The JD Logistics IPO and the Growth in Chinese Last-Mile Logistics

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. [...]

By |2021-06-01T15:29:40+00:00June 1st, 2021|

Why Cambridge Capital Backed ReverseLogix

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 [...]

By |2023-08-22T19:20:43+00:00March 8th, 2021|

Benjamin Gordon Interview with Pearl Lemon

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 [...]

By |2021-02-17T20:48:23+00:00February 17th, 2021|

The Blue Wave and Taxes: What a Biden Win Means for Business Owners… and Supply Chain Companies

On November 3, the American people will vote. We may not know the actual election results immediately, due to unprecedented volumes of vote-by-mail. However, the polling currently suggests a Democratic sweep of the White House, Congress, and Senate. Meanwhile, Wall Street increasingly expects a Blue Wave. What will be the ripple effects for taxes, business [...]

By |2020-10-30T13:07:56+00:00October 30th, 2020|

The DeJoy Controversy: Are Leaders Wanted in the USPS?

The US Postal Service has gotten more publicity this year than any time in modern history. A Google search for “USPS Postmaster General” yields 23.8 million results, including multiple front-page stories in the Wall Street Journal, New York Times, and Washington Post this month. Many have challenged the qualifications of new US Postmaster General Louis [...]

By |2020-09-10T14:33:01+00:00September 10th, 2020|

Will Mexico Win the US-China Trade War?

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 [...]

By |2020-08-28T02:07:19+00:00August 6th, 2020|

How will the Coronavirus Change Logistics Technology?

Will the coronavirus cause logistics technology to grow faster? That is exactly what we are seeing. The COVID-19 challenge is encouraging companies to accelerate their adoption of new technologies that boost productivity. Beneficiaries include robotics, drones, transportation management systems (TMS), robotics process automation (RPA), and more. In turn, venture capital and private equity firms are [...]

By |2020-05-11T15:48:14+00:00May 11th, 2020|

Social Distancing and Logistics

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 [...]

By |2020-03-10T17:44:29+00:00March 13th, 2020|

Ben Gordon, BGSA Conference CEOs Optimistic about 2020

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 [...]

By |2020-02-05T05:18:21+00:00February 2nd, 2020|