PERSON DIRECTORY
Alex Morris
Alex Morris appears in 3 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
Buffett’s 2025 letter may foreshadow Greg Abel’s succession, while cash buildup, the public-equity decline from $354 billion to $272 billion, and vanished buybacks signal unexplained caution.With Berkshire’s scale making meaningful minority investments scarce, the next leadership team may need a significant capital-allocation shift; insurance’s rise from roughly $5 billion to $25 billion and OXY’s stalled buying leave durability and strategy unresolved.