The reason why I have not downgraded my personal fair value (FV) estimates of US-based XPO Logistics to the low/mid-$50s a share from $69.5 since the end of November is that takeover rumours continue to circulate around the US-based company.

And it’s just a matter of time, if weakness persists, I reckon, before opportunistic suitors try to secure a bargain basement deal.


Still looking for a floor in the high-$40s, its stock has plummeted since the beginning of the third quarter. Based ...

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  • Former Account Executive

    March 20, 2019 at 9:01 pm

    Probably went silent Monday as they were busy laying off myself and 30 other account executives.

  • Ale Pasetti

    March 20, 2019 at 9:07 pm

    We have heard about “some” cuts, but thanks for the insight and all the best to you.

    Keep it up!