MiTek, every mention
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tap a year for its mentions
every year anyone Ted Seides 7Tom Russo 6
Verbatim, from the transcripts: the passages where MiTek comes up
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
- ▶ 4:45 Ted Seides The conversation covers Tom's initial purchase of Berkshire, company meetings, reaffirming his thesis and searching for disconfirming information, the genius of Warren Buffett, research on MyTech,
- ▶ 11:51 Tom Russo They're not talking to the head of my tech industrial construction equipment business in search for how the business has grown over the subsequent time since the last time we met. 3 times in the scene
- ▶ 14:11 Ted Seides Let's just dive in a little on, say, my tech. 6 times in the scene
- ▶ 18:33 Tom Russo Now, that's the absolute genius of Warren, is that it's Clayton Holmes that he's asking the questions about, but if it was John Mansfield, or if it was Maiduck, or if it was Burlington Northern, the questions would be different, but…
- ▶ 24:09 Tom Russo You may remember Warren owned John's Manville, Acme Brick, Shaw Carpets, MyTech.
- ▶ 27:07 Tom Russo So you do see them grow, but you don't really get a sense of what's going on inside Geico as you can inside my deck.