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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: tedthedog   😊 😞
Number: of 21941 
Subject: Re: Berkshire and Tariffs
Date: 04/05/25 1:39 PM
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So the only way to move in that direction is by outright force. Might as well be clear about it.

I'm a bit unclear about what you meant, were you referring to attempting to take Greenland by force, and perhaps Panama and Canada?
Monaco is probably safe, but the inmates are running the asylum, and you got nice beachfront property there, shame if someting happened to it, know wadda I mean?

I've narrowed my list of ex-U.S. defense contractors, available via ADR, to the following for further analysis.

BAE Systems plc BAESY (England)
Thales.S.A THLLY (France)
Leonardo S.p.a. FINMY (Italy)

BAESY is the most prominent, but apparently has large U.S. contracts so that complicates things, while THLLY and FINMY are apparently much less exposed to U.S. contracting. I say "apparently" because I never trust chatGPT until I manually verify what it says with a reference. I don't know if this direction will pan out, but the thesis is that defense contracting within EU and NATO/ex-US using non-U.S. companies will increase rather sharply.



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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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