Subject: Re: GEICO vs Progressive
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