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Jun 14, 2021
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Latouche's avatar

Buffet is a monopoly prospector. He sniffs out mid-range, back-alley, under-the-radar businesses with firm balance sheets that dominate their particular market.

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Latouche's avatar

For instance, BNSF owns 11% of western U.S. inter-city rail lines in urban markets, most of which are experiencing sturdy population growth. That's a lot of urban freight rail-line for one fella to own, and as those urban areas grow....

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