In Case You Missed It: The Value Bridge: Zooming In on Copart’s Growth
Fact of the Week: Solar just overtook coal as a supplier of electricity, at 12.8% vs. 12.2%.
BNSF’s BIG Project Approved
BNSF will spend $1.5 billion on a 4,500-acre integrated rail facility.
JP Morgan Report on GLP-1s
New Seth Klarman Video
Squishmallows in Happy Meals
The New Joule Order
China has done a better job with its energy security.
AI Servers Should Get Closer to Wind Farms
This Week in Berkshire History
Another quiet stretch in Berkshire’s history.
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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