EXPD: One Of The Best Cyclical Shorts Left
The business is heading south. It seems likely the stock will do the same.
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…