New MoneyPublished 2026-09-06
“The SaaSpocalypse Isn't What Investors Think.”
$BNSBullish
Speaker valued BNS at $120-$150/share, above the $90 buyout price.
The first deal I saw him make was in 2008. It was publicly known that he made it, but he mostly doesn't really announce it. He was trying to buy Burlington Northern Railway.
I was looking at it and thinking, "Well, maybe this railroad is worth $120 a share." It is trading at around $80. This is Burlington Northern. I know that Buffett is trying to buy it.