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P Pitch Archive Stock pitches across investing competitions
← Spring 2014

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 long thesis on XPO Logistics as a deep-value opportunity with significant upside has decisively played out: the stock returned +1719.2% over the ~12.6 years since the pitch, an exceptional outcome that vastly exceeds typical market returns. Given the full multi-year horizon has long elapsed and the magnitude of the gain, the thesis is clearly validated.