In Case You Missed It: Heineken Analysis & Valuation
FreightWaves → BNSF Announces $3.6 Billion Capital Investment Plan for 2026
HousingWire → Clayton’s TRU Mini homes aim for infill sites and entry-level buyers
GEICO Falls Further Behind State Farm and Progressive
Progressive is this close to unseating State Farm.
JP Morgan 2nd Quarter Guide to the Markets
Japan Cat Pricing Down 20%
Warren Buffett is Still Hard at Work (CNBC)
This week in Berkshire History
March 30, 2007: Berkshire acquires TTI, Inc., a distributor of electronic components.
April 1, 2007: Fruit of the Loom closes on its acquisition of VF Corp.
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
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