Industry & Services >> Analyst Interviews >> July 22, 2014
Tight Capacity the Key Theme for Asset-Based Trucking and Third-Party Logistics
Matthew Young, CFA, is an Equity Analyst for Morningstar, covering transportation and logistics firms. Prior to joining Morningstar in 2010, he was an Equity Research Associate at William Blair & Company, L.L.C., for five years, where he covered logistics and commercial services firms. Mr. Young holds a bachelor’s degree from Wheaton College and a master’s degree in business administration, with concentrations in finance and accounting, from the University of Chicago Booth School of Business. Profile
TWST: Please begin with an overview of your coverage universe and the companies you follow.
Mr. Young: Our transportation coverage includes the asset-light third-party logistics