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Buffett-BNSF

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The bets, forks and reversals that shaped Buffett-BNSF — each one explained, and checked against the record.

People & Control

The decisions that made it

The Founder Doctrine · People & Control
Buffett Called BNSF an 'All-In Wager.' He'd Already Been Holding the Cards for Three Years.
The BNSF deal is sold as a bold $34 billion crisis bet on America. But Berkshire started buying the stock in August 2006, and already owned 22.6% before the merger was signed. The wager was real. It just wasn't a leap.
7 min
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