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Prudent Capitalist

10/30/25 1:28 PM

#232825 RE: bar1080 #232824

Do some more DD. That was the original business, but now just a small part, albeit a cash cow along with underwriting student loans. Tt has vast investments and operations in high speed Fiber (ALLO), HUDL, which is the largest electronic playbook and game video entity used by the NFL, all colleges, and high school sports, etc., Solar, the Nelnet Industrial bank in Utah, real estate, etc. , to name a few. It is controlled by one family, but the Charman models Buffett, and the company does not issue projections. Believes that the proper course is to emphasize intrinsic value and report quarterly.

Not suggesting you or anyone invest at these levels. But it has been a very profitable long-term investment right up there with CAT and BRK for us.