• ⭕北美深蓝 OP : Heavily invested, it has already doubled, continue......

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• cakesifuLim : Is this suitable for long-term investment.

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• ⭕北美深蓝 OP cakesifuLim : There are no eternal friends, only eternal interests, and the stock market is the same.

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• ⭕北美深蓝 OP cakesifuLim : Looking at the research on these companies that I have done, it takes effort, and it is precisely because of the in-depth and thorough information digging that the shadow of Buffett was found.
  Buffett's trades also require a dynamic assessment of value rationality, dynamic evaluation! In-depth analysis! In the stock market, never just follow the trend blindly, risks!

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• cakesifuLim ⭕北美深蓝 OP : Okay. Thank you. I will find out a bit more.

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• ⭕北美深蓝 OP : Pilot Flying J equity change situation ________________________________________
  The following information covers background review, capital operation dynamics, and their impact on the market and Industry, aiming to broaden investment perspectives and comprehensively assess investment symbols.
  ________________________________________
  1. Event background and historical evolution.
  Initial capital operation (October 3, 2017)
  • Berkshire Hathaway Inc. controlled by Warren Buffett announced it would acquire 38.6% of Pilot Flying J’s capital.
  • At the same time, the Haslam family and FJ Management will retain their shares until 2024.
  • This operation marks Buffett and his investment team’s interest in autonomous driving and Transportation related Assets, showing the intention for long-term Hold and strategic layout.
  Full acquisition of shares (January 17, 2024)
  On January 17, 2024, Berkshire Hathaway Inc. further completed the acquisition of 100% of Pilot Flying J's shares.
  This full acquisition makes Berkshire Hathaway Inc. the sole owner of Pilot Flying J, providing ample capital and strategic resource support for its future layout in the truck rest stop and logistics services sector.
  ________________________________________
  2. Investment opportunities and market impact Bullish Signals for investors
  • Buffett effect: As a globally renowned investment Institution, Berkshire Hathaway Inc.'s continued investment in Pilot Flying J is widely regarded by the market as a guarantee of long-term value.
  • Strategic integration: After the full acquisition, Pilot Flying J will integrate Berkshire's advantages in capital operation and risk management to further enhance Operational efficiency and market competitiveness.
  • Market expectations: The news of this acquisition may trigger optimistic expectations in the related Transportation and Logistics Sector, thereby driving stock prices and overall industry valuations up. Potential investment returns
  • Short-term opportunities: The market usually has high sentiments for symbols directly involved by Buffett, and related Stocks may experience significant increases after the announcement, attracting speculative funds from retail and Institutions.
  • Long-term prospects: As one of the largest truck rest areas and gas station networks in North America, Pilot Flying J has a stable Cash / Money Market flow and extensive market coverage. After the merger, it is expected to achieve higher operational efficiency and profitability, significantly enhancing long-term value.
  …………………………
  • Buffett's involvement provides important endorsement in the field of autonomous trucks and related Transportation services, and the market may subsequently pay more attention to symbols related to autonomous trucks, Logistics platforms, and supply chain integration.
  • If in the future Buffett or his related Institutions further increase their investment in the autonomous driving or Logistics industry, the entire Sector will welcome both policy and capital bullish signals, driving continuous valuation increases.

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• ⭕北美深蓝 OP : SPAC (Special Purpose Acquisition Company) makes a comeback: Kodiak Robotics considers a merger.
  The SPAC is back: Kodiak Robotics eyeing a merger.
  bloomberg.com/n...
  According to Bloomberg, citing anonymous sources, the blank check company Ares Acquisition Corp. II is in advanced negotiations regarding a merger with Kodiak Robotics.
  Thomas Watson - March 14, 2025, Friday.
  Bloomberg reports that Ares Acquisition Corp. II is in advanced merger negotiations with Kodiak Robotics. Ares is a blank check company led by CEO David Kaplan, which raised $0.45 billion in April 2023, and has stated that it may consider mergers in any sector.
  For Kodiak, more revenue is on the way. The company announced in January that it has sold its Self-Driving Cars RoboTrucks to $Atlas Energy Solutions (AESI.US)$ , and Atlas has completed 100 deliveries of goods using vehicles equipped with Kodiak technology.
  Bloomberg's article estimates that the value of this deal could bring the merged entity to about $2 billion, with Ares competing against other bidders for Kodiak. Bloomberg added, "The deal is not yet finalized, terms may change, or negotiations may break down."

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