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Telematics

Telematics

Field of studyWikipedia

Search complete. 2 mentions across 1 episode found for "Telematics".

Aug 21, 2026

Barry RitholtzHOST
38:02
They're one of the bigger cut now This is a huge huge growth story and change for them over the years.
Barry RitholtzHOST
38:10
It is the Telematics strategy what drove them?
Alex MorrisGUEST
38:13
Yeah, it's a huge part of it
Barry RitholtzHOST
38:16
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

Alex MorrisGUEST
54:15
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.
Alex MorrisGUEST
54:24
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.
Alex MorrisGUEST
54:33
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.
Alex MorrisGUEST
54:54
Greg took those questions head on, which was really refreshing to hear.

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