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UPS and FedEx have similar annual sales at around $100 billion, but UPS has three times the

market value with FedEx. So therein lies the opportunity for FedEx.

Welcome to the Baron Streetwise Podcast. I am not Jack Howe. He's on vacation, but lucky for

you, we recorded a couple of interviews before he left. That voice you just heard is our

Baron's colleague Andrew Barry, who will soon explain why he thinks FedEx is a buy.

After that, dollarsanddata.com founder Nick Majouli shares highlights from his new book,

including thoughts on renting versus buying a house and why he's against

saving up cash for a stock market dip. I'm Jackson Cantrell. It's a special vacation edition

episode. Bring Flip Flops. Don't forget sunscreen on the toes.

Andrew, we're talking to each other from our homes. It's been a couple of years. You used to be

able to look up and see me sitting 10 feet from you. You can't do that now. It must be a very hard

time for you not being able to do that. I miss you. You're close. You're probably five feet away.

Well, this is a very brief call of yours in the magazine, and I'm really intrigued.

FedEx. It trades cheaply. There's no doubt about that. 10 times earnings. It's just been kind of

languishing for a while. You see a chance here for some money to be made. And you say that FedEx

needs to bridge the gap with UPS. Take a cue from UPS. What do you mean by that?

Well, I mean, UPS and FedEx have similar annual sales at around $100 billion. But UPS has three

times the market value of FedEx. So therein lies the opportunity for FedEx in terms of closing the

margin gap in terms of its margins are lower than those of UPS. And it's stock market valuation is

...