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Telematics
Field of studyWikipedia
2
MENTIONS
1
EPISODES
1
PODCASTS
Search complete. 2 mentions across 1 episode found for "Telematics".
Aug 21, 2026
Learning from Buffett and Munger: Masters in Business with Alex Morris
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38:02Barry RitholtzHOST
They're one of the bigger cut now This is a huge huge growth story and change for them over the years.
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38:10Barry RitholtzHOST
It is the Telematics strategy what drove them?
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38:13Alex MorrisGUEST
Yeah, it's a huge part of it
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38:16Barry RitholtzHOST
And then the other issue that comes up is the Buffett has been notoriously tech averse and then become one of the biggest shareholders of Apple and How did he explain that? How did he wrap his head around that major pivot?
16 MINS LATER
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54:15Alex MorrisGUEST
Yeah, I think that, and this is also informed by writing the book, the questions over time, in the early days, the questions were really focused on Berkshire and investing.
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54:24Alex MorrisGUEST
And I think as time went on, they became a lot more about life advice and other things that, while still interesting, are not really Berkshire specific.
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54:33Alex MorrisGUEST
And when you got to things like I was saying with Geico and Telematics, or at BNSF, where their results were lagging some of the other class one rails, I think Warren had a tendency to not want to point fingers at the managers, and he wouldn't really talk specifically about the issues there, which is, you know, for the people who are kind of the diehard Berkshire shareholders, we want to hear those things.
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54:54Alex MorrisGUEST
Greg took those questions head on, which was really refreshing to hear.