Why CSX dropped
We had predicted CSX to go up and not have any problems with the current
environment we are in, unlike the opposite companies we had previously invested in.
This was a big bet as we didn’t know anything at all about railway companies and had
guessed that they wouldn't have the typical problems that an average company would
have. This ended up being true as not only did they beat the estimates, but also
provided good guidance for future quarters. Going forward, we will use the same
technique for the companies that don’t have much in common with the average firm
such as CSX, and continue to build on our knowledge of how these types of companies
will move.

