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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (63937)5/5/2020 6:54:57 AM
From: Spekulatius  Read Replies (1) | Respond to of 78817
 
You have some names for infrastructure plays?
Not really. Broadly though, I wouldn’t assume that any bad business becomes a good business, because of infrastructure spending. I am also not sure if there will be any infrastructure spending at all since all of the trillions spent so far are to sustain/ pay for idle time or consumption. I am not sure there will be anything left.

In thr case we do get an infrastructure bill, I guess that BRK will get it’s share , but likely not enough to move the needle.