Ryder ($R) put this out in their investor day yesterday: https://twitter.com/rodalzmann/status/1532825012796895233?s=21&t=nScRqF7KP0dHE6xpu0AcQg

It’s a major component of my thinking behind having $ALSN as a major position (currently largest due to $PLBY drawdown).

Seems rarely discussed on socials, would love to hear thoughts from folks!