Canadian Pacific Kansas City Limited: Forging a Transcontinental Franchise

from The Gemini Brief - Investment Deep Dives · host Lukasz Tomicki and LRT Capital Management LLC

I. Executive Summary: The North-South Growth Thesis The 2023 merger of Canadian Pacific (CP) and Kansas City Southern (KCS) created Canadian Pacific Kansas City Limited (CPKC), a company that fundamentally reshaped the North American logistics map. CPKC now operates as the first and only single-line railroad connecting Canada, the United States, and Mexico, a transformative […]

Episode metadata supplied by the publisher feed · Published Oct 6, 2025

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Canadian Pacific Kansas City Limited: Forging a Transcontinental Franchise

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