In short: Harrington's final trade. "GXO, the leading supply chain outsourcing company. It's trading with a 6% free cash flow yield, 14 times earnings, and is down 6% this quarter after great earnings." Same shape as her DocuSign argument: a cash-generative business sold off despite a good print.
GXO runs warehouses and supply-chain operations for other companies — outsourced logistics, increasingly automated. It is Harrington's final trade and it fits her pattern exactly: a business that reported good results, whose shares then fell 6% in the quarter anyway.
At 14 times earnings with a 6% free-cash-flow yield — roughly $6 of spare cash a year for every $100 of market value — she is being paid to wait for the market to notice.
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