Dane Bowler
Long/short equity, value, hedge fund analyst, REITs

Specialty Fiber Dominance Propels Rayonier's Outperformance

The Buy Thesis

While typically thought of as a timber company, Rayonier (NYSE:RYN) is primarily a producer of cellulose specialty fibers. This aspect of its business provides four fundamental strengths, which I believe will drive substantial outperformance.

    Steep barriers to ...
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