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Jun 13, 2023Liked by @ValueInvesting

You are absolutely on fire with this. IB tier equity research for the price of a sandwich. I love it.

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Jun 15, 2023·edited Jun 15, 2023Author

Hi, thank you so much! The trick is that I love doing it too :) Please do help me share my newsletter around if you don't mind, and I hope to keep adding value to you!

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To the former, basically yes. I have a companion article to this one about CNI, it explains a bit more about the implications of the new CPKC merger which will link to the port in Mexico. You can sign up for a trial if you want to read it: https://valueinvesting.substack.com/p/cni

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