Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action. Jason Moser and Deidre Woollard discuss the value of solid insurance underwriting, why Berkshire sees a future in catering to truck drivers, and finding the secret sauce in consumer businesses. Companies discussed: BRK.A, BRK.B, KHC, CPB, SOVO, SRG, KO, KNSL. Host - Deidre Woollard; Guest - Jason Moser
