Investment Summary
XPO Logistics (XPO) is a global logistics provider run by a talented owner / operator. The stock is significantly undervalued due to macro concerns, despite having many counter-cyclical characteristics. While any short term period is hard to predict, we believe over the next decade XPO is likely to grow significantly due to its strengths in e-commerce, as well as technology and scale advantages.
Business Overview
XPO Logistics is a top 10 ranked global provider of logistics and supply chain solutions that serves over 50K customers across 30 countries. The best way