◆ Contrarian Corpus
Campaigns / TCI Fund → Canadian National Railway
TCI Fund vs. Canadian National Railway

Canadian National Railway · CNI

1 deck published between 2021-08-31 and 2021-08-31 — 26 pages, 26 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2021-08-31 initial thesis

    2021 08 TCI CN Presentation 31 August 2021

    26pp · full_deck

    CN, once the best-run Class I railroad, is now the worst under CEO Ruest; abandon the KCS deal and install Jim Vena to restore operational excellence.