GXO: Everything Is Progressing Well; Reiterate Buy

Group 1 - The article discusses the investment outlook for GXO, highlighting a strong growth trajectory due to new business wins and improving fundamentals [1] - The author emphasizes a fundamentals-based approach to value investing, focusing on companies with long-term durability and robust balance sheets [1] - There is a critique of the misconception that low multiple stocks are inherently cheap, advocating for a focus on long-term growth rather than immediate price concerns [1] Group 2 - The article does not contain any disclosures related to stock positions or business relationships with the companies mentioned [2] - It clarifies that past performance does not guarantee future results and that no specific investment advice is provided [3]