Prologis playbook – how to model immigration and tariffs (Part Two)
Moving parts
Super star Ryder System delivered yet another solid trading update yesterday, 12 February, ahead of trade, projecting steep earnings growth for the year, based on 2025 guidance.
Awesome.
Our first take immediately out on DeskOne (click on ’R’ ticker here), it was the conference call with analysts that, I thought, would be unmissable on a day when CPI data from the US spoiled the party for a few investors, rather than Ryder’s –> their holding appreciating +3% in a choppy market, the ...
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