1. GXO Logistics has strong visibility due to its recurring revenue, industry-leading automation, and defensive contract structures; 2. Organic growth is rebounding, margins are expanding, market share is increasing, and GXO is on track to achieve its 2027 targets; 3. Short-term uncertainty surrounding the new CEO, regulatory review, and rejected buyout bid has created a generational buying opportunity, despite no tangible impact on GXO's underlying fundamentals.

➀ The process of shipping wafers requires specialized knowledge and handling techniques; ➁ Proper packaging solutions, logistics, and environmental controls are crucial; ➂ Innovations like eLX™ and ePRO™ are redefining shipping standards.

1. UPS has demonstrated strong earnings and revenue growth with a P/E ratio under 20 and double-digit YoY EPS growth, indicating a low valuation. 2. The company is enhancing its logistics, particularly in healthcare, leveraging its scale to provide premium services and boost shareholder returns. 3. UPS generates robust cash flow, supporting a nearly 5% dividend yield, though its payout ratio is around 100% based on a 5% FCF yield, limiting share repurchases.

➀ Maxson Lewis discusses how EVs are transforming logistics by reducing costs and emissions. ➁ He emphasizes the importance of strategic planning and government support in fleet transitions. ➂ Governments can support the transition through subsidies, tax benefits, and promoting EV use in urban areas.