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Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown

The Acquirers Podcast

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Buffett Letter - What's Your Topic?

JT: I feel like it'd be very on brand for us to dig into the Berkshire. Buffett spent $1.3 billion on Coca-Cola from, and by the way, buying from 1987 to 1994. American Express looks kind of similar, like 1.3 billion accumulated over a reasonable amount of time finishing in 1995. Geico has been at 82% of our premiums, progressive loss adjustment ratio is 72%. And then he pulls the January, uh, switch a roof to lower the exposure to it effectively.

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