UNP Guided Tear Sheet Presentation Slides

Erik Kobayashi-Solomon

June 22, 2016

Union Pacific is an interesting company with an interesting weakness. It and other railroads have been a darling of the hedge fund industry for years, but we contend that recent purchasers may be exposed to an inherently unpredictable “downward repricing.” The presentation below is a soft copy of the Guided Tear Sheet learning call we …

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