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No. of Recommendations: 1
Here’s what Morgan Stanley thinks:

“That said, Berkshire could have greater exposure than peers to BI written on non-US policy forms (where exclusions are somewhat less common), as well as specialty lines like event cancellation.“

They’re not very specific on what policies have greater exposure, and I don’t believe Buffett elaborated on it either at the annual meeting, except to make some general statement about being adequately reserved.

https://www.programbusiness.com/news/berkshires-covid-19-exp...
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