ID 36497596 © Tom Wang |

’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 ...

Subscription required for Premium stories

In order to view the entire article please login with a valid subscription below or register an account and subscribe to Premium
Premium subscriber
New Premium subscriber REGISTER

Comment on this article

You must be logged in to post a comment.