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Tracy Alloway

πŸ‘€ Speaker
2151 total appearances

Appearances Over Time

Podcast Appearances

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

But management matters in any company, in any industry.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Management matters a lot.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

You can have a strong management team

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

who understands how you make money, has the nose for money, has the analytical capabilities of knowing what's important and what's not important, treats their employees right, treats their customers right, treats their vendors right, and they'll make a lot of money.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

And you'll have the same exact business across the street with not so sharp management.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

They don't treat their customers right.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

They don't treat their employees right.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

They don't treat their vendors right.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

And boom, this company doesn't do so well.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

So management matters.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

It matters a real lot.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

But again, I know you're not, you know, on a day-to-day basis with XPO now, but do you get the sense that the trucking cycle has turned?

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

JB Hunt's in no time high too.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Yeah, a meaningful uptick in freight.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

There are...

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Several important gurus, analysts, and industry experts in trucking who have called a turn in the last couple of months.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

We'll see.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

A couple of months doesn't make a trend yet.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

But at the time, it looks like it's inflected.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

It looks like there's more goods moving.