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Which podcasts are discussing XPO?
9 ATTRIBUTED IDEAS · 6 EPISODES · 4 SHOWS
The shows
The Knowledge Project
CNBC Fast Money
Odd Lots
The Acquirers Podcast
Where the discussion went deepest
4 AUG1W AGOTHE KNOWLEDGE PROJECT · 4:30
Conway acquisition as a pivot into value
“The guest presented the 2015 acquisition of Conway as a successful pivot into an undervalued, asset-heavy business with a messy organizational structure that could be cleaned up for massive returns.”
The Mindset Behind Building Billion-Dollar Companies
Core thesis · 5/5Verify in source →
14 APR14 APRTHE KNOWLEDGE PROJECT · 17:20
Real-time KPI obsession with action plans
“The guest described an operating system based on daily obsession with key performance indicators (KPIs), their rates of change, and linked action plans.”
The Magic of Thinking Big · with KPIs
Core thesis · 5/5Verify in source →
4 AUG1W AGOTHE KNOWLEDGE PROJECT · 03:45
Transparent, unscripted board meetings for real oversight
“The guest advocated for a board model of complete transparency and unscripted, spontaneous questioning of managers to get genuine insights, contrasting it with typical scripted Fortune 500 board meetings.”
The Mindset Behind Building Billion-Dollar Companies
8 JUN8 JUNCNBC FAST MONEY · 02:08
Freight and LTL carriers signal cyclical recovery
“The thesis argued is that the prolonged freight recession has ended, unlocking operating leverage and pricing power for best-in-class LTL and rail operators.”
Headlines From Apple’s WWDC… And Will Markets Recover from Recent Pullback? 6/8/26
In depth · 4/5Verify in source →
14 APR14 APRTHE KNOWLEDGE PROJECT · 12:30
14 APR14 APRTHE KNOWLEDGE PROJECT · 20:10
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