“Amateurs talk strategy. Professionals talk logistics.” The last American 5-star General, Omar N. Bradley, is said to have made this declaration after leading the Allies to victory in World War II. Since then, logistics has become more important than ever. In the military, successful logistics has proven the difference between winning and losing. Hitler’s [...]
It’s been two years since Amazon bought Whole Foods. At the time, analysts touted the deal as an Amazon initiative to dominate food retail. But is that what really happened? Looking back and looking forward, what can we learn about Amazon’s goals and strategy? In short — it’s all about logistics. First of all, it’s important to [...]
Venture capital and private equity can be opaque. For every deal that gets done, more than a hundred deals get pitched. What should founders know about how the investment process works? I have some experience in this realm. As a founder of four companies and investor in many others, I've been on both sides of [...]
"What gets measured gets managed." Peter Drucker wrote these words in 1954, in his classic book, "The Practice of Management." Are these words still relevant today? Particularly at a time when the Internet has compressed the pace of change, are old management ideas still applicable? In my opinion, the answer is yes. But don't just [...]
Digital freight brokers are challenging the incumbents. Will the winner be a startup like Convoy, Transfix, or Uber Freight? Or a giant like XPO, CH Robinson, or Echo? The Opportunity The upside is enormous. Trucking is a $734 billion market. Truckload and less-than-truckload revenue constitutes close to $400 billion. If 20% of that market is [...]
Cambridge Capital in Fortune Magazine The pace of change in transportation and logistics has never been faster! We are witnessing a flurry of activity: driverless trucks, e-commerce marketplaces, machine-to-machine platooning, and more. How can transportation and logistics firms keep up? One option is to invest in the disruptors. At Cambridge Capital here in sunny Palm [...]
CNBC Interview on Transportation, Logistics, and the Economy with BGSA's Ben Gordon CNBC's Sue Herera and I discussed the state of transportation and logistics, and the implications for the broader economy. Now more than ever, great companies in the supply chain sector need the ability to adapt. In the interview, we talk about cycling, consolidation [...]
New Deals in Logistics with BGSA's Ben Gordon Dustin Matteson asked me to do an interview with him on M&A and the future of logistics. Dustin specializes in the supply chain, and this was a good opportunity to explore the big issues in our sector, so I was happy to do so. Winners with the [...]
The BGSA Supply Chain Conference in Palm Beach Every January, we have the pleasure of hosting more than 200 CEOs and leaders of transportation, logistics, supply chain and technology companies at the Breakers in Palm Beach. The annual BGSA Supply Chain conference has become a great way to learn about the big trends and opportunities [...]
Next week I'll be speaking at Panama Invest 2017. A primary topic of discussion: how will supply chain disruption impact Panama? On the one hand, Panama has one of the most valuable supply chain assets in the world. Completed in 1914, the Panama Canal became the strategic link between the Atlantic and Pacific Oceans. A [...]
