GXO

GXO Logistics

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-$40.26 -51.60%
$R what is Supply Chain Solutions worth now?

Multiple is that of a rental/leasing company, yet 2022F gross revenue is to be 53% from logistics division… look at the gap between $GXO & you can appreciate why they rejected an offer for $86/sh in June. I worked there in Corporate Strategy until Dec 2021, believe management would see upside beyond a double from current levels based on SotP.
Yegor's avatar
$181.1m follower assets
Anyone familiar with $XPO $GXO and soon to be $RXO to guide in any direction if there is any value to be unlocked in there for a long term?

All really out of circle but it’s interesting to me and would love to learn more about these spin off but need some help to get started
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