Episode Details
| Title | Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS] |
|---|---|
| Date | 7/25/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $XPO - Brad Jacobs restructured XPO into three separate companies to improve operational focus and appeal to Wall Street's preference for pure-play businesses, potentially increasing shareholder value.
- “We divided the company up into three companies. And those three companies, we put the circles around the different parts of the business of how we're gonna divide it up with two things in mind. One was, how can we run this business with greater focus operationally, execution wise? And secondly, we'll get a better model because Wall Street generally likes pure plays.” - Brad (21:24)
- 🟢 $AI - 🔒
- 🟢 $INDSERV - 🔒
- 🟢 $PHYSASSET - 🔒
Bearish:
- 🔻 $ACCOUNT - 🔒