[whatok]

BNSF is spending money on capex because it's the smart thing to do in that industry right now. That's not a consequence of a Buffet investment. Buffet also invested in Heinz and they immediately fired thousands and are cutting costs left and right.

[atomical]

Buffett lays out some reasons why it's tougher for brands like Heinz.

https://www.cnbc.com/video/2018/05/07/buffett.html