Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (4) |
Author: OrmontUS 🐝🐝  😊 😞
Number: of 15055 
Subject: Re: A Rare Buffett Blunder That (Maybe) Wasn't
Date: 06/05/2025 10:29 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
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
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (4) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds