No. of Recommendations: 29
He gives you nothing
All fluff
So a super important figure for the future of Berkshire who we previously knew very little about shares his (professional) life story and it's of no interest?
All kinds of detail on how he made it to a point intellectually and professionally that he was able to impress both Charlie and Warren - not normal. New color that Todd, Ted and Warren look at over 200 potential acquisitions for Berkshire a year. New color on what he actually did at Progressive and other insurance related work that would qualify him to run GEICO, one of Berkshire's most important subsidiaries. New color on the deep relationships he already had with some of the best investors, CEOs and analysts in the FIG space. Details of several conversations he's had with both Warren and Charlie about a range of topics including whether PGR was better than GEICO, whether Mastercard was a better investment than AXP, risk assessment, etc. And a Michael Lewis story to boot...
Like I said before, this is a useful interview to learn about Todd Combs, who is an extremely important person for the future of Berkshire Hathaway. Just skip the several minutes of advertising at the beginning.
