Prediction: Greg Abel Will Buy a Stock That Warren Buffett Spent Decades Passing on for This Simple Reason

Microsoft could be a natural Berkshire fit now that the personal and ethical concerns that once kept Buffett away have largely faded.

With strong growth, sticky recurring revenue, and a huge cloud and AI business, Microsoft checks many of the boxes Berkshire looks for in a long-term compounder.

Greg Abel's willingness to embrace major technology investments could make Microsoft a more plausible Berkshire holding than it ever was under Buffett.

If I had to bet on one Buffett‑worthy stock that Warren Buffett himself never pulled the trigger on but Greg Abel could eventually bless, my money would be on Microsoft (NASDAQ: MSFT) .

Buffett has said for years that he admires the business but stayed away for reasons that had little to do with fundamentals. That's exactly what makes it such an interesting candidate in the Abel era.

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Former Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

Buffett has been uncharacteristically blunt about why Berkshire Hathaway (NYSE: BRKB) (NYSE: BRKA) never owned Microsoft. He's called his failure to buy in early "stupidity," but once his friendship with Bill Gates deepened and Gates joined Berkshire's board, he decided buying Microsoft would always look like a conflict of interest, even if nothing improper occurred.