XPO | second quarter

As you can see. XPO LTL is still a big chunk of revenue. Even if we aren't as profitable as some other segments of the company. The stock did slip a little. People commenting that this is more cooking books than actual improvement. And some people not happy he is looking to spend big again. $8-$10 billion is more than what he spent when he bought Norbert and Con-way.

Neat factoid I read in one of those articles. In the first five months of 2017 the US trade deficit with China is $138.1 BILLION. Don't waste your time teaching the kids and grand kids Spanish. They need to be learning Mandarin.
 
Investors must not like what they saw as of late


Jacobs has been trying to use influence and money to get buy and hold ratings. There is a ::shit:: load of bad press out their right now about the way he is re-organizing this monster.

Not entirely his fault though. We are going through a historic change is distribution. Brick and mortar stores or closing everywhere and direct delivery is growing out of control. Many moving parts inside and outside the company.
 
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