Logistics Industry

Issue 46: Heartland Express

"Take a simple idea and take it seriously." - Charlie Munger

Feb 28

Issue 42: Mainfreight Update

Operating results revert to long-run average but still trucking along. A lot to like but shares remain pricey.

Oct 28, 2024

Issue 37.2: LTL Logistics Industry Update

The freight recession rolls on yet valuations remain sky high. LTL competitors remain disciplined to their advantage.

May 29, 2024

115: Mainfreight, Ltd.

A New Zealand-based logistics company with worldwide ambitions.

Feb 23, 2024

30: Against The Grain: Capital Intensity As A Source Of Competitive Advantage

Not every industry is better served by going digital

Nov 5, 2021 •

25: Old Dominion Freight Line (ODFL)

ODFL is a wonderful, easy-to-understand business with competitive advantages

Oct 15, 2021 •

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