Posts by James A. Giblin
James A. Giblin
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Where’s the Beef?
The Contrarian View: The phrase “Where’s the Beef” originated from a Wendy’s commercial in 1984 and quickly became a “cultural catchphrase” used to express skepticism or doubt about the substance…
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Justification for UP-NS Merger: Real or Not?
In April 2019, Matt Rose stepped down as BNSF Executive Chairman. At the end of his tenure, Rose had been Executive Chairman for six years, and BNSF President and CEO…
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A Few Better Ideas: A Contrarian View
Union Pacific CEO Jim Vena claims to have identified a number of rail industry shortcomings that according to him can only be solved by his proposed transcontinental merger between the…
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What’s Really Going on in Chicagoland: A Contrarian View
According to recently published statements made by Union Pacific CEO Jim Vena, we need a transcontinental rail merger to dramatically improve rail service by eliminating what Vena claims are the…
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Irrational Exuberance?
Observations on the TD Cowen/Jason Seidl article, “If All Else Fail, Attempt to Merge.” First, if the railroads lost only 1% of rail traffic between 2014 and 2024 (excluding coal…