Overlooked Alpha

Overlooked Alpha

This Trucking Stock Is Poised For A Sharp Rebound

A solid business at a more than solid price.

Overlooked Alpha
Aug 21, 2024
∙ Paid

💡 Highlights:

  • Despite tripling in value over the past decade, this LTL trucking business trades at under 7x EBITDA.

  • A “freight recession” has pressured companies in the sector leading to at least one industry bankruptcy.

  • A new pricing strategy has also distorted headline results.

  • But at some point the cycle will turn. And when it does this stock should soar.

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