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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.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Uwharrie ✸⎊  😊 😞
Number: of 22353 
Subject: Re: Operating Ratio is all that counts in railroading_
Date: 01/26/24 10:14 AM
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No. of Recommendations: 9
This link discusses the downside of Precision Scheduled Railroading. Berkshire has invested in BNSF's infrastructure to increase capacity (double stacked train heights).

rsexpress.com - Precision scheduled railroading

The drought is significantly reducing shipping via the Panama Canal for Asia to East Coast USA ports. It would be logical to expect an increased portion of East Coast bound cargo from Asia to be delivered to West Coast ports and shipped via rail to the East Coast. This has got to be good for BNSF.

I listened to a speaker yesterday that said the world is experiencing a major loss of available cargo ships because of the Suez Canal attacks situation causing the much longer around the Horn of Africa to be taken. The route's extra transit days is creating a supply chain mess for all concerned.

Uwharrie
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This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
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Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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