The Pros and Cons of Berkshire Hathaway

The auto insurance industry overall has been a mess post-COVID. Geico is profitable right now, but they're running far behind progressive. The margin gap between them and Union Pacific has gone from about 300 basis points to 700 the last five years.

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In today’s episode, Gregg Warren, a senior stock analyst for Morningstar Research Services, talks about Berkshire’s excess cash and whether the firm’s class B stock is a buy.

Timestamps:

Facebook and Instagram parent Meta has reported first-quarter growth.

Microsoft reported a strong fiscal third quarter

E-commerce and advertising growth drove Amazon's first-quarter results.

Southwest Airlines’ first quarter results arrived as expected.

Berkshire Hathaways' annual meetings

What are you listening for at this weekend's meeting?

Charlie Munger issued a warning about commercial property loans

Do you see Munger and Buffett doing something during this banking crisis?

What has Warren Buffet done during past recessions and what can investors learn from him?

Berkshire Hathaway stocks offer two types, Class A and Class B. What are the similarities and what are the differences?

What are a few stocks in Berkshire's portfolio that Morningstar considers undervalued?