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 [...]
In 1992, Paul Tsongas said, "The Cold War is over. Japan won!" Sometimes a surprising third party emerges as the winner in a two-party battle. Will the US-China trade war cause both the US and China to invest more aggressively in Mexico? As FreightWaves reported, Mexico announced three Chinese companies, Holley Technology, Kuka Home and [...]
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 [...]
Listen to Podcast Here Hello and welcome back to another episode of “The Freight Project Podcast!” On today’s episode we welcome Benjamin Gordon of Cambridge Capital, a capital investment firm with a focus on logistics & logistics technology. Ben is a long time veteran of the logistics industry, having first worked for a company that developed [...]
The world of logistics is changing quickly. What does the future hold? At Cambridge Capital, we see eight key themes as particularly important. They include Last-mile: how does freight get from your website purchase to your home? Globalization: how do companies navigate cross-border regulations and conduct trade? Consolidation: in the fragmented world of the supply chain, how do the [...]
Cold-storage warehousing has become a hot sector. In the past year, we have seen a flood of capital pouring into temperature-controlled logistics facilities. Investors and buyers have rushed into the sector, eager to snap up the facilities that support the food supply chain. Industry leaders Lineage Logistics and Americold in particular have been on a [...]
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 [...]
