Richard L. Chilton, Jr.’s notes from the 2019 Value Invest New York Conference. Richard is the founder, Chairman, CEO & CIO of Chilton Investment Company. Q3 2019 hedge fund letters, conferences and more Richard L. Chilton Jr.: A Private Equity Approach to Investing in High-Quality Stocks Pitch: Union Pacific Trades at 11.4 p/e on 2024 b/c of cost cutting versus current p/e of 20x and 5% fcf yield Not a cyclical as people think; only 2 lines that go east west and they operate in a oligopoly with pricing power FCF since 2000 has compounded at 15% Even in years…
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