“Know what you own, and know why you own it.” – Peter Lynch.

Kuehne + Nagel (K+N) is one of a kind among its peers.

Yet the best way to assess what it’s up to is to start with the very basics, gauging the stock performances of all the major asset-light transport & logistics operators in the Western world, take it from XPO Logistics and determine whether its latest overly conservative capital allocation has paid off, strategically.

Briefly: in ...

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