Con-way

also referred to as: conway

4 statements across 3 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Mar 19, 2024 by Brad Jacobs · said 19 times in 3 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Jacobs (18), Adam Carr (1)

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2026 10 mentions in 1 episode
2024 9 mentions in 2 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about Con-way, oldest first

Mar 19, 2024 bullish
Assertion Supported
XPO's Conway acquisition yielded $15B in value and $5B in cash
“We bought it for about Three billion dollars. Roughly half of it was equities. It really bought it for a billion and a half dollars plus, plus some leverage. Today it's worth something like fifteen billion dollars, and that's after having taken out many, like …”
Brad Jacobs Mar 19, 2024 ▶ 27:30 Brad Jacobs: How To Build a Billion Dollar Company
Mar 19, 2024
Assertion Supported
Jacobs: XPO levered past 4x for Conway before $550M asset sale
“When I bought Conway, we levered up to about four times, a little more than four times, but we very quickly sold off, I mentioned that truckload division, for five hundred fifty million dollars, boom, we paid down a whole bunch of debt right from that.”
Brad Jacobs Mar 19, 2024 ▶ 33:08 Brad Jacobs: How To Build a Billion Dollar Company
Nov 12, 2024 bullish
Opinion
Karr: Brad Jacobs buying Con-way was an exceptional capital allocation decision
“Probably one of the best capital allocation decisions I've seen in my investment career. We bought a company called Conway. It was a complete pivot from the stated strategy at the time.”
Adam Carr Nov 12, 2024 ▶ 32:55 Adam Karr: The Investing Blueprint
Aug 4, 2026 bullish
Assertion Supported
XPO turned a $3B Con-way acquisition into a $15B asset
“We bought it for about Three billion dollars. Roughly half of it was equities. It really bought it for a billion and a half dollars plus, plus some leverage. Today it's worth something like fifteen billion dollars, and that's after having taken out Many, like,…”
Brad Jacobs Aug 4, 2026 ▶ 27:30 The Mindset Behind Building a Great Little Business | Brad Jacobs
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