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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: DTB ✭  😊 😞
Number: of 15067 
Subject: Re: Cost-plus model: COST, IBKR, KMX - any others?
Date: 03/05/2024 4:51 PM
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GEICO and Progressive


Ok, I'll buy that. Auto insurance is very competitive, so I don't know if anyone has much choice about where they set premiums, but both are definitely low-cost providers and gaining market share by passing along a lot of those savings. I no longer own Berkshire, but I have a small stake in Progressive, that really should have been much bigger, and that I would certainly increase if the price dropped a bit. And thinking of my experience with Costco, I should probably just go ahead and buy more, even if the price seems high.

So so far, we have COST,IBKR,KMX,AMZN,PGR,parts of Berkshire probably, ... 10% of my portfolio in all (mostly from IBKR), but I'd love to hear about some more candidates for the list.

dtb
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