Subject: Re: OT: Mungofitch - Any observations on DG results_QM
These have proven to be some of the absolute best businesses in the world, benefit from inflation, and have what Warren likes to call a royalty on an entire industry without assuming underwriting risk, many of which are required to be purchased by law or lender.
I wonder if there is any possibility of that business being disrupted by tech solutions someday? Like taxi dispatch (done), like real estate agents (in progress), human brokers (done), etc.