DF Research
Keith DalrympleWe have created this substack to share some of our investment research. It is mostly short biased for now, but that may change. Not investment advice. All posts are our opinions.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 32 | Founded | 3 years ago | Last Issue | 3 months ago |
| Active | |||||
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dfresearch.substack.comLatest Issues
WSC: Going, Going, Gone
Nature takes over in Pelham, NH
The DISCLAIMER at the end of this post is required reading.
This is a summary. The full report is available for download below.
In 4Q25, WSC introduced its “network optimization” plan, which included a $30...
WSC: The Walking Dead
WSC units in Fontana California
At the 2025 investor day meeting, WSC’s management confidently laid-out a path of increased financial strength that included revenue growth and 7-13% Adjusted EBITDA growth over 3-5 years from $1B to $1.5B....
RXO's Quiet Foreclosure
Photo by Mick Haupt on Unsplash
The DISCLAIMER at the end of this post is required reading.
The big news in the quarter was not the massive EBITDA miss, but action surrounding debt. As we predicted, solvency has become an issue. Manageme...
RXO: 4Q Large Miss, Liquidity Crisis and Accounting issues
Photo by Towfiqu barbhuiya on Unsplash
The DISCLAIMER at the end of this post is required reading. Amongst other things, it points out that investors should consult one or more of the many sell-side analysts that cover the stock. They are...
WSC: 2026 estimates likely need to be slashed
Coming for earnings estimates near you
The disclaimer following this post is important. We encourage all to read it.
WSC reports 3Q25 results today after the close. Our analysis suggests that there is risk that the company misses the quar...
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