There's definitely a feeling right now that this bull market is sort of like on cold legs. I always look at Berkshire's real estate holdings. Nothing much to see on the manufactured and site built home loan side. About 97% of those are current, so I'm not too worried about that. It does also look like they came to an agreement to extend through July 2025 this agreement,. So it's bought Saratage some time.
Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action.
Jason Moser and Deidre Woollard discuss: - The value of solid insurance underwriting. - Why Berkshire sees a future in catering to truck drivers. - Finding the secret sauce in consumer businesses.
Companies discussed: BRK.A, BRK.B, KHC, CPB, SOVO, SRG, KO, KNSL
Host: Deidre Woollard Guest: Jason Moser Producer: Ricky Mulvey Engineer: Rick Engdahl
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