Tyler Crowe

In that sort of vein, we played a little game with these guys.

I each wanted you guys to pick one stock from an industry and find the stock that you find that is kind of bucking the sector trend.

Is there a company that's doing lousy in these awesome sectors or a company that's doing gangbusters in a downtrodden sector?

So I want to start with you, Matt.

What's the sector in the stock that you're like, this is kind of interesting?

That's the whole point of this segment.

Permit me a little bit of a follow-up question here.

When I think hospitality too, though, I do think like sensitivity to macroeconomic factors.

So when you look at Ryman, because it is a hospitality REIT, is this a specific REIT that has some sort of, call it macroeconomic, macro vibes, resiliency in it with its business model?

Or is it a little bit of ride the wave until it's no longer working?

Lou, I think we're not going to do anything real estate related with what you're looking at here.

Similar follow-up, and this is kind of a discussion you and I, I think we had a couple of years ago too, where it felt like a time where like trucking especially was like, you've got Old Dominion, XPO's up and coming, but you had a lot of subpar operators in this industry.

And so it kind of was...

Old Dominion and to a lesser degree XPO is kind of like taking candy from a baby, taking market share here because they couldn't seem to get their hand out of the paste jar.

So it seems like that's less the case now.

I mean, obviously Old Dominion, XPO are dominant players here, but some of the other players in the industry have found religion, I guess you will, on margin, on capacity additions at a reasonable rate.

With that in mind,

With the kind of the outperformers like XPO and Old Dominion that have done so well, now that they're facing more competent competition, is the growth opportunities as robust here or is it kind of a little bit more of a knife fight for share?

Trucking, as boring as it sounds, it's been a weirdly fascinating industry over the past, like, I don't know, at least decade to follow.

So interesting to see XPO kind of, you know,