This is the company that operates trucking centers, around 850 of them in North America. They're spending about a billion dollars to renovate some of their centers. It seems like a very Buffett business to be. You've got a consistent income stream. And Berkshire's always talking in a few companies under its wing.
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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