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"@Barchart Perhaps Warren Buffet knew Tim Cook was about to step down (years ahead of the public announcement) and decided to reduce $BRKs position in $AAPL ahead of that announcement. Their investment thesis is invest in great managers"
X Link @dc10023 2025-10-23T09:58Z XXX followers, XX engagements
"$ROOT's telematics for improved customer segmentation works. Loss ratio is in the mid 60s on par and better than $ALL $BRK's GEICO and $PGR despite growth tilting NLR higher vs. mature books. Expense ratio has to come down which - if on par with peers - will triple profits"
X Link @Armin_Hartl 2025-10-22T16:49Z XXX followers, 1670 engagements
"Merch Musings: Small Cap Comeback Upcoming $BABA Earnings $BRKs Mystery Play and Airlines"
Reddit Link @owngoalmerchant 2025-08-13T23:45Z X followers, XX engagements