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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Philmordun   😊 😞
Number: of 15062 
Subject: Re: GEICO vs Progressive
Date: 03/08/2023 6:09 PM
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No. of Recommendations: 9
I think Todd Combs' appearance referenced by Rationalwalk (in Post 1118) was likely his guest appearance on Nov. 4, 2022 at Columbia Business School's "Graham & Dodd Annual Breakfast 2022." I have not found a video of it but it is reported in some detail at "investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast".

It is an interesting read and touches on numerous issues of interest, including Combs' earlier employment by Progressive and the current Geico/Progressive competition. He apparently describes his current workload as 100-110% Geico CEO with 16-hour days, 25% BRK investments and 25% JP Morgan Bd. and "other" duties, on nights and weekends.

Philmordun
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