There’s two main points in article: 1) berskhire owns clayton homes which takes advantage of poor people with high fees. Therefore it is hypocritical for Charl

There’s two main points in article: 1) berskhire owns clayton homes which takes advantage of poor people with high fees. Therefore it is hypocritical for Charlie to accuse a pharma company of taking advantage of people. 2) some of berskhire deals associated with 3G capital cost cut at sake of revenue growth For number 1, it’s a fair question. I’ve heard of Clayton homes before and seems to be a head scratcher for Warren and Charlie who are quick to throw moral judgements around. However one key difference I’ll point out between Clayton and Charlie’s criticism of the pharma company is that jacking prices in pharmaceuticals can be literally a life or death matter. Clayton homes on the other hand people have choices - they can continue to rent a usual apartment vs trying to “buy” a home. Not saying it’s not sketchy but the degree of harm is different. For number 2, the author leave out many specific details but I’m inclined to not give much weight. If you’ve read any of Warren’s letters their entire philosophy is to buy and hold, generating a healthy return on net tangible equity year after year. It makes no sense they would cut costs at expense of revenue growth. It does make sense they would cut costs, but not in the slash and burn manner this article is implying.