Knight-Swift Transportation: Need More Evidence That Pricing And Volume Can Improve

Core Viewpoint - The previous investment stance on Knight-Swift Transportation Holdings Inc. (NYSE: KNX) was a hold rating due to weak freight volumes, soft margins in LTL, and unsatisfactory TL pricing [1] Company Analysis - The investment strategy focuses on long-term investments while also considering short-term shorts to identify alpha opportunities [1] - The approach is centered on bottom-up analysis, examining the fundamental strengths and weaknesses of individual companies [1] - The investment horizon is medium to long-term, aiming to find companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]