Contrarian Corpus
Pershing Square vs. Canadian Pacific Railway

Canadian Pacific Railway · CP

1 deck published between 2012-02-06 and 2012-02-06 — 112 pages, 112 analysed slides total. Outcome: won.

proxy fight

Timeline

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

  1. 2012-02-06 proxy fight

    2012 02 Pershing Square Canadian Pacific Presentation Feb 2012

    112pp · full_deck

    CP is the worst-performing Class I railroad under Fred Green; replacing him with Hunter Harrison — who transformed CN via Precision Scheduled Railroading — closes the peer gap and unlocks ~$140/share.