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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: weatherman   😊 😞
Number: of 15062 
Subject: Re: FT Article on PacifiCorp
Date: 03/02/2024 3:16 PM
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playing the warren skeptic here a bit:

-when investing in oligopolies and other pricing leveraged companies, and when they do well, warren is a genius.
-when facing (rightful) liabilities, tough negotiations for the privilege of pricing, drift to labor away from capital, then its the government and union's fault.
-am not sure who was to blame in geico's underperformance vs progressive, permanent loss of capital in pcp, but probably not warren.

i guess there may be reasons the portfolio is not filled with multiple scaled version of the see's candies business model.
(until GLP-1 is to be blamed)
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