Brown Advisory
JULY 23, 2019
It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. BNSF is watching what others do and is not above copying good ideas to become more efficient while serving customers well.
Brown Advisory
JULY 23, 2019
It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. BNSF is watching what others do and is not above copying good ideas to become more efficient while serving customers well.
The Big Picture
FEBRUARY 7, 2023
RITHOLTZ: In the ‘80s, they were really a financial arm of GE and a way to facilitate its client base. You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. COHAN: Plenty of relevance. COHAN: Did a ton of deals.
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