Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" 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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (6) |
Author: Geo23 ⎊  😊 😞
Number: of 22351 
Subject: BNSF Moat
Date: 09/26/26 5:08 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 5
I’ve been doing a little research on the Tesla Electric Semi which is years late but being manufactured now. Significant orders are being placed.

The operating economics are compelling when compared to a conventional diesel semi truck. One (unconfirmed) analysis had fuel costs of $0.80 to $1.00 per mile for a conventional semi vs. $0.15 per mile for the electric semi at a $0.09/kwh industrial rate for electricity.

Additionally, if and when autonomous self driving gets approved for over the road trucking, costs go down significantly.

Does this eventually threaten the advantage rail transport has vs trucks? Is BNSF’s moat less sturdy than assumed?
Thanks for everyone’s thoughts.
George
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to Geo23 here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,861 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 · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (6) |


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 | Open Questions | Moving a community