ValueMaven

Thank you @gfp -- FT article is blocked by a paywall!

Source on Buffett selling puts on BNSF? First time I've heard that

I bought it as well - frankly just to read the Combs essay

Did anyone else catch when Todd mentioned he had a large position in Experian before he joined BRK? I had no idea this was even publicly traded. Looks like it is Dublin based with a US ADR: EXPGY. Also he was short Fannie and Freddie ... which Buffett sold out of it the early 2000s. I'm sure there has been interesting converstations about that!

This has been a serious homerun for Berkshire.

The more I read and study Alleghany - the more I realize this was an awesome acquisition inside of Berkshire. Were any questions about Y raised during the AGM? I cant seem to find any

GEICO has 500 or 600 legacy IT infrastructure systems that dont talk to each other ... and that need to be ripped out and replaced. Ouch

One thing being overlooked here is how strong Berkshire insurance leadership is. You have the following employed: Ajit, Joe Brandon (Alleghany), Todd Combs (GEICO), Kara Raiguel (GenRe - who Ajit has praised several times), Pete Eastwood (BH Specialty) ... just to name a few. Plus Warren of course! This is the best diversified insurance leadership the company has had in its history.

Awesome interview!!! We are lucky to have these two guys at Berkshire. One of WEB's best moves over the last decade!!!

I agree - terrible article

https://www.wsj.com/articles/berkshire-hathaways-energy-idea-is-a-bad-fit-for-texas-c21655a3?mod=Searchresults_pos4&page=1

Has the full interview been posted yet?

Disagree - I thought it was an awesome interview ... a lot of interesting insight

They are posting clips on Twitter.... at some point there will be a free video posted on CNBC.com. WEB is as sharp as ever ... it really is unreal to have this genius working for us on our behalf. Great segment with Greg as well.

God has spoken! Thank you @Xerxes

Tim Cook ... that would be awesome

Disagree with #6 ... R&D is a real expense and requires capital. With regards to point #3 - Berkshire would be a great home for CF Industries!

Enjoy!

Love this guy ... he has about ~$100M worth of stock now ... wow ... all out of his own pocket

Ingersoll Rand would be a great addition to the MSR family !! Little overlap with PCC, Marmon, and ISCAR. Great management - and a lot of bolt on M&A they can do.

8 months old. Talks about the Berkshire transaction ...

Added to BRKB in my Roth IRA (retirement account here in the US) at $297 ... personally, anything below $300 on the B's is very attractive to me.

Expect a big rally on this ...

I wonder if BRK is going to do a rescue deal with SIVB? Todd ran a financials fund for sometime ... and it would be similar to what they did with Home Capital? SVB halted pending news (down another -70% premarket) ...

Everytime I look at FFH - I'd default to just wanting to increase my exposure in Markel and Berkshire....