Now that's some powerful value investor type of logic.

It turns out he is a momentum investor, but he likes to buy stocks that are 100 years past their sector peak.

Goldman must have convinced him of one of their themes, namely that oil prices are going to infinity, and that tractor-trailer transportation will simply die.

Either that or he's gone competely insane and just wants to ride the rails around with a train engineer's hat on his head in the cab of a big locomotive diesel.