GEICO

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 25, 2020 by David Friedberg · said 9 times in 7 episodes since 2020 · across every show →

Mentions by year

brought up most by Chamath Palihapitiya (4), David Friedberg (3), Jason Calacanis (1), Bill Ackman (1)

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Everything said about GEICO, oldest first

Nov 25, 2020 positive
Assertion Supported
Metromile customers save 47% on average compared to traditional insurers
“The average customer doesn't drive a lot with Metro Mile. They save 47% over what they were paying with like Geico or Progressive Reassurance.”
David Friedberg Nov 25, 2020 ▶ 2:14 E13: SPACsgiving Special! Vaccine news, innovation vs regulation, fixing higher ed, challenge trials
Jun 13, 2021
Assertion Partly supported
Palihapitiya: AQR study found Warren Buffett ran 20-30% leverage via Geico float
“There's a really great study by AQR, I think is the name of the hedge fund, and they reverse engineered Buffett's returns. And what they saw was that Buffett ran about 20 to 30% levered his entire career. And the way he did that was synthetically by the float …”
Chamath Palihapitiya Jun 13, 2021 ▶ 1:13:50 E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more
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