned, with a strong emphasis on innovation as the defining factor for its future [8][9]

The market is not giving any sort of optimism here. Why are they beating up so hard on Disney. Yeah.I think after, you know, Caroline, you come off of fiscal 2025 delivering 19% EPS growth, you know, you obviously have some very solid momentum in the business. Yes. Granted, fiscal first quarter of 2026 looks a little light there, dealing with a lot of different cost issues, whether it's on the studio side in terms of launch costs for cruises.So there's a little bit of all of that that they have to contend w ...

Berkshire Hathaway’s Warren Buffett wrote that he will keep a “significant amount” of the company’s Class A stock until his fellow shareholders grow comfortable with his successor as CEO, Greg Abel https://t.co/jAfDDVeeoI ...

Core Insights - Berkshire Hathaway's cash reserves reached a record $381.7 billion in Q3, with operating earnings increasing by 34% year-over-year [1] - The absence of significant hurricanes during the quarter positively impacted insurance earnings, marking the first time in over a decade that no named hurricane made landfall in the U.S. [2] - Investors are focused on Warren Buffett's succession and the lack of share buybacks, which may indicate that the company does not view its shares as undervalued [6] Financial Performance - The third quarter results were bolstered by favorable insurance conditions due to a mild hurricane season, contributing to overall earnings [2] - Despite strong quarterly numbers, many of the results are attributed to one-off events, suggesting they may not represent sustainable trends [3][10] - Year-to-date, Berkshire Hathaway's top-line operating revenues grew by only 3%, indicating slower growth compared to previous periods [11] M&A Activity and Future Outlook - Berkshire Hathaway's M&A activity has been limited, with only the OxyCem acquisition announced, valued at under $10 billion, which is minimal compared to its cash reserves [4] - There is anticipation regarding how Greg Ael will influence M&A strategies and operational changes once he takes over [5][9] - The competitive insurance environment and potential declines in investment income due to expected lower treasury yields may pose challenges heading into 2026 [11][12]

The ascension of the sixth generation of Wallenbergs began this spring. For the first time, women are also part of the succession process https://t.co/5QKuVsiOrz ...

Summary of Tesla Inc. Conference Call Company Overview - **Company**: Tesla Inc (TSLA) - **Industry**: Autos & Shared Mobility - **Market Cap**: $1,627,284 million as of October 29, 2025 - **Current Share Price**: $461.51 - **Price Target**: $410.00 [4][9] Key Points Discussed Shareholder Meeting and Compensation Package - The upcoming shareholder meeting on November 6, 2025, is deemed crucial for Tesla's future, particularly regarding Elon Musk's $1 trillion long-term compensation package [1][3] - There is a possibility that the compensation package may not pass, which could lead to significant implications for the company [1][6] Potential Outcomes if Compensation Package Fails 1. **Vote of No Confidence**: A failure to pass the compensation package may signal a lack of confidence in Musk's leadership [6] 2. **Leadership Concerns**: Musk may express concerns about leading Tesla into dual-purpose robotics and AGI without a significant say in the company's future [6] 3. **Share Price Impact**: An immediate sell-off of shares could occur, potentially exceeding 10%, affecting the company's strategic outlook [6] 4. **Key Man Risk**: Questions regarding succession and key man risk may arise, impacting investor confidence [6] 5. **Recruitment Challenges**: The ability to attract top talent in AI, manufacturing, and robotics could be jeopardized if Musk's leadership is questioned [6] Financial Projections - **Earnings Per Share (EPS)**: - 2024: $2.41 - 2025 Estimate: $1.58 - 2026 Estimate: $2.61 - 2027 Estimate: $4.38 [4] - **Bear Case Share Price Projections**: Could come into play if the compensation package does not pass [6] Valuation Methodology - The price target of $410 is based on several components: 1. Core Tesla Auto business valued at $75/share 2. Network Services valued at $157/share 3. Tesla Mobility at $90/share 4. Energy segment at $70/share 5. Third-party supplier role at $17/share [9] Risks Identified - **Upside Risks**: Include service revenue disclosures, increased FSD attach rates, and successful new model introductions [12] - **Downside Risks**: Include execution risks, competition from legacy OEMs and Chinese players, and potential dilution [12] Additional Insights - The industry view for Tesla is currently rated as "In-Line" [4] - The bull case for Tesla's stock remains at $800, indicating a strong potential upside despite current uncertainties [2] This summary encapsulates the critical aspects of Tesla's recent conference call, highlighting the potential implications of the upcoming shareholder meeting and the financial outlook for the company.

Talk of changing the rules of succession in Japan continues to face fierce opposition from conservatives. Yet calls for reform are growing https://t.co/PwqDhlGaDv ...

How Much Are The Murdoch Kids Worth Post Succession Battle? https://t.co/bnDKJzKfPv https://t.co/KqHWkpR1NX ...