No. of Recommendations: 7
My posts are about insurance brokers, particularly AGJ; Norfolk Southern; LHX, and a few more. And my post was about not thinking DG was something the board should be obsessively focused on, just as I didn't think years of KMX was something the board should lock down on.
Mostly my posts are that I think Jim is simply outstanding with the Berkshire business and stock price. But anyway in the end we all got slaughtered, some like me reputationally and some financially.
It is what it is. Life is great, if you can stand it. In the end the things I protest? Well, the outcome for all of them thus far says, "Well, maybe we should have accepted the other side of the chant." But we didn't.
I did mention once that the Berkshire board, led by of course Jim, was outstanding with Berkshire and generally terrible elsewhere. It was evidence based, not personal towards anyone.