UNP
Union Pacific Corp.
stock NYSE

I wonder if railroads in USA and UNP are fully electric? If so those are gonna be more efficient than any trucks, because batteries are heavy, hydrogen pricey and renewable oil need too much of farmland.

Anyone have thoughts on UNP? Historically, they have crushed the S&P 500. Their moat in railroads is immense. I'm interested in the bear case.
1. What does future innovation look like in railroads?
2. Is there any risk of disruption from another form of land-based transportation?
3. Are there better railroads picks not based in North America?

I wonder if railroads in USA and UNP are fully electric? If so those are gonna be more efficient than any trucks, because batteries are heavy, hydrogen pricey and renewable oil need too much of farmland.

Anyone have thoughts on UNP? Historically, they have crushed the S&P 500. Their moat in railroads is immense. I'm interested in the bear case.
1. What does future innovation look like in railroads?
2. Is there any risk of disruption from another form of land-based transportation?
3. Are there better railroads picks not based in North America?

Scratching UNP, will see if SPY finds support

took small profit in UNP --reducing long exposure a little.

Long UNP 217.71