With Joe Brandon returning to Berkshire, perhaps some of the burden of overseeing GEICO can be assigned to Brandon allowing Combs to return to a portfolio management role.
Kingswell wrote about this today: https://kingswell.substack.com/p/joe-brandons-triumphant-return-to
With Joe Brandon returning to Berkshire, perhaps some of the burden of overseeing GEICO can be assigned to Brandon allowing Combs to return to a portfolio management role.
Good point. Still Allegheny is not focused on the Auto Insurance Market and I suspect the Brandon is more likely to take over from Ajit. The few times I saw Ajit on video, I had the impression, perhaps wrongly so, that he was not very well or in great shape.
With Joe Brandon returning to Berkshire, perhaps some of the burden of overseeing GEICO can be assigned to Brandon allowing Combs to return to a portfolio management role.
Kingswell wrote about this today: https://kingswell.substack.com/p/joe-brandons-triumphant-return-to
Good point. Still Allegheny is not focused on the Auto Insurance Market and I suspect the Brandon is more likely to take over from Ajit. The few times I saw Ajit on video, I had the impression, perhaps wrongly so, that he was not very well or in great shape.
He seemed fine at the latest annual meeting. In general we need to see Jain and Abel get more airtime during the meetings.