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Takeaway: Please join us tomorrow @1PM for an annual check-up on our FDX thesis

INVITE - FDX: Delivering After a Year in Transit? (Call Tomorrow @ 1PM EST) - FedExDIALIN 11 14 13

We will be presenting a Flash Call titled "FDX: Delivering After a Year in Transit?" on Thursday, November 13th at 1:00pm EDT.

A year after our initial Black Book and long call (Replay: CLICK HERE, Black Book: CLICK HERE) on FedEx Corp. (FDX), FDX shares are significantly higher and the opportunity at FedEx Express is better recognized. On the Flash Call tomorrow we will examine how key components of our FDX thesis are tracking and evaluate several relevant risks.  We think it is increasingly important to consider shares of FedEx on different time horizons.


  • Long-term cycle drivers
  • Express margin opportunity vs. execution
  • Competitive risks
  • Industry headwinds
  • FY2Q set-up
  • Valuation and margin of safety



  • Toll Free Number:
  • Direct Dial Number:
  • Conference Code: 969216#
  • Materials: CLICK HERE