No. of Recommendations: 5
What are the thoughts of those here re their standing. Todd we know is running GEICO now, I don’t know if he ever leaves that post, could be there for good and run his portfolio at same time.
Seems to me that, if you take the comment from the annual report, that ‘there are a handful of equities that will move the needle…things have been picked over endlessly by us and others’, equities are not going to be material going forward. Combine this with the comment that Greg will handle all capital allocation, ‘my thinking has changed somewhat on this’- Buffett- I came away from the meeting that maybe Ted may not be long for Berkshire..
