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Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value

The Acquirers Podcast

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How Berkshire Hathaway Improved the Rail System

Berkshire was spending in the rail $2 of CapEx for every dollar of depreciation. They paid what a $36 or so billion for it, including the piece they already owned. So this is a business that earns kind of low to mid teens returns on capital. The energy business, on the other hand, where you're adding wind capacity, you're adding solar capacity,. You're building the grid.

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