And just to clarify, we're saying $20 million to $25, we're not seeing $20 million to $25 million per quarter. I mean, a lot of these LTL statistics are public. Our stock coverage is wider and deeper than any other. So as a result of that, today in the Knight and Swift, nine out of every 10 loads that we haul involves a trailer pool on at least one side, if not both. But we very much like the business. I appreciate it. David Jackson launched it as a way to offer all investors access to very valuable content, from stocks, mutual funds, and ETFs to cryptocurrencies and commodities. David Jackson; Topics Type All 0 Ideas 0 Questions 0 Bugs 0 Praises 0 Announcements 0. In my IDF service, I worked as a liaison to UN forces deployed on the country's northern borders, which inspired a lifelong dream to move to more rural surroundings. Text is available under the Creative Commons Attribution-ShareAlike License 3.0; additional terms may apply. We are seeing significant improvements in revenue and income growth in each of these areas. I wrote this article myself, and it expresses my own opinions. Quality of Research/Analysis: 4.5/5. Thank you. Our truckload earnings now represent only 61% of earnings, which represents a meaningful shift from where we were in 2017 as noted in the graph when we did the Knight and Swift merger. The following text is a transcript for our readers who would like to follow along: (Parts of this transcript may have been altered for readability.). David Jackson is the founder and CEO of Seeking Alpha. Good afternoon, Dave. Prior to that, I worked at an international department of a leading law firm counseling a range of tech companies and venture capital funds. But boy oh boy, that's where we add the most value to our customers. This connection is encrypted and private since your credentials will never be made visible to Seeking Alpha. Well, that's completely unacceptable and would never work within supply chains. One of the unique things about what its impact on rates are is in freight rates you have headhaul and backhaul markets. Live from New. Top 3 Results for David Jackson. Schedulers may also want to investigate driving predecessors and successors. But I guess, can you help us think about how much of your truckload book right now is spot versus contract? And if we are not unable to answer a question during our call, we will -- you can call us at 602-606-6349. Seeking Alpha is the world's largest investing community. David Jackson, Seeking Alpha's founder, recently directed readers to an article titled "New Highs, New Lows, Yield Greed" by David Merkel that he felt was important, and that subsequently generated a lively comment thread. David Jackson - Researcher - LinkedIn | LinkedIn Join now Sign in David Jackson Hiding from waves of LinkedIn spam by omitting my company name and job title. Seeking Alpha fut fonde en 2004 par David Jackson. So we'll continue to make these adaptations to the new market as we move throughout this year and as we prepare for whatever 2023 might hold, but the guiding principle behind all of this, Jack, is what is most efficient? Might be back.might not. Im a certified public accountant, and have a BA in Economics and Accounting and an MBA from Tel Aviv University. Profitly Login. And most likely that will lead to an allocation of orders for next year. So, you don't expect people to be unbiased, right? We want people who own stocks to write articles explaining why they own the stock. 3. And so, as any of those markets change, we can shift focus to another one of those areas to support our customers and continue to grow our power-only capabilities. There's another type of founder of startups of people who build the product that they want themselves. I bring over 14 years of finance experience to Seeking Alpha, in shaping and leading finance operations and teams. 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 continue to generate meaningful revenue and income growth, both organically and through acquisitions and demonstrate the operating leverage of our business. And for those that are in the queue that we haven't been able to get to your question, feel free to follow-up with us. And yes, there's some fuel surcharge benefit, but you've noted the fact that there was meaningful double digit yield improvement. Whether its a major strategic partnership or acquisition, I genuinely believe all successful businesses can only be realized with a high performing and cohesive internal team. This revenue growth combined with improvements in gross margin led to $44 million in operating income, which is more than a 200% improvement for the quarter. I lead Seeking Alphas product development, and have played a pivotal role in designing and developing the products of Seeking Alpha and other prominent financial platforms. So I guess. We haven't quite got to $1 billion, we're on our way to $1 billion a year run rate for that to be the big driver of the earnings for the business. That might sound like a really obvious thing, because, for example, that's the way the whole legal system in America and Western countries work, right? Click HERE. The next few slides will discuss each segment's operating performance starting with truckload on Slide five. And so, I think that that has led usthat has led us to have some more consistency and then a little bit more durable through even the 2019 negative cycle. Counted among the most popular K-pop idols, Wang's massive success, both as part of GOT7 and as a solo artist, has earned him worldwide fame, a growing fan following and endorsement deals with major luxury brands. And our net cash CapEx for the full year is expected to be in the range of $550 million to $600 million, which is unchanged from the previous quarter. David Jackson Founder & CEO at Seeking Alpha About David Jackson is the founder of Seeking Alpha. LTL is expected to grow revenue through yield management and shipment growth, while improving margins year-over-year. 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. All lines have been placed on mute to prevent any background noise. Our LTL business showed great improvement and ran the 70s for the first time. Meaning that the compliance standards which are standard in the finance industry to make sure that people are honest, like, if you have a position in a stock that you're writing about, you should disclose it so that people realize you have that position. We continue to be excited about this business and have several projects ongoing that will improve the experience for our third party carriers. We have discovered several genes that control plant architecture by exerting an influence on stem cells. Strong earnings have driven increases in our free cash flow, which was $1.1 billion through the second quarter over the trailing 12 months. Do you think that we're kind of setting up for a fairly sharp fall-off in freight? Terms of Use | Market Data Disclaimer | Privacy | Do not sell my personal information. Now on Slide 13, we have our second half of 2022 outlook. I joined Seeking Alpha in June 2021. David Jackson is the founder and CEO of Seeking Alpha. Israel 581 followers 500+. I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. 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. And a case could be made with the kind of the mismatched inventories in many cases that are out there, the lack of warehouse space, the tremendous need for trailers that going into this cycle, there's probably even more value on the nationwide trailer network. The idea of providing investors with a level playing ground to share insights was as exciting then as it is now! Some tools you can start utilizing if you sign-up to Seeking Alpha, include: Custom virtual portfolio tracker Link and analyze your actual portfolio Please disable your ad-blocker and refresh. And again, it's one question per participant. VP Product. Premium Portfolio And what that would have been like a year ago? Overview. Adam, anything? David Jackson NBQ807 Add me Team Facebook Twitter Nationality United States Residence Jacksonville, FL, United States David Jackson's GPI Rankings Live Best Cash $ 598,173 All Time Money $ 3,825,519 Tournament Results of David Jackson Ranking history GPI PoY 2022 GPI rank Rank 2014 2016 2018 2020 2022 0k 20k 40k 60k 80k Highcharts.com Plot Data 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. Don't have a Profit.ly account? And then, when you read the article, you can say, oh well this person owns the stock. We are seeing strong demand from our customers to secure trailer pool capacity through our truckload and logistics segments. Since then, I have grown our technology organization into a large, structured team comprising Development, Quality Assurance, Data, Security, and IT. Please go ahead. So I think all those go to maybe an environment where supply keeps pace, maybe outpaces the changes in demand. And analysis articles that focus on a specific stock are still free in the first 10 days. Or should we think about that as being perhaps a sub-85 OR in a good year, it's been perhaps higher 80s in a bad year? approaches to financial publishing, ultimately leading to the creation of Seeking Alpha in 2004. Seeking Alpha was founded in 2004 by former Wall Street analyst David Jackson. I previously served as VP of Global HR at SysAid Tech and Head of HR at Emmerson. And so that type of business clearly requires a significant capital investment. We're talking about using those trailers where we can have a bank of trailers and stays them where we would bring a loaded in and give a customer the benefit of days, maybe a couple of days to unload that trailer as opposed to a couple of hours. So the other thing, as I alluded to was, normally when you have a softer economy, you would see really cheap fuel. We get a glimpse into that and the fact that the spot market has shrunk rather significantly in the first half of this year. 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. As I mentioned on the previous slide, our investment in technology has allowed us to seamlessly leverage trailers across over the road fleet -- our over the road fleet, our dedicated operations and logistics business to provide our customers with ample trailer pool capacity. As these businesses grow and develop, we will evaluate whether it makes sense to aggregate some of these businesses as a separate reportable segment. Slide four illustrates the revenue and margin contributions for the second quarter and year to date periods for each of our segments. And so, because it's so punitive and prior to the electronic log mandate just a few years ago, it was not enforced and carriers just absorb that. 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). So for example, you've got the electronic logs. I am not receiving compensation for it (other than from Seeking Alpha). I later served in the IDFs Mamram unit (the Center of Computing and Information Systems), and then got a BSc in Computer Science from Bar-Ilan University. The best result we found for your search is David L Jackson age -- in Kansas City, MO in the Rosewood neighborhood. Spot would certainly be one of them, but we react to all sorts of different customer needs. Do you kind of feel more confident in that $4 floor in earnings? I started Seeking Alpha after working for five years as a technology research analyst for Morgan Stanley in New York. Speakers from today's call will be Dave Jackson, President and CEO; and Adam Miller, CFO. Okay. CCO. And that process is well underway already. Im passionate about building a product that enriches our subscribers lives, and a platform that provides opportunities for our contributors. Appreciate it. So, I wanted to ask on the -- Hi, guys. I love navigating through complex laws and regulations to distill practical business solutions. Click the follow button if you like this video so you dont miss any of our future video releases. So I guess my question really centers around your power-only and logistics offering. Actual results may differ. Avishag Baruch. There's many ways that we approach power-only with our customers. When you say 200 hundred people, is that all the writers? Our expansive trailer network allows our customers the ability to optimize thorough our warehouse space and labor costs. Thanks, Ravi. Now on to Slide six. I think there's some OEMs thats doing a little bit better than others, but still very pressured on being able to deliver on orders. Technology has been a meaningful factor in how we've been able to not only significantly grow our logistics business, but do so while expanding margins. We now expect full year 2022 adjusted EPS to be within the range of $5.30 to $5.45, which is an increase from our previous quarter's guidance of $5.20 to $5.40. Europe, Menlo Park, China), Alternate or previous names for the individual, Total number of current Jobs the person has, Organization Name: This is the name of the organization, Title At Company: Title of a Person's Job, Start Date: Start date of the Person's Job, CB Rank (Hub): Algorithmic rank assigned to the top 100,000 most active Hubs, Number of news articles that reference the Person, London School of Economics and Political Science, M&G European Property Fund embarks on EUR85m French residential project, Billionaires battle for Tribune Publishing, California man guilty of killing 4 in race-related rampage, Texas-Based Choice Homecare Acquires Houston-Based Nextgen Hospice, Kori Muhammad trial: Jury reaches verdict for mass shooter who killed four, Means TV: inside the leftist, worker-owned streaming service, 'Time runs out' for brave boy with tumour so aggressive that chemo won't work. 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. Investors read our financial news to gain insight into stocks future earnings and price trajectory, and to find new and exciting opportunities. And we've been able to continue to have very, very strong volumes there. Well, right now, high energy prices is a huge hurdle for small carriers and it doesn't appear to be changing meaningfully anytime soon. In this review I will tell you how it has performed over the last 6 years, how it compares to Stock Advisor, and let you decide if it is worth it. Dave and Adam, you guys have seen a lot of freight cycles, you have a lot of great perspective, not to mention all the information you see from your businesses. David Jackson, Seeking Alpha Ltd: Profile and Biography - Bloomberg Markets Subscribe Live Now Bloomberg TV+ Bloomberg Daybreak Australia Bloomberg Daybreak Australia. Hey, thanks guys. In addition, he makes $2,531,869 as Pres and CEO & Director at Knight-Swift . Founder and CEO. Please again keep it to one question. The customer included in the freight rate is two hours to unload that trailer. 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. This makes the plan $39 for the first year, instead of the normal $239. 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. Our logistics business was in the low 80s and our Intermodal business achieved double digit margins. And I think a classic example to that would be, just look at the first half of this year. And then we talk a lot about sort of trough earnings and what we think we can do and clearly the non-truckload pieces of business are performing. Many of these services are branded under our brand of Iron Truck Services. Labor challenges within the rail network appear to be softening, leading to improved notification times and more consistency for our customers. We anticipate that sourcing and retaining drivers will continue as it has been -- continue to improve as we have seen thus far as it has been particularly challenging for small carriers and we are seeing signs of drivers looking for new opportunities. Two is to leverage existing expertise in areas where we've proven industry leading results, such as risk management, maintaining equipment and purchasing. GAAP earnings per diluted share for the first -- for the second quarter of 2022 were $1.35, which represents a 46.7% improvement from the prior year. But for the jury there the whole system ends up being really unbiased, and so that's the philosophy of Seeking Alpha. Please go ahead. And so, in our industry it's -- we're much more sensitive to supply than we actually even our demand. This guy is bearish on Facebook, right? We are very encouraged by the LTL results and our conviction for synergy achievement continues to grow. This may result in rates turning negative year-over-year late in the third quarter and continuing into the fourth quarter. Both GAAP and adjusted earnings per share include a $33.8 million pretax loss in other income or expense from an unrealized mark to market adjustment in our investments related to Embark Technology. Yes. I thrive on leading meaningful transactions that bring about transformation and growth. I'm very excited to show it to you, and give it to you right, right? Thank you very much for the time guys. And again, our tax rate is expected to be around 25% for the full year. Treat them as people making their own decisions, and the best way to help people to make their own decisions is to give them both sides of the argument. Our strategy continues to focus on diversifying our business, while improving both margin and revenue in each segment. Capacity is clearly under pressure. And that's all before we get to the dead horse that we keep beating that is, trailers matter, trailers make a difference. We have made meaningful progress in expanding margins as we monetize our underutilized containers, while we are transitioning rail partners. I joined Seeking Alpha in 2014. Book reviews moved to Amazon, right? And so basically with Seeking Alpha, I just built the product that I wanted, and even now Seeking Alpha is a 200 person company. There really isn't much that we haven't hit from our larger customers. Thank you. Operating income increased by 143.8% as the operating ratio improved from 95% to 89.3%. And as we get more clarity around that, the next time we release third quarter, we'll obviously make an adjustment based on what we know then. And so, we -- when you look at even the truckload portion, we do truckload with multiple brands, we have in that segment includes a bunch of dedicated business. I guess I want to get your sense of how you think that sort of retracement on the contract side could look relative to previous cycles given everything that you said so far? Seeking Alpha is a crowd-sourced content service for financial markets. These estimates represent management's best estimates based on current information available. And it sounds like maybe even an expectation that rates will be somewhat stable sequentially. David Ganek is a man on a mission, a hedge funder who believes he was wronged by an overzealous prosecutor who raided his offices in 2010 and charged the . Demand for our power-only service offering remained strong and provides a strategic advantage compared to traditional brokers. Feb. 18, 2014 -- Investment research website and blogging forum Seeking Alpha is in hot water after an anonymous blogger revealed that billionaire David Einhorn was secretly buying up shares in a tech company. And the [indiscernible] rate is $60 an hour. Next question will be from Ravi Shanker at Morgan Stanley. Do you foresee a long term ability for that segments OR to ultimately rival your TL segment and to sort of be the driver of your earnings power expansion as we think about future cycles? Thank you, Adam, and good afternoon, everybody. Select this result to view David L Jackson's phone number, address, and more. Seeking Alpha was founded by former Wall Street analyst David Jackson in 2004. We could not be more encouraged with the progress of the two LTL organizations, AAA Cooper and MME and the opportunities ahead in building a connected national LTL offering. The teams have been aggressive at capturing both revenue and cost synergies and are rapidly moving towards harmonizing the network through AAA Cooper's footprint in the southeast and MME's footprint in the mid and northwest portions of the US. Yes. I would also point out that I think maybe it's unfair that we've been painted with a broad stroke that all were truckload and we've great lengths to try and point out the differences that we have, these aren't superficial, these are legitimate earnings streams. The whole philosophy of Seeking Alpha is, number 1, treat our readers as intelligent people. Freight demand followed normal seasonal trends, but was generally strong throughout the quarter. Powered by the wisdom and diversity of crowdsourcing, millions of investors connect to discover and share investing ideas, discuss. Just want to clarify that. So we have that going on as a backdrop that is different than any cycle prior to 2018. The loss reduced both the GAAP earnings per diluted share and the adjusted earnings per share by $0.16. Our site is the only free, online source for over . I was a research analyst for an investment bank in the tech bubble, and I'm not a serial entrepreneur. Now this concludes our prepared remarks. Next question will be from Chris Wetherbee at Citi. And we've very much enjoyed working with our partners, the businesses there and they're doing a phenomenal job. Kind of any helpful on where that floor is would be helpful. It's been largely abandoned by the industry, because it's not -- I mean, it's a bit chaotic and to do it right takes a lot of work. Start Your Seeking Alpha Premium Free Trial. I think that the growth in power-only loads this quarter really, I think, will help -- hopefully dispel some concerns that investors might have about that business at a more challenging freight market. So, now what we've done is, is we've tried to address the area where we do have a finite limit of capacity, which is we only have so many trucks and drivers. Your next question will be from Todd Fowler at KeyBanc Capital Markets. By using this site, you agree to the . And then really leveraging dedicated surge and leveraging power-only to help our dedicated business when we have customers who surge beyond the capacity we've committed to them. So I think we've made some shifts there, very strategically through the bids and we like the position that we're in there. We expect continued decline in non-contract truckload opportunities. I'm David Jackson, founder of Seeking Alpha. The intermodal results are included on Slide eight. My Seeking Alpha journey began in 2006 as an article editor, recruited by our first Editor in Chief whose enthusiasm for Seeking Alpha was infectious. In other words, people from around the world create content on Seeking Alpha to share their investing ideas with others. Investors are directed to the information contained in item 1A Risk Factors or Part 1 of the company's annual report on form 10-K filed with the United States SEC for a discussion of the risks that may affect the company's future operating results. David Jackson Chief Executive Officer at Seeking Alpha David Jackson is the Chief Executive Officer at Seeking Alpha based in New York, New York. The nurturing of so-called community with free content and social media aspects built site participation and popularity. And really how the fourth quarter plays out will play a big role in setting the stage for what those changes could look like going forward. And then also not looking for guidance, but any thoughts on how contract rates will progress into 2023, just given where the spot market is right now? We have identified several locations to develop or expand our LTL footprint through the rest of the year on an organic growth side, we expect to add 300 additional doors at nine new or existing facilities. Good afternoon. This is a result of our continued focus on growing our logistics and intermodal services, our progress towards building a nationwide LTL network and the development of new revenue streams that provides expanded services to third parties. Look at how our businesses perform relative to kind of what it's been like for the smaller carriers in the broader irregular route market, particularly those that were overly reliant on spot business. Seeking Alpha New Year's Sale - 83% OFF Seeking Alpha is running a massive 83% discount on their annual premium plan. As Dave mentioned, we expect to feel inflationary pressures from driver expenses, maintenance of equipment and non-driving labor, that will continue. And you've seen us do that with a good return. Our call is scheduled to go until 05:30 PM Eastern Time. I get that. Maybe talk a little bit about what it provides your customers in terms of efficiency gains? David is related to Sara L Jackson . Im married with five children, and live in Raanana, Israel. 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. So I think that will, obviously, impact the year-over-year change. We also expect inflationary pressure on driver related cost, equipment costs, cost to maintain equipment, labor and several other items. I mean, if you looked at our operating income, there's -- that's an operating income number that rivals the biggest market caps of anybody -- of full -- of companies moving full truckloads, whether that's over the rail or whether that's over the road in our transportation space. These new and expanded services along with warehousing and equipment leasing have nearly quadrupled revenue and is on pace to generate $500 million of revenue this year with projected operating income of over $40 million, compared to a loss of $68 million in 2019. Yes. Our truckload business continues to run with an operating ratio in the 70s. The content is too spotty. Volumes in the beginning of the quarter were negatively impacted by longer container and chassis dwell times, as well as inconsistent rail network speeds. We continue to generate meaningful revenue and income growth, both organically and through acquisitions and demonstrate the operating leverage of our business. 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. Price: 4.5/5 (Seeking Alpha Premium costs $19.99/month when billed annually, but you can get it for 50% off with . Small carriers absorb that. Thank you. Thanks. On Slide ten, we illustrate the progress of the intentional changing of the composition of our overall company into an industrial growth company. We have committed volumes that run through power-only just with contracted rates, similar to how we would run most of our business on our truckload -- on the asset side.

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