What if Buffett didn’t buy the railroad for the railroad?

November 29, 2009

Digital delivery is here and we’re going to need 10x the broadband capacity in a couple of years.  Now he has the right-of-ways for all the fiber we need.

And what about that new electrical grid?  Is it feasible to lay towers over tracks?  I don’t know, but I do know that he now has a path to take all the new electrons from solar and wind farms in the Southwest and the Texas Panhandle to Southern Cal and the Midwest.

One thing’s for sure: No one ever accused him of thinking short-term.

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