Subject: Re: Mr Bloomstran now at $479/B share IV
“I took a closer look at BHE to see where the issues with earnings might be and the interplay with weather.“

Thank you and much appreciated. To hear Buffett reference this is concerning. Hits to earnings are one thing and makes deploying capital into BHE in this environment another negative.

It’s getting harder and harder for Berkshire. Great to see GEICO doing well but plenty of things to not be excited about.