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This Is Berkshire Hathaway’s Simple But Unreplicable Competitive Advantage In The Insurance Industry
By The Good Investors  •  April 17, 2020

One of my heroes in the investment industry is Warren Buffett. His brainchild, Berkshire Hathaway (NYSE: BRK-A)(NYSE: BRK-B), is one of the 50-plus companies in my family’s investment portfolio. We’ve owned Berkshire shares since August 2011, and I shared my investment thesis on the company recently in The Good Investors.

In my Berkshire thesis, I discussed the fantastic track record of profitability that the company’s insurance subsidiaries have produced over the years. I shared that the track record is the result of Buffett’s unique mindset in managing the insurance subsidiaries:

“Next, Buffett also does not push for short-term gains at the expense of Berkshire’s long-term business health. A great example can be seen in Berkshire’s excellent track record in the insurance industry: Its property and casualty (P/C) insurance business has recorded an underwriting profit for 15 of the past 16 years through to 2018. In contrast, the P/C industry as

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By The Good Investors
We are Chong Ser Jing and Jeremy Chia, and we started The Good Investors in the aftermath of The Motley Fool Singapore’s closure in late 2019. We both have a passion for stock market investing and believe deeply in enriching society through our investing activities. One way we can do so is through investor-education. The Good Investors is our personal investing blog and will serve as a free platform for both of us to openly share our investing thoughts with you.
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