XPO

animalkrack3r

If only Loves would go public or Wawa , but most importantly loves . Shoutout to XPO

_Hos

XPO and ODFL have been doing well with partial volume the last couple years taking a lot of market share.

dieselbp67

Trucking has been in a pronounced freight recession. There's no real catalyst to change it at the moment. Sure, supply has remained stubborn and elevated, but the demand picture has been soft. On the LTL side, it's going to be correlated to ISM. Typically, in a rate cutting enviornment, the early cycle TLs could outperform LTLs. You're probably not going to see that here and while LTL's might hold up a bit better than TL's you're likely going to continue to see flat to downward estimate revisions, with flatting multiples (i.e. prices go down). If you look at the 3Q LTL updates, ODFL underperformed seasonality over 200 bps. Sure, they've been holding price (as have the other public LTL's) but there's not much to get excited about. XPO is a secular self-help story and has been outperforming seasonality and actually improving its OR in a terrible freight environment. Sure, it's got some leverage (relative to OD and SAIA), but its going to grind down leverage, ROIC should continue to improve (at a better clip the ODFL) and there's room in the multiple. Sure on a P/E basis XPO might be rich relative to ODFL, but on EBITDA it's still attractive (although tighter), but it's making meaningful strides to catch up to OD. And yes, improving service metrics will help XPO. On an EPS basis, ODFL is going to have a structural advantage on the Real Estate side since it owns a high % of its terminals (lower depreciation expense) while XPO will be higher (or lease expense depending on structure). I don't argue that ODFL is still the best in class operator, and more defensive. But a secular growth story driven by technological advances is going to the more interesting name in this environment.

dieselbp67

OD is probably a short here. Also the TL players. The freight market is still lagging seasonality. If you want an LTL, go XPO, they seem to be outperforming seasonality, improving operations (ie lower line haul miles).

ohgodthehorror95

There's always semi trucks. ODFL and XPO have been disappointing tho

DuaLipa247

Long BTC 🚀 and you can own XPO

AllCapNoBrake

Get that CDL-A pulling doubles overnight. I was making $2500/wk 3-4 years ago when I worked for XPO.

daniel940

The founder (Brad Jacobs) is a serial business-builder, with the same model of "rolling up" small companies in fragmented industries and building a behemoth. United Rentals, United Waste, XPO Logistics, and now his new one that's just getting started, QXO.

Big-block427

With even with your pea brain, to insinuate that I’d disrespect this great brand, founded by just deceased Fred Smith, a leader of men and women, and a loyal American businessman and philanthropist, that I’d even mention his name in the same sentence as George Soros, is just baseless and ignorant. FedEx has had operational problems for some time. Too many planes, not enough planes; too many trucks, not enough trucks. And a bloated payroll. Nice earnings report today but the guidance sucked. Many of FedEx’s problems are unique to it; not the same as UPS, DHL, XPO Logistics. This isn’t a tariff issue, but you don’t want to hear that, so I’ll just say G……..D.

makebbq_notwar

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.    

whatislifebruh

Just want my XPO put lotto ticket to print 

Data_Dork

Are there trucking companies that have more port exposure than others? Curious why XPO?

2fingers

I'm short XPO and ODFL (19 Sep 25), I think they'll be some of the first to have to respond to the economic slowdown. Some headlines that trucking companies are laying off drivers should send them tumbling in my opinion. Hopefully they will be on the initial wavefront of any panic that sets in.

optionsGPT

Mango is signing an executive order that requires truck drivers to be proficient in English. If you've been around the trucking industry, you know what this will do. Puts on XPO

_dark_angle

somebody explain to me why XPO isn't going to go in the shitter pls

costa3505

Not sure but probably the price of XPO today will be price in

heresmynameagain

SAIA down -23% now. US trucking is not looking good. Get XPO puts for their earnings next week.

heresmynameagain

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.

Dorkamundo

Literally the plan. Get in power, kneecap the institution, then claim the institution isn't working so you need a better solution, then claim to have the better solution even though you're the one who fucking broke it. It's what they tried to do with the USPS during his last term. Appointed a guy who was heavily invested in FedEx, UPS and XPO logistics(though he divested from FedEx and UPS); three companies that would profit heavily from less competition from the USPS, and then hamstrung our federal postal system by cutting hours and eliminating technology that was used to sort. Thankfully that attempt failed the first time around, it won't this time.

amoult20

Waste Mgmt - peopleAlways got to takw out the trash Google - Low P/E of all thr big tech and extremely well positioned and, so far has been unaffected by people transitioning from search to AIsearch. Massive cash pile. EnergyTransfer - domestic nat gas going to continue being essential to domestic economy. I like XPO also but tariffs may reduce flow of goods so less trucking and logistics need.

jbh142

5k Started with AMD calls when they were bouncing between 10-11 dollars. Then I made 50k off XPO and then off that profit I yoloed it all into Walmart 4 weeks before Er to 172k. Then back to AMD for the ride to 16.00. Then XPO again and so forth. I did a lot of yoloing back then and got really lucky at first. XPO I kinda had some information before hand lol.

AllCapNoBrake

If you're old enough for a CDL-A, I can't recommend that route enough. When I drove for XPO a few years back and guy came in having never driven a manual before (and they are far harder than a passenger vehicle manual), and made 100k (before taxes) his first year. I made 83k my first year, but that was 2019.

_hiddenscout

Probably because it's Brad Jacobs. He has a proven track record with these type of things. He did well with United Waste Systems, United Rentals, and XPO now. That's my best guess as why anyone would want to invest in or logically try to apply any multiple do it. He was able to raise 5B of equity, so I'm sure investors aren't too worried as of now. He was on Odd Lots like in July: [https://www.bloomberg.com/news/audio/2024-07-01/odd-lots-qxo-s-jacobs-on-his-building-supply-strategy-podcast](https://www.bloomberg.com/news/audio/2024-07-01/odd-lots-qxo-s-jacobs-on-his-building-supply-strategy-podcast)

_regionrat

Every time I think $XPO is done fucking, it just fucks harder

Practical-Carrot-367

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.

dvdmovie1

QXO. $5B cash pile managed by Brad Jacobs, who previously built successful roll-ups in XPO and United Rentals (you can see the long-term charts) and United Waste (which was sold.) This new roll-up will focus on building materials cos. https://hbsdealer.com/qxo-founder-envisions-50-billion-business

RatherOakyAfterbirth

Not sure which or these are publicly traded you’ll have to do that research but: - Flexport - Maersk - XPO logistics  - Kuehne and Nagel - Zebra Technologies - AGV International  - Alibaba Cainiao Network - UPS (public)  - DHL (public) - Amazon Robotics (public) 

rshunter123

due to recent strikes i was looking for companies interested in port automation and found out about $XPO, they dipped in AH aswell worth buying? any opinions? :)

BlackBastado-2124

The guy is correct, XPO would not do good in a recession. The problem is that there hasn’t been a recession.😂😂😂

No-Improvement3164

You loaded XPO at 30 didn’t you?

DryAndSoggy

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).

stoffel_bristov

!banbet XPO 99 50h

_hiddenscout

$QXO has been melting up the last few days. Probably from a lot of talk about building more homes. This is a rollup company ran by Brad Jacobs, who ran URI and XPO. They are looking to be a roll up company for supplies for home builders.

shortfinal

teamster trade dispute in canada shuttering rail lines. $CSX -12% $UNP -7% $GM -3% $F -5% $XPO +2% $UPS +5% disclaimer: I traded some nasty with a raccoon for these deets.

JustLurkCarryOn

CMG and SBUX are both food services. This is more like saying VZ and XPO are in the same category. So they both do shit in space, should we lump XOM and ZIM together because they both do work in the ocean?

No-Improvement3164

You holding XPO?

_hiddenscout

I think $SSNT is finally turning over to $QXO. [https://www.streetinsider.com/Globe+Newswire/QXO+Completes+%241+Billion+Equity+Investment/23330593.html](https://www.streetinsider.com/Globe+Newswire/QXO+Completes+%241+Billion+Equity+Investment/23330593.html) Should be an interesting company to watch. It's Brad Jacobs new roll up company, from $XPO and $URI. He was on odd lots talking about it, but looking to roll up a bunch of smaller regional home improvement companies. [https://www.bloomberg.com/news/articles/2024-01-03/brad-jacobs-has-plans-for-a-new-multi-billion-dollar-venture](https://www.bloomberg.com/news/articles/2024-01-03/brad-jacobs-has-plans-for-a-new-multi-billion-dollar-venture) >The business plan is based on that the infrastructure is very aging and there's got to be spent about two trillion dollars in order to fix it up. Whether that happens at this pace or that pace, or from this pocket or this pocket, it doesn't really matter. It's going to have to happen. Because so you mentioned you have a house in Connecticut, so you know what I'm talking about. Driving from Connecticut to the city is a bumpy ride. Says these things have to get fixed and or later. And then on residential, you look at residential, the average house is forty two years old. I mean when I was a kid, it was ten years old. That was an old house. So it's a lot of repair and modeling is going to happen. There nothing to do with the government, the governments. I don't think the government's not going to pay Tracey Alloway to repair and remodel your house. ... >I mentioned in the beginning that one of the big eye opening things is Tracy and I have learned more about these industries is how load tech communication is, and you know, freight brokerages where it's still based on phone I think we heard right right, Maybe facts is still or maybe in the last few years there's no more facts. I'm not sure. These websites and WhatsApp groups that you know super retro in building supply distribution. When you talk about how load tech it still is, you know, let's say Tracy works with some local provider of lumber or whatever she needs, Like, what is the process by which the current status quo these these goods are delivered to a regional distribution center or to her house.

stoffel_bristov

There are some pretty easy shorts right now. Rates are going to start creeping back up. XHB, IYR, XPO. Are all good ways to go.

Maranito_0397

Colonoscopy tomorrow morning. Currently having explosive shit. Hopefully XPO shits the bed in the morning and I don’t.

Noddite

Just hopeful that XPO explodes like other major shipping companies so far, got a small laddered play going downwards.

Noddite

After salvaging what is left of my SMCI calls, I think there are 2 mid safe plays, NVO given what LLY did today, and XPO. XPO mostly because shipping companies have Amber Heard hard. Want a comp, look at what SAIA, one of the other major LTL truckers, did at earnings.

benji3k

XPO is gonna crush it! They traffic must of the Cocaine in the US now

rplusj1

Inverse this guy folks.. Calls for XPO..

NCC-1701B

Snapped up XPO 120c 5/17 riding that momo till earnings.

Main_Sergeant_40

Got into QQQ puts at a good bounce, letting it ride today. I don’t like the stocks that are red. Shows holes in the economy. Old dominion, XPO 10% down

Bob_Wilkins

Shorting a bunch of names: ALB, CROX, COIN, CAR, XPO, and more.

the_dalailama134

I've got to say that it has not been that extremely hard for me to beat the market and I started just in 2021. Since March 2021 I'm up about 15% on SPY. But I'm a nerd by trade (comp SCI) and do some research on earnings trends, margin trends, buybacks vs current valuations. If you want to hear more I guess I can message but if you are technically inclined it's definitely not a waste of time to try. Especially if you are young and still can take risk. The hardest part once you can do all the analysis I mention above is when to buy and when to sell. The first year I tried I sold everything too quickly and for no good reason other than it was up a lot. I sold several large positions that have just ran the last 2 years without me. Including BLDR, XPO, MNDY, ZS, GDDY, URI. I found all these plays on my own but didn't understand just holding.

melbat0a5t

I manage transportation for an electrical distributor and you are a million percent on the nose. Every week I read about another trucking company filing chapter 11. Amazon is a cancer, hedge funds are now 3pl experts and no one is making any fucking money. XPO and TFI buying up everything they can a running it into the ground.

stoffel_bristov

You really have to be careful shorting the indexes right now. The bias is still to the upside. I have long and short positions right now. Short in TSLA, MTCH, and XPO. Long in Raytheon, Nuscale, and Uranium miners.

stoffel_bristov

Pootz on XPO which is just a pump and dump scheme. I think we are entering the dump phase.

stoffel_bristov

Short of the day. XPO. Stupid logistics company gone up 4X through pumping by hedge fund (nothing fundamentally good happened to the company). Big multimillion $ put position taken this week with a 4/19 expiration as it looks as though the hedgy is looking to dump.

stoffel_bristov

Bears been twitching in the corner comatosed for a month. Only those of us left, short shit like XPO, MTCH, and TSLA. When we do short, it might be for a day or two only when small profits have been eeked out because we've been crushed on enough trades to have fucking PTSD. As a side note, TSLA is a car company and going <100

stoffel_bristov

If you want some good stocks to short. Look at XPO and MTCH. XPO is logistics on shipping. It went parabolic (for no reason at all) over the last 6 weeks and looks to finally be exhausted.

the_dalailama134

I have a growing list of stocks I researched, bought, averages down for a bit maybe, then sold up 30-40%....then they had the gall to just keep going up without me. I think I'm doing pretty well stock picking after about 3 years doing it now but id be doing so much better if I held winners I thought we're good. XPO, BLDR, MNDY, ZS, URI, GDDY I don't think I'm doing it any more but those hurt. Sold most of those in the last year 20-30%+ below where they are now

No-Improvement3164

Look at everything I bought and sold. I messed up terribly. WM COST BA XPO CRM MIcrosoft NVDA GOOG ect. Big mistake

_regionrat

Average $XPO enjoyer

AdAny631

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

_regionrat

Yes, it's the only publicly traded crypto exchange and it's been a good year for crypto so far. 19% is big movement, but there's a lot of money coming off the sidelines pumping stocks at earnings. (look at boring ass companies like XPO for example) COIN usually moves with market sentiment on crypto aka the price of BTC. The ETFs are driving a lot of new business thru COIN from institutional investors. If you believe the fed will make debt cheaper this year, then it's reasonable to believe that access to cheap debt will drive more retail investors to dump money into crypto currency.

_hiddenscout

Nice, yeah that ROAD swing play didn't really work out too well, which is a bummer, but lucky I moved in a few days before, so ended up breaking even on it. Yeah, i'm excited since Brad has a great track record. Like he did it with waste with United Waste, URI and XPO. Seems like he's got a great mind for figuring out where there is a lot of small businesses that could benefit by being rolled up.

_hiddenscout

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.

suazb95

XPO is kicking ass too!

suazb95

XPO is kicking ass too!

suazb95

XPO is kicking ass too!

suazb95

Black Rifle is garbage, XPO Logistics is great.

Apprehensive-Dot6888

XPO PE 120x, making less profit then 3 years ago, up 250% in 1 year... Is a trucking company worth this?? Share will be diluted when they settle on Yellow's assets they buy. Is this a short?

dirty_old_priest_2

I've seen enough horror stories about XPO deliveries to ethically avoid them lol

_hiddenscout

WIth XPO earnings looking solid, this is an interesting listen: [https://www.bloomberg.com/news/articles/2024-01-03/brad-jacobs-has-plans-for-a-new-multi-billion-dollar-venture?srnd=null](https://www.bloomberg.com/news/articles/2024-01-03/brad-jacobs-has-plans-for-a-new-multi-billion-dollar-venture?srnd=null) Brad Jacobs is such a solid businessman and can't wait for QXO to start trading.

_hiddenscout

Brad Jacob's isn't talked about a lot, but what a successful businessman. He's on the board of XPO, but also made a ton of money with United Wate Systems. He also created URI. I'm really interested in his new adventure, QXO. https://www.qxo.com/

AdAny631

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.

Witty_Telephone_2200

Damn, shouldn't have sold XPO at $75 (bought at $36)

rw4455

Yep, got stuck with RXO shares after being spunoff from XPO, they're lame dogs in the oversaturated truck brokerage biz. 

_hiddenscout

$URI is such beast of a company. Bradley Jacobs has created some really interesting companies and seems like they are all great compounders. He's over at XPO now and really tempted to want to invest in his newest company QXO. He was just on odd lots talking about the business [https://www.qxo.com/](https://www.qxo.com/) https://www.bloomberg.com/news/articles/2024-01-03/brad-jacobs-has-plans-for-a-new-multi-billion-dollar-venture

suazb95

XPO will do well. Never buy a coffee company. and shareholders will not get fckd, follow the professionals and read up on Yellow's story. Take the dark sunglasses off.

_hiddenscout

Totally, they kind of talk about that in the podcast. It's with Brad Jacobs, who is the CEO of XPO now, but the dude is crazy in terms of the companies he has created. Created United Rentals and United Waste Systems. New company is going to be QXO, which looks roll up a lot of local building companies and help modernize them. [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. QXO expects to achieve a revenue run-rate of at least $1 billion by the end of year one, at least $5 billion within three years, and tens of billions of dollars over the next decade. QXO’s scale should elevate the customer experience, increase sales force effectiveness and enable margin expansion. The industry’s nascent use of technology, particularly AI and B2B e-commerce, represents a compelling opportunity for tech-focused entrants. According to industry data, the percentage of industry revenue derived from e-commerce is currently only mid-single digits, and this share is expected to triple by 2030. Additional types of tech adoption by distributors have the potential to be transformative through price optimization, demand forecasting, warehouse automation and robotics, automated inventory management, route optimization for delivery fleets, supply chain visibility, and end-to-end digital customer connectivity. QXO’s strategy anticipates that these drivers, among others, will be central to the company’s goal of outsized stockholder value creation.

Impossible_Buglar

[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 &#x200B; dude has a history of building companies or taking over companies in a field and turning them into massive leaders in the space. &#x200B; 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/) &#x200B; 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 :) &#x200B; 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.

__CarCat__

Bought 1 share of XPO at about $31 in March or so and sold at $90.50, just about at peak. Only regret is not buying more

suazb95

Something fishy is happening behind the scenes, XPO Inc. appears to be angling for some type of move... Refer to Docket #1274 released this evening. XPO's legal team is attempting to force their way into Yellow's Ch 11 bankruptcy process, and are essentially asking to view "every bit" of information as it relates to the company! This request/move is highly unusual and it appears XPO is posturing for something!

suazb95

Something fishy is happening behind the scenes, XPO Inc. appears to be angling for some type of move... Refer to Docket #1274 released this evening. XPO's legal team is attempting to force their way into Yellow's Ch 11 bankruptcy process, and are essentially asking to view "every bit" of information as it relates to the company! This request/move is highly unusual and it appears XPO is posturing for something.

Far_Sentence_5036

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.”

Far_Sentence_5036

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.”

dvdmovie1

SSNT up 160%, halted a few times already. Brad Jacobs (who built URI and XPO, as well as other cos) is part of a $1B investment that will see the existing business spun off and then the remainco will be what Jacobs uses to build his next roll-up.' Will probably calm down in the coming days/weeks but something to watch.

Hillbillyinvestor

XPO had a good bounce too

surmoiFire

XPO is up a lot, same as MATX, not to mention TRTN TGH gone private. Not all players are the same

Xponential-Is-Scam

Xponential Fitness Franchisees (XPOF), If you are on this list you had reached out to us about being interested in getting help finding good legal representation to bring a mass lawsuit against Xponential Fitness. We were pleased to hear that the law firms of Bovino, Praxidice, and Amaro decided that franchisees had an excellent case on multiple grounds and thus were proceeding with a large tort lawsuit vs Xponential Fitness. Evidently a large number of franchisees who were harmed by Xpo's greed have already signed up (>50), but we wanted to forward along this development since the law firms asked us to share their representation agreement with any franchisees that are interested. Thus, if you are still interested in joining the class action against Xponential Fitness you can sign up to receive an engagement agreement with these lawfirms by signing up via this link - (https://www.assuresign.net/s/aB8D3k03XUG3H0osTDoTBgdTvLsGQKHUmbZOnpwBwrF7DQkuSiPuUJTbM4l5QOOjY). The link allows you to put in your name and email address and then you will receive an engagement agreement. If you have other questions before signing the engagement agreement I believe you can direct them to Brenda (cc'ed) who is managing the intake process or to the lead lawyers from each firm on the case (also cc'ed) The law firms said you should feel free to distribute news of the tort lawsuit to any other franchisees that you know and were also negatively affected by XPO and who you believe would be interested in joining the suit. Good luck, we are so glad that you all will finally be able to hold Xponential accountable in court! Please continue to reach out and let us know how else we can either help you? or how we can further expose Xponential's disgusting business practices? All the best, ~Fuzzy Panda Research

dorksgetlaid2

10/20 75 PUT XPO - yesterday we broke well below 75 but value of the put went down. Why? Does it have to do with theta? Didn't buy was considering it. IV Crush? There was no earnings that I'm aware of...

hdsbwisbwoaks

Lol 1. What you’re describing with MFN / XPO would be blatant and obvious Insider trading, completely made up speculation from someone who doesn’t understand how these things work 2. No chance they get anything substantial from suing the union, it’s just posturing. Unions sue and get sued all the time and teamsters is notoriously nasty 3. Cost basis of some terminal is completely irrelevant when you’ve already stated these are are very old and would have been nearly fully depreciated on the books by now 4. They’re not going to get anything close to those ridiculous numbers on their bulk beaten to shit old tractors / trailers But if you want to speculate on bankruptcy proceedings / bids on the terminals be my guest

ShankThatSnitch

Keep an eye on XPO. One of the competitors in that space. Has had a massive run since April.

Main_Sergeant_40

Price! They are cheap. We use them too but I prefer Old Dominion or Averitt. Estes and XPO are pretty rough. I feel like they’ve gotten better this year than years past but maybe I’m just giving them to much credit

Adjudikated

Ok my brain might not be working due to it being late; but how does a position like this not get screw over by decay? Or does Burry get access to some sort of XPO type puts?

twjones2009

: No doubt, those competitors are owning the game. XPO, Old Dominion, Saia, Averitt—rocking it. The idiots are bound to get remove from this competition

XLGrandma

probably XPO, one of the shadiest companies in america.

Seastorm14

Not called XPO anymore, now it's SGE, and before XPO it was BTT, they sure do like their tax evasion

apprenticeg

Well said. XPO is criminally bad, but there is little choice. My view is that OP is correct that the trucking industry as we know it is ripe for massive disruption. I suspect it will lead to better service, higher margins for fewer players, and lower costs to consumers. In other words - technology and capitalism doing exactly what it is supposed to.

absoluteboredom

XPO is one of the most unreliable ltl’s I’ve ever worked with. They always have pallets knocked over, drivers stink like booze, half the time they don’t have full quantities that were sent. But we don’t have much of a choice anymore, all the local ones we used have been bought out by bigger companies that just want to cut costs at every corner.

Glarus30

Trucking company owner here. OP, you are correct about everything, but this is the wrong place to educate people. Our industry is one of the first to get hit by a recession and we are one of the first ones to get out of it. In a few weeks we can tell if something is wrong and something has been wrong for at least 8 months now. People are just buying less stuff. Even food - Tyson closed 4 factories. There was a post in the freightbrokers' sub about some insurance company calculating that there are 500k truck drivers less on the road since may 2022. Companies are shutting down left and right. But this forum is full of crypto bros who think they know it all and really don't want to hear it. I read a comment here saying XPO, Saia and Old Dominion are doing great. XPO cut staff, Saia drivers here in Chicago reported delayed payments and Old Dominion and UPS drivers are driving back empty on 30-40% of their interstate loads. The stock market is completely disconnected from reallity, you and I know it, but the people here don't want to hear about it, they are a lost cause. Come over to the freight broker or dispatcher sub, you are wasting your time here.

Main_Sergeant_40

Yellow’s competitors are dominating. XPO, Old Dominion, Saia, Averitt. All doing very well. Old Dominion has so much demand they can turn down new customers. I use all these companies daily

SerTimtheDuncan

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.

Danadroid

XPO

SerTimtheDuncan

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.

Difficult_Draw_3857

Calls in Daimler XPO Logostics Idelle Labs and Ingersoll Rand