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4min chapter
The Trucking Episode: Why the Industry Is Such a Mess
Odd Lots
Private Equity
Private equity has a very, very poor track record of acquiring companies. There are no economies of scale on size in the full truck load market. Even large public trucking companies that have better ran by operators can't find people to fill their trucks. The industry is constantly playing in n your plain defence because you're dealing with all these factors and so it's not a good play for private equity.
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