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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: ciao8   😊 😞
Number: of 12641 
Subject: Re: Cost-plus model: COST, IBKR, KMX - any others?
Date: 03/05/2024 4:33 PM
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Speaking of GEICO & Progressive….todays article by Rational Walk compares the two,

https://newsletter.rationalwalk.com/p/progressive-...


Including this interesting comment on the AR,

“I am less concerned about the rail and utility businesses compared to many Berkshire shareholders. However, I have concerns about GEICO’s performance that have not been widely discussed in the financial media.”

ciao
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