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Our breakdown of Berkshire Hathaway There’s more content on BRK than there is on the Kardashians, so

and I tried to keep it fresh We focus on insurance, Allegheny, energy, and other unique elements that make Berkshire impossible to copy joincolossus.com/episodes/21729

11:37 AM · Jun 29, 2022

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This is probably the first time BRK and Kardashians were mentioned in the same sentence. Very excited for this episode!

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Great episode Chris and Patrick! We spend so much time thinking in investing and so little in funding. Wonder why market cap of bank industry is $7T+. Reminds me as well that the $BLK and $BX of the world are distribution machines

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Outstanding!! Thank you!

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Loved the discussion about discipline in writing premium. Jack Byrne used to say, “there are times when the smartest thing you can do is pay your underwriters to go play golf”.

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One of the very first things Chris said is that float is a "net liability," which broke my understanding. I thought it was a liability, but also an asset, so a net 0 on BS. Not sure what I'm missing, but certain that Chris gets this much better than I can.

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Is it weird I find this cathartic, like I’m on a run rn having a blast listening to Chris

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“The notion we’re gonna have all these trucks driving around w/o drivers - maybe - but isn’t that what a train 🚂 is?” ….should we just subsidize a lattice of new tracks instead? Omg 😂 😭