Stark reminder for all execs talking up SME exposure
The smaller, the more exposed to China
If you dialled in to the RXO and GXO conference calls this week you’ll know by now that boring is beautiful but also, that one of the two spin-offs from what once was XPO Logistics is the clear winner this earnings season.
Let’s focus today on the larger entity, a pure-play contract logistics player whose stock strengthened yesterday after a call with analysts, ending the trading session atop our demo-only portfolio. The stock got little traction in pre-market on the numbers ...
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