Jun. 11 at 11:11 AM
$UNP
Union Pacific is fundamentally a toll road business with trains. They own irreplaceable infrastructure in strategic corridors, generate consistent cash flows, and have returned capital to shareholders for over a century. The business model is simple, the competitive position is strong, and the long-term trends (nearshoring, environmental focus) seem favorable.
However, this isn't a high-growth tech stock. It's a mature, capital-intensive business that grows roughly in line with the economy. The excitement comes from operational improvements, market share gains, and the potential for rail to benefit from supply chain reshoring.
https://stratafinance.beehiiv.com/p/union-pacific
