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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: OrmontUS   😊 😞
Number: of 21937 
Subject: Re: A Rare Buffett Blunder That (Maybe) Wasn't
Date: 06/05/25 10:29 AM
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First of all, admittedly I have not researched the company beyond reading the SeekingAlpha link. That means I'm not familiar with their geographic marketing reach nor their competitors. That said, while the date of a long-term ceasefire in Ukraine is apparently not the "within 24 hours" projected by US leadership, hopefully it will happen at some time within the next few years. At that point there will be a requirement, regardless of the ffinal treaty, to rebuild its electrical infrastructure. In parallel the US administration's significant boosting of cryptocurrency, in paralel with growing use of EV's, will creat an evironment requiring significant reenforcement of the US electrical infrastructure. Especially if PCC has some sort of decent moat, tghese all bode well for the company in the projectable speculative future.

Jeff
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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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