Transports like J.B. Hunt (JBHT) are often looked at as early-cycle plays, and while the market's abrupt shift toward looking past COVID-19 may be too much too soon, it has helped send these shares more than 75% higher from the March panic-lows. Although that level of appreciation doesn't seem to leave a lot of low-hanging fruit from a valuation perspective, I do see an argument for better performance from this company in the coming years, particularly, I see the company eventually achieving scale with its digital brokerage platform and leaning more toward building