Playing FTSE

Buffett, Disney, Meli & the UK High St

May 11, 2025
The hosts dive into Warren Buffett's impending retirement and the potential impact of Greg Abel's leadership at Berkshire Hathaway. They discuss Disney's stock surge fueled by growing streaming subscriptions and an upcoming park, alongside the current struggles of the UK retail sector. Highlighting MercadoLibre's significant revenue growth, they explore challenges in e-commerce and fintech. Personal anecdotes and investment missteps add humor, making for an engaging discourse on navigating market dynamics.
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ANECDOTE

Bodo/Glimt Soccer Team Anecdote

  • Steve W shared a humorous story about the soccer team Bodo/Glimt with a slash in its name.
  • He whimsically hopes the team's name will prompt future generations to question the 2025 Europa League winner.
INSIGHT

Greg Abel's Hands-On Style Impact

  • Greg Abel's hands-on management style may improve Berkshire's subsidiaries' performance.
  • This approach could impede Berkshire's ability to deploy its large cash reserves for acquisitions.
INSIGHT

Buffett's Retirement and Uncertainty

  • Warren Buffett's retirement at 94 was anticipated, bringing uncertainty about his successor Greg Abel.
  • Abel lacks Buffett's public presence and wisdom reputation, creating investor uncertainty.
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