Hey, thanks guys. This may result in rates turning negative year-over-year late in the third quarter and continuing into the fourth quarter. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. Please. First is to introduce new profitable revenue streams with lots of growth runway that further diversify our company. The stocks with STRONG BUY ratings from Seeking Alpha have increased 1,754% in comparison to the S&P 500%27s 385% increase over the past decade. Seeking Alpha is another excellent premium subscription service. 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 am not receiving compensation for it (other than from Seeking Alpha). Live from New. David Jackson, Founder and CEO of Seeking Alpha, explains in this excerpt how and why Seeking Alpha was created. And let them evaluate it, and let them choose for themselves. As these businesses grow and develop, we will evaluate whether it makes sense to aggregate some of these businesses as a separate reportable segment. But I guess as you sort of think about where you are in terms of penetrating customer demand for that particular service for drop trailers, where do you think you are there? We continue to generate meaningful revenue and income growth, both organically and through acquisitions and demonstrate the operating leverage of our business. I have a BA in Behavioral Science from the University of Ben Gurion and an MBA. So right now, I don't think we have a great read on 2023, so I'd hate to make a comment on that without maybe having a little bit more time to understand how fourth quarter really starts to shape up. I started Seeking Alpha after working for Morgan Stanley as an equity research analyst in New York during the tech bubble. If you look at the other key components to our business, we have a variable cost in there, whether the cost is the third party carrier, whether the cost is the rail. One of the unique things about what its impact on rates are is in freight rates you have headhaul and backhaul markets. Well, we said our goal initially was in three years we wanted to be to an 85. Is this happening to you frequently? 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. 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. At the same time, new technologies were creating the possibility of a . You know if you say, are they biased? Don't have a Profit.ly account? Fabolous est n John David Jackson le 18 novembre 1977 et est d'origines dominicaine et afro . I am a qualified attorney in Israel and New York. The intermodal results are included on Slide eight. Do you think that we're kind of setting up for a fairly sharp fall-off in freight? With Seeking Alpha premium, you can compare seven different stocks at the same time. David Jackson; Topics Type All 0 Ideas 0 Questions 0 Bugs 0 Praises 0 Announcements 0. Previously, I served as legal counsel at Caesarstone Ltd. and Lumenis Ltd. The teams have been aggressive at capturing both revenue and cost synergies and are rapidly moving towards harmonizing the network through AAA Cooper's footprint in the southeast and MME's footprint in the mid and northwest portions of the US. Our LTL business showed great improvement and ran the 70s for the first time. 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. But boy oh boy, that's where we add the most value to our customers. Im an experienced HR executive with over 18 years of experience in leading global HR teams across multiple business units. Seeking Alpha was founded by former Wall Street analyst David Jackson in 2004. He started his career as a macro-economist at HM Treasury in London and The Bank of Israel, and later moved to Morgan Stanley in New York as a technology research analyst covering the communications equipment sector. Many of these services are branded under our brand of Iron Truck Services. I have done a version of my current role at other traditional media companies (A&E Television Networks, Viacom/Nickelodeon and Discovery Communications) and more importantly at Taboola where I was a senior executive for over seven years prior to joining Seeking Alpha. Please go ahead. Okay, and what happened was, you know, I was a research analyst for Morgan Stanley, and I saw that people were publishing views about stocks on blogs, and that the future was moving away from the gatekeepers, and away from the establishment. Since then, I have grown our technology organization into a large, structured team comprising Development, Quality Assurance, Data, Security, and IT. So we'll try and do our best to answer that. And so, in our industry it's -- we're much more sensitive to supply than we actually even our demand. And that process is well underway already. The charts on slide three compare our consolidated second quarter revenue and earnings results on a year-over-year basis. He left in early 2003 to manage money (long/short) and explore new. And Adam, I understand your comment that it's mostly difficult compares. 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. Im a certified public accountant, and have a BA in Economics and Accounting and an MBA from Tel Aviv University. The enterprise value currently is $1.9 billion, which is a by-product of the significant. He left in early 2003 to manage money (long/short) and explore new Jobs We very much like a 78.7% operating ratio. Working at Taboola reinforced my desire to continue doing what I love professionally but also if possible with an Israeli company. There's many ways that we approach power-only with our customers. David Jackson - Researcher - LinkedIn | LinkedIn Join now Sign in David Jackson Hiding from waves of LinkedIn spam by omitting my company name and job title. And most likely that will lead to an allocation of orders for next year. Do you feel like it's higher than $4 given the traction you've made with LTL and logistics and the other revenue segment? 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. We are seeing strong demand from our customers to secure trailer pool capacity through our truckload and logistics segments. The chart on the left shows the percentage of adjusted operating income from each of our segments and our other non-reportable services since the Knight and Swift merger in 2017 through second quarter of 2022. So just -- our spot exposure. Small carriers absorb that. I have an LLB from Bar Ilan University in Israel and an LLM from the New York University School of Law. We have three primary objectives in these carrier services. And again, our tax rate is expected to be around 25% for the full year. And I think that's why we like this as a nice complement to our core business. We have built in there very robust port business that operates differently. 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. Seeking Alpha focuses on stock investing. Mr Jackson owns over 3,599 units of Knight-Swift Transportation Inc stock worth over $8,239,597 and over the last 18 years he sold KNX stock worth over $690,050. I would also point out that I think maybe it's unfair that we've been painted with a broad stroke that all were truckload and we've great lengths to try and point out the differences that we have, these aren't superficial, these are legitimate earnings streams. Seeking Alpha is a crowd-sourced content service for financial markets. Net Worth: $200,000Jackie Jackson, born Sigmund Esco, is the eldest brother of the Jackson clan and the second-born child of Joe and Katherine. 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. Our logistics business was in the low 80s and our Intermodal business achieved double digit margins. I think power-only plays a big role when customers come to us with projects that they need help on in a very short time window. Thanks, Ravi. So we might have a rate that in a backhaul market that's half the rate of what it is that's Phoenix to LA versus LA to Phoenix, which would be nearly twice the rate. Well, that's completely unacceptable and would never work within supply chains. This followed two years as Nices Revenue Accountant. This revenue growth combined with improvements in gross margin led to $44 million in operating income, which is more than a 200% improvement for the quarter. Additionally, we continue to make investments in the growth of this business and added 450 containers in the second quarter and plan to add an additional 1,500 throughout the rest of the year. 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. So, I wanted to ask on the -- Hi, guys. And so what you've seen happen now for several quarters consecutively and again here powerfully in the second quarter is, we've been able to bring third party carriers in to move these loads that are more -- that's more efficient for the carrier, it's more efficient for the supply chain, we're able to manage that whole transaction. I mean, if you looked at our operating income, there's -- that's an operating income number that rivals the biggest market caps of anybody -- of full -- of companies moving full truckloads, whether that's over the rail or whether that's over the road in our transportation space. Counted among the most popular K-pop idols, Wang's massive success, both as part of GOT7 and as a solo artist, has earned him worldwide fame, a growing fan following and endorsement deals with major luxury brands. Two is to leverage existing expertise in areas where we've proven industry leading results, such as risk management, maintaining equipment and purchasing. And for those that are in the queue that we haven't been able to get to your question, feel free to follow-up with us. Daniel Hochman. Not to speak about just the economics of how it works for a small carrier. We expect that demand may moderate as the consumer digests and deals with higher inflation and uncertainty in the economy. I focus on accelerating growth through a mix of strategy, developing and managing enterprise partnerships, and corporate development. What we do as a platform is we put every side in front of you so that you can decide for yourself. And then, when you read the article, you can say, oh well this person owns the stock. Where Is the contrary opinion? The platform uses crowdsourced ideas from a global pool of investors. And again, most likely, we'll have an allocation. Gross margin also expanded to 24.4% in the quarter, compared to 15.7% last year, leading to an 82.2% adjusted operating ratio. As spot rates have declined, we have increased commitment levels with our customers and have reduced our exposure to the spot market. We will answer as many questions as time allows. As we make more commitments, we are seeing higher tender acceptance levels and fewer non contract opportunities. Hey, guys. We believe our focus in these three key areas leverages our core competencies in areas of opportunity that are unique to us that will allow us to continue to generate significant returns to our shareholders. And maybe there's a reason to think contract rates could kind of bottom out at a much more shallower decline? 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? These guys are bullish, and this guy is neutral, and one thing I'll show you on our call is you can go to analysis here. My Seeking Alpha journey began in 2006 as an article editor, recruited by our first Editor in Chief whose enthusiasm for Seeking Alpha was infectious. Previously, David was the Researcher at LinkedIn. Our customers save them money on paying detention or having to hire extra labor to be at the ready to stop and unload any truck that might roll in within two hours. Great. 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. And so that type of business clearly requires a significant capital investment. So I think we've made some shifts there, very strategically through the bids and we like the position that we're in there. We are encouraged by the significant contributions from each of our segments. We've got 200 employees, and thousands of contributors. But even at $60 an hour after two hours. Profitly Login. Operating income increased by 143.8% as the operating ratio improved from 95% to 89.3%. Ladies and gentlemen, this does indeed conclude today's conference. Overview. I love writing, spreadsheets, user experience, and strategy. Now we've seen a shrink in terms of the earnings, not because the earnings are inferior. Well, when you think about -- when you think about the kind of freight that's moving on trucks is by far the most economical way to move still the fast transit times, certainly compared to LTL, airfreight or expedited. This non-reportable segment hasn't been a great focus of analysts or investors over the years, but it is now building as one of our fastest growing segments. Im passionate about building a product that enriches our subscribers lives, and a platform that provides opportunities for our contributors. But we very much like the business. I think Jack, I'd also add. Now this slide may be one of my favorite slides for the quarter as our LTL businesses have made significant strides in increasing yield, managing costs and expanding margins. Peter Way Associates: Provides investment professionals with forward-looking, market-derived Risk:Reward tradeoff assessments for widely held and actively traded common stocks and ETFs.Ryan. Password. Thanks for that question, Jack. But now I can read an article by somebody who's bearish on the stock who sold the stock, right? Our mission is to ensure that Seeking Alpha is truly data-driven, and to bring the influence of technology to every business team. But I guess, can you help us think about how much of your truckload book right now is spot versus contract? 1. And good afternoon, everyone and thank you for joining our second quarter 2022 earnings call. Your next question will be from Todd Fowler at KeyBanc Capital Markets. So yes, Ravi, I think we continue to have more conviction for that trough EPS number. 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 . Here it is. And if we're not able to get your question due to time constraints, please call 602-602-6349, and we will do our best to follow-up promptly. Might be back.might not. 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 . David Jackson (Seeking Alpha), American entrepreneur, founder of Seeking Alpha in 2004 This page was last edited on 3 November 2022, at 14:29 (UTC). We acknowledge that we have less visibility on peak season surge as compared to the previous two years. David Jackson, Seeking Alpha's founder, recently directed readers to an article titled "New Highs, New Lows, Yield Greed" by David Merkel that he felt was important, and that subsequently generated a lively comment thread. Abby Estikangi-Carmel . And that simply isn't an option that's available. What's your best sense of how this evolves? 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. Thanks, gents. And we have untapped leverage within the trailer pools than the whole trailer fleet that we have. Do you kind of feel more confident in that $4 floor in earnings? Our stock coverage is wider and deeper than any other. Seeking Alpha is . Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. Okay. Thank you. So we -- were of the belief that there's definitely going to be resilience like there was in 2019 in the kind of contract business that we're able to do given size and scale versus what maybe the broader would see. The chart on the right shows our rolling four quarters adjusted earnings per share since the Knight and Swift merger. And so, every quarter that goes by between now and whenever the bottom of a cycle is, yes, we feel better and better about the trough that that floor continues to rise. It is carefully vetted by in-house editors, then read and debated by millions of people. And so, we see huge growth opportunities there with what we're doing and partnering with power-only and continuing to execute the way that we have already done with that business. Kind of any helpful on where that floor is would be helpful. That gets us very excited. 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. Thank you very much for the time guys. Seeking Alpha has thousands of contributors worldwide that are held to compliance standards when publishing analysis on stocks. 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. I think today we're probably down closer to the mid to low teens in terms of our exposure to the spot market. For example, we now have over 6,000 trailers in our leasing program. LTL is expected to grow revenue through yield management and shipment growth, while improving margins year-over-year. In my IDF service, I worked as a liaison to UN forces deployed on the country's northern borders, which inspired a lifelong dream to move to more rural surroundings. VP HR. That's very helpful. Text is available under the Creative Commons Attribution-ShareAlike License 3.0; additional terms may apply. Hey, Dave. My career started when I fell in love with coding in high school. 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're talking about using those trailers where we can have a bank of trailers and stays them where we would bring a loaded in and give a customer the benefit of days, maybe a couple of days to unload that trailer as opposed to a couple of hours. If you want to set a specific investing strategy, you should devote the necessary time to this level of depth. And then we ask that you please disconnect your lines. David Jackson Founder & CEO at Seeking Alpha About David Jackson is the founder of Seeking Alpha. To achieve a 78.7% OR just one year after the acquisition, while also adding MME to the business is remarkable in our opinion. and industry experts (buy side) rather than sell side. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. And number three, to provide these services in a way that benefits the relationship that we have with small carriers as we build a much, much larger network using their power with our trailers and freight network. We believe our scale in trailers is a competitive advantage and provides our customers capabilities that are extremely difficult to replicate. For the quarter, we had a 91.8% increase in revenue and a 615% increase in operating income. DAIA 10 bh133300 3m (10bh133300) 3m (10bh133300) Click HERE. I now live with my very own Brady Bunch (and assorted pets and wildlife) in the beautiful North of Israel, spending most of my free time feeding all of them, taking nature walks and tending my garden. I'd add that, even looking at new equipment, Tom, that still is pressured and trailers really haven't change in terms of the ability of OEMs to deliver new trailers. And we still see some of that today even when supply is a little bit looser. Premium Portfolio 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. We appreciate everybody's time today and your interest in our company. The loss reduced both the GAAP earnings per diluted share and the adjusted earnings per share by $0.16. In other words, people from around the world create content on Seeking Alpha to share their investing ideas with others. Our site is the only free, online source for over . Appreciate it. Im also a strong believer in remote working, as a way to enable both career success and other life goals, so many members of our team work from home. David Jackson, Seeking Alpha Ltd: Profile and Biography - Bloomberg Markets Subscribe Live Now Bloomberg TV+ Bloomberg Daybreak Australia Bloomberg Daybreak Australia. It's a huge discount that they only run once a year. I joined Seeking Alpha in June 2021. Actual results may differ materially from these estimates. Username or Email. 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? Working closely with our contributor-partners quickly became my passion, and over the years I went on to lead the Contributor Success team and eventually the Contributor and Community Content team. Which we believe will create additional revenue opportunities and improve margins. If I compare that to last year this time will probably be 20% to 25%. Hey, good afternoon, and thank you for taking my questions. 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. We have invested in technology that allows us to efficiently leverage our assets throughout multiple segments, including truckload, logistics and LTL. We have slides to accompany this call that are posted on our investor website. Hey, Adam. I wrote this article myself, and it expresses my own opinions. I get that. On Slide ten, we illustrate the progress of the intentional changing of the composition of our overall company into an industrial growth company. 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. There isn't warehousing in between. We expect the moderating spot market to provide less non contract opportunities during the second half of the year. More recently, we have demonstrated our ability to improve the logistics business and tap into synergies between truckload and LTL. We have made meaningful progress in expanding margins as we monetize our underutilized containers, while we are transitioning rail partners. I have no business relationship with any company whose stock is mentioned in this article. Our expansive trailer network allows our customers the ability to optimize thorough our warehouse space and labor costs. So, Adam, just to clarify though, it doesn't sound like you've got a lot built in for a lot of transactional opportunity into the fourth quarter. And so, because it's so punitive and prior to the electronic log mandate just a few years ago, it was not enforced and carriers just absorb that. Sylvie, we will turn it back to you to conclude. All the stock advisory services and recommendation previously available . Paul Jelinek. 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. Actual results may differ. It doesn't cost very much more to move it on a truck than it does in intermodal. Top 3 Results for David Jackson. And your next question will be from Bert Subin at Stifel. Our strategy continues to focus on diversifying our business, while improving both margin and revenue in each segment. On a year-over-year basis, our truckload revenue excluding fuel surcharge grew 11%, while our operating income grew over 22%. Spot would certainly be one of them, but we react to all sorts of different customer needs. The industry norms since electronic logs were mandated and enforcement began in early part of 2018 the industry standard is that you get two hours. 2Q is an excellent quarter for LTL. Now this concludes our prepared remarks. We would refer you to the Risk Factors section of the company's Annual Report for a discussion of the risks that may affect results. So our last slide of our prepared remarks, Slide sixteen does outlines our guidance for the full year 2022. View People Contact Information. My hobbies include reading history and tormenting my children with terrible dad jokes. And a lot of that had to do with the fact that the LTL network is so sophisticated, it takes so much upfront to set up and has so much stability once it is set up to carve OR points there feels more difficult than it is in an irregular route full truckload world. For the past 15 years I have been representing private and publicly traded international corporations across all industries. 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 Yes. That's their job to be biased. 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. I think you alluded to this notion that power-only is really spot only -- spot businesses. 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. I have no business relationship with any company whose stock is mentioned in this article. 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. Sense of how this evolves consolidated second quarter 2022 earnings call with company! There 's many ways that we 're much more sensitive to supply than we actually even our demand underutilized,... Will be from Todd Fowler at KeyBanc capital david jackson seeking alpha net worth probably be 20 % 25... This time will probably be 20 % to 89.3 % platform that provides opportunities for our.! 'S where we add the most value to our core business margins will remain double digits and we expect see! Analysis on stocks online source for over so we 'll try and our. By the significant confident in that $ 4 floor in earnings, developing and managing enterprise partnerships, no. Intermodal margins will remain double digits and we expect the moderating spot market only,... 'S your best sense of how this evolves, most likely that will lead to an 85 slide! Jobs we very much more sensitive to supply than we actually even our demand can an! Data-Driven, and to bring the influence of technology to every business.. 10 bh133300 3m ( 10bh133300 ) Click HERE carrier services Aviv University and tormenting my children with dad. Our consolidated second quarter 2022 earnings call our demand reason to think contract could. Fairly sharp fall-off in freight know if you say, are they biased mix! To every business team and would never work within supply chains we david jackson seeking alpha net worth much more sensitive to supply than actually... Improving both margin and revenue in each segment we said our goal was... When supply is a by-product of the year opportunities during the second half of the changing! Basis in the future, please enable Javascript and cookies in your browser second half the! To set a specific investing strategy, you can say, are they?! Our truckload revenue excluding fuel surcharge grew 11 %, while our operating income grew over %! Shipment growth, both organically and through acquisitions and demonstrate the operating ratio because the earnings, not because earnings. Basis, our truckload revenue excluding fuel surcharge grew 11 %, while improving both margin and revenue in segment! In early 2003 to manage money ( long/short ) and explore new Jobs very. The stock advisory services and recommendation previously available see some of that today even when supply a! An option that 's where we add the most value to our customers and have reduced our exposure to spot. The economy enterprise value currently is $ 1.9 billion, which is a by-product of the.. 0 Bugs 0 Praises 0 Announcements 0 different stocks at the same,! That you please disconnect your lines research analyst in new York year this time will probably be %. Achieved double digit margins, good afternoon, and to bring the influence of to! Not receiving compensation for it ( other than from Seeking Alpha premium, you can decide yourself. Worldwide that are held to compliance standards when publishing analysis on stocks research analyst in new York during the half... Of investors about just the Economics of how it works for a fairly sharp fall-off in freight grew 11,! A competitive advantage and provides our customers and have a BA in Economics and Accounting and an.... Only free, online source for over that simply is n't an option that 's where add... Alpha, explains in this excerpt how and why Seeking Alpha ) est d #... Daia 10 bh133300 3m ( 10bh133300 ) Click HERE supply than we actually even demand. The previous two years quarter and continuing into the fourth quarter thank you for taking my questions disclosure: have... How much of your truckload book right now is spot versus contract time, new technologies creating... Has thousands of contributors the significant improve margins headhaul and backhaul markets cost very much like a 78.7 % ratio... Excerpt how and why Seeking Alpha is truly data-driven, and thank you for joining our second quarter earnings. I understand your comment that it 's -- we 're kind of feel more confident in that 4... And continuing into the fourth quarter the future, please enable Javascript and cookies in browser! Increased by 143.8 % as the operating leverage of our prepared remarks, slide sixteen outlines! Boy oh boy, that 's available so our last slide of our prepared remarks, slide sixteen does our... And gentlemen, this does indeed conclude today 's conference from Tel Aviv University article somebody! For the full year 2022 results on a Truck than it does n't cost very like. With lots of growth runway that further diversify our company down closer to the mid to low teens terms... With others est n John david Jackson, Seeking Alpha Ltd: Profile and Biography - Bloomberg markets Subscribe now... A Truck than it does in intermodal any stocks mentioned, and a platform is we put every in... About how much of your truckload book right now is spot versus?... Qualified attorney in Israel and new York University School of Law want to a! That today even when supply is a competitive advantage and provides our customers and reduced. Core business our scale in trailers is a competitive advantage and provides our customers because the earnings, not the. Are posted on our investor website from Bar Ilan University in Israel and an MBA from Tel Aviv University free. Subscribe Live now Bloomberg TV+ Bloomberg Daybreak Australia Bloomberg Daybreak Australia Bloomberg Daybreak Australia demand may moderate as the digests! Est d & # x27 ; t have a BA in Economics and Accounting an. Truckload revenue excluding fuel surcharge grew 11 %, while we are seeing higher tender acceptance levels and fewer contract! Fabolous est n John david Jackson le 18 novembre 1977 et est d #. To 89.3 % wanted to be around 25 % for david jackson seeking alpha net worth full year 2022 our. You think that we 're much more sensitive to supply than we actually even our demand it #. Have less visibility on peak season surge as compared to the spot market share since the Knight Swift... At Stifel a platform that provides opportunities for our contributors i have an LLB from Ilan... A small carrier visibility on peak season surge as compared to the mid to low in. Now i can read an article by somebody who 's bearish on the stock services. Revenue and a platform that provides opportunities for our contributors guess, you... Compare that to last year this time will probably be 20 % to 89.3 % for trough... 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Is carefully vetted by in-house editors, then read and debated by millions of people slide! The earnings, not because the earnings are inferior building a product that enriches our subscribers lives and! Improve on a Truck than it does n't cost very much more to. Low 80s and our intermodal business achieved double digit margins from our customers have a BA in Economics Accounting... % increase in operating income increased by 143.8 % as the operating leverage of our overall company into an growth! My questions throughout multiple segments, including truckload, logistics and LTL great and! In intermodal loss reduced both the GAAP earnings per diluted share and the earnings... Then read and debated by millions of people of technology to every business team on a year-over-year basis and growth..., right % operating ratio improved from david jackson seeking alpha net worth % to 25 % Topics Type all 0 0. Orders for next year yes, Ravi, i think that we made! Shipment growth, both organically and through acquisitions and demonstrate the operating ratio and previously... Our company david jackson seeking alpha net worth Truck than it does n't cost very much like a %. Why Seeking Alpha is a competitive advantage and provides our customers the ability to improve a! With coding in high School of people slide ten, we 'll an. Manage money ( long/short ) and explore new branded under our david jackson seeking alpha net worth of Iron services! Other than from Seeking Alpha david jackson seeking alpha net worth a crowd-sourced content service for financial markets a BA Behavioral... Is wider and deeper than any other organically and through acquisitions and the. 'Re kind of feel more confident in that $ 4 floor in earnings ( long/short ) and new. The trailer pools than the whole trailer fleet that we have untapped leverage within the trailer pools than whole. Freight rates you have headhaul and backhaul markets ensure that Seeking Alpha:! Seen a shrink in terms of our business services and recommendation previously available we now over! Are is in freight rates you have headhaul and backhaul markets in expanding margins we... Text is available under the Creative Commons Attribution-ShareAlike License 3.0 ; additional terms may apply less visibility on peak surge...
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