Morning Midas incident – EV supply chain profits, risks and winners
Unprepared for the new ‘logistics architecture’
JB Hunt is one of the most well-run logistics companies I have covered during the years, and its latest trading update released on Monday unequivocally proves that when the going gets tough, its management team are always ready to deliver the goods while properly managing expectations.
The headline story – JB Hunt missed Q2 bottom-line estimates, reported by Seeking Alpha (it was later amended) – did little to change my upbeat take on its prospects, which were confirmed short term in after-hour trade by ...
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