Abel explains Berkshire's investment portfolio logic

```htmlGolden Ten Data May 2nd｜Abel provided insights into his perspective on Berkshire’s complex stock investment portfolio, emphasizing a “concentrated” strategy anchored by a few core holdings. He considers the so-called “core four holdings”—Apple, American Express, Moody’s, and Coca-Cola—as the foundation of Berkshire’s stock investments. He also pointed out that Berkshire’s large-scale holdings in Japanese trading companies are another major pillar of the portfolio, highlighting their long-term commitment to these companies. In addition to these core assets, Abel mentioned some important positions, including Bank of America, Chevron, and Google. Abel stated that he is taking a more active role in managing the company’s investments, adjusting or increasing positions as circumstances require, and added that he is absolutely making investment decisions “in collaboration with Buffett.”```