🗞 How The 2026 Freight Boom Can Make You Rich

BREAKING THE DEAL
Bottlenecks = Margin Spikes

What does Venezuela have to do with profitable opportunities in American Trucking?

Easy:

• Venezuela’s oil supply injection is the heaviest & most sour in the world

• This oil is used primarily in Diesel production and will now be controlled by the U.S.

Meaning, the biggest trucking companies in America will see their margins expand from the two biggest angles, carrying the industry forward ⬇️ 

1. Bottlenecks have sent spot rates flying in 2025, to follow into 2026

2. More Diesel supply and lower prices will reduce costs and expand margins

Beyond bottlenecks in trucking capacity, we face a broader issue when we look across the rest of the U.S. economy.

Inventory levels are “too low” according to the Purchasing Manager’s Institute (PMI), so any and all demand upticks can quickly create a problem.

A problem that has no quick solution, and that’s where leverage comes into play.

Leverage, as in technology. And there is one company in the trucking industry that has a near-monopoly in logistics technology & data forecasting.

More than that:

• Valuation models suggest 85% upside (base case)

• The stock now trades at net asset value (NAV) for pure upside

• Vanguard & other institutions have bought in the last quarter

This is how we profit from the chaos, and even if we’re wrong, there’s a perfect hedge you can implement in this idea and still come out winning.

So grab a pen and paper, and let’s get into it ⬇️ 

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