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Replies2

Such an Exciting and Opportunity-Filled Time to be an Infrastructure Investor
Latest by JRo
Replies4

United Rentals Acquiring H&E Equipment Services in ALL CASH Deal
Latest by JRo
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"Generational" Growth Opportunity for Infrastructure According to Goldman Sachs
Started by JRo
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“$2 trillion in hyperscaler cloud capex could be deployed in the next five years”
Started by JRo
Replies1

Excellent letter from Samantha McLemore (Bill Miller’s #2 for 20 years)
Latest by Cale
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FT Article on Microreactors (Small Modular Reactors)
Started by JRo
Replies4

We Are Completely Re-Architecting The Infrastructure of the U.S. and Ultimately the World
Latest by JRo
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Such an Exciting Time to be an Infrastructure and Industrial Tech Investor
Latest by JRo
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Some thoughts on Valuation
Latest by JRo
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Microsoft Announces it Will Spend $80 Billion in Ai Data Center CapEx in 2025
Latest by Cale
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Incredible Interview with Chris Davis in Barron’s
Latest by JRo
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KKR Thinks We're Entering Early Cycle Which Would be Positive for Leading Industrial/Infrastructure
Latest by JRo
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FedEx Spinning off its LTL Freight Division (direct competitor to Old Dominion)
Started by JRo
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Todd Ahlsten (CIO at Parnassus and Member Barron’s Roundtable) Outlook for 2025
Started by JRo
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Alphabet forms Partnership to Advance Humanoid Robots
Started by JRo
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This is One of the Things I'm Looking For (Bear Markets for High Quality, Crucial Industries)
Started by JRo
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Bridgewater on stronger Industrial and Interventionist Policies and Connecting the Dots to Buffett
Started by JRo
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Good Article on the Supply and Demand for Ai Infrastructure
Started by JRo
Replies5

Liz Ann Sonders and Kevin Gordon's (from Charles Schwab) 2025 Market Outlook
Latest by John
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Good Article for Tesla Bulls (like Me LOL)
Started by JRo

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