XPO Logistics

XPO pitch long Stephen Lieu

Thesis

Stephen Lieu pitched XPO Logistics as a deep-value opportunity during the Moon Lee Prize Competition, highlighting its potential for significant upside.

Did it work?

worked confidence: high

The pitch for XPO Logistics as a deep-value opportunity has significantly played out, with a remarkable price increase of 1831.3% over 151 months. This performance far exceeds typical market returns and aligns with the thesis of substantial upside potential. Given the long time frame and the magnitude of the return, the thesis can be confidently deemed successful.

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