What podcasts say about Canadian Pacific

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

What experts have said about Canadian Pacific

10 statements · 6 positive · 4 negative

Kyle GrievePositiveNov 12, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Canadian Pacific profited from selling its unused Vancouver corridor.
“Canadian Pacific held its ground and still ended up making a little bit of money on that asset.”
Listen at 5:56
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 materially shaped Canada’s present geographic and political form.
“Canadian Pacific isn't just a railroad. It's really a big reason that Canada exists in the shape that it is today.”
Listen at 10:20
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
CP had one of the industry’s lowest operating ratios before its activist campaign.
“During this time, CP had one of the lowest operating ratios in the entire industry.”
Listen at 12:42
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 operating ratio was 80% before Hunter Harrison’s reforms.
“At this time, Canadian Pacific had an operating ratio of 80%, which is just plain bad.”
Listen at 13:22
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
Precision scheduled railroading increased Canadian Pacific’s operating margins above 40%.
“Canadian Pacific's operating margins went from the mid-teens all the way up to over 40%.”
Listen at 14:45
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 stock compounded above 17% annually during the reform period.
“the stock price compounded at over 17% a year during that same period.”
Listen at 14:51
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 earned adjusted ROIC of approximately 14–17% before the acquisition.
“from 2016 to 2020, it earned adjusted returns on invested capital of about 14 to 17%.”
Listen at 45:32
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 adjusted ROIC was 6.9% in 2025.
“And then for 2025, the number is just 6.9%.”
Listen at 46:13
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
Post-acquisition capital efficiency has not recovered as quickly as a temporary timing issue would imply.
“I think enough time has now passed that if this were a timing issue, we'd probably see the capital efficiency number at least approximate historical levels or get closer to that.”
Listen at 53:12
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’s incremental ROIC exceeded 12% from 2024 to 2025.
“The number for that period from 2024 until 2025 has actually crept up to over 12%.”
Listen at 55:56
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.