What podcasts say about Canadian Pacific Kansas City

Every statement, with the speaker, the exact quote and the moment it was said.

What experts have said about Canadian Pacific Kansas City

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

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
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
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
Kyle GrievePositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific Kansas City produced exceptional financial results before COVID.
“Canadian Pacific Kansas City before COVID was putting up some exceptional numbers.”
Listen at 7:34
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrievePositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific delivered 26% EPS growth and roughly 20% share-price growth plus dividends.
“26% growth in EPS while the share price grew about 20% plus a 1% dividend.”
Listen at 7:43
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Shawn O'MalleyNegativeNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific Kansas City EPS growth slowed and share-price growth reached only 5.5%.
“Earnings per share has slowed considerably into mid-single-digit growth, while the share price has compounded at just 5.5% correspondingly.”
Listen at 7:58
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Shawn O'MalleyNegativeNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific Kansas City and BNSF do not appear to be obvious bargains.
“neither of them have really seemed to look like screaming buys.”
Listen at 8:14
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrievePositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific Kansas City is the only North American railroad spanning three countries.
“It's the first and only railroad to run through three different countries in North America.”
Listen at 8:45
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrievePositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
No other railroad can currently replicate Canadian Pacific Kansas City’s network.
“No other railroad currently can replicate the network that they have.”
Listen at 8:51
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrieveNegativeNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific increased diluted shares 37% to fund the acquisition.
“the diluted share count increased by 37% just to fund the deal.”
Listen at 9:00
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrievePositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific Kansas City customers must pay to move freight across its network.
“customers basically have to pay it to move their freight from one point to another.”
Listen at 16:47
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Shawn O'MalleyPositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific’s geographic and freight diversification cushions weakness in individual markets.
“a weak year in one commodity or one economy does get cushioned by the others”
Listen at 18:27
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrieveNeutralNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Grain is Canadian Pacific Kansas City’s largest freight business, exceeding 20% of revenue.
“Grain is their single largest business line making up well over 20% of its freight revenue.”
Listen at 19:24
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrieveNeutralNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific’s fuel-surcharge revenue rose 74%, adding approximately $258 million.
“the fuel surcharge revenue increased by a mind-boggling 74%, adding roughly $258 million to revenue.”
Listen at 20:20
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrieveNeutralNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Underlying Canadian Pacific revenue growth was mid-single-digit after excluding fuel and grain effects.
“if you strip out the fuel and the record grain harvest, underlying revenue growth comes in the mid single digits”
Listen at 20:46
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrievePositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific won the bidding process for Kansas City Southern.
“they ended up winning that bid.”
Listen at 27:25
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Shawn O'MalleyPositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific Kansas City can move freight from Mexico through the US into Canada on one line.
“And now for Canadian Pacific, Kansas City, they can do it on a single line from Mexico through the US and into Canada.”
Listen at 28:15
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Shawn O'MalleyNegativeNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific’s irreplaceable network does not provide unlimited pricing power.
“the fact that pretty much nobody can go out and build a new railroad doesn't mean that Canadian Pacific Kansas City can go out there and just charge whatever price they want to.”
Listen at 29:51
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrievePositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific’s rail infrastructure replacement cost is estimated at $8–20 million per mile.
“the actual price today should probably go in a range more like between $8 and $20 million per mile.”
Listen at 31:48
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrievePositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific Kansas City’s network replacement cost is estimated at $250–500 billion.
“the estimated replacement cost is probably somewhere between $250 billion to $500 billion.”
Listen at 32:03
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Shawn O'MalleyPositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Customers integrated with Canadian Pacific are unlikely to switch to Canadian National.
“it's really unlikely that they're going to try and switch to Canadian National”
Listen at 41:36
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Shawn O'MalleyNegativeNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific still must prove its moat produces superior post-merger returns.
“the part that Canadian Pacific Kansas City still needs to prove on the other side of this big merger that they've done.”
Listen at 44:12
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrievePositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific Kansas City has an exceptionally large business moat.
“Canadian Pacific Kansas City has one of the largest moats in a business that I've ever seen.”
Listen at 44:19
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrieveNegativeNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The premium paid for Kansas City Southern will permanently increase Canadian Pacific’s invested capital base.
“Because they paid this large premium for Kansas City Southern, it's permanently going to change their invested capital base.”
Listen at 53:43
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Shawn O'MalleyNegativeNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific likely repurchased shares around or above intrinsic value.
“much of the buybacks over the past few years, they seem to have been done at sort of what I would call a rough approximation of exactly at intrinsic value or perhaps above it.”
Listen at 56:49
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrieveNegativeNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific partly funded buybacks with new bonds and an asset sale.
“part of these buybacks were funded by issuing new bonds and selling a stake in the Panama Canal Railway.”
Listen at 58:08
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Shawn O'MalleyPositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific’s current leverage does not pose a major concern.
“I don't think there's too much to worry about here.”
Listen at 58:53
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrieveNegativeNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific’s net debt equals approximately ten times free cash flow.
“Canadian Pacific, Kansas City's net debt to free cash flow is actually 10 times.”
Listen at 1:00:08
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Kyle GrievePositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific’s operating income covers interest expense more than six times.
“Interest is covered more than six times by operating income.”
Listen at 1:00:34
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Shawn O'MalleyNegativeNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific’s future interest costs will rise significantly as debt refinances.
“the interest costs for them going forward structurally are going to increase significantly”
Listen at 1:01:36
Open the episode · TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley

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.