RXO: The Bear Case Is In Focus (Rating Downgrade)

Group 1 - The article discusses RXO (NYSE: RXO) and highlights a previous recommendation for a buy rating based on improved visibility to growth, with expectations for growth to accelerate back to 20% by FY26 [1] - The investment approach emphasized is fundamentals-based value investing, focusing on companies with long-term durability and robust balance sheets, rather than merely low multiple stocks [1] - The author acknowledges the risks associated with investing in successful companies, particularly the potential to overpay, but suggests that in certain situations, the growth potential may outweigh immediate price concerns [1]