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 [...]
This is one of the questions I get asked the most frequently. It’s very simple, yet incredibly important. If you can attract A-list investors to your venture, you may be on your way to building the next unicorn. If you can’t, then you may be at risk of hitting a wall. Why do I get [...]
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 [...]
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 [...]
