Episode Details
| Title | Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, REPLAY] |
|---|---|
| Date | 11/22/2024 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $LOGISTICS - Brad demonstrates a long-term commitment to and success in the logistics sector, particularly through his experience with XPO Logistics. He recounts the company's growth from a small-cap acquisition to a significantly more valuable entity today.
- “We started out the very first company we bought was a company called ExpressOne, which is where XPO came from. That was their ticker symbol. They were a small cap company, less than 200,000,000 dollars 1,000,000 market cap, and their ticker symbol on what was then called the AmEx was XPO.” - Brad (16:32)
- “Today, we're not selling it, but if we were to sell it, it would be many times that.” - Brad (20:55)
- 🟢 $INDUSTRIALS - 🔒
- 🟢 $PHYSASSETS - 🔒
Bearish:
- 🔻 $ACCOUNTING - 🔒