Deep Dive: Landstar Systems (NASDAQ: LSTR)

Deep Dive: Heartland Express (NASDAQ: HTLD): Deep Dive #2: Heartland of a heartless subsector (for-hire truckload)

Reaction: Impact of Containership Stuck in the Suez Canal: New series with takes on big transport events. Starting with the trouble in the Suez (h/t Billy Joel).

Deep Dive: Old Dominion Freight Lines (NASDAQ: ODFL) : My goal for each of these “deep dive” pieces is to explore individual freight transportation companies within the context of their sector, with a particular emphasis on the relevant fundamental drivers of each business. I chose to start with Old Dominion as it is one of the best-run businesses in the entire freight transportation industry with attractive financial metrics and a solid (and widening) competitive advantage.

Setting The Table: The Freight Transportation Industry: Quick rundown of the overall industry and the various subsectors.

Freight Transportation: Good to see you here, for more details please see the about page!