Great Quarter, Gals

On this episode of Great Quarter Guys, Seth Holm, Kevin Hill, Andrew Cox and JP Hampstead break down Knight Swift's business model, discuss the Phase One Trade Deal and debate Twitter in their regular long-short segment.

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On this episode of GQG, Seth Holm, Kevin Hill and Andrew Cox break down Kraft Heinz, discuss Goldman initiating on the trucking sector, Celadon's bankruptcy, trucking supply and demand and more.

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On this episode of Great Quarter, Guys, Seth Holm, Kevin Hill and Andrew Cox break down leading flatbed operator Daseke’s business model and talk freight broker compensation, trucking supply and demand and Tesla’s new Cybertruck.

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On this episode of Great Quarter, Guys, Seth Holm, Kevin Hill and special guests Peter Rentschler and JP Hampstead talk mega mergers in transportation, why Old Dominion shareholders have knocked it out of the park, FedEx takes on the New York Times and more.

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On this third episode of Great Quarter, Guys, Seth Holm, Kevin Hill and Andrew Cox break down the state of freight from a research based, data-driven approach. Today they discuss Kevin's takeaways from the FW Live conference in Chicago, trucking supply and demand, Nike stopping selling directly on Amazon and give their opinion on what a strong Walmart means for the US consumer and the peak season for trucking.

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On this second episode of Great Quarter, Guys, Seth Holm and Kevin Hill break down the state of freight from a research based, data-driven approach. Today they discuss the broad implications of Amazon’s increasing presence in logistics, host special guest Mike Baudendistel to get up to speed on rail and intermodal, analyze where trucking metrics are trending, and examine the link between Grubhub and Wayfair to transportation.

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On this launch episode of Transportation Nation Seth Holm and Kevin Hill breakdown the state of freight from a research based data driven approach. Today they're discussing digital brokers, Q3 earnings with special guest JP Hamstead, where trucking metrics are trending, and what all this means for the US consumer. 

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