XPO vs CH Robinson – two very different (executive) trades
Charting & hiring
’I start to smell the wind of change, not only because of a different investment model,’ I wrote last week on Wednesday, 12 April, focusing on value, XPO and less-than-truckload (LTL) dynamics stateside.
Indeed, our ’On the road to glory with $100-plus XPO?’ was quite timely.
(Shameless self-promotion out of the way.)
There were qualitative developments (the new COO Bates rocket) yesterday, 20 April. They weren’t that hard to quantify, either: XPO rallied +18%, aiming at six-month highs on a day when US ...
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