Used truck sales are INCREASING. New truck sales are DECREASING. Many companies are contributing these conditions to backlog issues and a lack of inventory.
Now consider the connections that the Normand family has within the trucking industry...
The multi-generational-trucking family, that operates Payless and who also originated a wholesale buying group, gets their pick of the highest quality tractors for the best purchase prices which are deep discount from wholesale.
This kind of business model becomes invaluable, especially when it exists in a subset of the market that Rush has yet to penetrate.
Not to mention, Rush Enterprises was built on start-ups and acquisitions... And as the only publicly traded truck dealer on the US stock market, they will be very interested in neutralizing any form of competition. IMO
This is just a little food for thought while we wait for filings/updates... ;-)