@SuperDuperInvst V interesting idea; I've done some reading on this, but I wanted to see if you had perspective on - do you see them taking their capabilities to the data center? Or their core segments/customers can be enough support solid rev/FCF growth?
Imagine drafting both of them in the same draft
Deciding you want neither of them
Only getting one 1st rounder, 29 games of Anthony Davis, and Max Christie in return
@MiddleMgmt1@justfactstruth Also am curious on if they can/are using PMA in Power units? If so, gotta think uptake right away and moves margin up big/fast there. I don't fully understand crossover capabilties tho on that
@justfactstruth@MiddleMgmt1 Do you/we know the potential/capacity for producing more than 100 units in 2028/after? Clearly, 100 per annum moves the needle in a big way. But if they indicate in any form that 2028/29 could have more Power units... wow
@real_MikeBarnes And with soon to be $1.5b FCF, most to buybacks, against the "liquid" (non-Berkshire/Weschler-owned) market cap of ~$6b... cause I doubt they sell