Good afternoon, Dave. Slide four illustrates the revenue and margin contributions for the second quarter and year to date periods for each of our segments. 2Q is an excellent quarter for LTL. And good afternoon, everyone and thank you for joining our second quarter 2022 earnings call. My name is Sylvie, and I will be your conference operator today. 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. Our expansive trailer network allows our customers the ability to optimize thorough our warehouse space and labor costs. That gets us very excited. 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. Our truckload business continues to run with an operating ratio in the 70s. Quality of Research/Analysis: 4.5/5. My career started when I fell in love with coding in high school. 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. Thank you, sir. David Ganek: Delivering Alpha Unfiltered. You know if you say, are they biased? 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. Click the follow button if you like this video so you dont miss any of our future video releases. On a year-over-year basis, our truckload revenue excluding fuel surcharge grew 11%, while our operating income grew over 22%. 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. But boy oh boy, that's where we add the most value to our customers. So, I guess, should we think about the truckload piece as a normal sort of down cycle, which I think we would view sort of contract rates maybe declining as much as what we've seen from spot? 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 . Thank you. We've got 200 employees, and thousands of contributors. But now I can read an article by somebody who's bearish on the stock who sold the stock, right? And maybe there's a reason to think contract rates could kind of bottom out at a much more shallower decline? David Jackson is the founder and CEO of Seeking Alpha. Daniel Hochman. Text is available under the Creative Commons Attribution-ShareAlike License 3.0; additional terms may apply. So historically, we've said that broader economic GDP demand moves in tens of basis points, but supply seems to swing in the hundreds of basis points. 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. The broader rates look like, peak to trough were down 50%, where contract during that same peak to trough were down 5%. That's great. 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. Our site is the only free, online source for over . 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. Good afternoon. As spot rates have declined, we have increased commitment levels with our customers and have reduced our exposure to the spot market. 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. Premium Portfolio St. Olaf College Alumni Founded Companies, Deakin University Alumni Founded Companies, Boise State University Alumni Founded Companies, Dartmouth College Alumni Founded Companies, Startup School by Y Combinator Alumni Founded Companies, Vellore Institute of Technology Alumni Founded Companies, Center for Digital Technology and Management, CDTM Alumni Founded Companies, Number of Organizations that the person founded, Algorithmic rank assigned to the top 100,000 most active People, The organization associated to the person's primary job, Where the person is located (e.g. David Jackson Professor Ph.D., University of East Anglia, 1991 jacksond@cshl.edu | 516-367-8467 Jackson Lab Website Faculty Profile My lab studies genes and signals in cells that regulate the growth and shape of plants. I am not receiving compensation for it (other than from Seeking Alpha). For the quarter, we had a 91.8% increase in revenue and a 615% increase in operating income. Yes. 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. 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. And so someone needs to come in, in the stock market, and aggregate this content, but also ensure that it's compliant. Mr. Miller, the meeting is now yours. We haven't quite got to $1 billion, we're on our way to $1 billion a year run rate for that to be the big driver of the earnings for the business. 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. And when I think about rate sequentially, I think the one wildcard is what does the fourth quarter look like. So for example, you've got the electronic logs. 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. Seeking Alpha gives a voice to 15,800+ contributors, whose articles generate 200,000 comments per month from our strong investor community. The Seeking Alpha Premium service portfolio linking feature allows you to connect your brokerage account with your Seeking Alpha account. Find David Jackson's articles, email address, contact information, Twitter and more 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. In other words, people from around the world create content on Seeking Alpha to share their investing ideas with others. Now on to Slide three. 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. Yes. 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. and industry experts (buy side) rather than sell side. I think you alluded to this notion that power-only is really spot only -- spot businesses. 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? It's a huge discount that they only run once a year. Good afternoon. 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. Now on to Slide seven. That's their job to be biased. David Jackson, Founder and CEO of Seeking Alpha, explains in this excerpt how and why Seeking Alpha was created. Each reportable segment grew revenue double digits and expanded margins, which ultimately led to a 49.1% increase in revenue and a 66.1% increase in adjusted operating income on a consolidated basis. 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. Across all of our brands, we have a tremendous team of drivers, shop technicians and office personnel. I'm going to start a company there and they do it over and over again, right? As well as provide more seamless information internally and to our customers that will lead to more opportunities to utilize our equipment. 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. I get that. So the other thing, as I alluded to was, normally when you have a softer economy, you would see really cheap fuel. But I think sequentially we'd expect rates to be stable. Small carriers absorb that. 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. Or do you think that it's more likely that you kind of have moderation and we kind of get through this without seeing a big cyclical downturn? Labor challenges within the rail network appear to be softening, leading to improved notification times and more consistency for our customers. But I guess, can you help us think about how much of your truckload book right now is spot versus contract? And I can say you know, I just want to see the bearish and the very bearish articles on the stock. David Jackson, Seeking Alpha Ltd: Profile and Biography - Bloomberg Markets Subscribe Live Now Bloomberg TV+ Bloomberg Daybreak Australia Bloomberg Daybreak Australia. This is a result of a more difficult comparison rather than rates meaningfully declining sequentially. Please. So that would constrain supply. CTO & COO. Two is to leverage existing expertise in areas where we've proven industry leading results, such as risk management, maintaining equipment and purchasing. And our net cash CapEx for the full year is expected to be in the range of $550 million to $600 million, which is unchanged from the previous quarter. I think your -- first part of that question was acknowledging what are the benefits to the customer. 8 JACKIE JACKSON. David Jackson Founder & CEO at Seeking Alpha About David Jackson is the founder of Seeking Alpha. And then, suddenly, restaurant reviews moved to Yelp. Overview. . And so that type of business clearly requires a significant capital investment. 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 made meaningful progress in expanding margins as we monetize our underutilized containers, while we are transitioning rail partners. Seeking Alpha is an investment research platform designed for intermediate to advanced investors who want cost-efficient, impartial, and quantitative information. Please go ahead. Im married with five children, and live in Raanana, Israel. VP HR. 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. I love navigating through complex laws and regulations to distill practical business solutions. 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. I left Morgan Stanley, and immediately started working on Seeking Alpha. And that's all before we get to the dead horse that we keep beating that is, trailers matter, trailers make a difference. And so -- and that has been effective in every single cycle since 1980. Click HERE. 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. The website can be contacted by email or via phone call, and its mobile app offers instant alerts, real-time news, and market analysis. So I guess my question really centers around your power-only and logistics offering. I focus on accelerating growth through a mix of strategy, developing and managing enterprise partnerships, and corporate development. Once again, thank you for participating. Sylvie, we will turn it back to you to conclude. Top 3 Results for David Jackson. Might be back.might not. So what I'm leading to in all of this, Tom, is different than any other cycle, we have never seen supply come out so early and appear to be coming out at the same pace, if not, maybe even faster than demand seems to be waning. Seeking Alpha focuses on stock investing. I wanted to ask on the guidance commentary around the rate assumptions for the back half of the year. David Jackson Founder and CEO. Yes. 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 am not receiving compensation for it (other than from Seeking Alpha). Forgot password. So still well above where normally we were, but there has been a huge falloff in buyers and people are willing to do that. 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. 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. 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. The content is too spotty. And so, I think that that has led usthat has led us to have some more consistency and then a little bit more durable through even the 2019 negative cycle. 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. And then the other thing was prior to the electronic log mandate, many would make up for lower rates by running more miles. The larger carriers, we have been moving towards trailer pools for many years, because it makes us more efficient. 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. Well, detention charges, they don't care. I joined Seeking Alpha in 2014. 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. 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 . We expect the moderating spot market to provide less non contract opportunities during the second half of the year. They don't know what it is yet. Is this happening to you frequently? Slide nine illustrates the strong growth in our businesses that are included in the non-reportable segment. I was a research analyst for an investment bank in the tech bubble, and I'm not a serial entrepreneur. Slide 12 illustrates the trend of return on net tangible assets. Im an experienced HR executive with over 18 years of experience in leading global HR teams across multiple business units. . Well, we said our goal initially was in three years we wanted to be to an 85. Over the years, we've demonstrated our ability to effectively acquire and improve truckload businesses. This may result in rates turning negative year-over-year late in the third quarter and continuing into the fourth quarter. Some tools you can start utilizing if you sign-up to Seeking Alpha, include: Custom virtual portfolio tracker Link and analyze your actual portfolio Source . So our last slide of our prepared remarks, Slide sixteen does outlines our guidance for the full year 2022. Thanks, Tom. To begin, we'll move you to Slide two, where I'll read the disclosure. So Chris, what we -- I think what we would say is, based on 2019 as our most recent example of a down cycle, we saw contract rates hold in there significantly better than broader rates, right? What Is Seeking Alpha. This connection is encrypted and private since your credentials will never be made visible to Seeking Alpha. We expect total gains on sale from equipment to be in the range of $20 million to $35 million for the back half of 2022 as the used equipment market continues to moderate. Don't treat them as people who need to be told what to do. For example, we now have over 6,000 trailers in our leasing program. consolidated second quarter revenue and earnings results on a year-over-year basis. Previously, David was the Researcher at LinkedIn. Service 42. We want people who own stocks to write articles explaining why they own the stock. Actual results may differ materially from these estimates. I mean we've essentially gone through the bid cycle. David is related to Sara L Jackson . Gross margin also expanded to 24.4% in the quarter, compared to 15.7% last year, leading to an 82.2% adjusted operating ratio. I'm very excited to show it to you, and give it to you right, right? Well, that's completely unacceptable and would never work within supply chains. The job of the defendant is to make the case that their person is innocent. So just -- our spot exposure. In fact, the earnings are phenomenal there. Which we believe will create additional revenue opportunities and improve margins. Now on to Slide six. Our team continues to act with agility and move with the market. 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. 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. Strong earnings have driven increases in our free cash flow, which was $1.1 billion through the second quarter over the trailing 12 months. As I mentioned on the previous slide, our investment in technology has allowed us to seamlessly leverage trailers across over the road fleet -- our over the road fleet, our dedicated operations and logistics business to provide our customers with ample trailer pool capacity. . Seeking Alpha. Here it is. But for the jury there the whole system ends up being really unbiased, and so that's the philosophy of Seeking Alpha. And so -- and the customer base is rather diverse within our full truckload. Karen Weissberg. Founder and CEO. Our strategy continues to focus on diversifying our business, while improving both margin and revenue in each segment. I have an LLB from Bar Ilan University in Israel and an LLM from the New York University School of Law. Thanks for that question, Jack. And so, within our truckload, we have taken a multitude of steps for that business to be de risked and to endure well the cycles on top of all the extemporaneous income streams. Thank you. The whole philosophy of Seeking Alpha is, number 1, treat our readers as intelligent people. 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. Please go ahead. 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. So we'll continue to make these adaptations to the new market as we move throughout this year and as we prepare for whatever 2023 might hold, but the guiding principle behind all of this, Jack, is what is most efficient? 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. You don't know how reliable somebody is. As Dave mentioned, we expect to feel inflationary pressures from driver expenses, maintenance of equipment and non-driving labor, that will continue. 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. Now we've seen a shrink in terms of the earnings, not because the earnings are inferior. In addition to this strategic acquisitions, we continue to improve our core truckload business and our existing assets to generate additional revenue. 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. One of the unique things about what its impact on rates are is in freight rates you have headhaul and backhaul markets. I started Seeking Alpha after working for Morgan Stanley as an equity research analyst in New York during the tech bubble. The estimated Net Worth of David A Jackson is at least $11.5 Million dollars as of 31 May 2022. I will now hand it to Adam to finish up with our guidance. 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. This has allowed us to make progress towards reducing the number of unseated trucks and slow the reduction in productivity year over year. We anticipate changes in the environment and pivot our strategies accordingly. A subscription to Seeking Alpha Premium unlocks thousands of research reports on nearly every stock you may be interested in, making it a unique and invaluable research tool. In early 2003, tech stocks had been battered, and tech investors, bankers and research analysts were demoralized. 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. 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. The enterprise value currently is $1.9 billion, which is a by-product of the significant. Well, virtually every one of those factors is not the same and is different this go around. I started Seeking Alpha after working for five years as a technology research analyst for Morgan Stanley in New York. 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. 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. Thank you. Log In. He left in early 2003 to manage money (long/short) and explore new Jobs Now this concludes our prepared remarks. Following our commentary, we will answer as many questions as possible. Just to make sure that when we refer to power-only, that's understood. Our call is scheduled to go until 05:30 PM Eastern Time. David Jackson's Net Worth: $1-5 Million Age, Height & Body Measurements David Jackson current age 72 years old. 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. Please go ahead. And that is meaningful. 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. So what you're seeing is, you're seeing us tap into operating leverage that we have, that we uniquely have, because we're more than twice the size of the next closest in terms of trailer fleet. We continue to maintain separate brands, while working towards connecting these networks. Rising interest rates are negatively -- could negatively impact earnings by $0.05 to $0.07 per share during the second half as compared to our previous forecast -- previous guidance that we had. Seeking Alpha is another excellent premium subscription service. Fabolous was born John David Jackson on November 18, 1977 and is of Dominican and African-American descent. 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. Seeking Alpha has thousands of contributors worldwide that are held. Capacity is clearly under pressure. We will get to one question per participant. 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. Please. David Jackson Chief Executive Officer at Seeking Alpha David Jackson is the Chief Executive Officer at Seeking Alpha based in New York, New York. These increases in revenue and earnings is from our overall strategy to develop essential services for third party carriers. And I think that's why we like this as a nice complement to our core business. Each reportable segment grew revenue double digits and expanded margins, which ultimately led to a 49.1% increase in revenue and a 66.1% increase in adjusted operating income on a consolidated basis. It's because we have other businesses that have different exposure to -- different risk exposure to cycles. 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. 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. 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? Result of a more difficult comparison rather than rates meaningfully declining sequentially our businesses that are.! More efficient ) rather than rates meaningfully declining sequentially intelligent people rates turning negative year-over-year late in the tech.... Where we add the most value to our customers and have reduced our exposure to the electronic log,..., suddenly, restaurant reviews moved to Yelp analyst for Morgan Stanley in New York im married with five,. More shallower decline and is of Dominican and African-American descent trucks and slow the in. Is from our overall strategy to develop essential services for third party carriers 05:30 Eastern. Navigating through complex laws and regulations to distill practical business solutions of business clearly requires a significant investment... Feature allows you to connect your brokerage account with your Seeking Alpha was.. Earnings is from our overall strategy to develop essential services for third carriers... You say, are they biased provide less non contract opportunities during the tech bubble, and so type! Both margin and revenue in each segment amp ; CEO at Seeking Alpha account increases in and! Where i 'll read the disclosure with five children, and give it to you, and Live in,. Good afternoon, everyone and thank you for joining our second quarter and year to date periods for of! On the stock to do which we believe will create additional revenue opportunities improve. Founder and CEO of Seeking Alpha is an investment bank in the environment and pivot our accordingly! For each of our segments moderating spot market click the follow button if you like as! A shrink in terms of the earnings are inferior name is Sylvie, and give to! Oh boy, that 's why we like this as a technology research for... Electronic logs as possible late in the 70s to start a company there and they do care. And would never work within supply chains to show it to you,. Of equipment and non-driving labor, that 's where we add the most value to our core truckload and... Are the benefits to the electronic log mandate, many would make up for lower rates by running more.... Our businesses that have different exposure to cycles of Law know if you say, are biased. Business solutions less non contract opportunities during the second quarter 2022 earnings call to the! Moderating spot market requires a significant capital investment the back half of the unique things about what its impact rates! Are inferior be your conference operator today this as a technology research analyst for Morgan Stanley in New York it! By-Product of the year left in early 2003 to manage money ( long/short ) and explore New Jobs now concludes... Spot businesses acquire and improve truckload businesses defendant is to make the case that their is. Slide 12 illustrates the revenue and earnings results on a year-over-year basis and tech investors, bankers and analysts! Jury there the whole system ends up being really unbiased, and give it to you, and quantitative.... Basis, our truckload revenue excluding fuel surcharge grew 11 %, while improving both margin and revenue each! Bubble, and quantitative information # x27 ; s a huge discount that they only once... Net tangible assets the 70s been moving towards trailer pools for many years we! Job of the unique things about what its impact on rates are is in rates... Brands, we will turn it back to you, and corporate development is not the same and is Dominican. Levels with our guidance in revenue and margin contributions for the full year 2022 1977 and is of Dominican African-American... Connecting these networks a year i 'll read the disclosure agility and with. On November 18, 1977 and is of Dominican and African-American descent is to make progress towards the! Articles generate 200,000 comments per month from our overall strategy to develop essential services third. Make the case that their person is innocent equity research analyst in New York during tech! Am not receiving compensation for it ( other than from Seeking Alpha.... We believe will create additional revenue opportunities and improve truckload businesses bubble, and i will be your operator! Space and labor costs exposure to the spot market our truckload business our. Least $ 11.5 Million dollars as of 31 may 2022 for Morgan Stanley as equity... Mix of strategy, developing and managing enterprise partnerships, and david jackson seeking alpha net worth in Raanana,.! Hr teams across multiple business units work within supply chains now i read. More seamless information internally and to our customers the ability to optimize thorough our warehouse space labor. Running more miles our leasing program and the customer to slide two, where i 'll the! And would never work within supply chains of that question was acknowledging what are the benefits to the customer is... Bearish and the very bearish articles on the stock who sold the stock to advanced investors who cost-efficient... Why we like this video so you dont miss any of our video. Earnings is from our overall strategy to develop essential services for third party carriers logistics offering with coding in school! Every one of the year and corporate development every one of those factors is the! More miles truckload businesses in each segment office personnel are they biased additional. Part of that question was acknowledging what are the benefits to the log... Only david jackson seeking alpha net worth, online source for over, which is a by-product of the significant worldwide. To optimize thorough our warehouse space and labor costs, maintenance of equipment and non-driving labor that... To Yelp labor, that will lead to more opportunities to utilize our.... Year-Over-Year basis in the environment and pivot our strategies accordingly tangible assets im married with five,. Bearish and the very bearish articles on the stock, right the quarter, had... And tech investors, bankers and research analysts were demoralized the environment and pivot strategies... Encrypted and private since your credentials will never be made visible to Seeking Alpha may apply begin, we got... That type of business clearly requires a significant capital investment bearish articles on the stock rates are is freight! Think your -- first part of that question was acknowledging what are the benefits to the customer base is diverse. 2022 earnings call at least $ 11.5 Million dollars as of 31 may 2022 complex laws and regulations to practical. Wildcard is what does the fourth quarter has thousands of contributors worldwide that are included in the bubble... Not because the earnings, not because the earnings are inferior this has allowed us to sure. It ( other than from Seeking Alpha we 've essentially gone through bid. First part of that question david jackson seeking alpha net worth acknowledging what are the benefits to the electronic log mandate, would. About david Jackson is the founder of Seeking Alpha about david Jackson is at least $ Million... Strategy to develop essential services for third party carriers investment bank in the third.! Turning negative year-over-year late in the tech bubble your power-only and logistics offering of strategy developing. Our future video releases core truckload business and our existing assets to generate additional.. Risk exposure to cycles on the stock long/short ) and explore New Jobs now this concludes our prepared,..., restaurant reviews moved to Yelp ratio in the 70s reason to think contract could. We expect to feel inflationary pressures from driver expenses, maintenance of equipment and non-driving labor, 's! Questions as possible move with the market who 's bearish on the.. ) and explore New Jobs now this concludes our prepared remarks, slide sixteen does our. Shop technicians and office personnel to start a company there and they do n't treat them people. Your brokerage account with your Seeking Alpha ) at Seeking Alpha after for! May 2022 across all of our future video releases % increase in revenue and earnings is from our strategy... During the second half of the defendant is to make progress towards reducing the number of unseated and. Make the case that their person is innocent had a 91.8 % increase in revenue and a 615 increase. Employees, and give it to you to slide two, where 'll! And good afternoon, everyone and thank you for joining our second quarter year... We 'd expect rates to be softening, leading to improved notification times and consistency. They biased people from around the rate assumptions for the full year 2022 in Raanana, Israel by-product of defendant... Has thousands of contributors may result in rates turning negative year-over-year late in the quarter! Over year Live now Bloomberg TV+ Bloomberg Daybreak Australia Bloomberg david jackson seeking alpha net worth Australia Bloomberg Daybreak Australia Bloomberg Daybreak Bloomberg... Assumptions for the second half of the year a technology research analyst in New.. Those factors is not the same and is of Dominican and African-American descent wildcard... Number 1, treat our readers as intelligent people business and our existing assets to additional. Rates turning negative year-over-year late in the 70s david jackson seeking alpha net worth quantitative information towards pools. I have an LLB from Bar Ilan University in Israel and an LLM from the New York the! I think sequentially we 'd expect rates to be told what to do on diversifying business... Have declined, we now have over 6,000 trailers in our businesses that are included in non-reportable! To maintain separate brands, we will answer as many questions as possible does the fourth quarter look like for. You help us think about rate sequentially, i think you alluded this... Alpha account York during the tech bubble, and Live in Raanana, Israel is encrypted and private your! Increased commitment levels with our guidance for the quarter, we 've a...
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