The Acquirers Podcast cover image

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

The Acquirers Podcast

00:00

Are They Pulling Back the Reins a Little Bit?

I think some have rightly picked up on the fact that they, it's not something you can turn on overnight, I don't think. And there may be more to this story than just telematics and UBI, but I think it's pretty, I mean, they've said it such that they just missed it. So Geico's ad spend is being backed off, which says maybe he doesn't like the pricing in general right now relative to the cost. It might be a little bit of a tell of what he thinks about inflation potentially.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app