7 Comments

12 Likes within 30 minutes of posting... well deserved! 👍🏻

Expand full comment

Just got around to reading this...awesome!

Expand full comment

Thanks Aaron, glad to hear that you enjoyed it!

Expand full comment

I hope that you've shared this with Gregg Warren at Morningstar. GEICO's slow pace of technological adaptation has been one of his publicly stated concerns for years. Your work here is terrific. Full disclosure: Berkshire is by far my largest holding.

Expand full comment

Thanks for the kind words Henry, and that's a great suggestion (I'll see if I can find Gregg's contact info). I hope you have a great day!

- Alex

Expand full comment

Question: I shared your fantastic Markel piece with one person. It occurred to me that I should have contacted you first for permission and/or bought a gift link. In either event, please let me know. Thank you!

Expand full comment

Thanks for asking Henry - that's perfectly fine with me. Naturally, I'd ask that you do so infrequently. That said, if a post seems like something worth sending to a family member or close friend, please do so. Thanks!

- Alex

Expand full comment