XPO: Strong Execution, But Valuation Leaves No Margin Of Safety (Rating Downgrade)

Core Viewpoint - XPO, Inc. has experienced a 40% increase in stock value since the downgrade to 'hold' in February of the previous year, indicating positive progress in its operational performance [1] Group 1: Company Performance - The stock of XPO, Inc. has risen significantly, reflecting improvements in the company's operations [1] Group 2: Investment Philosophy - The investment philosophy emphasizes acquiring high-quality stocks and businesses that are managed by disciplined capital allocators, generate exceptional returns on capital, and can compound invested capital over extended periods [1]