VALUE: After Hours (S07 E43): Old Dominion Freight Line: A Case Study in Network-Effect Moats

The Acquirer's Multiple®
10/12/2025
VALUE: After Hours (S07 E43): Old Dominion Freight Line: A Case Study in Network-Effect Moats

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Episode Synopsis

During their recent episode, Taylor, Carlisle, and Todd Wenning discussed Old Dominion Freight Line: A Case Study in Network-Effect Moats. Here’s an excerpt from the episode: Todd: Yeah, I think cyclical could be moaty. I think when they have downswings in their industry, that’s a good time to pick them ...

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