Analysis: All eyes on 2024 but already DHL smells (a lot) of break-up value
…the parts have seldom been more compelling
From hungry hunter to possible prey – if the price is right: the corporate story of US-based XPO Logistics has no equal in logistics.
Led by a star executive, Brad Jacobs, the firm has so many capital allocation cards to play, that despite a stated mission of pursuing large acquisitions, it could well end up opting to invest top dollar in organic growth measures all the way through to the end of next year and beyond.
And all without changing materially, but rather ...
Comment on this article