Mission Critical: The company supporting the world’s biggest brands
Firetrail's latest podcast - Firetrail Equity Edge, has just dropped. You can listen to it on all the major podcast providers or here:
In each episode, we hear from one of Firetrail’s Portfolio Managers or Equity Analysts who gives their insight on a stock in our portfolio - giving you the Firetrail Equity Edge.
The questions are always the same:
- What is the company and what does it do to make money?
- What is the stock market missing regarding the company’s outlook?
- What is the bear case and bull case for the company's outlook?
This episode focuses on GXO (NYSE: GXO), a US-listed logistics company specialising in warehouse operations. Their highly sophisticated and automated warehouses are built to keep up with the challenges of today’s fast-growing e-commerce. GXO’s high-quality service has earned them some of the world’s biggest brands as clients, such as Apple, Nike, and Nestle.
In this episode, global Portfolio Manager Justin Gray joins Anthony Doyle and tells us what he thinks really matters for GXO’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
GXO is a holding in the Firetrail S3 Global Opportunities Fund (ASX: S3GO).
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4 topics
2 stocks mentioned
1 fund mentioned
2 contributors mentioned