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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.
Initiated position. High infrastructure moats...
— Paul Moore
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Other investors who've written on Union Pacific Corporation
New purchase. Largest and most...
The manager exited Union Pacific after poor execution, inflationary cost pressures, and a soft economic backdrop derailed the initial volume and margin inflection thesis. Although hopeful about...
Union Pacific possesses a unique, expansive rail network with sole access to all gateways into Mexico. Its structurally robust...
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We reduced the Fund's positioning across the copper sector during the quarter, exiting Grupo Mexico and materially reducing our positions in Freeport McMoRan and Teck Resources. COMEX copper hit...