Companies / WERN
NASDAQWerner Enterprises (WERN) in our theses
Werner Enterprises appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Washington just shut 110 trucking schools: the freight recovery will start with missing drivers, not with demand
Washington is throttling the inflow of new CDL holders, so truckload capacity shrinks without any demand recovery, and asset based carriers keep the rate.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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