7 Comments
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Aaron Pek's avatar

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

Aaron Pek's avatar

Just got around to reading this...awesome!

TSOH Investment Research's avatar

Thanks Aaron, glad to hear that you enjoyed it!

Henry Asher's avatar

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.

TSOH Investment Research's avatar

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

Henry Asher's avatar

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!

TSOH Investment Research's avatar

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