Overlooked Alpha

Share this post

EXPD: One Of The Best Cyclical Shorts Left

www.overlookedalpha.com

EXPD: One Of The Best Cyclical Shorts Left

The business is heading south. It seems likely the stock will do the same.

Vince Martin
Mar 19, 2023
∙ Paid
14
Share this post

EXPD: One Of The Best Cyclical Shorts Left

www.overlookedalpha.com
Share

📍TL;DR

  • One of the biggest beneficiaries of pandemic-induced supply chain snarls — but the benefits are ending quickly.

  • Fourth quarter results were unprecedented, by management’s own admission, and there are three more difficult compares ahead.

  • The stock has held up reasonably well — but in a nervous market, that seems likely to change.

  • Long-term, the stock…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2023 Joe Marwood & Vince Martin
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing