On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q3 2024. This quarter, they discuss Old Dominion Freight Line.
Over the past 20 years, Old Dominion has been one of the best performing stocks in the market. This seemingly boring best-in-class trucking company outperformed well-known companies like Amazon, Costco, and Microsoft. Tune into today’s episode to hear Clay and Kyle’s thoughts on Old Dominion’s business and what the prospective returns might look like going forward.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:14 - What is important to know about Old Dominion’s history going back to the Great Depression?
21:06 - An overview of Old Dominion’s business model and competitive advantages.
21:06 - The development of the LTL trucking industry over the past 20 years.
41:53 - Why Old Dominion Freight Line has similar competitive advantages to Copart.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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