by Erik Kobayashi-Solomon | Dec 2, 2017 | Commentary
Unbelievable is all we could say as the week drew to a close. The impact of the headline news was too big to walk away from so much of our…
by Erik Kobayashi-Solomon | Dec 1, 2017 | Commentary
Over the past year and a half, I have been publishing research on U.S. rail giant Union Pacific (UNP) related to my bearish position in the company. With the recent…
by Erik Kobayashi-Solomon | Nov 29, 2017 | Research
In this series of articles, we’ve taken a look at Union Pacific’s revenue growth and at its investment spending (one, two, three, four). The last short-term value driver at which…
by Erik Kobayashi-Solomon | Nov 28, 2017 | Research
In the process of researching Union Pacific’s investment spending (detailed in these articles: one, two, three, four), I also looked into the revenues generated by the firm this year versus…
by Erik Kobayashi-Solomon | Nov 28, 2017 | Research
In my last article about Union Pacific’s investment spending, I compared its capital expenditures to those of close competitor Burlington Northern Santa Fe, the railroad owned by Warren Buffett’s Berkshire…
