Video Notes:
- Albemarle Corporation (ALB): Hosted an investor day; expected to earn $6 in 2022, going to come in around $22; there is nowhere near enough lithium supply to meet growing demand; growing quite rapidly in a rapidly growing market; gave long-term guidance; ALB remains a long
- Knight-Swift Transportation Holdings Inc. (KNX): Operating income down ~40% YoY which is alarming; missed on EPS; Quad 4 recessionary environment; all internal metrics look bad; KNX remains a short
