BNSF
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 18, 2026 by Ben Thompson · across every show →
Everything said about BNSF, oldest first
Aug 18, 2026 neutral
Thompson: BNSF generated more cash in one year than See's Candies lifetime
“Like BNSF in twenty-twenty-five or something, they're, the amount of free cash they've threw off in one year was more than these candies that throw off its entire lifetime. Even though you're talking about a low margin business compared to a very high margin b…”