Idea

Last Friday, I pointed out that among carriers and pure freight forwarders two players stood out in terms of capital appreciation since their lows in Q1 ’20. That analysis didn’t include the fortunes of a rather different player by asset mix, US-based trucking and contract logistics firm XPO Logistics, whose stock has almost doubled since mid-March, making it the absolute winner for all companies on our radar.

I had the pleasure of catching up with their new hire, Kevin Sterling, VP ...

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