Interestingly, I don't think the writer of this piece comes off as an investment genius--it's really just a well-reasoned pitch of the kind you might read in the back of Forbes. On the other hand, to a 18th century Austrian music lover, this little symphony didn't sound like the work of a genius either--until its composer was revealed to be all of eight years old. So I would say the article shows precocity, the seed of genius. Think of what you were doing at age 21 and you'll see my point.
On yet another (my third?) hand, an investment genius is not always a person. It can also be a company itself, something I'll address in future posts. If you define genius as "an extreme outlier among one's peers, a freak of excellence," then GEICO itself deserves the label--then and now it was in the highest percentile of companies in terms of sustainable (and even improving) competitive advantage and growth potential. It's a compound interest machine. Buffett's skill here was to recognize this fact and to bet big on it, and to do so at a very early age too. So maybe I should take back what I said--the writer of the piece does come off as an investment genius after all.
Incidentally, GEICO turned out to be a spectacular investment, a "buy it and hit the beach for twenty years" kind of investment until it ran into problems in the 1970s. I think I remember reading that later in his life Benjamin Graham himself "confessed" that that's what he should have done instead of working so hard looking for cigar butts in his private partnership. Of course those cigar butts worked out OK too. And Graham did find plenty of time for fun, on the beach (La Jolla and the south of France) and elsewhere--but that's for another post.