XPO: Capitalizing On Opportunities Amidst Market Challenges

I last covered XPO, Inc. (NYSE: XPO ) in January 2024. At the time, my investment thesis was built around the fact that with the bankruptcy of Yellow Corp, an overleveraged trucking peer that was facing challenges, XPO would I'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their inv ...