Norfolk Southern Corporation
NSC
position
long
Tweedy, Browne
Thesis
Norfolk Southern is another railroad stock that Tweedy, Browne bought during the market downturn, reflecting their strategy of investing in strong companies with recovery potential in the transportation sector.
Did it work?
worked
confidence: high
The long thesis on Norfolk Southern has significantly played out, with a remarkable price increase of 579.8% over 214 months. This aligns with the strategy of investing in strong companies with recovery potential, as the stock has clearly demonstrated substantial growth since the pitch. The time elapsed is well beyond typical investment horizons, confirming the thesis's success.
Raw excerpt
No raw excerpt stored.