Canadian Pacific Kansas City

Canadian Pacific Kansas City

Organization

Heard in 3 episodes across 3 shows since Sep 2026

Canadian Pacific Kansas City is a North American freight railroad formed through the 2023 merger of Canadian Pacific and Kansas City Southern.

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Episodes

3
across 3 shows

First heard

Sep 2026

Expert statements

43
21 positive · 17 negative

Episodes per month

Public PodLume episodes featuring it, over the last year.

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MonthEpisodes
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20261
Oct 20260
Nov 20262

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What experts have said about Canadian Pacific Kansas City

43 statements · 21 positive · 17 negative · 2 mixed · 3 neutral

  1. Kyle GrievePositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

    Canadian Pacific transformed from one of North America’s least efficient railroads into one of its best.

    “Canadian Pacific, Kansas City, they kind of went from being one of the least efficient railroads in North America to one of the best.”

    Listen at 0:46

    Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
  2. Kyle GrieveNegativeNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

    Canadian Pacific Kansas City shareholder returns have disappointed relative to expectations.

    “But the returns for shareholders haven't been nearly as impressive as I would have thought.”

    Listen at 1:07

    Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
  3. Shawn O'MalleyMixedNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

    The Kansas City Southern acquisition may either pay off slowly or permanently reduce capital efficiency.

    “Either that bet is a slow burn that's ready to pay off, or the price is... permanently lowered the company's capital efficiency.”

    Listen at 1:14

    Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
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Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

3 episodes featuring Canadian Pacific Kansas City, newest first