Mission Critical: the company behind the world’s biggest brands

GXO is 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.

This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail S3 Global Opportunities Fund ARSN 653 717 625 (‘the Fund’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance.

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