Conf call redux: Stunning XPO – 'the cycle of all cycles...'
…is on its way, if we can just cut through the word forest
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“I watched their investors’ day; I’ve listened to most earnings calls since Covid and these guys are without doubt the stand-out asset-heavy player listed on the NYSE in the transport & logistics sector.”
Words of praise indeed from none other than Premium head Alessandro Pasetti, and last week’s 3Q earnings call was another consummate lesson from Ryder System (R) in how to steady a listing ship and sail it through a storm.
It met expectations on all the right metrics – revenues ...
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