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Campaigns / Soroban → Union Pacific Corporation
Soroban vs. Union Pacific Corporation

Union Pacific Corporation · UNP

1 deck published between 2023-02-22 and 2023-02-22 — 43 pages, 43 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2023-02-22 initial thesis

    2023 02 Soroban Union Pacific Industrials February 2023

    43pp · full_deck

    UNP owns the best Class I rail franchise but ranks worst on every metric under CEO Lance Fritz; bringing back operator Jim Vena could double the stock to ~$400 by 2025.