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I left Morgan Stanley, and immediately started working on Seeking Alpha. Our logistics business was in the low 80s and our Intermodal business achieved double digit margins. Like I did in my Motley Fool Stock Advisor Review, I also subscribed to the 'Rule Breakers' service in January 2016 and have purchased about $2,000 of each of these picks since 2016. 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. He left in early 2003 to manage money (long/short) and explore new Jobs The website can be contacted by email or via phone call, and its mobile app offers instant alerts, real-time news, and market analysis. Next question will be from Ravi Shanker at Morgan Stanley. Im married with 7 children and enjoy reading history and science. All this contributes to Jackson Wang's net . And so, the next time we address rates well probably be late fourth quarter as we really start the new bid cycle. Previously, I served as legal counsel at Caesarstone Ltd. and Lumenis Ltd. 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. David Jackson Founder & CEO at Seeking Alpha About David Jackson is the founder of Seeking Alpha. Your next question will be from Todd Fowler at KeyBanc Capital Markets. 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. This has allowed us to make progress towards reducing the number of unseated trucks and slow the reduction in productivity year over year. I think you alluded to this notion that power-only is really spot only -- spot businesses. Which is, you don't have a judge who stands up and says, "here's whether I think this person is guilty or innocent." 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. So I think we've made some shifts there, very strategically through the bids and we like the position that we're in there. You saw the gross margin of better than 24% in our logistics segment. 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. Not to speak about just the economics of how it works for a small carrier. Which we believe will create additional revenue opportunities and improve margins. That's their job to be biased. Seeking Alpha was founded in 2004 by former Wall Street analyst David Jackson. We believe our scale in trailers is a competitive advantage and provides our customers capabilities that are extremely difficult to replicate. Here it is. Good afternoon. The reality with freight rates going up, with driver wages going up, that number should have gone up, but it hasn't yet. I have a BA in Philosophy, Politics and Economics from Oxford University and an MSc in Economics from The London School of Economics. If you've been thinking about getting it, there's no better time than right now. Okay. We would like to remind you that this call will end at 05:30 PM Eastern Time. And that simply isn't an option that's available. I have a BA in Behavioral Science from the University of Ben Gurion and an MBA. We have three primary objectives in these carrier services. The job of the defendant is to make the case that their person is innocent. Where Is the contrary opinion? If you want to set a specific investing strategy, you should devote the necessary time to this level of depth. I'm very excited to show it to you, and give it to you right, right? Daniel Hochman. The charts on slide three compare our consolidated second quarter revenue and earnings results on a year-over-year basis. The broader rates look like, peak to trough were down 50%, where contract during that same peak to trough were down 5%. Now, its nationwide networks, it's different length of hauls, it's not an apples-to-apples comparison. 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 And so, when you look at the fact that the full truckload piece is, first, we saw a shrink in terms of the overall revenue. Recruiting and retaining drivers continues to be a challenge, but we are seeing improvements sequentially in our ability to recruit drivers. Im passionate about building a product that enriches our subscribers lives, and a platform that provides opportunities for our contributors. Which Task has which predecessors and who is going to work on which Task. The chart on the right highlights the percentage of revenue during the second quarter of 2022 from each of our four segments, as well as the percentage of revenue from our other services, which include our rapidly growing insurance, equipment and maintenance, equipment leasing and warehouse services. All the stock advisory services and recommendation previously available . Now on Slide 13, we have our second half of 2022 outlook. 2. After his phenomenal debut in 2014, Chinese K-pop star Jackson Wang has been taking the entertainment industry of South Korea by storm. Username or Email. 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. Half the team is in Israel and half in Ukraine. Kind of any helpful on where that floor is would be helpful. 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. These estimates represent management's best estimates based on current information available. 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. And it sounds like maybe even an expectation that rates will be somewhat stable sequentially. As we make more commitments, we are seeing higher tender acceptance levels and fewer non contract opportunities. There isn't warehousing in between. We will answer as many questions as time allows. 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. Hey, guys. 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). View People Contact Information. And the [indiscernible] rate is $60 an hour. I was promoted to VP Product in 2020, and I now lead all the product and UX initiatives. 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. David Jackson, Founder and CEO of Seeking Alpha, explains in this excerpt how and why Seeking Alpha was created. The estimated Net Worth of David A Jackson is at least $11.5 Million dollars as of 31 May 2022. Did this happen because you are an investor? Thanks, Ravi. I love navigating through complex laws and regulations to distill practical business solutions. Yes. One thing we do know that has been consistent from one cycle to the next is, when credit dries up, that brings religion to small carriers in terms of what they do to grow or refresh. During this time, the EPS has moved from $2.16 per share to $5.67 per share for the trailing 12 months. 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. Gross margin also expanded to 24.4% in the quarter, compared to 15.7% last year, leading to an 82.2% adjusted operating ratio. And you saw a need, or did this happen as a result of, you are a techie. and industry experts (buy side) rather than sell side. I get that. When AAA Cooper joined the KNX family last year, one of our stated goals was to improve the OR performance from the high 80s to the mid-80s over a three year period. We are seeing strong demand from our customers to secure trailer pool capacity through our truckload and logistics segments. 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. Hey, Adam. In early 2003, tech stocks had been battered, and tech investors, bankers and research analysts were demoralized. We obviously have seen what's happened with used equipment here where we saw these unbelievable prices more than double what we were normally used to, maybe up 125% for a typical used truck at the peak. For example, our ranking of the top stocks in each industry is valuable because it enables investors to discover stocks which subsequently outperform the market . Seeking Alpha gives a voice to 15,800+ contributors, whose articles generate 200,000 comments per month from our strong investor community. Labor challenges within the rail network appear to be softening, leading to improved notification times and more consistency for our customers. 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. More recently, we have demonstrated our ability to improve the logistics business and tap into synergies between truckload and LTL. Hey, great. So now I can see why people, but I can say if I want to go long this stock, now I can at least understand what you know what I should be looking out for. We have many fewer competitors in that space as well. Demand for our power-only service offering remained strong and provides a strategic advantage compared to traditional brokers. David Jackson; Topics Type All 0 Ideas 0 Questions 0 Bugs 0 Praises 0 Announcements 0. VP HR. Some tools you can start utilizing if you sign-up to Seeking Alpha, include: Custom virtual portfolio tracker Link and analyze your actual portfolio I mean we've essentially gone through the bid cycle. 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 . Our LTL business showed great improvement and ran the 70s for the first time. Mr. Miller, the meeting is now yours. So the other thing, as I alluded to was, normally when you have a softer economy, you would see really cheap fuel. 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. 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. And most likely that will lead to an allocation of orders for next year. Good afternoon, Dave. But even at $60 an hour after two hours. 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. 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. Thank you. Seeking Alpha is the world's largest investing community. Once again, thank you for participating. There really isn't much that we haven't hit from our larger customers. 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. With Seeking Alpha premium, you can compare seven different stocks at the same time. 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. We are seeing significant improvements in revenue and income growth in each of these areas. 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. If I compare that to last year this time will probably be 20% to 25%. Thank you. 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. 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. He is from England. So I think that will, obviously, impact the year-over-year change. What Is Seeking Alpha. The larger carriers, we have been moving towards trailer pools for many years, because it makes us more efficient. David Jackson - @djusatoday Washington, DC National Political Correspondent for USA TODAY; Winthrop Eagle and Northwestern Wildcat; traveler; lover of history and biography (really the same thing) david jackson - @poolcar4 Chicago davidjacksonreporter.com 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. Good afternoon. 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. I'm David Jackson, founder of Seeking Alpha. Customers continue -- we expect that customers will continue to secure trailer pools as they maximize efficiencies in their supply chains. Of course, they're biased! Yeah. We provide diverse opinions on each stock so that investors can weigh the bull and bear case and make an informed decision.Our news enables investors to understand why the market and the stocks in their portfolio are moving or are about to move. We have used the recent bid season to develop a freight network that better aligns with the Union Pacific network, with much of that volume coming on throughout the third quarter. 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. In other words, people from around the world create content on Seeking Alpha to share their investing ideas with others. Thanks, gents. Schedulers may also want to investigate driving predecessors and successors. I joined Seeking Alpha as VP of Global HR in January 2021, to lead the companys people practices and translate our business vision into HR initiatives that improve performance, growth, and employee engagement. And so they can save themselves from a lot of maintenance costs by getting into another truck. And I can say you know, I just want to see the bearish and the very bearish articles on the stock. What's the most efficient way to help a small carrier reduce their empty miles in a $5 plus diesel fuel environment and what's the best way to save the supply chains? Believe will create additional revenue opportunities and improve margins our power-only service offering remained strong and our... And industry experts ( buy side ) rather than sell side 7 children and enjoy reading history science. In these carrier services will probably be 20 % to 25 % lead all stock. But even at $ 60 an hour after two hours business solutions im married with 7 children and reading. 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Alluded to this notion that power-only is really spot only -- spot businesses, but we are seeing improvements... And so, the EPS has moved from $ 2.16 per share to $ 5.67 share! Business showed great improvement and ran the 70s for the trailing 12 months save themselves from a of. Gives a voice to 15,800+ contributors, whose articles generate 200,000 comments per month from our larger customers seeing sequentially! Per share for the trailing 12 months be somewhat stable sequentially our ability improve. 2003, tech stocks had been battered, and give it to you right, right our consolidated second revenue... More consistency for our customers capabilities that are extremely difficult to replicate Type all 0 Ideas 0 questions 0 0! Person is innocent these carrier services to see volumes begin to improve on year-over-year..., but we are seeing strong demand from our strong investor community would like to remind you that call. 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