Business Breakdowns
Episode 82 Old Dominion: Best in Class Trucking
Business Breakdowns

Episode 82: Old Dominion: Best in Class Trucking

Business Breakdowns

Episode 82

Old Dominion: Best in Class Trucking

David Kim is the author of popular investing blog scuttleblurb. We cover the trucking industry writ large, why ODFL is objectively the best operator in its space, and how the economics of the business work.

Old Dominion: Best in Class Trucking

Introduction

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Classifying something as the “best” often attracts debate. This is NOT the case with Old Dominion Freight Line. Whether you speak with investors, customers, or even their competitors (!) – ODFL is the best less-than-truckload (LTL) operator.

Our good friend David Kim (aka scuttleblurb) joined us to analyze how ODFL has achieved this reputation. We go through the strong family roots, the network philosophy and adjoining investment program, and just how good those metrics look next to peers.

Matt
David - thank you for our first "email back-and-forth" Breakdown! If this goes well, you will be etched into Colossus history. I picture your keyboard next to Jeff Gramm's microphone from Invest Like The Best Episode 1. And if this goes poorly, it will have scarcity value. A cult classic. We can't lose.

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