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$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.
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Rod Alzmann (@RodAlzmann) on X
What is Ryder's Supply Chain Solutions business worth? If $R comes out of the next freight recession & there's still such a massive chasm between $GXO's valuation and the implied value of SCS within Ryder, expect a spin/sale in ~2024. WholeCo rejected $86/sh offer in June. 1/3

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