In Case You Missed It: Heartland Q3 Update
Introduction:
Martin is based in Norway and is a thoughtful aspiring investor. He has written a series of posts which he’ll be sharing on his Substack in the coming weeks. I encourage you to follow Martin and learn from him and his journey as a value investor.
44% of Commercial Driving Schools at Risk
CDL licensure has significant implications for the supply of truckers on the road and, by extension, the price of freight. The trucking industry has been in a recession since Q3 2022.
Inflection Point for Renewables, which are now over 90% of new capacity.
This is wild. The lawyers are already circling this one.
This week in Berkshire History
December 1, 2014: Berkshire Hathaway Energy acquires AltaLink, a Canadian electric transmission-only business, for $2.7 billion.
That’s it for this week. Hit reply and let me know what you think. What have you been reading that’s worth sharing? Let me know in the comments.
Stay Rational!
Adam
