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 [...]
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 [...]
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 [...]
