Subject: Re: OT mostly: forevers
BRK
UBER (currently minting $...will soon have free cash flow of $10+ billion per year. Rather than pose a threat a fragmented AV market will result in much higher profit margins...no payment to a driver and the AV company that owns the vehicle will be responsible for the insurance. Well known money managers that own UBER are Josh Brown, Vitaly Katsenelson, and Bill Ackman. Personally I think that at some point within the next 10 years it could have a $1+ trillion market cap.)
KMI (has been discussed here.)
NNI (has been discussed here. Excellent management team. Market cap is 4.7 billion)
PB (super conservative Texas based bank that I think will eventually be acquired by a bigger player...market cap is 7.5 billion)
KMI, NNI, and PB all pay dividends.
I own all of the above with BRK being by far the largest position. I also own C but would be hesitant to commit to owning a large center money bank "forever."