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Alta Fox Capital - Daseke, Inc.: A Key Beneficiary Of The US Infrastructure Bill

May 03, 2022 5:33 AM ETDaseke, Inc. (DSKE)4 Comments
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Fund Letter Stock Ideas


  • DSKE has fallen 35% from all-time highs and now trades at a ~20% normalized forward FCF to equity yield.
  • The ongoing shift in consumer demand from goods to services has caused a violent sell-off in dry van related trucking companies.
  • As we look to 2023, Daseke will be a key beneficiary of the US infrastructure bill.

Daseke is the largest flatbed/specialized trucking company

grandriver/E+ via Getty Images

The following segment was excerpted from this fund letter.


DSKE has fallen 35% from all-time highs and now trades at a ~20% normalized forward free cash flow to equity yield based on our estimates and <7x 2022 PE.

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Single stock ideas excerpted from fund letters published by Seeking Alpha.

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