Bonus Episode - Live from McLeod CFO Conference
JP and market analyst Zach Strickland were at the Westin in Nashville for McLeod's CFO conference and recorded a special episode of What the Truck?!? from the event. They talk about declining lengths of haul in the age of e-commerce, the current environment for mergers & acquisitions in transportation, and the Trump tax reform's impact on new truck orders. Topics included the difference in valuations for asset-light and asset-heavy companies, the importance of culture when considering a deal and going through integration, and historical data on driver retention.
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Show Notes
JP and market analyst Zach Strickland were at the Westin in Nashville for McLeod's CFO conference and recorded a special episode of What the Truck?!? from the event. They talk about declining lengths of haul in the age of e-commerce, the current environment for mergers & acquisitions in transportation, and the Trump tax reform's impact on new truck orders. Topics included the difference in valuations for asset-light and asset-heavy companies, the importance of culture when considering a deal and going through integration, and historical data on driver retention.
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