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: mungofitch ✹🐝🐝🐝 SILVER
SHREWD   😊 😞
Number: of 16625 
Subject: Re: PILOT
Date: 08/04/2025 12:24 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 7
It would be fairly tricky to do a comparison to Alimentation Couche-Tard like that. ATD have quite the geographic mix, and presumably a different fraction of sales from fuel, and a lot of stores not attached to fuel stops. I had the impression that Pilot's line of locations was more homogeneous.

I'm not saying that Berkshire didn't overpay; I don't have an opinion on that. Mr Buffett was certainly scathing about the Pilot folks in the annual report, in his coded way. Maybe they succeeded in gaming the second payment after all.

Jim
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.

Ticker or Board Name Author

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