Dan Kent
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Appearances Over Time
Podcast Appearances
And they just kind of know that these are going to level out over time.
It's part of the business.
Yeah.
And that's another thing why, you know, a lot of good insurance companies are struggling right now because you can easily, like these insurance companies could grow however much they wanted to if they got a little bit more lenient on the underwriting, but you'll eventually pay for that.
Like if they could easily grow 11%, but if they're taking on policies that are not going to be profitable, like that'll hammer you down the line eventually.
Yeah.
Yeah, it's one of the worst run class one railways.
That's not to say it's badly run, but the other ones are generally more efficient.
It hasn't done very good.
Not bad, but just not as good as others.
Yeah, I didn't know they had that large of exposure.
I would imagine on the grid infrastructure, I would imagine that becomes regulation.
There's no way they're going to make all the consumers front the costs for these
Yeah, exactly.
Which I kind of think, which is why they're going to have to put in some sort of regulatory framework where if you're a company that's utilizing it for that, you're going to have to front.
I mean, Berkshire, I think is just kind of getting ahead of the curve here.
Yep, definitely.
That's kind of all I had on the energy side.
I think there's going to be something put in place to make sure that doesn't happen, or at least there should be.
Yeah, the kids and stuff.