Subject: Re: MKL Omaha Brunch notes
Thanks. No discussion from any higher ups at BRK. We can only speculate. 2023 was a challenging year for MKL. It was surprising to me BRK sold so quickly. BRK understands that business model better than anyone and Chris Davis is on the Board and a great resource for further insight. After the Allegheny acquisition, a lot of folks were thinking an offer for MKL might be on the horizon but appears doubtful for now. Hope MKL can bring their A game for 2024. I sensed a real focus by management for better execution.