by Erik Kobayashi-Solomon | Dec 9, 2017 | Research
Over the past several weeks, we have been looking back at our valuation of Union Pacific and yesterday, published a summary of our valuation driver inputs and a discussion of…
by Erik Kobayashi-Solomon | Dec 7, 2017 | Research
After taking a close look at Union Pacific’s valuation drivers over the last two weeks, we are summing up our findings and translating them into operational forecasts for our valuation…
by Erik Kobayashi-Solomon | Dec 6, 2017 | Research
Last month, prompted by long-time Framework member, Wilson M., I worked with our new analysts to do a valuation waterfall of Disney DIS. Since that time, the company reported its…
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…
