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Playing Monopoly, the railroads are usually a solid moneymaker.

There’s more than one way to skin a cat … or move them: Short Lines.

The most interesting bit is that they control 29% of the nation’s tracks, but only generate 9% of the revenue. Underutilization is where value — and competitive advantage — hides.

You can bet we will be looking for new opportunities here.

This entry was posted on Tuesday, October 30th, 2007 at 8:16 pm and is filed under Sobedesign. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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