Burlington Northern Railroad
Railroad companyWikipedia
10
MENTIONS
7
EPISODES
7
PODCASTS
Search complete. 10 mentions across 7 episodes found for "Burlington Northern Railroad".
Sep 15, 2026
Tom AlbrechtGUEST
And so we could get in and make a difference.
Tom AlbrechtGUEST
We had a similar call on the Burlington Northern, that it was gonna be more worth, uh, the sum of its parts.
Tom AlbrechtGUEST
And so we made a call that they would split up as well.
Tom AlbrechtGUEST
And again, nobody was following them.
David MoreheadGUEST
To go back to the, like, the Buffett or Charlie example, right, they also are allocators, and they're deciding who gets the incremental dollars.
David MoreheadGUEST
Do they send it to Burlington Northern or do they send it to their energy company? And depending on what the outlook is, what the CapEx requirements are, et cetera, you know, they get budgets submitted to them, and they may or may not allocate more of their cash pile to those companies.
Harry StebbingsHOST
Quite a lot of LPs that I speak to say, "I get the liquidity challenge of venture, and I get the time lags of venture being difficult.
Harry StebbingsHOST
But I learn a lot from what happens in my venture portfolios in terms of AI penetration, new technologies, adoption cycles." Is your venture portfolio a learning academy for you or not?
Tom HaughHOST
And then they said, oh, because this came across the tape.
Tom HaughHOST
He goes, why is Warren Buffett either buying or buying a bigger share or a member of the Burlington Northern? It was Joe Kerner.
Tom HaughHOST
And I said, well, Joe, the Burlington Northern is all the, The railroads in the northern part of the country, it's the northern Pacific, it's the Chicago, Burlington, and Quincy, and it's the great northern.
Tom HaughHOST
So anything that goes into Montana or North Dakota is owned by the Burlington northern.
Tom HaughHOST
And, oh, by the way, they just got all this oil up there.
Tom HaughHOST
And maybe you could truck it out.
Tom HaughHOST
The major railroads there were allowed to combine.
Tom HaughHOST
But now we're down to two.
Quinton LucasGUEST
That being said, it is exceedingly expensive, and I think that is a hard barrier to overcome.
Quinton LucasGUEST
But, you know, look, if Burlington Northern or somebody else, Union Pacific, CPKC, want to say, hey, have free rail access, we're not worried about freight, and you guys could build up a commuter system, I'd absolutely love it and adore it.
Quinton LucasGUEST
And so we've had, you know, kind of more, you know, the broader chats on it.
Quinton LucasGUEST
I won't quite say it's as light as...
Damon CarsonGUEST
Agriculture, farming is the one industry that's just, you take old oil field pipe and make horse corrals or cattle fences, highway guardrail.
Damon CarsonGUEST
They'll take railroad ties when Union Pacific or Burlington Northern's taken up, and they'll take those railroad ties from going horizontal to vertical and make them in defense posts.
Damon CarsonGUEST
So I think it was that exposure for, you know, the 18 years of my growing up that that probably I saw this pattern or that re-season moment just magnified because I witnessed it sort of day in and day out growing up.
Damon CarsonGUEST
Well, I grew up in Idaho and that's
Roland MiddletonGUEST
I'd have to take a look at it.
Roland MiddletonGUEST
I know we held off on one project while we were waiting for Burlington Northern to finish up the crossing, and I'm not sure if that's it.
Roland MiddletonGUEST
So I'll look into that and see, but I think that might actually be in the city of Ferndale, and I can call my counterpart out there and let him know that it's noticeable and concerning.
RandyAUDIENCE
Yeah, it just seems strange to me that the road's great all the way out, but that one little area there, it just, it's, the patching still makes it bumpy, but whatever.
Jim HeideGUEST
So they...
Jim HeideGUEST
They would pick up containers from the Burlington Northern yard that was here, bring them down to the warehouse, and then we'd go in with these big pry bars and pry up these two-by-fours that were nailed down to the floorboards of the trailer so that a forklift can go in and pull the metal out.
Jim HeideGUEST
And then we would reload those with the scrap.
Jim HeideGUEST
So if you...