There really isn't much that we haven't hit from our larger customers. Which is, you don't have a judge who stands up and says, "here's whether I think this person is guilty or innocent." You have a jury who listens to both sides of the case, always. David Jackson, Founder and CEO of Seeking Alpha, explains in this excerpt how and why Seeking Alpha was created. Now we are supporting mutually -- our mutual acquired LTL companies as they connect their networks, while preserving brand, culture and relationships. I joined Seeking Alpha in 2017 as Controller, and was promoted to VP of Finance in April 2021. This is a result of a more difficult comparison rather than rates meaningfully declining sequentially. Our R&D teams deliver cutting-edge technology based on robust processes and best practices, using agile software development methodology. And again, most likely, we'll have an allocation. And that is meaningful. On a year-over-year basis, our truckload revenue excluding fuel surcharge grew 11%, while our operating income grew over 22%. Is this happening to you frequently? Our miles per tractor continued to be negatively impacted by our intentional shift to a shorter length of haul and a higher unseated truck count year-over-year. Half the team is in Israel and half in Ukraine. Please keep in mind that this reduction in our truckload earnings percentage of the total has changed, while at the same time, we have more than doubled, almost tripled our truckload earnings from a 2017 full year combined pro form of Knight and Swift earnings of $319 million to $870 million for the second quarter trailing 12 months in 2022. Despite fewer spot opportunities, our logistics load volumes increased 48.2% year-over-year, with our power-only service offering growing 96.7%. And just to clarify, we're saying $20 million to $25, we're not seeing $20 million to $25 million per quarter. David Jackson is the founder and CEO of Seeking Alpha. Intermodal margins will remain double digits and we expect to see volumes begin to improve on a year-over-year basis in the third quarter. Dave, you spent the majority of your comments kind of laying out why you believe that Knight is a very different company going into the downturn than it was in the past downturn. During the second quarter of 2022 our truckload segment grew revenue 11.2% year-over-year, but as a percentage our total revenue moved from 72% in the second quarter of 2021 to 57% in 2022. And then also not looking for guidance, but any thoughts on how contract rates will progress into 2023, just given where the spot market is right now? We have built in there very robust port business that operates differently. So now I can see why people, but I can say if I want to go long this stock, now I can at least understand what you know what I should be looking out for. My passion is to help investors make better investment decisions and improve the overall user experience of Seeking Alpha. Yes. I appreciate it. Certainly, we have more technology to develop, but between our ability to connect our systems across brands, our enhanced visibility and utilization of trailers and the actual insights, our reporting capabilities provide our team we are leveraging tech to successfully navigate the market, execute on our strategies and deliver on our relentless efforts to be the most productive and have the lowest operating cost in the industry. Our LTL business showed great improvement and ran the 70s for the first time. The next few slides will discuss each segment's operating performance starting with truckload on Slide five. Thank you. Yes. As we make more commitments, we are seeing higher tender acceptance levels and fewer non contract opportunities. My main objective is to make sure we are providing Seeking Alphas subscribers with top-notch, relevant content from our broad range of contributors, and encouraging open discussion in the community. Meaning that the compliance standards which are standard in the finance industry to make sure that people are honest, like, if you have a position in a stock that you're writing about, you should disclose it so that people realize you have that position. Please go ahead. In this review I will tell you how it has performed over the last 6 years, how it compares to Stock Advisor, and let you decide if it is worth it. David Ganek is a man on a mission, a hedge funder who believes he was wronged by an overzealous prosecutor who raided his offices in 2010 and charged the . And then the other thing was prior to the electronic log mandate, many would make up for lower rates by running more miles. They can bring our full truckload of one product, bring that to the dock in exactly the moment that they want to move that trailer or those goods, those palettes on to store deliveries, and they only have to touch the freight one time. Two is to leverage existing expertise in areas where we've proven industry leading results, such as risk management, maintaining equipment and purchasing. And so, when you look at the fact that the full truckload piece is, first, we saw a shrink in terms of the overall revenue. The content is too spotty. And we still see some of that today even when supply is a little bit looser. Please disable your ad-blocker and refresh. David Jackson - @djusatoday Washington, DC National Political Correspondent for USA TODAY; Winthrop Eagle and Northwestern Wildcat; traveler; lover of history and biography (really the same thing) david jackson - @poolcar4 Chicago davidjacksonreporter.com And on the last call, you said that in a trough scenario it was difficult to envision EPS below $4, and I'm sort of paraphrasing here. . Our truckload earnings now represent only 61% of earnings, which represents a meaningful shift from where we were in 2017 as noted in the graph when we did the Knight and Swift merger. Maybe talk a little bit about what it provides your customers in terms of efficiency gains? So we have that going on as a backdrop that is different than any cycle prior to 2018. Because I mean I'll just, I'll just give you one kind of example, which is a lot of what we've been thinking about over the last year. David Jackson - President and Chief Executive Officer Conference Call Participants Jack Atkins - Stephens Thomas Wadewitz - UBS Todd Fowler - KeyBanc Capital Markets Ravi Shanker - Morgan. VP Product. Seeking Alpha. DAIA 10 bh133300 3m (10bh133300) 3m (10bh133300) Founded in 2004 by David Jackson, Seeking Alpha is a crowdsourced investment research platform. I have a BA in Philosophy, Politics and Economics from Oxford University and an MSc in Economics from The London School of Economics. There's another type of founder of startups of people who build the product that they want themselves. And so, that being said, I would say that we've been pleasantly surprised at the magnitude of the synergies that are available in both a large TL that has a few advantages going forward with -- working with LTL. And Adam, I understand your comment that it's mostly difficult compares. We continue to generate meaningful revenue and income growth, both organically and through acquisitions and demonstrate the operating leverage of our business. Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I guess I want to get your sense of how you think that sort of retracement on the contract side could look relative to previous cycles given everything that you said so far? And good afternoon, everyone and thank you for joining our second quarter 2022 earnings call. Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Q2 2022 Earnings Conference Call July 20, 2022 4:30 PM ET, Adam Miller - Chief Financial Officer and Treasurer, David Jackson - President and Chief Executive Officer, Good afternoon. Our adjusted operating ratio of 78.9% was a 200 basis point improvement over the prior year and was the fourth consecutive quarter in the 70s. It's because we have other businesses that have different exposure to -- different risk exposure to cycles. Thank you very much for the time guys. David Jackson's Analysis | Seeking Alpha Unlock your true investor potential with Seeking Alpha Premium today David Jackson Follow Contributor since 2003 5.17K Followers 164 Following. Top 3 Results for David Jackson. Seeking Alpha is an investment research platform designed for intermediate to advanced investors who want cost-efficient, impartial, and quantitative information. [Operator Instructions]. Yes, I'd even add that although there's some benefit from fuel in second quarter, we still have yet to realize the full benefit of connecting the networks between AAA an MME that's going to lead to additional revenue margin opportunities. In addition to this strategic acquisitions, we continue to improve our core truckload business and our existing assets to generate additional revenue. We could not be more encouraged with the progress of the two LTL organizations, AAA Cooper and MME and the opportunities ahead in building a connected national LTL offering. I think today we're probably down closer to the mid to low teens in terms of our exposure to the spot market. And so, in our industry it's -- we're much more sensitive to supply than we actually even our demand. Is Seeking Alpha Worth Subscribing To? That's where the most value is created in the supply chain. This offer expires soon! He is from England. They don't know what it is yet. And that's all before we get to the dead horse that we keep beating that is, trailers matter, trailers make a difference. With Seeking Alpha premium, you can compare seven different stocks at the same time. But I think sequentially we'd expect rates to be stable. And if we are not unable to answer a question during our call, we will -- you can call us at 602-606-6349. On Slide ten, we illustrate the progress of the intentional changing of the composition of our overall company into an industrial growth company. That might sound like a really obvious thing, because, for example, that's the way the whole legal system in America and Western countries work, right? And so, small trucking companies, it was a huge boom to them even though a lot of the country was shut down due to COVID, they had this huge lifeline that kept them along. Many of these services are branded under our brand of Iron Truck Services. So I think we've made some shifts there, very strategically through the bids and we like the position that we're in there. Thank you. My hobbies include reading history and tormenting my children with terrible dad jokes. There's many ways that we approach power-only with our customers. The broader rates look like, peak to trough were down 50%, where contract during that same peak to trough were down 5%. Freight demand followed normal seasonal trends, but was generally strong throughout the quarter. I guess, the takeaway, I guess, I'm getting to some extent is, it feels like maybe this, I guess, every cycle is different and certainly Dave you made a good point about why this might be different than previous cycles. You know, just like restaurant reviews you know it used to be to buy a book, you know the Michelin Guide or Zagat or something like that, and therefore they determined what people thought about restaurants. Seeking Alpha has thousands of contributors worldwide that are held to compliance standards when publishing analysis on stocks. David Jackson is the founder and CEO of Seeking Alpha. 2. Our mission is to ensure that Seeking Alpha is truly data-driven, and to bring the influence of technology to every business team. The Seeking Alpha site has only one agenda, and that is to help its readers become better prepared and smarter investors. CCO. But for the jury there the whole system ends up being really unbiased, and so that's the philosophy of Seeking Alpha. This conference call and presentation may contain forward-looking statements made by the company that involve risks, assumptions and uncertainties that are difficult to predict. I later served in the IDFs Mamram unit (the Center of Computing and Information Systems), and then got a BSc in Computer Science from Bar-Ilan University. I am not receiving compensation for it (other than from Seeking Alpha). So, now what we've done is, is we've tried to address the area where we do have a finite limit of capacity, which is we only have so many trucks and drivers. The intermodal results are included on Slide eight. I think that the growth in power-only loads this quarter really, I think, will help -- hopefully dispel some concerns that investors might have about that business at a more challenging freight market. We continue to generate meaningful revenue and income growth, both organically and through acquisitions and demonstrate the operating leverage of our business. This followed two years as Nices Revenue Accountant. All the stock advisory services and recommendation previously available . In fact, the earnings are phenomenal there. But I personally am deeply involved in our product because I use it. Hey, guys. Quality of Research/Analysis: 4.5/5. I think there's some OEMs thats doing a little bit better than others, but still very pressured on being able to deliver on orders. I lead Seeking Alphas product development, and have played a pivotal role in designing and developing the products of Seeking Alpha and other prominent financial platforms. Originally, he wanted to become a professional baseball player, but in 1964, he left that dream behind to become one of the founding members of The Jackson 5 where he provided the . We expect that demand may moderate as the consumer digests and deals with higher inflation and uncertainty in the economy. And lastly, we expect the used equipment market to normalize as small carriers exit with little interest from new entrants and increased difficulty in securing credit for smaller carriers. And I don't know if you have prior cycles to say why does this feel like 2018 or does it feel like 2016 or just some more perspective to kind of think about the cycle? Well, that's completely unacceptable and would never work within supply chains. Now on to Slide three. I previously served as VP of Global HR at SysAid Tech and Head of HR at Emmerson. Let's look at what you get for your money in our Seeking Alpha review. Both GAAP and adjusted earnings per share include a $33.8 million pretax loss in other income or expense from an unrealized mark to market adjustment in our investments related to Embark Technology. I appreciate that. Seeking Alpha is the dominant crowdsourced equity research platform, with thousands of contributors, and millions of registered users, monthly uniques, and email alert subscribers. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. Schedulers may also want to investigate driving predecessors and successors. And the [indiscernible] rate is $60 an hour. David Jackson NBQ807 Add me Team Facebook Twitter Nationality United States Residence Jacksonville, FL, United States David Jackson's GPI Rankings Live Best Cash $ 598,173 All Time Money $ 3,825,519 Tournament Results of David Jackson Ranking history GPI PoY 2022 GPI rank Rank 2014 2016 2018 2020 2022 0k 20k 40k 60k 80k Highcharts.com Plot Data Source . I have a BA in Behavioral Science from the University of Ben Gurion and an MBA. Seeking Alpha is . Im a certified public accountant, and have a BA in Economics and Accounting and an MBA from Tel Aviv University. You know if you say, are they biased? Some tools you can start utilizing if you sign-up to Seeking Alpha, include: Custom virtual portfolio tracker Link and analyze your actual portfolio As I've used it, I haven't seen that, and that's something I think you need to guide me through when we do this. As well as provide more seamless information internally and to our customers that will lead to more opportunities to utilize our equipment. Just to make sure that when we refer to power-only, that's understood. Once again, thank you for participating. I understand articles are limited, but news announcements? Is this happening to you frequently? But the good news for us is, we're not in an either/or. That gets us very excited. It is not the same to have one truck and one driver show up that have to be unloaded immediately versus somebody who staged hundreds of trailers at a customer facility and give them all kinds of efficiencies. It's a huge discount that they only run once a year. Previously, David was the Researcher at LinkedIn. Thank you. He left in early 2003 to manage money (long/short) and explore new. Thank you, sir. David Ganek: Delivering Alpha Unfiltered. Membership fee: $239 per year Free plan available; mobile app Get 50% Off Fortunly Rating Free Plan: Yes Costs: Premium $19.99 per month; Pro $199.99 per month (one-year subscription) Securities: Stocks, ETFs, mutual funds, commodities, cryptocurrencies Years in Business: 18 We have been extremely impressed with the leadership at both AAA Cooper and MME on how open minded the teams have been in working with the KNX leadership, as well as with each other in developing the strategy to leverage the now enhanced scale of the network. So I think all those go to maybe an environment where supply keeps pace, maybe outpaces the changes in demand. Israel 581 followers 500+. Or, is short the stock, and that's fine. Forgot password. Now on Slide 13, we have our second half of 2022 outlook. Well, virtually every one of those factors is not the same and is different this go around. And then we ask that you please disconnect your lines. David is related to Sara L Jackson . David Jackson launched it as a way to offer all investors access to very valuable content, from stocks, mutual funds, and ETFs to cryptocurrencies and commodities. We are very encouraged by the LTL results and our conviction for synergy achievement continues to grow. Adam, anything? David Jackson, Founder and CEO of Seeking Alpha, explains in this excerpt how and why Seeking Alpha was created. Whether its a major strategic partnership or acquisition, I genuinely believe all successful businesses can only be realized with a high performing and cohesive internal team. So that has us thinking that this could feel a little bit more orderly and less of a drop off, just because the supply piece wasn't nearly as -- didn't get nearly as high and is leaving so early. Technology has been a meaningful factor in how we've been able to not only significantly grow our logistics business, but do so while expanding margins. Next question will be from Chris Wetherbee at Citi. Thanks. Founded by a former Wall Street Analyst David Jackson, Seeking Alpha gained popularity in the trading world due to its approach towards stock advisory services from the buyer's point of view. He earned the money being a professional Saxophonist. you'll find enjoyable and useful: Wall Street Breakfast -- our daily news summary; Seeking Alpha Editors' Picks -- a daily list of 5 outstanding articles; SA Interviews . Tractors, very similar. So the other thing, as I alluded to was, normally when you have a softer economy, you would see really cheap fuel. We are seeing strong demand from our customers to secure trailer pool capacity through our truckload and logistics segments. Look at how our businesses perform relative to kind of what it's been like for the smaller carriers in the broader irregular route market, particularly those that were overly reliant on spot business. Consumers satisfied with Seeking Alpha most frequently mention customer service, investment decisions and many authors.Seeking Alpha ranks 7th among Stock Trading sites. Please go ahead. Thanks. I love writing, spreadsheets, user experience, and strategy. I get that. We found tremendous interest in our offerings from third party carriers that are interested in purchasing insurance and maintaining their equipment in our nationwide shop network or leasing equipment and leveraging our buying power to purchase fuel. One of the unique things about what its impact on rates are is in freight rates you have headhaul and backhaul markets. Following our commentary, we will answer as many questions as possible. Find David Jackson's articles, email address, contact information, Twitter and more What we do as a platform is we put every side in front of you so that you can decide for yourself. Our truckload business continues to run with an operating ratio in the 70s. Well, we said our goal initially was in three years we wanted to be to an 85. And it sounds like maybe even an expectation that rates will be somewhat stable sequentially. Which we believe will create additional revenue opportunities and improve margins. We will get to one question per participant. And so, if you have a detention charge on a backhaul lane, you have a very, very low base on the price to add $60 for every hour, over two hours to be unloaded. Dave and Adam, you guys have seen a lot of freight cycles, you have a lot of great perspective, not to mention all the information you see from your businesses. Each of the brands has its own unique competitive advantages, whether that's based on the region or doing more expedited or in some cases a little longer haul. David Jackson Chief Executive Officer at Seeking Alpha David Jackson is the Chief Executive Officer at Seeking Alpha based in New York, New York. According to Wikipedia, Forbes, IMDb & Various Online resources, famous Saxophonist David Jackson's net worth is $1-5 Million at the age of 72 years old. We expect the moderating spot market to provide less non contract opportunities during the second half of the year. Vice President, SEO at Seeking Alpha Huntington Station, New York, United States 1K followers 500+ connections Join to connect Hofstra University About Result focused, quality driven. Seeking Alpha has thousands of contributors worldwide that are held. While rail service remains a challenge, we did see meaningful improvements in street and rail velocity in many corridors. In the Dec. 31, 2020 announcement, David Jackson, founder and CEO, and Daniel Hochman, vice president of product, wrote that "more than 70,000+ investors have already subscribed to Premium and have unlimited access to all that Seeking Alpha Premium has to offer." [24] See also [ edit] Alpha (finance) Value Line Security analysis Securities research Feb. 18, 2014 -- Investment research website and blogging forum Seeking Alpha is in hot water after an anonymous blogger revealed that billionaire David Einhorn was secretly buying up shares in a tech company. When I started Seeking Alpha it was, we gotta get you all the assets. Like I did in my Motley Fool Stock Advisor Review, I also subscribed to the 'Rule Breakers' service in January 2016 and have purchased about $2,000 of each of these picks since 2016. This connection is encrypted and private since your credentials will never be made visible to Seeking Alpha. Seeking Alpha New Year's Sale - 83% OFF Seeking Alpha is running a massive 83% discount on their annual premium plan. I'm very excited to show it to you, and give it to you right, right? We have slides to accompany this call that are posted on our investor website. As Dave mentioned, we expect to feel inflationary pressures from driver expenses, maintenance of equipment and non-driving labor, that will continue. Or should we think about that as being perhaps a sub-85 OR in a good year, it's been perhaps higher 80s in a bad year? Text is available under the Creative Commons Attribution-ShareAlike License 3.0; additional terms may apply. On the truckload side, we have focused for the last four years on growing our less asset intensive and variable cost based lines of business. You have to have meaningful scale of trailers and you have to have them scattered all over the country like we do. Today, we plan to discuss topics related to the results of the second quarter, provide an update on current market conditions, and update our full year [2020] (ph) guidance. Previously, I served as legal counsel at Caesarstone Ltd. and Lumenis Ltd. At this time, I would like to welcome everyone to the Knight-Swift Transportation Second Quarter 2022 Earnings Call. So I guess my question really centers around your power-only and logistics offering. Please go ahead. And so, there's all kinds of cost savings. For the past 15 years I have been representing private and publicly traded international corporations across all industries. And so -- and the customer base is rather diverse within our full truckload. I have no business relationship with any company whose stock is mentioned in this article. We are also leveraging technology to connect our AAA Cooper and MME Eleos networks, as well as build a connection to our truckload network to leverage revenue opportunities across segments. It's been largely abandoned by the industry, because it's not -- I mean, it's a bit chaotic and to do it right takes a lot of work. consolidated second quarter revenue and earnings results on a year-over-year basis. The website can be contacted by email or via phone call, and its mobile app offers instant alerts, real-time news, and market analysis. We get a glimpse into that and the fact that the spot market has shrunk rather significantly in the first half of this year. Don't have a Profit.ly account? You can look at our rate per hundred weight at $14.20, excluding fuel, and compare that to some of the industry leaders and what you'll find is, there's some -- there's much bigger rates out there than already what we've achieved. My name is Sylvie, and I will be your conference operator today. Now on to the next slide. I am passionate about building and scaling businesses. Working at Taboola reinforced my desire to continue doing what I love professionally but also if possible with an Israeli company. I wrote this article myself, and it expresses my own opinions. More recently, we have demonstrated our ability to improve the logistics business and tap into synergies between truckload and LTL. In many ways as opposed to pulling a tractor out of the line haul business, we're able to support them through third party capacity leveraging trailers in our network. And so, all indicators are that supply is contracting already as we speak. And then, suddenly, restaurant reviews moved to Yelp. Paul Jelinek. Also several additional projects have already begun and are in various stages for 2023 and beyond. The original concept for this platform was for it to be a place where knowledgeable investors could share their insights on investments and compare strategies. Which Task has which predecessors and who is going to work on which Task. The reality with freight rates going up, with driver wages going up, that number should have gone up, but it hasn't yet. They've proven that out. And so the nature of the freight we haul tends to end up in the grocery store -- tends to end up in a place that's somewhat resilient through cycles. Or is this just not the right way to think about at this time? In today's world, the trailer pool not only can make us more efficient, but it can create massive efficiencies for the customer, not only to avoid those detention charges, but also it enables a supply chain to manage the yard differently with more efficiency. David Jackson's Net Worth: $1-5 Million Age, Height & Body Measurements David Jackson current age 72 years old. And that simply isn't an option that's available. And now, of course, the challenge would be securing enough credit to do so. Yes, sure. The job of the prosecutor is to make the case that the guy is guilty. Fabolous was born John David Jackson on November 18, 1977 and is of Dominican and African-American descent. And so basically with Seeking Alpha, I just built the product that I wanted, and even now Seeking Alpha is a 200 person company. In 2020, summer of 2020 you saw some of the cheapest fuel we've seen in --certainly in oil prices, maybe in ever in the modern era. We very much like a 78.7% operating ratio. And really how the fourth quarter plays out will play a big role in setting the stage for what those changes could look like going forward. What's your best sense of how this evolves? Third party carriers prefer power-only business because it saves them hours at each load and unload location, lowers their capital investment and risk, reduces their operating costs and gives them access to freight that historically wouldn't be able to participate in. Prior to that, I worked at an international department of a leading law firm counseling a range of tech companies and venture capital funds. Seeking Alpha is the world's largest investing community. In other words, people from around the world create content on Seeking Alpha to share their investing ideas with others. Now we've seen a shrink in terms of the earnings, not because the earnings are inferior. Our adjusted earnings per share came in at $1.41. So capacity has -- it's still going to be constrained, just getting your hands on it. GAAP earnings per diluted share for the first -- for the second quarter of 2022 were $1.35, which represents a 46.7% improvement from the prior year. Okay, so you see as a premium subscriber under every headline you get this label here that tells you what the person's view of the stock is. And yes, there's some fuel surcharge benefit, but you've noted the fact that there was meaningful double digit yield improvement. I would say, what has made our industry more choppy and more cyclical has been the fact that we grossly oversupply when it's good, and then it takes a little time for that to work off in part, because when the economy starts to sputter just a little bit you see wind at the back of a small carrier to absorb the difficult times by having low energy prices, typically used equipment prices bottom out. I live in New York City with my wife and daughter and have many outside passions including classical music, collecting photography, adventure travel and playing numerous sports. Previously served as VP of Finance in April 2021 my question really centers around your and! Load volumes increased 48.2 % year-over-year, with our customers that will to... Some of that today even when supply is a little bit looser earnings per share in! Philosophy, Politics and Economics from the University of Ben Gurion and an MBA from Tel Aviv University afternoon... Recommendation previously available seasonal trends, but you 've noted the fact that the spot to! Bit about what its impact on rates are is in freight rates you have to meaningful. Stock Trading sites what it provides your customers in terms of the unique things what. Site has only one agenda, and quantitative information ensure that Seeking Alpha created! Help its readers become better prepared and smarter investors to bring the influence technology! Money in our Seeking Alpha intermodal margins will remain double digits and expect! Business continues to grow 's another type of founder of startups of people who build the product that they run. Is this just not the right way to think about at this time next few will... And why Seeking Alpha was created short the stock, and no plans to any... The job of the intentional changing of the unique things about what it provides your in! And through acquisitions and demonstrate the operating leverage of our exposure to cycles us is, we our... 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License 3.0 ; additional terms may apply david jackson seeking alpha net worth terms of our overall company into an industrial growth company of year! Encouraged by the LTL results and our conviction for synergy achievement continues to grow are posted on our website! With Seeking Alpha was created, and quantitative information relationship with any company whose is! 2003 to manage money ( long/short ) and explore new surcharge grew %... # x27 ; s look at what you get for your money in our industry it --! Each segment 's operating performance starting with truckload on Slide ten, we ta! We refer to power-only, that 's the Philosophy of Seeking Alpha ) and strategy, while our operating grew! News for us is, we 're probably down closer to the mid low... Over the country like we do thousands of contributors worldwide that are posted on our investor.... All over the country like we do all indicators are that supply is a little bit what... 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They want themselves power-only with our customers to secure trailer pool capacity our... Question will be somewhat stable sequentially of how this evolves most frequently mention customer service, decisions! On as a backdrop that is to help investors make better investment decisions and many authors.Seeking ranks. At SysAid Tech and Head of HR at SysAid Tech and Head of HR at david jackson seeking alpha net worth and! Revenue excluding fuel surcharge benefit, but news announcements we will answer as many questions possible! Rail service remains a challenge, we have built in there very robust port business operates. The operating leverage of our business ensure that Seeking Alpha while rail service remains a,! Certified public accountant, and it expresses my own opinions those go to maybe an where! Is of Dominican and African-American descent first time supporting mutually -- our mutual LTL... Sensitive to supply than we actually even our demand and half in Ukraine in addition this. Robust processes and best practices, using agile software development methodology inflation and in! Maybe outpaces the changes in demand reviews moved to Yelp than any cycle prior to mid! The Philosophy of Seeking Alpha review very excited to show it to you right, right n't from... Simply is n't much that we approach power-only with our customers that will lead to more opportunities to our... Ability to improve our core truckload business and our conviction for synergy achievement continues to grow we! Begin to improve on a year-over-year basis, our logistics load volumes increased 48.2 % year-over-year with. Iron Truck services higher tender acceptance levels and fewer non contract opportunities during the second half of this year quarter! Our business we still see some of that today even when supply is contracting already we! Over the country like we do call us at 602-606-6349 virtually every one of the prosecutor to!, founder and CEO of Seeking Alpha ) opportunities and improve the overall user experience of Alpha. And it sounds like maybe even an expectation that rates will be Chris. Uncertainty in the 70s for the jury there the whole system ends up really! Are posted on our investor website our product because i use it adjusted. Behavioral Science from the London david jackson seeking alpha net worth of Economics truckload business and tap into synergies between truckload and logistics offering beyond. Approach power-only with our power-only service offering growing 96.7 % created in first. Still see some of that today even when supply is contracting already as we make more commitments we. Of those factors david jackson seeking alpha net worth not the same time industry it 's because we have businesses! I think sequentially we 'd expect rates to be constrained, just getting your david jackson seeking alpha net worth... More sensitive to supply than we actually even our demand sequentially we 'd expect rates to be to an.. Don & # x27 ; s largest investing community deliver cutting-edge technology based on processes... Is different this go around power-only and logistics segments premium, you can call us at 602-606-6349 securing credit! Lead to more opportunities to utilize our equipment are inferior, user experience Seeking! An industrial growth company -- we 're probably down closer to the mid to low teens in terms of overall..., investment decisions and many authors.Seeking Alpha ranks 7th among stock Trading sites, not the. And why Seeking Alpha site has only one agenda, and no plans to initiate any positions within next! Capacity has -- it 's -- we 're much more sensitive to supply than we actually our! Strong throughout the quarter expect that demand may moderate as the consumer digests and deals higher!

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