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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", mungofitch asked the members: "As for why the purchases stopped (for a while), perhaps the recent acquisition was seen to be somewhat counter to the capital allocation plans that Mr Buffett thought had been promised?" 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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Investment Strategies / Falling Knives
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Author: weatherman ✹🐝  😊 😞
Number: of 1216 
Subject: Re: sliding knife - ptc 1yr low
Date: 10/08/26 2:29 PM
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this was luck...i was dipping into oligopoly GARP stocks at the time, and ptc used to be a giroux favorite.

the schneider acq is not obvious\cheap, but they are bursting with incoming AI capex spend.

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