I'm currently trying to get a handle on what has happened to railroads (freight) in the US post-Main Lines. UP eating SP did not digest well (that was clear in the book, altho it wasn't clear just how long it would take for the pain to fully transit). The signalling/train control problem has not been fully addressed yet. And rail continues to pull business from trucks.
My strategy right now is to try to find financial analysts who specialize in rail. They do exist. They are not flashy. And, unfortunately, I'm not having great luck getting access to the for-pay ones through my brokers.