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11/26/24 11:35AM
The prior thread on UPS touched on the issue of USPS...
Curious if you have thoughts on this - basically that the USPS is doing a lot of Amazon ground volume at a loss - which is something that a Trump admin could look to "fix"
Natey,
What would you consider to be KPIs to track for this short thesis? The operating leverage in both companies' logistic network is very interesting.
Is there a scenario where UPS can somehow make up the lower
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