Searching out deep value in US trucking
Weakness in the price?
After our XPO Logistics analysis was published yesterday, and a senior account executive of XPO – still formally employed stateside by the US-based group – commented “probably [XPO] went silent Monday as they were busy laying off myself and 30 other account executives”, all sorts of market reactions ensued from my trade sources.
Two words, four letters
The most common feedback I got came in the form of two words, each four letters long, starting with “s” and “f”, respectively, while some ...
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