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Intro
💡 Invest in companies you believe in - W. Buffett
Another quarter, another guidance cut—FedEx (FDX) is having a rough year. On March 21, the stock cratered to a new 52-week low after missing earnings and trimming its full-year outlook. Wall Street reacted predictably: Sell first, ask questions later.
But let’s not forget—this isn’t some fly-by-night delivery app. FedEx is a logistics titan with a global empire, billions in revenue, and a brand that’s synonymous with shipping. Yes, there are challenges (when aren’t there?), but remember: Amazon, Apple, and even Walmart have all been "doomed" at some point—right before staging epic comebacks.
With shares now trading at fire-sale prices, could this be the contrarian play of the year? Let’s dig in.



