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Top Market Movers at the Close (Aug 5, 2026): CDW +22.6%, MOS +7.4%, EOG -6.4%, GXO -5.2%
$QXO - Raise the roof after earnings tomorrow
05 MAY 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
QXO: A boring roofing roll up company with potential for explosive growth
QXO: Brad Jacobs building another multibillion dollar M&A tendie factory
Someone please explain why competitors are never mentioned when Optimus is brought up
Brad Jacobs next industry consolidation play
Thoughts on Brad Jacobs new industry to consolidate
This Growth Stock Just Made Another Acquisition. Is It a Buy?
Is this the move Pelleissone needed for GXO Logistics?
GXO Logistics delivers earnings beat, reaffirms full-year guide (NYSE:GXO)
AITX Identifies GXO Logistics as Their Largest Client - GXO Logistics Confirms and Announces Plans to Expand Partnership with Artificial Intelligence Technology Solutions (AITX) to Enhance Safety and Security
Diversified Portfolio with Individual US stocks - 2023
Found 2 strong shorting opportunities
GXO Logistics, Inc. New ways of managing logistics
Mentions
People don't understand that Agility Robots are not the same as Boston Dynamics. They are being made for industrial commercial use only; warehouses and automation. This company is not building robots that you would have in your house or one that will interact with humans. Fast scale, seamless integration and a plug and play and incredibly more efficient than current robots; think Amazon, GXO, Car manufacturers. I agree with you, CCXI is a very interesting play.
Someone already said keel, so ima have to go with CLSK… or something that directly deals with trading.. like TOPS or GXO
GXO and RXO were pieces of XPO that he split off. Waste Management, United Rentals and XPO were Brad Jacobs creations.
Jacobs didn’t start with GXO or RXO. He built XPO from basically nothing starting in 2011. QXO returned 25-30x and was split into those companies.
GXO and RXO trades below IPO. What are you talking about?
Got it by switching to "reading mode" on Firefox > FedEx, UPS Shares Tumble on Amazon’s ‘Watershed’ Logistics Move Matthew Griffin, Cailley LaPara 1 minute > > US transportation stocks plunged Monday morning after Amazon.com Inc. announced expanded logistics offerings that will turn it into a major competitor for parcel carriers and air freight companies, and also impact truckers and third-party brokers. > > FedEx Corp. shares fell as much as 7.4% in its worst day in more than a year, while fellow rival United Parcel Service Inc. dropped as much as 8.9%. Logistics firms Forward Air Corp. and GXO Logistics Inc. suffered double-digit declines. Several truckers, including Old Dominion Freight Line Inc., fell more than 5%.
Anyone else fuck up and not buy USO calls for stupid cheap, knowing Iran was gonna close that canal down following our strikes? I’m thinking GXO now, assuming oil prices will catch up and increase their fairs. What do you think?
It's a play on Brads earlier success with a new company. He recently hopped off his earlier positions to dedicate his time to QXO. Beacon is the muscle to get acquisitions going in the sector and he will attempt to ramp up revenue tenfold in the coming decade. Look at XPO, GXO and URI. At this time it's probably an early entry. Here in Sweden our biggest platform shows just 129 individuals owning the stock. So it may be speculative, but it does have a solid ground to stand on as well. The future is a bit unsure but I guess that is what makes it extra interesting.
all i know about these certain companies is there play in future technologies. IMSR and SMR have a part in the development thorium reactors GOOGL since they have a part in the development of fusion energy IONQ and MSFT due to their play in quantum computing BTC for a crypto investment and solana because i want to invest in the meme coin market but I don't want the huge risk that comes with it. CVX to invest in hydrogen becoming a potential fuel source. GXO due to their play in logistics and I felt like investing in a logistics company with tariffs going on could be a wise choice. PLTR and NVDA due to their play in AI im investing for the long term and i feel like investing in these companies working towards future technologies would be a wise decision, and honestly i would love to speak to a professional about this to get their insight so i could improve.
this is my first time investing with very little background knowledge i just put $10 into 10 different symbols, will add $10 every week GXO GOOGL MSFT IONQ BTC SOL IMSR SMR PLTR CVX +$5 worth of NVDA that robinhood gifted me for signing up i think this is a pretty solid in regards to the grower of future technologies but and the end of the day i probably know barely anything
Stick a fork in us. 
That's a fair point maybe for Digit in Amazon labs in a controlled environment, but it's in a live GXO warehouse doing work, a live beta if you will. Why move the goal posts instead of applaud the achievement?
To be clear, Agility's Digit is actually in beta warehouse operation with GXO Logistics. Shitty as you feel it is, it's actually being used and the real time feedback will iteratively make it better.
I saw this mention of new potential US policy. Potentially a bullish catalyst on warehouse automation and logistics? https://www.reddit.com/r/CredibleDefense/s/y71Zbs1Va8 I don't own SYM but it's been on my watchlist for a while. Missed that one! But I'll keep an eye out for a dip/lull to consider a position. I'm in GXO leaps right now. And I'm considering ATS? IIRC, u/creemeeseason mentioned that ATS had more exposure in biomedical though. I haven't looked more into it so far, but I'll need to soon
So what's the contrarian play right now (please don't say GOOG or UNH because we get it)? I still think trucking is interesting. Lots of consolation in the last few years and freight rates appear to be finding some [footing](https://www.dat.com/trendlines) though not a lot. Definitely not buying yet. Tangentially, logistics names like GXO and CHRW might actually benefit from dynamic supply chains going forward.
GXO seemed interesting but it just wasnt doing much, decided the money could be better used elsewhere.
Totally. He operates in uncool industries and doesn't put out well followed investor materials. His success speaks for itself though. I'm just starting into GXO but they are pretty interesting. Spun out at the height of covid, the stock has been a dud so far. They do a lot with automation and logistics though, both are huge potential tailwinds.
I've been looking into GXO. They do a ton with warehouse automation and have Brad Jacobs on board. Valuation is hard because they don't have a long history and aren't in full profit mode yet though.
Along with GXO, I was also considering ATS. Haven't opened a position in either yet though.
I was in GXO a while back, not sure where they are valuation wise today, but its an intresting name
QXO is the current Brad Jacob’s roll up play. It’s the same team that did XPO/GXO/RXO, they just bought Beacon Roofing and will buy more in the building products industry.
That's kinda the point, but a company with a proven leader (Jacobs) in a growth area (warehouse automation) in an out of favor sector (logistics). Yeah, it's been a dog for 3-4 years, but so has the whole sector. Look at ODFL, one of the all time great companies to own....flat for 5 years. Trucking had a massive boom post covid, then saw rates tank as too many operators came into the sector. The cure for low prices is low prices. GXO isn't immune to macro, just like ODFL isn't. Buying when it looks ugly, but will turn around soon is a good way to generate alpha.
Anyone in GXO? One of Brad Jacobs' companies they do supply chain logistics, but also have a big business in warehouse automation they are ramping up. Seems like an interesting niche in an out of favor industry right now.
SAIA 3rd largest U.S. trucking down -15% this morning. Buy puts for XPO (2nd largest) for earnings next week, extremely obvious. Calls on air freight GXO and shipping ZIM. Surge pricing is going to be worse than COVID.
KULR Technology (NYSE:KULR), a leader in advanced energy management platforms, today announced the launch of a new strategic partnership with German Bionic (“GB”), a leading global robotics company known for its groundbreaking robotic exoskeleton, Apogee ULTRA, to expand into the rapidly growing fields of robotics and artificial intelligence. GB counts global logistics companies, large retailers, hospitals, and major international airports among its customers, including Dachser Intelligent Logistics, GXO, Nuremberg Airport, Canadian Tire, the British consumer electronics retailer Currys, and the Charité Hospital Berlin. According to Spherical Insights, the global wearable robotic exoskeleton market size is expected to reach $41.5 billion by 2033. The initiative includes the formation of a dedicated business unit, KULR AI; Robotics, aimed at driving innovation and commercialization of affordable and mature robotic solutions to support the US workforce and reshoring of manufacturing. During their EOY and Q4 earnings call, KULR also announced that their website has been updated and relaunched as KULR.ai to reflect this shift and the introduction of the new business unit. The new unit will be led by Josh Steinmann, VP of AI and Robotics. “This partnership exemplifies our broader strategy to leverage our energy management expertise and become a key enabler of the robotics and AI ecosystem, as these applications demand higher battery performance and more efficient thermal management for their high-performance electronics,” said Michael Mo, CEO of KULR Technology Group. “AI is a critical enabler of robotics, and we’re aggressively focused on this area – through this partnership and other strategic initiatives – to help shape the future of human-machine interface.”
Exactly. I want to have a core portfolio on companies with a reliable past. Then some more risky ones, but always having some stocks to back me up if things go wrong. First I want to get ways to minimize risk of loosing lots of money. The plan is to diversify in different countries and sectors. From stocks to ETFs. Then I want to also pick some more risky stocks. And, yeah, the stock I wanted to mention was a penny stock a long time ago it seems... but those times are over... still, I won't try to filter dodge this. My portfolio right now is Alibaba Capcom Cellectar Biosciences "Stock I can not name" GXO Logistics Lucid Group Microvast Pentixapharm Holding Xiaomi
As of my names premarket earnings good for me: Mgm, Crox, adyen Okay: Yeti Bad: GXO All said I'd say it's a good day
GXO Logistics Q4 2024 Adj EPS $1.00 Beats $0.94 Estimate Sales $3.30B Beat $3.22B Estimate \-5% so far, not sure why yet looks like topline guide for 2025 might be under analyst exp I think
Nibbling some GXO leaps, terrible volume/oi so very slow to get any fills but seems worth a gamble here
> GXO, RSI at 15 - certainly way oversold.
GXO seems interesting but that price action has been brutal. Nothing but straight down. Waiting for some kind of momentum reversal on that
Moving some lower conviction Europe names into more NU and MELI + small adds in GXO, MGM, S, MNDY, and TMDX. Decent amount of my portfolio is actually already at 52 week lows here so feels fine to add now and see what happens
Bought some $DG, $GXO, and $CNQ today, still thinking about either more mexican exposure or heavier europe chips
$GXO not for sale and ceo going to retire next year, might nibble soon I had my eye on it during sales hype and now that hasnt happened its back down to reasonable looking valuation
XPO Logistics (now GXO, RXO, and XPO) is a great example of this. The company split by business segment. Initially all tickers were priced the same, but prices have since changed to match the profitability of the different segments.
FedEx isn’t an indicator - USPS is better for retail shipping because it’s cheaper. Amazon is eating their lunch. You want an indicator? Look at Amazon sales and shipping numbers from ODFL and logistics chain management with GXO
You clearly didn't read a single thing about the company. I don't mean to be harsh but it's clear that you didn't. It's not a consulting company or a business application. It used to be but it was acquired by JPE (Brad Jacob's private equity). He is one of the best American executives that specializes in roll-up companies (10 bagger in a waste management company bought by $WM, founded $URI, Founded $XPO which spun off two other companies $RXO and $GXO). Now JPE bought $SSNT (the tech company) and changed it's ticker to $QXO and committed about 6.5 billion to use it to rollup companies in the building products distribution industry. It's price fell because it increased unrealistically after the buyout announcement and the fact that there were too few shares available for trading. As soon as the new JPE shares were available for trading the stock fell to a realistic price of about 1.2 book value (around 8 billion market cap to around 6.5 billion in cash).
$GLW - fiber play with AI, just popped today cause they are gonna print money $GXO - logistics mostly in UK, Brad Jacob company $CRK - nat gas AI play, Jerry Jones owns like 70% RNA - biotech with huge potential $VFC - turnaround play $CPS - automotive rebound play Most of these need rates to drop before they 🚀
My picks are InMode $INMD and GXO Logistics $GXO
Google. Microsoft. Waste Management. Eli Lily. Semiconductors such as AMD and Nividia. Logistics such as GXO. Railroad such as Union Pacific. E-commerce such as Amazon. Utilities such as Nextera. Transportation. My 💲🐮 Land and Resource Managment such as Texas Pacific Land Corp.
5/17, clock is ticking and I need an exit above a 100% loss. We'll see! Redeeming myself with fresh 45$ 5/17 GXO puts 💪🏻
I need to cut 3 of my positions, which 3 would you sell? Brk.b 17% (+30%) LULU 12% (-10%) Meta 11.5% (+191%) COST 11.15% (+32%) AMZN 11.6% (+77%) GOOG 6% (+39%) MSFT 5.5% (+50.55%) AAPL 5% (+6%) V 4% (+23%) GXO 4% (-1.44%) WMT 3% (+19%) PEP 3% (-7%) J&J, HIMs, KO & cash for the rest.
If you morons don’t get it there is a massive AI bubble. Get ready NVDA will have a great quarter but all that demand will be pulled forward and the new chips that promise 2x the performance will not be bought because we are heading for at least a mini-recession where all these AI software companies will fail and there will be a glut of the old GPUs. Remember when Jensen said that crypto had no effect on his business and ethereum crashed? He lied and I lost money in NVDA and took the tax loss to balance out other gains. I bought NVDA and MSFT last year when Chat-GPT first came out. There are so many companies buying NVDA chips that will fail at AI. The ones that won’t are in logistics by a trusted founder of 2 other companies United Rentals and $XPO, Brad Jacobs like $GXO (b2b & e-commerce), $RXO (trucking) and $SSNT soon to be $QXO. These are all software with high margins and using AI as we speak. Picks and shovels are over. NVDA could hit a $1000 but will become the next CSCO. This is all happening at the most important election in US history in my 30+ years on this planet. If Trump becomes President he has already given the green light to Putin to take Ukraine and hates NATO. The day after he stated this Russia tested a new rocket that could reach all of Western Europe. He hates China but Xi need a win bc their economy is shit and will invade Taiwan forming a formal alliance with Russia. This will leave the US isolated which is Trumps current foreign policy and allow Putin and China to get what they need to end the democratic US empire. So no $TSM. I have already purchased $ITA (aerospace and defense ETF). $GXO and $RXO are already profitable but the Fed will cut rates too late and that’s when you buy all 3 because at least one will be a ten bagger. Biden sucks but Trump will end the US as we know it and Powell will hand him the election when he cuts rates and the recession is confirmed. I know I sound crazy but I studied macroeconomics and have a MS in Statistics. I subscribe to Chat-GPT so I can write python programs that track indicators in the market using GitHub in a day. It used to take me a month. If your liberal buy a gun and if your conservative you already own ten for no reason. If your neither like me split the difference and buy 2 guns, a handgun and an automatic weapon. Shit is about to go down at the end of 2024 into 2025 at the current state. This could all not happen and I’m crazy but 1/6 was a test run. This time the Chinese Army (hackers) and Russian hackers already have turned young gen Z more right wing through Tik-Tok and amplifying personalities like Andrew Tate. Tl;dr you will live the rest of your lives in a fascist dictatorship bc of AI. WWIII is on its way and the USSR will be reestablished and China will take Taiwan meaning they will have $TSM. Meanwhile the US will do nothing. Bye-bye democracy, just look at Elon for proof. The US will be ruled by billionaire oligarchs, sounds like another country lead by a dictator….Buy $ITA
It's a new Brad Jacob endevor. He help build like URI, XPO, GXO, RXO. He was on Odd Lot's talking about $QXO: [https://www.bloomberg.com/news/articles/2023-12-28/brad-jacobs-plans-to-make-billions-in-the-building-supply-industry?srnd=null](https://www.bloomberg.com/news/articles/2023-12-28/brad-jacobs-plans-to-make-billions-in-the-building-supply-industry?srnd=null) It's planning on being another roll up company, but for local builder and supplies. [https://www.qxo.com/](https://www.qxo.com/) >QXO plans to create a tech-forward industry leader in the building products distribution industry through accretive M&A and organic growth, including greenfield openings, with the goal of generating outsized stockholder value. Distributors of building products offer materials, finished goods, value-added solutions and expertise to a broad range of customers across residential, nonresidential, industrial and infrastructure end-markets. Their products are used extensively in new construction and in repair and remodeling. Key categories include access control, construction supplies, doors and windows, electrical components, fencing and decking, HVAC, infrastructure, landscaping, lumber, plumbing, pools, roofing, siding and water, among others. I'm got in like last week, it's been on a run since then. I mean I see the growth in URI and XPO and I already invest a lot in this space. Funny enough, my dad was telling me KKR is now offering a private fund around a bunch of infrastructure companies they own. Like a lot of small mom and pops companies out there doing good business.
The market just had great earnings in tech plus we aren’t going to raise rates anymore. Sell in May and go away is a saying for a reason. I expect late February and March to sell off at least 10% creating high IV. Then you sell 20% annual downside put spreads on $XSP. Same as $SPY calls and puts but can’t be called early, cash settled, better tax treatment and if you do one year out then you will be selling them at a LT gain just like a stock. Buffett and insurance companies do this. The market almost always goes up and unless you think we are going to be down 30% in a year from now you collect cash up front and put most of it into something yielding 5%+ like Coinbase $USDC at 5.10% and pay only one month for Coinbase One so you won’t pay fees ($30). Also that bumps it to 5.5% yield for that one month. Also seasonality, Q1 earnings will be horrendous for most companies and the market $XPO, a logistics company is up 10% today. Buy $RXO (using AI already for trucking software), $GXO (using AI for e-commerce and B2B already) and $SSNT soon to be $QXO (like a pre-IPO without the IPO tax). This will be used for building materials AI for housing. QXO.com Listen to the Bloomberg odd lots podcast it’s like 30 minutes twice a week and they teach you about hidden parts of the market. Brad Jacobs was a great guest he founded united rentals, $XPO, etc.. I made money off of lumber and got out of offshore crypto exchanges before they blew up because they have smart people on. Brad Jacob’s founded United Rentals went on to found $XPO (up 10% today), then he went through 500 use cases for AI and settled on those three. It’s all software so margins will be huge. He is a logistics genius and listening to his process made me confident. These companies revenue and earnings are already booming except QXO but it’s $12/share and wait until a pullback day and you’ll get it for $10-$11. Private equity is building residential housing and buying it like crazy in certain markets. Also I don’t have kids but I know zoomers love Roblox so I googled info on DAUs and time spent. 8 hours per day with DAUs rising. It’s the digital Apple/Microsoft store and is growing 20% in both metrics. I bought one call immediately but my stupid bank couldn’t get the wire transfer through in time bc I stumbled on it at like 3 pm EST. Do not use margin, ever. Hope this helps. Oh & PLTR is a screaming momentum buy. I have shares scattered across multiple accounts. They beat on commercial strength, then got rewarded a $650 million contract from the government at 13:53. Do not sell a share bc they will be included in the S&P 500 soon and that is worth at least 10% upside if not more.
[https://en.wikipedia.org/wiki/Brad\_Jacobs\_(businessman)](https://en.wikipedia.org/wiki/Brad_Jacobs_(businessman)) **Jacobs has created seven corporations, five of which are publicly traded:** XPO Logistics and its spin-offs, GXO Logistics in 2021 and RXO in 2022; United Rentals; and United Waste Systems.\[8\] In 1979,\[9\] Jacobs co-founded Amerex Oil Associates Inc., an oil brokerage firm.\[10\] Jacobs was the company's CEO until it was sold in 1983.\[11\]\[12\] In 1984, Jacobs moved to London and founded Hamilton Resources Ltd., where he conducted oil trading deals.\[12\] **In 1989, Jacobs founded United Waste Systems in Greenwich, Connecticut, and began consolidating small waste collection companies that had overlapping routes in rural areas.** Jacobs served as chairman and chief executive officer, and in 1992 he took the company public.\[13\]\[14\] **Jacobs sold United Waste Systems to USA Waste Services Inc. (now Waste Management, Inc.) for $2.5 billion.\[11\]** **In September 1997, Jacobs formed United Rentals, serving as the new company's chairman and chief executive officer.\[15\] During late 1997 and early 1998, Jacobs grew the company through a strategy of consolidating equipment rental dealers in North America.**\[16\]\[17\] He took the company public in December 1997 on the New York Stock Exchange.\[18\] In 2010, he established Jacobs Private Equity LLC, to invest in a single company.\[19\]\[20\]\[21\] **In 2011, Jacobs invested approximately $150 million in XPO (then named Express-1 Expedited Solutions), a transportation and third-party logistics provider**.\[20\]\[22\] 9.67 billion USD - current market cap of XPO ​ dude has a history of building companies or taking over companies in a field and turning them into massive leaders in the space. ​ Brad Jacobs is credited with building the XPO freight conglomerate, which has since been broken up. While he currently holds the position of chairman at industry-leading XPO (NYSE:XPO), Jacobs is clearly focused on a different industry. He is investing $900 million in the tech company through his own fund, Jacobs Private Equity (JPE). News of this development has turned SSNT stock into one of the day’s biggest movers. [https://investorplace.com/2023/12/why-is-silversun-technologies-ssnt-stock-up-200-today/](https://investorplace.com/2023/12/why-is-silversun-technologies-ssnt-stock-up-200-today/) ​ the 10% of shorts, and the surge in shorts, is betting against this brad jacobs turn around thats hyping the stock up. but any postitive gains you got were not from squeezing them but off the hype of the new founder. its going to be a choppy ride with SSNT but if you like this brad jacobs guy a few cheap shares is a good bet. im in at 9 dollars :) ​ youre a moron and you dont even know how you made money. realize this and learn from it. socrates was wise because he knew that he knew nothing. see your ignorance, learn from it. playing short squeezes is lame anyways, they are super rare market events. unbreak your mind and move on from this shit strat.
Seems like the ball has started to roll: https://www.freightwaves.com/news/jacobs-leading-takeover-of-software-company-as-he-readies-next-move/amp Brad Jacobs has chosen the vessel for his next act. The man who put together the XPO freight conglomerate and then sold it off in pieces to leave behind the LTL-focused XPO, stand-alone 3PL RXO and contract logistics company GXO is leading a $1 billion investment in a company called SilverSun Technologies, which is publicly traded on the Nasdaq (NASDAQ: SSNT). Jacobs remains executive chairman of XPO (NYSE: XPO) and nonexecutive chairman of GXO (NYSE: GXO) and RXO (NYSE: RXO). Jacobs is making the investment through his investment vehicle, Jacobs Private Equity (JPE). According to an announcement released Monday, JPE will invest $900 million in SilverSun and a group of other investors, which includes private equity firm Sequoia Heritage, will invest the other $100 million. The $1 billion investment is for a software company with a market capitalization that isn’t even $20 million and its existing business will be spun off into a stand-alone operation. What remains will be a publicly traded company that, as JPE said in a news release, “will become a standalone platform for significant acquisitions in an industry to be announced soon, along with the Company’s new name.” The spinoff is expected to be completed in two to four months. Jacobs, in earlier statements about his next move, did say he intended to be involved in a publicly traded company as he prefers public markets to private capital. The acquisition of SilverSun appears to have strong parallels to how Jacobs got XPO rolling in 2011. He acquired Express-1 Expedited Solutions with a $150 million investment and built that into XPO. One key difference is the activities Jacobs acquired with Express-1 were in the industry that he stayed in through XPO. What SilverSun does is not relevant to his plans. SilverSun says on its website that it “is involved in the acquisition and build-out of technology and software companies engaged in providing best of breed management applications and professional consulting services to small and medium size businesses (SMBs) in the manufacturing, distribution and service industries.”
Seems like its starting. Brad Jacobs has just bought out a shell.: https://www.freightwaves.com/news/jacobs-leading-takeover-of-software-company-as-he-readies-next-move/amp Brad Jacobs has chosen the vessel for his next act. The man who put together the XPO freight conglomerate and then sold it off in pieces to leave behind the LTL-focused XPO, stand-alone 3PL RXO and contract logistics company GXO is leading a $1 billion investment in a company called SilverSun Technologies, which is publicly traded on the Nasdaq (NASDAQ: SSNT). Jacobs remains executive chairman of XPO (NYSE: XPO) and nonexecutive chairman of GXO (NYSE: GXO) and RXO (NYSE: RXO). Jacobs is making the investment through his investment vehicle, Jacobs Private Equity (JPE). According to an announcement released Monday, JPE will invest $900 million in SilverSun and a group of other investors, which includes private equity firm Sequoia Heritage, will invest the other $100 million. The $1 billion investment is for a software company with a market capitalization that isn’t even $20 million and its existing business will be spun off into a stand-alone operation. What remains will be a publicly traded company that, as JPE said in a news release, “will become a standalone platform for significant acquisitions in an industry to be announced soon, along with the Company’s new name.” The spinoff is expected to be completed in two to four months. Jacobs, in earlier statements about his next move, did say he intended to be involved in a publicly traded company as he prefers public markets to private capital. The acquisition of SilverSun appears to have strong parallels to how Jacobs got XPO rolling in 2011. He acquired Express-1 Expedited Solutions with a $150 million investment and built that into XPO. One key difference is the activities Jacobs acquired with Express-1 were in the industry that he stayed in through XPO. What SilverSun does is not relevant to his plans. SilverSun says on its website that it “is involved in the acquisition and build-out of technology and software companies engaged in providing best of breed management applications and professional consulting services to small and medium size businesses (SMBs) in the manufacturing, distribution and service industries.”
GXO - Air freight logistics XPO - less-than-truckload freight logistics PFE - pharma KO - beverages SCHW - brokerage and financial MO - tobacco and marijuana CL - consumer staples VICI - entertainment real estate MKC - spices & seasoning K - consumer staples All except the top 2 are in SPYG, all under $100/share, and all are companies I feel comfortable owning. Of those, I personally I own XPO, GXO, SCHW, MO, and VICI.
I’m not who you asked and I’m just an idiot that isn’t following this situation, but something that comes comes to mind to me is it feels like JNJ is just trying to jettison an unprofitable piece of their business. Overall I don’t like spin offs like that. For example XPO has spun off GXO and RXO. If those parts of their business was accretive, shouldn’t they just keep them as a part of the business? GXO has been decent but RXO has been a loser.
I have a couple cheeky plans for my son’s custodial account that I wanted to run by y’all for any questions, concerns, or advice: 1. I have a number of positions with very high % cap gains such as GXO. So if I sell a share of GXO at the current 66.68, I have to pay nearly $9 in cap gains tax as my CB is only $6.95. Instead, I am gifting some of the stock to my son’s custodial account and selling it there, for him to keep, and his tax rate should be 0% provided I’m mindful to stay under the kiddie tax line. 2. Additionally during bull markets, I plan for him to take gains and buy the same stock back to realize gains while at the 0% rate in order to reduce future tax burden. Of course, I’ll only do an amount that stays under the kiddie tax and I’ll be mindful of any thing that might create a wash sale… although a wash sale shouldn’t be much of an issue anyway. Example: suppose he has 10 shares of SPYG at $50/share. I may sell them for $65/share and then buy back in at the 65/share. He can each the $150 gain, and then for the future his new CB would be $65 instead of 50. Overthinking it? Definitely. Just trying to squeeze extra value out of all this since the budget is time. I am not doing amounts of this that would be relevant for the gift tax either.
I’m up 52% on one share of GXO
#Ban Bet Lost /u/fomoandyoloandnogrow made a bet that GXO would go to 44.3025 within **3 weeks** when it was 49.225 and it did not, so they were banned for a week. Their record is now 2 wins and 3 losses ^^[**Discord**](http://discord.gg/wsbverse) ^^[BanBets](https://www.reddit.com/r/wallstreetbets/wiki/banbets/) ^^VoteBot ^^[FAQ](https://www.reddit.com/r/wallstreetbets/wiki/votebot/) ^^[Leaderboard](https://www.reddit.com/r/wallstreetbets/wiki/leaderboard/) ^^- ^^[**Keep_VM_Alive**](https://www.patreon.com/visualmod)
**Ban Bet Created:** **/u/fomoandyoloandnogrow** bet **GXO** goes from **49.23** to **44.3** before **01-Feb-2023 02:00 PM EST** Their record is 2 wins and 2 losses. ^^[**Discord**](http://discord.gg/wsbverse) ^^[BanBets](https://www.reddit.com/r/wallstreetbets/wiki/banbets/) ^^VoteBot ^^[FAQ](https://www.reddit.com/r/wallstreetbets/wiki/votebot/) ^^[Leaderboard](https://www.reddit.com/r/wallstreetbets/wiki/leaderboard/) ^^- ^^[**Keep_VM_Alive**](https://www.patreon.com/visualmod)
!banbet GXO -10% 3W
0% energy (TSLA doesn't trade like an energy stock, despite your label). 0% materials. That'll be rough in an inflationary, higher interest rate environment. Your only healthcare (CRSP and ISRG) are growth and lack the stability of other health care names. TSLA, UBER, GOOG, AAPL, AMD, and V are all basically tech, however you have them classified. So you're 48% in large tech. ISRG also kinda counts, so that's 54%. You're almost all large cap too, GXO and CRSP being the only smaller names. You're not getting much actual diversification here.
Fwiw I bought trucking company XPO before they decided to split the logistics and trucking sides of the business into two companies in 2021. Logistics was called GXO. Nothing great came of it. It went up 85%, peaking with the market in November 2021, and then downward spiraled. I think some companies do stuff like this because they think investors might swarm in to one side and execs get a payday for doing nothing. Trucking isn’t sexy due to slim margins, slower growth, and lots of competition. But “logistics”, I guess is sexier? It has a vagueness to it. Mystery. What average person even knows what logistics is?
I’d like to recommend some non-growth I’ve already purchased here over the weekend (to be submitted upon Tuesday’s opening): Logistics— GXO and XPO. These were two darlings of the market last year, especially the spinoff. Both have been hammered into oblivion as of now, however. These are huge companies, integral to American commerce, productivity, logistics, supply chains, and infrastructure. Minerals— *Run* to purchase Rio Tinto and Vale at within 5% of their 1-yr lows. These are the world’s top-tier metals companies, and they, too, have been subject to an utter decimation via Mr. Market. Each currently pay a 12% dividend as well, and that is the least of the reasonings why your portfolio should hold such. High Growth— The post is **growth**-related, no? After this week, several once pricey names became, to me, conspicuously cheap once more. I’d start with Cloudflare, for, though it isn’t the $40 low, it’s close to $60 currently, and it still remains a market bellwether. Speaking of bellwethers, I fearlessly bought additional shares of Nvidia on Friday. It has fallen so far, so fast, and in times as such—see also MongoDB, Okta, and C3 AI—I ask myself, as a sort of reality check, what has suddenly made these companies drop a quarter of their market share in one day or one week? The answer is typically nothing at all; it is an overreaction during several especially haunting market sessions, post-Jackson Hole. Gitlab is another of my favorites, but it has held more value than most, and is still not necessarily cheap. Axon is tech and utility, being integral to American policing. Further, at this point, if you investing for the long term and have money to stash away indefinitely, I’d absolutely invest a small portion of my portfolio/new allocations in levered tech funds, such as the triple Qs. Do you pay a nominal fee to hold it? Yes. Has that mattered at all since it’s inception? **No.** Well, its originator and all holders of such have gotten rich, so that counts for something, right? I’ve also acquired small positions of FNGU and WEBL for fun, basically, as they contain concentrated levered tech/software funds, and the representative shares trade presently for around $10, making entry attractive for all. Please DM me for further picks and/or discussion!
GXO rents right? They don’t own the DC’s if I remember right
Yeah but that's a core holding. I don't read their earnings release and 10-Qs. I'll get a broad recap on Motley Fool Money or one of the other investing podcasts I listen to. INSP and SOFI aren't core holdings as in they are still in the growth stage and the thesis could easily break so I watch them much more closely. ABNB is close to a core holding but not quite there yet. GXO is on my Buy? watchlist.
I have a handful of companies reporting this afternoon but I'm particularly looking forward to seeing the earnings for INSP, SOFI, ABNB, and GXO.
GXO has to be one of the biggest 💩I’ve bought.
Would y’all sell or hold SQ? My cost basis is $42 and current price is $83 And would y’all sell or hold ROKU? My cost basis is $52 and current price is $94. I’m mostly pretty sure about my plays, but I’m torn on those two. Anyone have a case to make either way, regarding whether they might go back up or anything? I also have XPO and GXO at a cost per share of like $10 and $6 respectively. Huge gainer for me but they’ve been crushed the last few months. Would y’all hold those or reallocate? Those two are mostly in my Roth whereas SQ and ROKU are taxable.
XPO kept the freight transportation and GXO took the warehousing, distribution, fulfillment, etc., right?
Has anyone done a deep dive into GXO, the logistics company spun out of XPO last year? Starting my own now but wondering if anyone has any takes.
Well money is paper, I’ll take it. Between last year and now I cut: - BABA only down 20% which would fall down 50% - Small cap biotech company that uses ketamine to treat depression, sold down 50% but now it is only worth 67 cents/share. - EV spac that makes commercial delivery /box trucks. Sold it $2 above NAV for a 10% loss, now it’s $2.80. - Sold Disney the day before it fell another 18%. I had already been buying dips since it was $200. - FB bought after their first crash and sold before another one - GXO logistics: it’s been slightly down for a long time and I can’t say I know how they make their money after they spun off from the trucking side of the business lol. - DKNG: I only held it briefly before their last earnings when they said they won’t be profitable until the end of 2023 and that it will still only be using one metric of profitability (adjusted EBITDA), and only if legalization makes similar strides as it has in the past years. Down $3/share more from where I sold. - Shopify: not my proudest moment. I bought it when it fell down 50% and still managed to see it fall another 30%. Still sold a helluva lot higher than it is now. That’s probably the worst of it. I could be down 70-80% on many of my picks if I wasn’t selling. I shifted my strategy to most of the portfolio is ETF’s now so that I’m less worried about the speculative part.
I sold some stocks earlier this year, down 12% on my closed positions. Up 3% on what I’ve held onto, largely thanks to Apple(still +20%) and PG&E(+33%). Some of what I sold “down”: - $Shop: Bought a share at $869 after they first tanked, sold at $630. Thank goodness I sold, as it is now $416. - $GXO: Logistics company, split from trucking company XPO. Bought at $67 sold at $61. Simply sold it because I bought it without knowing enough about the company and it hasn’t done much. - $DIS: Started buying at $176 and kept buying until $133. Sold for $126. Currently $115. All said, could be worse…
Oh I’ve made so many mistakes on this journey. - I started in January 2021 with buying GME and AMC already at $300 and $25. I lost probably $500 within a few weeks as I panic sold. - Then I got in to other speculative stuff. Small loss in crypto. A biotech penny stock that now trades for .67 cents. Most of these I tended to sell down 20-30%. - A couple spacs. One was an EV company. I sold before it de-spacked for $12 and now it is like $3 lol. - Then this year I put money in to some growth stocks that have fallen. Disney, AMD, a logistics company called GXO that spun off of trucking company XPO(my only DD was that I see their trucks around everywhere). I’ve sold all of my positions except for AMD and some Apple I’ve come to the same conclusion as you. I humbly admit I am no better than most at picking individual stocks. VTI and a small amount of VXUS for international diversity. Set and forget.
I'm not good at this... but... TWTR, QCOM, GXO, STNE, LPI, DKNG, FUBO... lookin like interesting picks
Pretty sure they're talking about GXO
Thanks. I think I found the answer by looking up XPO’s GXO spin-off for the Intel question. And I’m gonna look up the AT&T spinoff one in those links
>\*XPO Plans to Exit European Business and Sell Its U.S. Intermodal Operation -- WSJ \>\*XPO Moves to Spin Off Segments Are Aimed at Creating 'Pure Play' Businesses for Shareholders -- WSJ $GXO [twitter.com/DeItaone/statu…](https://t.co/CAw9H4XJ8y) ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-03-08 ^16:03:51 ^EST-0500
>\*XPO Logistics Will Split Its Trucking, Freight Brokerage Units Into Separate Companies -- WSJ $GXO ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-03-08 ^16:03:18 ^EST-0500
I was pushed out of my ZIM 71.5 covered call this Friday Moving on to GXO.
My portfolio looks like my winners are: AAPL +25%, GXO +25%, PCG +20%, SARK and AMD +5% Losers are: SHOP bought recently -19%, DKNG bought recent -18%, FB bought recently -11%. DIS down a tiny bit. VOO down a tiny bit. Basically all I’ve bought in the past month have bled hard but the things I bought a year ago are up. Fidelity says I am down -35% YTD. But my portfolio right now is still 30% cash so I am not worried about being too buried. I think I may put the rest DCAing in to VOO/VTX though, my luck picking stocks has not been good so far this year.
I’d have done a year personally. The past 6 months were rough for almost anything nasdaq. But a year ago you’d still have had some good deals out there. Doing the tax returns is when it’s easy to see where things went wrong. For me, a year ago at the end of January, I made a bunch of mistakes coming out of the gate with meme stock stuff and other speculative crap(EV spac, biotech, etc). But once I sold at a loss and pivoted my portfolio has actually gained quite a bit. AAPL 32% gain, AMD +70%(sold some to counter losses), GXO +31%, PCG +23% LUV +2% The only loser I’ve had since exiting memestock garbage has been Disney but that has rallied recently only down 2% now.
Based on their LinkedIn posts and the activity on the posts Ryder and GXO Logistics will be announcing partnerships or as new customers, along with likely a slew of new contracts. https://www.linkedin.com/posts/gxologistics_goods-returned-by-us-consumers-surged-78-activity-6892843638326390784-pdnv
I think GXO is making some interesting moves in the warehouse space. Not super sexy but could roll up a decent portion of a very fragmented market.
JMIA - E commerce for Africa (commonly called the Amazon/Alibaba of Africa) ZIM - great fundamentals for a steamship line with great management and technology wise are years ahead of their competitors (matson is another good one) GXO - XPO warehousing spin off. Rapid growth with good robotics R&D for automation AVPT - SaaS cloud migration and protection mainly for Microsoft, but also have a presence with CRM ASTS - Space 5g for mobile. Very speculative but if successful, multi bagger
isn't At&t splitting up their warner group investment with the telecommunications brand in 2022? Basically buy shares of at&t and receive a share of the media group once the company splits? kinda like what happen when XPO logistics divided itself into GXO
You could momentum trade AA, XPO, GXO, or MTTR. Long hold any of the FAANG stocks (or whatever the acronym is now). And also MSFT. I’ve had some success with all of those
Add GXO to your list. It’s the backend of e-commerce.
I like GXO as a long term play. As long as we have e-commerce and fast shipping, this name will be in play.
AMAT, TTD, GXO. Maybe no giant bangers, but they'll most likely beat the return of BABA.
Agree on TELL Currently building a position: RKLB DNN GENI Golar LNG Might be too late but still adding on dips: LAC MTTR GXO IONQ
GXO Logistics. Spun off from XPO. It is a pure logistics play, does not own trucking fleets or their issues. GXO has automated warehouses and firm contrscts with large customers like Nike. They also have pricing power. (Full disclosure, we have a long position since August at $76.30 entry point).
Nice. Think I'm going to buy some tomorrow. Taking advice from random strangers on this sub has been an amazing investment strategy thus far. Made me go in on AMD, Datadog and GXO logistics a while ago.