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. - 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 Producer: Ricky Mulvey Engineer: Rick Engdahl

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