The supply chain world just welcomed its latest unicorn. Congratulations to Bringg and its outstanding team, which is building the market leader in last-mile logistics software. When we first met Bringg's founders Raanan Cohen and Lior Sion, it was 2016. Bringg was just getting started. Still, it was clear that they had a compelling solution for the last mile, blue-chip [...]
JD Logistics is planning to raise $3.4 billion in an IPO. Three issues that stand out: First, JD attracted a world-class network of largely US-based investments banks, including Bank of America and Goldman Sachs. Nevertheless, they chose the Hong Kong exchange for their listing. This reflects the fact that Chinese and US markets are increasingly separating from one another. [...]
Cambridge Capital recently decided to invest $20 million in ReverseLogix, a reverse logistics SaaS company. We've received a lot of interest from other logistics technology companies, as well as retailers and brands seeking a partner to manage their returns. So I thought it might help to explain our reasoning for making this decision, and sharing [...]
I had the opportunity to do an interview with Pearl Lemon. We had a free-ranging discussion, covering good advice, bad advice, best investment, recovering from failures, and more. Here are a few highlights. Feel free to see the full interview here. What Is The Book (Or Books) You’ve Given Most As A Gift, And [...]
Why is Crown Holdings, Inc. running out of cans? Supply chain students are familiar with the "beer game." It's an academic exercise that shows how a small increase in demand at the end-consumer level can drive larger ripples through the entire supply chain. We are witnessing a real-life "beer game" today, as demand shifts from kegs to [...]
Congratulations to Liftit on closing its latest round! Cambridge Capital is pleased to support them. Liftit is building a technology platform to automate last-mile truck deliveries in Latin America. We liked their entrepreneurial drive, traction with customers, and leadership in Latin America. Please see their press release and the TechCrunch article for more on Liftit. [...]
The new buzzword in coronavirus containment is "social distancing." What is it, and what does it mean for logistics? China has popularized application of "social distancing" in a bid to control the runaway Covid-19 coronavirus. After a slow start, China has moved aggressively in Wuhan and elsewhere. Key measures have included closing schools, quarantining entire [...]
If you wanted a crystal ball to predict the economy, where would you find it? To paraphrase Shakira, "My supply chains don't lie!" If you want a reliable data source, you can look at logistics. In January, BGSA Holdings and sponsors like Cambridge Capital hosted over 250 of the top supply chain CEOs and leaders [...]
View Full Article Here - FreightWaves The majority of transportation and logistics executives expect their businesses to grow by more than 10% in 2020 and say they are “very likely” to consider a merger, acquisition, investment or other transaction in 2020, according to survey data gathered at BGSA’s annual conference. Last week at The Breakers in [...]
View Full Article Here - Yahoo Finance The majority of transportation and logistics executives expect their businesses to grow by more than 10% in 2020 and say they are "very likely" to consider a merger, acquisition, investment or other transaction in 2020, according to survey data gathered at BGSA's annual conference. Last week at The Breakers [...]
