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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Over the past 18 months, this has entailed purchases of the likes of Canadian National (CN), the railroad company, and Hubbell, the US manufacturer of components for the electric grid, which we wrote about in the Quarterly Report last summer. These are businesses...
— Sebastian Lyon, Charlotte Yonge
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Other investors who've written on Canadian National Railway Company
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Over the past 18 months, this has entailed purchases of the likes of Canadian National (CN), the railroad company, and Hubbell, the US manufacturer of components for the electric grid, which we wrote about in the Quarterly Report last summer. These are businesses...