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Posted

Thanks, I hope to watch that later. That looks like an interesting YouTube channel that could add some insights to my view of BRK and investing, so I've subscribed.

Guest longinvestor
Posted

Thanks for posting. I rather enjoyed Tom Russo and his perspective. I think he is spot on as to the risks Berkshire faces post Buffett.

Posted

Thanks for posting, that was enjoyable.

 

The part when Paul Lountzis points out that Geico is well under book value is interesting:

Geico on the books for $2 1/2 or $3 billion but worth 10 to 15 times that.

 

Whitney Tilson brings up some concerns as to what things will look like after Buffett steps down:

We only see the 1% of what he does, you don't see the 99% of stuff he says no to.

 

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