Subject: Re: Will Todd & Ted stay post Warren?
Todd at least has a measurable track record at GEICO- don’t even know how to evaluate it. I think he was dealt a hand that was weak on technology as compared to Progressive. He still hasn’t caught up, and not growing policies.

Bloomstran and RW have written about how since Greg was put in charge of the non-insurance ops that the ratios have improved. Honestly I am lukewarm on Abel. His answers are very corporate when he speaks, unlike Ajit who is blunt and tells it straight. Greg was asked by Becky, will you be buying more Berkshire…he says “I will always be an investor in Berkshire”.

Do we really know what Ted/Todd have contributed to Berkshire? Was Ted really the reason Warren bought Apple? We don’t really know what they have contributed behind the scenes. It’s all conjecture.

To be fair, I don’t even know enough to say if I want them to stay or not.