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I focus on HALO investing: Heavy Assets, Low Obsolescence - owning irreplaceable physical assets with durable moats against technological disruption. Top recommendations include American Tower, Brookfield Infrastructure, Prologis, Rexford Industrial, Lineage, Americold, VICI Properties, and Lamar Advertising. AMT, COLD, and VICI currently offer attractive entry points based on discounted multip...
After Spirit Airlines vanished from the skies, its not-quite-sudden collapse raised questions about why the successful low-cost model, born in the U.S. airline industry, is failing.
Both FedEx and J.B. Hunt are less vulnerable to rising fuel prices than many transportation companies because their business models allow them to offset or adapt to higher energy costs.
J.B. Hunt Transport Services, Inc. (JBHT) Presents at Bank of America 33rd Annual Industrials, Transportation and Airlines Key Leaders Conference Transcript
LOWELL, Ark.--(BUSINESS WIRE)--J.B. Hunt Transport Services Inc. (Nasdaq: JBHT), one of the largest supply chain solutions providers in North America, announced today it has been included in the Dow Jones Best‑in‑Class North America Index following S&P Global's 2025 Corporate Sustainability Assessment (CSA). J.B. Hunt was previously included in the North American Dow Jones Sustainability Index,...
LOWELL, Ark.--(BUSINESS WIRE)--J.B. Hunt Transport Services, Inc.'s (NASDAQ: JBHT) President of Dedicated Contract Services and Executive Vice President Brad Hicks and Senior Vice President of Operations for J.B. Hunt Truckload Josh Phelan will address the Bank of America 33rd Annual Industrials, Transportation & Airlines Key Leaders Conference in New York, New York, at 10:20 a.m. EDT on Tuesda...
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