Andrew and Seth debate whether trucking stocks can continue rising after strong past couple months. They also discuss a rapid vaccine rollout's impact to trucking, Uber acquisition, UPS earnings, and more.
Andrew and Seth break down the recent acquisition of UPS Freight by TFI International. But not before discussing recent housing data, new partnerships in the autonomous trucking segment, and Costco's reluctance to implement curbside pickup.
Andrew and Seth discuss the major shipping delays at US ports through the lens of Peloton and its exorbitant delays. We also discuss recent analysis of the vaccine's impact to hospitalization rates, MArc Lore's departure from Walmart, another EV SPAC, and some recent economic data.
Andrew and Seth discuss the disparity in growth rates between retail imports and retail sales to get a better understanding of where inventory levels are headed. They also debate which retailers should be looking to expand in 2021, Walmart's fintech aspirations, retailer earnings, and Amazon's sh...