Tracy Alloway

They've done a few dozen deals that built up the company.

We're big in M&A.

As you know, my teams and I have done over 500 acquisitions.

So there's a lot of stuff in common that we had a lot of mutual affinity and respect over.

By the way, I know this is no longer your thing anymore, but I'm just looking at some of the other companies in the XO family.

XPO, that stock is on an absolute tear.

And I've been seeing like trucking is like kind of back, like trucking is hot these days.

Can you talk a little bit about what's going on in freight?

And obviously, even though it's like your main focus these days, I'm sure your business touches freight every single day.

Why is freight so hot again?

Well, freight isn't so hot across the board.

Some companies are still not doing so well in that.

Now, XPO, under Mario, under Mario Horex's leadership, is doing fantastic.

I attribute that mainly to Mario and the team.

The execution of the business plan has been fantastic.

Just laser-like, surgical, getting the damages down, getting the on-time up.

improving the customer experience.

It's just done an amazing job at it.

It's just executed very, very, very, very well on that.

And that's why the stock has performed so well.