$GXO podcast mentions
Per Ticker.id: 2 GXO ($GXO) mentions across 1 podcast (30 days) — timestamped, verifiable quotes, updated 2026-10-13.
I think we'll see a lot of good investments because like you said, you, you hit the nail on the head right there. It's not a winner-take-all category. These companies have very different really goals. I mean, look, they're all trying to just automate and organize, but so many different kinds of products, so many different, like, just kind of, you know, it's a B2B, B2C packaging requirements. Is it just distributions? Get things on truck and get 'em out to a store or get 'em out to consumers. There's just so many, it's rare to find two companies that have identical supply chains throughout and identical fulfillment. So it's hard to build a prepackaged solution. I think you're already seeing it. I think some of the best investments are gonna be just those who can contribute, whether it's Zebra or Honeywell with what some of the stuff they're doing, or Symbotic doing kind of, you know, warehouse automation, you know, as a service, all the way up to like a GXO, which is kind of going to do it for you because that's another variable here.
Lou Weitman · Motley Fool Hidden Gems Investing · Bank Earnings Have Entered the Upside Down · 2026-10-13That's one I'd look at. I also, I love GXO as kind of a different way to go about this. But again, I think this is going to be maybe as big as AI or kind of approaching that in terms of just the breadth of companies, even if not the pure revenue numbers.
Lou Weitman · Motley Fool Hidden Gems Investing · Bank Earnings Have Entered the Upside Down · 2026-10-13